HUB Investment Partners LLC Increases Stake in KKR & Co. Inc. $KKR

HUB Investment Partners LLC raised its stake in KKR & Co. Inc. (NYSE:KKR) by 35.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 24,122 shares of the asset manager’s stock after purchasing an additional 6,341 shares during the quarter. HUB Investment Partners LLC’s holdings in KKR & Co. Inc. were worth $3,135,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in KKR. ESL Trust Services LLC bought a new stake in KKR & Co. Inc. during the 3rd quarter valued at $26,000. GGM Financials LLC bought a new stake in KKR & Co. Inc. in the 3rd quarter worth $27,000. Clearstead Trust LLC bought a new stake in KKR & Co. Inc. in the 2nd quarter worth $28,000. Richardson Financial Services Inc. increased its position in shares of 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 valued at $29,000 after acquiring an additional 215 shares during the period. Finally, Pineridge Advisors LLC bought a new position in shares of KKR & Co. Inc. during the second quarter valued at about $31,000. Hedge funds and other institutional investors own 76.26% of the company’s stock.

KKR & Co. Inc. Stock Performance

Shares of KKR opened at $91.31 on Friday. The company has a 50-day simple moving average of $113.18 and a two-hundred day simple moving average of $123.79. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.07 and a quick ratio of 0.09. The firm has a market capitalization of $81.41 billion, a PE ratio of 39.02, a price-to-earnings-growth ratio of 0.69 and a beta of 2.01. KKR & Co. Inc. has a one year low of $84.52 and a one year high of $153.87.

KKR & Co. Inc. (NYSE:KKR) last posted its earnings results on Thursday, February 5th. The asset manager reported $1.12 earnings per share for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.02). The firm had revenue of $5.93 billion for the quarter, compared to analysts’ expectations of $2.23 billion. KKR & Co. Inc. had a return on equity of 5.57% and a net margin of 11.97%.The firm’s revenue was up 76.1% on a year-over-year basis. During the same quarter last year, the company posted $1.32 EPS. On average, analysts anticipate that KKR & Co. Inc. will post 5.19 EPS for the current fiscal year.

KKR & Co. Inc. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were given a dividend of $0.185 per share. 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 (DPR) is currently 31.62%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on KKR. UBS Group cut their target price on KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating on the stock in a research note on Friday, February 20th. TD Cowen cut KKR & Co. Inc. from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $146.00 to $131.00 in a report on Wednesday, January 14th. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research note on Sunday, January 25th. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada initiated coverage on shares of KKR & Co. Inc. in a report on Tuesday, February 24th. They issued an “outperform” rating and a $137.00 price target on the stock. Two equities 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 stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $151.80.

Key KKR & Co. Inc. News

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

• Positive Sentiment: Director Timothy Barakett bought 50,000 shares (~$4.7M) at about $94.47, raising his stake to 285,000 shares — a clear insider-confidence signal amid recent selling. Read More.
• Positive Sentiment: KKR co‑CEOs reportedly purchased ~175,000 shares, which management frames as a vote of confidence while retail investors have been exiting — supports the narrative that leadership thinks the shares are attractive at current levels. Read More.
• Positive Sentiment: Company is pushing a new retail fund and insiders are buying, which could shift KKR’s growth mix toward fee‑based retail distribution if it attracts and retains assets — a longer‑term positive for recurring fees. Read More.
• Neutral Sentiment: KKR agreed to acquire stakes in SK Eternix from SK Discovery and Hahn & Company — adds portfolio assets and potential fees but is deal‑specific and not transformational by itself. Read More.
• Neutral Sentiment: Latest quarterly results showed a small EPS miss but large revenue growth (driven by itemized results); the company also declared a modest quarterly dividend — mixed fundamentals that leave valuation sensitive to AUM and fee trends. Read More.
• Negative Sentiment: Pomerantz LLP has opened an investor investigation into KKR, introducing potential litigation risk and short‑term headline volatility. Read More.
• Negative Sentiment: Barclays cut its KKR price target to $127, part of analyst re‑rating that reflects concern about earnings/fee growth and weaker near‑term valuation support. Read More.
• Negative Sentiment: Sector pressure: accelerated retail redemptions from private‑credit and other illiquid products have forced re‑pricing of firms with big private‑credit exposure (including KKR), prompting analysts to rework models and raising liquidity/fee risks. Read More.

Insider Transactions at KKR & Co. Inc.

In other KKR & Co. Inc. news, Director Timothy R. Barakett acquired 50,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were acquired at an average price of $94.47 per share, with a total value of $4,723,500.00. Following the completion of the purchase, the director directly owned 285,000 shares of the company’s stock, valued at approximately $26,923,950. The trade was a 21.28% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Joseph Y. Bae acquired 125,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was acquired at an average price of $102.19 per share, for a total transaction of $12,773,750.00. Following the acquisition, the chief executive officer owned 509,257 shares of the company’s stock, valued at approximately $52,040,972.83. This trade represents a 32.53% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders acquired 393,872 shares of company stock worth $40,090,679. Corporate insiders own 39.34% of the company’s stock.

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.