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 company recently agreed to sell USI Insurance Services to Aon for approximately $17 billion in cash, a transaction that is expected to generate about $3.3 billion in proceeds for Kohlberg Kravis Roberts & Co. L.P., providing significant liquidity and demonstrating the value created through its Strategic Holdings portfolio.
• With the stock currently trading at $109.83, the price remains well below the consensus target price of $130.00, suggesting potential for significant upside as analysts maintain a Moderate Buy rating and recent price targets from firms like Oppenheimer have been raised to $166.00.
• Recent earnings data from July 30, 2026, showed the company reported $1.63 in earnings per share, beating analysts' consensus estimates of $1.43, while revenue of $5.73 billion significantly exceeded expectations, indicating strong operational performance and profitability.
• Insiders have shown confidence in the company's future by making substantial purchases, including CEO Scott C Nuttall buying 125,000 shares and Director Timothy R Barakett purchasing 50,000 shares in early 2026, which often signals that management believes the stock is undervalued.
• The board of directors approved a $500 million stock repurchase program in May 2026, authorizing the company to buy back up to 0.5% of its stock, a move that typically indicates the board believes the current share price does not fully reflect the company's intrinsic value.