Rep. Josh Gottheimer Sells KKR & Co. Inc. (NYSE:KKR) Shares

Representative Josh Gottheimer (D-New Jersey) recently sold shares of KKR & Co. Inc. (NYSE:KKR). In a filing disclosed on December 29th, the Representative disclosed that they had sold between $1,001 and $15,000 in KKR & Co. Inc. stock on November 19th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Dassault Systemes (OTCMKTS:DASTY) on 11/21/2025.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 11/19/2025.
• Sold $1,001 – $15,000 in shares of Edwards Lifesciences (NYSE:EW) on 11/19/2025.
• Sold $1,001 – $15,000 in shares of HubSpot (NYSE:HUBS) on 11/19/2025.
• Sold $15,001 – $50,000 in shares of Fidelity National Information Services (NYSE:FIS) on 11/19/2025.
• Sold $1,001 – $15,000 in shares of BHP Group (NYSE:BHP) on 11/19/2025.
• Purchased $1,001 – $15,000 in shares of CSW Industrials (NYSE:CSW) on 11/17/2025.
• Sold $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 10/20/2025.
• Purchased $1,001 – $15,000 in shares of NiCE (NASDAQ:NICE) on 10/17/2025.
• Purchased $1,001 – $15,000 in shares of NetEase (NASDAQ:NTES) on 10/17/2025.

KKR & Co. Inc. Trading Down 0.7%

Shares of KKR stock opened at $128.57 on Wednesday. KKR & Co. Inc. has a 12 month low of $86.15 and a 12 month high of $170.40. The company has a market cap of $114.60 billion, a PE ratio of 54.48, a price-to-earnings-growth ratio of 1.40 and a beta of 1.99. The company has a quick ratio of 0.09, a current ratio of 0.09 and a debt-to-equity ratio of 0.75. The business’s 50 day moving average is $124.71 and its two-hundred day moving average is $132.65.

KKR & Co. Inc. (NYSE:KKR) last posted its quarterly earnings data on Friday, November 7th. The asset manager reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.30 by $0.11. The business had revenue of $4.36 billion during the quarter, compared to the consensus estimate of $2.14 billion. KKR & Co. Inc. had a net margin of 13.84% and a return on equity of 6.12%. During the same period in the prior year, the firm earned $1.38 EPS. Equities analysts predict that KKR & Co. Inc. will post 5.19 EPS for the current year.

KKR & Co. Inc. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Shareholders of record on Monday, November 17th were issued a dividend of $0.185 per share. This represents a $0.74 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, November 17th. KKR & Co. Inc.’s dividend payout ratio (DPR) is 31.36%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on KKR. UBS Group began coverage on KKR & Co. Inc. in a research report on Thursday, December 11th. They issued a “buy” rating and a $176.00 price target on the stock. Barclays lifted their price target on KKR & Co. Inc. from $154.00 to $169.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. BMO Capital Markets assumed coverage on KKR & Co. Inc. in a research report on Friday, October 3rd. They issued an “outperform” rating and a $148.00 price objective for the company. TD Cowen lowered their price objective on shares of KKR & Co. Inc. from $153.00 to $146.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. Finally, Oppenheimer cut their target price on shares of KKR & Co. Inc. from $166.00 to $164.00 and set an “outperform” rating for the company in a research note on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $158.79.

Institutional Investors Weigh In On KKR & Co. Inc.

A number of institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of KKR & Co. Inc. during the 2nd quarter valued at about $1,530,419,000. Strive Asset Management LLC bought a new position in KKR & Co. Inc. during the third quarter worth about $535,907,000. Viking Global Investors LP bought a new position in KKR & Co. Inc. during the third quarter worth about $352,038,000. Amundi boosted its holdings in KKR & Co. Inc. by 114.2% during the first quarter. Amundi now owns 4,575,631 shares of the asset manager’s stock valued at $528,989,000 after purchasing an additional 2,439,505 shares in the last quarter. Finally, Close Asset Management Ltd boosted its holdings in KKR & Co. Inc. by 4,155.1% during the third quarter. Close Asset Management Ltd now owns 1,515,299 shares of the asset manager’s stock valued at $196,845,000 after purchasing an additional 1,479,688 shares in the last quarter. Institutional investors and hedge funds own 76.26% of the company’s stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About KKR & Co. Inc.

KKR & Co Inc is a global investment firm headquartered in New York City that specializes in private markets and alternative asset management. Founded in 1976 by Jerome Kohlberg Jr., Henry Kravis and George R. Roberts, the firm built its reputation in leveraged buyouts and has since expanded into a multi-strategy asset manager. KKR operates across private equity, credit, real assets (including real estate and infrastructure), growth equity and hedge fund strategies, offering a range of investment products and strategies for institutional and private investors.

KKR manages capital through traditional closed-end funds as well as customized vehicles such as separate accounts, co-investments, and listed investment vehicles.