Picton Mahoney Asset Management Boosts Holdings in KKR & Co. Inc. $KKR

Picton Mahoney Asset Management grew its stake in shares of KKR & Co. Inc. (NYSE:KKR) by 7.7% during the third quarter, HoldingsChannel reports. The firm owned 243,062 shares of the asset manager’s stock after purchasing an additional 17,400 shares during the quarter. Picton Mahoney Asset Management’s holdings in KKR & Co. Inc. were worth $31,586,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. ESL Trust Services LLC bought a new stake in KKR & Co. Inc. during the 3rd quarter valued at approximately $26,000. GGM Financials LLC purchased a new position in shares of KKR & Co. Inc. in the 3rd quarter valued at approximately $27,000. Clearstead Trust LLC bought a new stake in shares of KKR & Co. Inc. during the second quarter valued at approximately $28,000. Richardson Financial Services Inc. grew its stake in KKR & Co. Inc. by 2,150.0% in the third quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager’s stock worth $29,000 after purchasing an additional 215 shares during the period. Finally, Pineridge Advisors LLC purchased a new stake in KKR & Co. Inc. in the second quarter worth $31,000. Hedge funds and other institutional investors own 76.26% of the company’s stock.

Trending Headlines about KKR & Co. Inc.

Here are the key news stories impacting KKR & Co. Inc. this week:

• Positive Sentiment: RBC Capital initiated coverage with an Outperform rating and a $137 target, signaling confidence in KKR’s ability to hit medium- to long-term targets and providing a potential support level for the stock. RBC Initiates Coverage
• Neutral Sentiment: KKR CFO Henry McVey appeared on CNBC’s Closing Bell Overtime discussing geopolitical tensions and market anxiety; management commentary can reassure investors but didn’t provide material new guidance. McVey Interview
• Neutral Sentiment: Barclays trimmed its price target from $136 to $127 but kept an Overweight rating — a modest downgrade of near-term upside while preserving a constructive view. That reduces some upside expectations but maintains analyst support. Barclays Price Target Change
• Neutral Sentiment: News about Accel‑KKR’s majority investment in Whip Around is a sector-level private-equity deal (Accel‑KKR is a separate firm), so it has limited direct impact on KKR’s fundamentals. Accel-KKR Investment
• Neutral Sentiment: Coverage on FS KKR Capital (a separate credit vehicle with KKR branding) highlights attractive valuations for that listed credit vehicle; it’s relevant to sentiment around KKR-brand assets but doesn’t directly change KKR Inc.’s earnings. FS KKR Capital Article
• Negative Sentiment: Pomerantz LLP announced an investigation into claims on behalf of KKR investors — potential litigation or regulatory attention increases uncertainty and downside risk for the stock. Pomerantz Investigation
• Negative Sentiment: Market pressure has pushed KKR toward a fresh 52‑week low, a technical negative that can trigger stop-orders and discourage short-term buyers until sentiment stabilizes. 52-Week Low Report

KKR & Co. Inc. Stock Performance

Shares of KKR stock opened at $90.45 on Wednesday. The company has a market capitalization of $80.64 billion, a price-to-earnings ratio of 38.65, a price-to-earnings-growth ratio of 0.65 and a beta of 2.01. The company has a debt-to-equity ratio of 0.75, a quick ratio of 0.09 and a current ratio of 0.09. KKR & Co. Inc. has a one year low of $84.52 and a one year high of $153.87. The company’s 50-day moving average is $115.40 and its 200 day moving average is $124.55.

KKR & Co. Inc. (NYSE:KKR) last issued its earnings results on Thursday, February 5th. The asset manager reported $1.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.14 by ($0.02). KKR & Co. Inc. had a return on equity of 5.77% and a net margin of 11.97%.The firm had revenue of $5.93 billion during the quarter, compared to analysts’ expectations of $2.23 billion. During the same period last year, the firm posted $1.32 earnings per share. The firm’s quarterly revenue was up 76.1% on a year-over-year basis. Sell-side analysts expect that KKR & Co. Inc. will post 5.19 EPS for the current fiscal year.

KKR & Co. Inc. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given a $0.185 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $0.74 annualized dividend and a yield of 0.8%. KKR & Co. Inc.’s dividend payout ratio is 31.62%.

Analyst Ratings Changes

KKR has been the subject of several recent research reports. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. TD Cowen lowered shares of KKR & Co. Inc. from a “buy” rating to a “hold” rating and decreased their price target for the stock from $146.00 to $131.00 in a research note on Wednesday, January 14th. Oppenheimer dropped their price objective on shares of KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. Barclays cut their price objective on shares of KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating on the stock in a report on Monday. Finally, UBS Group lowered their target price on shares of KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating for the company in a report on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $151.80.

Insiders Place Their Bets

In other KKR & Co. Inc. news, Director Matt Cohler bought 43,872 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were acquired at an average cost of $102.90 per share, for a total transaction of $4,514,428.80. Following the purchase, the director owned 45,477 shares in the company, valued at approximately $4,679,583.30. This trade represents a 2,733.46% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Joseph Y. Bae bought 125,000 shares of KKR & Co. Inc. stock in a transaction on Tuesday, February 17th. The stock was acquired at an average cost of $102.19 per share, with a total value of $12,773,750.00. Following the acquisition, the chief executive officer owned 509,257 shares in the company, valued at approximately $52,040,972.83. This represents a 32.53% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders have acquired 343,872 shares of company stock valued at $35,367,179. 39.34% of the stock is currently owned by company insiders.

KKR & Co. Inc. Company Profile

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.