Oppenheimer Has Lowered Expectations for KKR & Co. Inc. (NYSE:KKR) Stock Price

KKR & Co. Inc. (NYSE:KKR) had its price target decreased by Oppenheimer from $190.00 to $187.00 in a report issued on Friday,Benzinga reports. The firm presently has an “outperform” rating on the asset manager’s stock. Oppenheimer’s price target points to a potential upside of 82.20% from the company’s previous close.

A number of other equities analysts have also commented on KKR. Wall Street Zen raised shares of KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. Morgan Stanley lowered their target price on shares of KKR & Co. Inc. from $170.00 to $166.00 and set an “overweight” rating on the stock in a report on Tuesday, October 21st. Citigroup cut their price target on KKR & Co. Inc. from $170.00 to $150.00 and set a “buy” rating for the company in a research note on Monday, October 13th. Barclays reduced their price target on KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, TD Cowen cut KKR & Co. Inc. from a “buy” rating to a “hold” rating and dropped their price objective for the company from $146.00 to $131.00 in a report on Wednesday, January 14th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $156.57.

KKR & Co. Inc. Stock Performance

NYSE:KKR traded up $3.47 during mid-day trading on Friday, hitting $102.64. 6,136,049 shares of the stock were exchanged, compared to its average volume of 5,899,976. The firm’s 50-day simple moving average is $126.99 and its 200 day simple moving average is $130.76. The stock has a market capitalization of $91.48 billion, a price-to-earnings ratio of 43.49, a price-to-earnings-growth ratio of 0.91 and a beta of 1.99. KKR & Co. Inc. has a fifty-two week low of $86.15 and a fifty-two week high of $153.87. 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. (NYSE:KKR) last posted its quarterly earnings data on Thursday, February 5th. The asset manager reported $1.12 earnings per share for the quarter, missing the consensus estimate of $1.14 by ($0.02). KKR & Co. Inc. had a return on equity of 6.12% and a net margin of 13.84%.The firm had revenue of $5.93 billion for the quarter, compared to the consensus estimate of $2.23 billion. During the same quarter in the previous year, the business earned $1.32 EPS. The firm’s quarterly revenue was up 76.1% on a year-over-year basis. As a group, equities analysts anticipate that KKR & Co. Inc. will post 5.19 EPS for the current fiscal year.

Institutional Investors Weigh In On KKR & Co. Inc.

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. ESL Trust Services LLC bought a new stake in KKR & Co. Inc. during the 3rd quarter worth $26,000. Asset Dedication LLC acquired a new stake in shares of KKR & Co. Inc. during the third quarter valued at about $26,000. GGM Financials LLC acquired a new stake in shares of KKR & Co. Inc. during the third quarter valued at about $27,000. Washington Trust Advisors Inc. bought a new stake in shares of KKR & Co. Inc. during the fourth quarter worth about $27,000. Finally, Elyxium Wealth LLC acquired a new position in shares of KKR & Co. Inc. in the fourth quarter valued at approximately $27,000. 76.26% of the stock is owned by institutional investors.

KKR & Co. Inc. News Summary

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

• Positive Sentiment: KKR reported strong top-line growth and rising AUM (revenue up ~76% YoY; fee-related AUM growth supports recurring earnings). See the company release and call materials. Earnings Press Release
• Positive Sentiment: KKR agreed to acquire Arctos Partners in a strategic deal initially valued at $1.4B, expanding its sports, GP solutions and secondaries capabilities — a growth bolt-on that investors view as value-accretive. Arctos Acquisition
• Positive Sentiment: KKR formed an A$600M energy-transition strategic partnership with HMC, signaling continued deployment into ESG/energy infrastructure themes. Energy Partnership
• Positive Sentiment: Large data-center and Asia deals (including full acquisition of STT GDC and a near-$11B Asia data-center initiative) position KKR in high-growth infrastructure tied to cloud/AI demand. STT GDC Acquisition Asia Data-Center Deal
• Positive Sentiment: Independent bullish research: Seeking Alpha upgraded KKR to “Strong Buy” citing resilient fee revenue, rising AUM and balance-sheet flexibility. Seeking Alpha Upgrade
• Positive Sentiment: Barclays trimmed its price target (from $159 to $136) but kept an “overweight” rating, implying continued analyst conviction and headline upside from current levels. Barclays Note
• Neutral Sentiment: KKR declared a quarterly dividend of $0.185/share (ex-div Feb 17, pay Mar 3), a modest yield that supports shareholder returns but is not a major catalyst.
• Neutral Sentiment: Earnings call presentation and full transcript published — useful for modeling fee-related revenue cadence and realized/unrealized performance income. Presentation Transcript
• Negative Sentiment: Q4 EPS missed estimates ($1.12 vs. $1.14) and analysts flagged higher expenses; short-term earnings-per-share pressure is a headwind. Zacks Coverage
• Negative Sentiment: Profit was hit by a clawback at an Asia private-equity fund, a one-time charge that reduced reported earnings and highlights private-asset variability. Clawback Article

About KKR & Co. Inc.

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.