M&T Bank Corp lifted its position in KKR & Co. Inc. (NYSE:KKR – Free Report) by 62.1% during the 4th quarter, Holdings Channel reports. The firm owned 28,542 shares of the asset manager’s stock after buying an additional 10,939 shares during the quarter. M&T Bank Corp’s holdings in KKR & Co. Inc. were worth $3,638,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in the company. Anchyra Partners LLC bought a new stake in shares of KKR & Co. Inc. in the 4th quarter worth about $248,000. Pictet Asset Management Holding SA grew its holdings in shares of KKR & Co. Inc. by 25.0% in the 4th quarter. Pictet Asset Management Holding SA now owns 333,957 shares of the asset manager’s stock worth $42,577,000 after purchasing an additional 66,809 shares during the last quarter. Quent Capital LLC grew its holdings in shares of KKR & Co. Inc. by 722.7% in the 4th quarter. Quent Capital LLC now owns 2,970 shares of the asset manager’s stock worth $379,000 after purchasing an additional 2,609 shares during the last quarter. Advisors Capital Management LLC grew its holdings in shares of KKR & Co. Inc. by 5.8% in the 4th quarter. Advisors Capital Management LLC now owns 3,709 shares of the asset manager’s stock worth $473,000 after purchasing an additional 203 shares during the last quarter. Finally, Golden State Equity Partners grew its holdings in shares of KKR & Co. Inc. by 2.1% in the 4th quarter. Golden State Equity Partners now owns 9,714 shares of the asset manager’s stock worth $1,238,000 after purchasing an additional 200 shares during the last quarter. Institutional investors own 76.26% of the company’s stock.
Insider Buying and Selling at KKR & Co. Inc.
In other KKR & Co. Inc. news, Director Matt Cohler bought 43,872 shares of KKR & Co. Inc. stock in a transaction dated Tuesday, February 17th. The shares were bought at an average price of $102.90 per share, with a total value of $4,514,428.80. Following the purchase, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Joseph Y. Bae bought 125,000 shares of KKR & Co. Inc. stock in a transaction dated Tuesday, February 17th. The stock was acquired at an average cost of $102.19 per share, for a total transaction of $12,773,750.00. Following the purchase, the chief executive officer directly owned 509,257 shares in the company, valued at approximately $52,040,972.83. The trade was a 32.53% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 393,872 shares of company stock worth $40,090,679 over the last quarter. Company insiders own 23.20% of the company’s stock.
KKR & Co. Inc. Stock Down 1.1%
KKR & Co. Inc. (NYSE:KKR – Get Free Report) last issued its earnings results on Friday, February 27th. The asset manager reported $1.24 earnings per share (EPS) for the quarter. The company had revenue of $5.74 billion for the quarter. KKR & Co. Inc. had a net margin of 13.94% and a return on equity of 5.50%. Equities analysts expect that KKR & Co. Inc. will post 5.45 EPS for the current year.
KKR & Co. Inc. announced that its Board of Directors has approved a stock buyback plan on Tuesday, May 5th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the asset manager to reacquire up to 0.5% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.
KKR & Co. Inc. Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be paid a $0.195 dividend. This is a boost from KKR & Co. Inc.’s previous quarterly dividend of $0.19. The ex-dividend date of this dividend is Friday, May 15th. This represents a $0.78 annualized dividend and a dividend yield of 0.8%. KKR & Co. Inc.’s payout ratio is 31.62%.
Wall Street Analysts Forecast Growth
KKR has been the topic of several analyst reports. Piper Sandler lowered their target price on shares of KKR & Co. Inc. from $135.00 to $117.00 and set an “overweight” rating on the stock in a report on Tuesday, April 7th. Zacks Research lowered shares of KKR & Co. Inc. from a “hold” rating to a “strong sell” rating in a report on Monday, April 13th. Oppenheimer decreased their price objective on shares of KKR & Co. Inc. from $187.00 to $140.00 and set an “outperform” rating on the stock in a report on Monday, April 13th. Wall Street Zen raised shares of KKR & Co. Inc. from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. Finally, Morgan Stanley decreased their price objective on shares of KKR & Co. Inc. from $177.00 to $153.00 and set an “overweight” rating on the stock in a report on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $134.67.
Get Our Latest Stock Analysis on KKR
Trending Headlines about KKR & Co. Inc.
Here are the key news stories impacting KKR & Co. Inc. this week:
- Positive Sentiment: Q1 results beat expectations — KKR posted $1.39 EPS and revenue above consensus, with assets under management and fee income rising, which supports the firm’s fee‑earning runway. BusinessWire: Q1 Results
- Positive Sentiment: UBS raises price target to $126 and reiterates a Buy — a sizable lift that signals analyst confidence and implies ~25% upside from current levels. Benzinga: UBS PT Raise
- Positive Sentiment: Board authorizes $500M share repurchase — a buyback (about 0.5% of shares) typically signals management views shares as undervalued and can support the stock. RTT News: Buyback
- Positive Sentiment: Quarterly dividend raised to $0.195 (5.4% increase) with a ~0.8% yield — a modest income lift that marginally improves shareholder returns.
- Positive Sentiment: Closed acquisition of Arctos Partners — expands KKR’s capabilities in sports‑asset investing and institutional solutions. BusinessWire: Arctos Close
- Positive Sentiment: Management/CFO remain constructive on private credit as an opportunity — supports a key fee‑generating business line. YouTube/Bloomberg: CFO on Private Credit
- Neutral Sentiment: TD Cowen nudges its target to $106 but keeps a Hold rating — a small upward revision that is unlikely to dramatically change sentiment. Benzinga: TD Cowen
- Neutral Sentiment: RBC trims its target slightly (to $128) but keeps an Outperform rating — still implies meaningful upside despite the cut. Benzinga: RBC PT Change
- Negative Sentiment: Barclays lowers its target from $127 to $122 — a downward revision that reduces some analyst‑driven upside. Benzinga: Barclays PT Cut
- Negative Sentiment: Management flagged a murkier deals outlook and warned on the 2026 profit target — that caution is likely behind near‑term selling pressure despite the beat. MSN: Warning on 2026 Profit Target
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.
Further Reading
Want to see what other hedge funds are holding KKR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for KKR & Co. Inc. (NYSE:KKR – Free Report).
Receive News & Ratings for KKR & Co. Inc. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for KKR & Co. Inc. and related companies with MarketBeat.com's FREE daily email newsletter.
