KKR & Co. Inc. (NYSE:KKR) Stock Price Target Cut by TD Cowen

KKR & Co. Inc. (NYSE:KKR) had its target price dropped by TD Cowen from $118.00 to $103.00 in a report released on Monday, Benzinga reports. The firm presently has a “hold” rating on the asset manager’s stock. TD Cowen’s price objective points to a potential upside of 18.10% from the stock’s previous close.

Several other research firms have also recently commented on KKR. Deutsche Bank Aktiengesellschaft boosted their price target on shares of KKR & Co. Inc. from $111.00 to $116.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. BMO Capital Markets raised their price objective on shares of KKR & Co. Inc. from $112.00 to $118.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. HSBC reduced their price objective on shares of KKR & Co. Inc. from $121.00 to $115.00 and set a “buy” rating on the stock in a report on Thursday, October 1st. Rothschild & Co Redburn lifted their price objective on shares of KKR & Co. Inc. from $133.00 to $138.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, Argus lifted their price objective on shares of KKR & Co. Inc. from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Tuesday, August 4th. Seventeen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $124.42.

KKR & Co. Inc. Stock Down 4.7%

KKR stock opened at $87.21 on Monday. The company’s 50 day moving average price is $101.69 and its 200 day moving average price is $98.56. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.09 and a current ratio of 0.09. KKR & Co. Inc. has a fifty-two week low of $82.67 and a fifty-two week high of $144.84. The firm has a market capitalization of $78.28 billion, a price-to-earnings ratio of 18.83, a PEG ratio of 0.80 and a beta of 1.83.

KKR & Co. Inc. (NYSE:KKR) last issued its earnings results on Thursday, July 30th. The asset manager reported $1.63 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.20. KKR & Co. Inc. had a net margin of 14.41% and a return on equity of 5.88%. The firm had revenue of $5.73 billion for the quarter, compared to analysts’ expectations of $2.55 billion. During the same quarter last year, the company earned $1.18 earnings per share. On average, equities research analysts anticipate that KKR & Co. Inc. will post 6.22 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Dane Holmes sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $108.58, for a total transaction of $1,085,800.00. Following the completion of the sale, the insider owned 8,513 shares in the company, valued at $924,341.54. The trade was a 54.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 23.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On KKR & Co. Inc.

Several hedge funds have recently added to or reduced their stakes in KKR. MV Capital Management Inc. acquired a new stake in shares of KKR & Co. Inc. during the fourth quarter worth $31,000. Hanson & Doremus Investment Management grew its position in KKR & Co. Inc. by 83.3% in the 1st quarter. Hanson & Doremus Investment Management now owns 330 shares of the asset manager’s stock valued at $31,000 after buying an additional 150 shares during the last quarter. Silvant Capital Management LLC purchased a new position in KKR & Co. Inc. in the 2nd quarter valued at $34,000. Western Pacific Wealth Management LP increased its stake in KKR & Co. Inc. by 34.8% in the 1st quarter. Western Pacific Wealth Management LP now owns 387 shares of the asset manager’s stock valued at $36,000 after buying an additional 100 shares during the period. Finally, GHP Investment Advisors Inc. acquired a new position in KKR & Co. Inc. in the 1st quarter valued at $39,000. 76.26% of the stock is currently owned by hedge funds and other institutional investors.

More KKR & Co. Inc. News

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

• Positive Sentiment: UBS maintained a Buy rating on KKR while lowering its price target modestly to $122 from $123. The revised target still implies approximately 40% upside, signaling continued confidence in KKR’s long-term earnings and asset-management potential. UBS KKR price target update
• Positive Sentiment: KKR and TotalEnergies agreed to add a 700-megawatt portfolio of utility-scale solar assets in Texas and Ohio to their 50/50 U.S. renewable-energy joint venture. The assets are expected to begin commercial operations by the first quarter of 2027, and their electricity output is already contracted to third parties, supporting the venture’s growth and revenue visibility. TotalEnergies expands renewable joint venture with KKR
• Neutral Sentiment: KKR reportedly agreed to a $5.1 billion “Gen II” transaction. The deal could create future returns and fee-generating assets, but investors may remain focused on acquisition pricing, financing and execution risks. KKR Gen II deal analysis
• Neutral Sentiment: Tokenization continues to attract attention across asset management, but most firms—including KKR—remain in the early stages of adoption. The theme offers a potential long-term growth opportunity rather than an immediate earnings catalyst. Tokenization and asset management trends
• Negative Sentiment: TD Cowen downgraded KKR’s price target sharply to $103 from $118 and assigned a Hold rating, while Deutsche Bank also reduced its target to $110 from $118. These cuts likely weigh on sentiment and suggest analysts see less near-term upside amid valuation or market concerns. Analyst price-target reductions for KKR

About KKR & Co. Inc.

KKR & Co Inc is a global investment firm that manages alternative assets for institutional investors, financial advisers, and other clients. The company invests across private equity, credit, infrastructure, real estate, and other strategies, seeking to generate long-term value through investments in businesses and assets.

Its activities include acquiring and supporting companies through private equity funds, providing private and public credit solutions, investing in infrastructure projects, and managing real estate investments.