KKR & Co. Inc. (NYSE:KKR) to Repurchase $500.00 million in Shares

KKR & Co. Inc. (NYSE:KKR) declared that its Board of Directors has authorized a share buyback plan on Tuesday, May 5th, RTT News reports. The company plans to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the asset manager to buy up to 0.5% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. TD Cowen lowered shares of KKR & Co. Inc. from a “buy” rating to a “hold” rating and decreased their target price for the company from $146.00 to $131.00 in a research note on Wednesday, January 14th. Barclays cut their price objective on KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating for the company in a report on Monday, March 2nd. Oppenheimer reduced their price objective on KKR & Co. Inc. from $187.00 to $140.00 and set an “outperform” rating for the company in a research report on Monday, April 13th. Piper Sandler reduced their price objective on KKR & Co. Inc. from $135.00 to $117.00 and set an “overweight” rating for the company in a research report on Tuesday, April 7th. Finally, Wall Street Zen upgraded KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $137.20.

KKR & Co. Inc. Stock Performance

KKR & Co. Inc. stock traded down $1.29 during mid-day trading on Tuesday, reaching $102.04. 5,702,852 shares of the stock traded hands, compared to its average volume of 4,735,445. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.07 and a quick ratio of 0.07. The business’s 50-day moving average is $94.23 and its 200-day moving average is $111.97. The stock has a market capitalization of $90.97 billion, a PE ratio of 43.61, a price-to-earnings-growth ratio of 0.90 and a beta of 1.85. KKR & Co. Inc. has a 12-month low of $82.67 and a 12-month high of $153.87.

KKR & Co. Inc. (NYSE:KKR) last issued its quarterly earnings results on Friday, February 27th. The asset manager reported $1.24 EPS for the quarter. The business had revenue of $5.74 billion during the quarter. KKR & Co. Inc. had a return on equity of 5.57% and a net margin of 11.97%. As a group, sell-side analysts predict that KKR & Co. Inc. will post 5.45 EPS for the current fiscal year.

KKR & Co. Inc. Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given a dividend of $0.185 per share. The ex-dividend date was Tuesday, February 17th. This represents a $0.74 annualized dividend and a dividend yield of 0.7%. KKR & Co. Inc.’s dividend payout ratio (DPR) is currently 31.62%.

KKR & Co. Inc. News Summary

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

• Positive Sentiment: Q1 beat driven by fee growth and capital deployment — management fees rose and AUM expanded, supporting recurring fee income. KKR beats estimates on strong fee growth and capital deployment
• Positive Sentiment: Investors highlighted EPS/revenue beats and year-over-year revenue growth, which helped shares initially rally. KKR & Co. Inc. (KKR) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Insurance division and other revenue streams showed strength (insurance revenue more than doubled), aiding the swing to profit. KKR Swings to a Profit as Revenue Climbs on Insurance Growth
• Positive Sentiment: Active capital deployment and exits: KKR closed the Arctos acquisition and agreed to sell Axius Water — evidence of execution on both M&A and monetization. KKR Closes Acquisition of Arctos Partners KKR and XPV Water Partners Agree to Sell Axius Water
• Neutral Sentiment: Full conference call/transcript provides detail on portfolio, fees and outlook for deal activity for investors wanting color. KKR & Co. Inc. Q1 2026 Earnings Call Summary KKR & Co. Inc. (KKR) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst/long-form takes see KKR’s durable fee business and uncalled commitments (~$125B) as a runway for future fee growth — useful context but not immediate catalysts. KKR’s Durable Growth Story Is Underappreciated
• Negative Sentiment: Management warned that 2026 profit targets are at risk amid a murky outlook for deal activity — that guidance caution is the main near-term negative driving selling pressure. KKR warns on 2026 profit target amid murky outlook for deals
• Negative Sentiment: Rising expenses were flagged as tempering the upside from revenue beats — a margin/headline EPS risk if costs persist. KKR & Co. Shares Gain as Q1 Earnings Beat Estimates, AUM Rises Y/Y

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 that occurred on Tuesday, February 17th. The stock was purchased at an average price of $102.90 per share, for a total transaction of $4,514,428.80. Following the completion of the transaction, the director owned 45,477 shares of the company’s stock, valued at $4,679,583.30. This trade represents a 2,733.46% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Scott C. Nuttall bought 125,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were acquired at an average price of $102.66 per share, with a total value of $12,832,500.00. Following the transaction, the chief executive officer directly owned 15,503,748 shares of the company’s stock, valued at $1,591,614,769.68. This represents a 0.81% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders have bought 393,872 shares of company stock worth $40,090,679. Company insiders own 23.20% 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.