KKR & Co. Inc. (KKR) Stock Forecast & Price Target

KKR & Co. Inc.
Bull Case

Here are some ways that investors could benefit from investing in Kohlberg Kravis Roberts & Co. L.P.:

• The stock is currently trading at $87.39, which is significantly below the consensus price target of $130.00 set by analysts as of October 1, 2026. This valuation gap suggests that the market may be undervaluing the company relative to its expected future earnings, offering a potential entry point for investors seeking upside.
• Kohlberg Kravis Roberts & Co. L.P. recently announced a $5.1 billion acquisition of Gen II Fund, a fund administrator, which signals a strategic move to expand its service offerings and potentially increase fee income. This deal demonstrates the company's ability to execute large-scale transactions that can drive long-term growth and diversify its revenue streams.
• The company expanded its joint venture with TotalEnergies by adding 700 MW of renewable energy assets to their U.S. portfolio, which currently holds 1.4 GW. This move into the renewable energy sector aligns with global sustainability trends and provides a new source of stable, long-term cash flows, enhancing the company's appeal to environmentally conscious investors.
• In its most recent quarterly earnings report, the company reported an EPS of $1.63, beating the consensus estimate of $1.43 by $0.20. This strong performance, combined with a net margin of 14.41%, indicates that the company is effectively managing its costs and generating robust profits, which is a positive signal for shareholders.
• The stock has a PEG ratio of 0.79, which is below 1.0, suggesting that the stock may be undervalued relative to its growth rate. A PEG ratio below 1 often indicates that the stock is a good value for its growth potential, making it an attractive option for growth-oriented investors.