Poehling Capital Management INC. Purchases Shares of 32,693 KKR & Co. Inc. $KKR

Poehling Capital Management INC. purchased a new position in KKR & Co. Inc. (NYSE:KKR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 32,693 shares of the asset manager’s stock, valued at approximately $4,248,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in KKR. Brighton Jones LLC boosted its position in shares of KKR & Co. Inc. by 109.6% during the 4th quarter. Brighton Jones LLC now owns 4,661 shares of the asset manager’s stock valued at $689,000 after acquiring an additional 2,437 shares during the last quarter. Bison Wealth LLC purchased a new stake in KKR & Co. Inc. in the fourth quarter valued at approximately $218,000. Sivia Capital Partners LLC raised its stake in KKR & Co. Inc. by 13.1% in the second quarter. Sivia Capital Partners LLC now owns 2,050 shares of the asset manager’s stock valued at $273,000 after purchasing an additional 237 shares in the last quarter. Maryland State Retirement & Pension System lifted its position in KKR & Co. Inc. by 4.7% during the second quarter. Maryland State Retirement & Pension System now owns 32,962 shares of the asset manager’s stock valued at $4,385,000 after purchasing an additional 1,472 shares during the last quarter. Finally, US Bancorp DE grew its stake in KKR & Co. Inc. by 9.2% in the 2nd quarter. US Bancorp DE now owns 58,045 shares of the asset manager’s stock worth $7,722,000 after buying an additional 4,866 shares in the last quarter. Hedge funds and other institutional investors own 76.26% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on KKR. Weiss Ratings upgraded shares of KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday. Wall Street Zen upgraded KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. Hsbc Global Res raised KKR & Co. Inc. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Barclays reduced their price objective on KKR & Co. Inc. from $169.00 to $159.00 and set an “overweight” rating on the stock in a research report on Friday, January 9th. Finally, TD Cowen cut KKR & Co. Inc. from a “buy” rating to a “hold” rating and decreased their price objective for the company from $146.00 to $131.00 in a report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $156.57.

KKR & Co. Inc. Trading Down 5.6%

NYSE KKR opened at $98.95 on Friday. KKR & Co. Inc. has a 1-year low of $86.15 and a 1-year high of $155.61. The company has a current ratio of 0.09, a quick ratio of 0.09 and a debt-to-equity ratio of 0.75. The stock has a 50-day moving average of $126.99 and a 200-day moving average of $130.76. The firm has a market cap of $88.19 billion, a PE ratio of 41.93, a price-to-earnings-growth ratio of 0.91 and a beta of 1.99.

KKR & Co. Inc. (NYSE:KKR) last posted its quarterly earnings results on Thursday, February 5th. The asset manager reported $1.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.14 by ($0.02). The company had revenue of $5.93 billion for the quarter, compared to the consensus estimate of $2.23 billion. KKR & Co. Inc. had a return on equity of 6.12% and a net margin of 13.84%.KKR & Co. Inc.’s revenue was up 76.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.32 earnings per share. As a group, sell-side analysts forecast that KKR & Co. Inc. will post 5.19 EPS for the current year.

KKR & Co. Inc. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be issued a $0.185 dividend. The ex-dividend date is 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 31.36%.

More KKR & Co. Inc. News

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

• Positive Sentiment: Strong AUM and recurring-fee profile — AUM rose ~16–17% year-over-year to roughly $744B, and fee-based/recurring revenue remains a major portion of earnings, which analysts say supports stable cash flows and optionality for buyouts, dividends and Strategic Holdings. KKR: Private Credit Fears Create Significant Opportunity (Upgrade)
• Positive Sentiment: Acquisition expands new platform — KKR agreed to buy Arctos Partners in an initially valued $1.4B deal to create a sports, GP solutions and secondaries platform, diversifying fee pools and franchise-level exposure. KKR to Acquire Arctos, Establishing a New Platform for Sports, GP Solutions and Secondaries
• Positive Sentiment: New energy-transition partnership — KKR formed a A$600M strategic energy-transition partnership with HMC, signaling targeted investment into decarbonization/renewables. This supports growth in sustainability-themed private assets. KKR Forms A$600m Energy Transition Strategic Partnership with HMC
• Positive Sentiment: Big data‑center play for AI demand — KKR (with Singtel) closed on STT GDC, a major Asia data‑center deal that positions the firm to capture secular AI/data-center growth. This is a large, strategic infrastructure bet. KKR and Singtel fully acquire data center firm STT GDC
• Neutral Sentiment: Executives downplay AI disruption — KKR management said they aren’t changing return forecasts despite software/AI sector turbulence, signaling steadiness but limited near-term guidance changes. KKR Executives Downplay Impact of AI Disruption
• Neutral Sentiment: Wella IPO preparation — KKR is preparing Wella for a U.S. IPO, which could unlock value but timing and market reception will matter. KKR is preparing beauty care brand Wella Company for US IPO – Reuters
• Negative Sentiment: Q4 EPS miss and rising expenses — KKR reported $1.12 EPS vs. $1.14 expected (miss by $0.02); EPS declined from $1.32 a year ago and higher expenses weighed on results despite strong revenue growth. That EPS miss and margin pressure are key drivers of today’s share weakness. KKR & Co. Shares Fall as Q4 Earnings Miss Estimates, AUM Rises Y/Y
• Negative Sentiment: Market reaction and technicals — elevated trading volume and the share price pulling back below recent 50‑ and 200‑day averages reflect investor de‑risking after mixed results and a string of large deployments. KKR Q4 Results and Conference Call
• Neutral Sentiment: Deal/approval risk for Arctos — the Arctos buy involves stakes in pro sports franchises and will need league approvals, which introduces execution/timing risk. KKR to Acquire Pro Sports Investor Arctos in $1.4 Billion Deal

KKR & Co. Inc. 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.