KKR & Co. Inc. $KKR Holdings Increased by Cumberland Partners Ltd

Cumberland Partners Ltd lifted its stake in KKR & Co. Inc. (NYSE:KKR) by 816.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,791 shares of the asset manager’s stock after acquiring an additional 22,976 shares during the period. Cumberland Partners Ltd’s holdings in KKR & Co. Inc. were worth $3,352,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Covenant Asset Management LLC increased its position in shares of KKR & Co. Inc. by 1,424.8% during the 3rd quarter. Covenant Asset Management LLC now owns 29,826 shares of the asset manager’s stock valued at $3,876,000 after purchasing an additional 27,870 shares during the period. Stonegate Investment Group LLC acquired a new position in KKR & Co. Inc. in the third quarter worth approximately $6,219,000. Allen Investment Management LLC raised its holdings in KKR & Co. Inc. by 165.0% during the 3rd quarter. Allen Investment Management LLC now owns 247,375 shares of the asset manager’s stock worth $32,146,000 after buying an additional 154,009 shares during the period. Generali Asset Management SPA SGR lifted its position in shares of KKR & Co. Inc. by 132.5% in the 3rd quarter. Generali Asset Management SPA SGR now owns 37,323 shares of the asset manager’s stock valued at $4,850,000 after acquiring an additional 21,270 shares in the last quarter. Finally, California Public Employees Retirement System raised its stake in KKR & Co. Inc. by 5.8% during the 2nd quarter. California Public Employees Retirement System now owns 1,145,391 shares of the asset manager’s stock valued at $152,371,000 after purchasing an additional 62,566 shares during the period. Institutional investors own 76.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. UBS Group decreased their price target on shares of KKR & Co. Inc. from $176.00 to $168.00 and set a “buy” rating for the company in a report on Tuesday, January 13th. Oppenheimer cut their price objective on KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. Barclays decreased their target price on KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. HSBC upgraded shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 target price on the stock in a research note on Wednesday, January 28th. Finally, Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $156.57.

Insider Activity

In other news, Director Timothy R. Barakett purchased 50,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was bought at an average price of $104.93 per share, with a total value of $5,246,500.00. Following the acquisition, the director directly owned 235,000 shares of the company’s stock, valued at approximately $24,658,550. This represents a 27.03% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Matt Cohler acquired 43,872 shares of the stock in a transaction dated Tuesday, February 17th. The shares were bought at an average cost of $102.90 per share, with a total value of $4,514,428.80. Following the transaction, the director directly owned 45,477 shares of the company’s stock, valued at $4,679,583.30. This represents a 2,733.46% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired 343,872 shares of company stock worth $35,367,179 over the last quarter. 39.34% of the stock is owned by insiders.

Key Headlines Impacting KKR & Co. Inc.

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

• Positive Sentiment: Large insider purchases by senior leaders — Co‑CEOs Joseph Bae and Scott Nuttall each bought 125,000 shares (~$102.19–$102.66 avg) on Feb 17, and director Matt Cohler purchased 43,872 shares at $102.90. Big insider buys by executives typically signal management confidence in the company’s outlook and can support the stock. Insider Buying: KKR Director Acquires Shares
• Positive Sentiment: Revenue surge in the recent quarter — KKR reported revenue up ~76% year‑over‑year, a strong top‑line print that highlights fundraising and deal activity across its private markets and credit businesses, which supports fee-related earnings over time. KKR Recent Financials
• Neutral Sentiment: Dividend declared — KKR set a quarterly dividend of $0.185 per share (annualized ~$0.74, ~0.7% yield). It’s a modest income signal and preserves capital for deployment; likely neutral for most growth-oriented investors. Dividend Announcement
• Neutral Sentiment: Analyst consensus remains constructive overall — brokers’ average rating is “Moderate Buy” with an average target above the current price, though there are mixed individual updates. This provides a supportive backdrop but not unanimous enthusiasm. Brokerage Consensus
• Negative Sentiment: Small EPS miss and some analyst downward target revisions — KKR’s recent quarter missed EPS by a narrow $0.02 while a few firms trimmed targets and ratings (TD Cowen, Barclays lowered targets). Earnings misses and analyst cuts can weigh on sentiment even when revenue is strong. Earnings and Analyst Notes

KKR & Co. Inc. Stock Performance

Shares of KKR & Co. Inc. stock opened at $103.56 on Thursday. The company has a debt-to-equity ratio of 0.75, a current ratio of 0.09 and a quick ratio of 0.09. The firm has a 50 day simple moving average of $122.52 and a 200 day simple moving average of $127.83. KKR & Co. Inc. has a fifty-two week low of $86.15 and a fifty-two week high of $153.87. The firm has a market cap of $92.31 billion, a P/E ratio of 44.26, a P/E/G ratio of 0.81 and a beta of 1.99.

KKR & Co. Inc. (NYSE:KKR) last released its earnings results on Thursday, February 5th. The asset manager reported $1.12 EPS for the quarter, missing the consensus estimate of $1.14 by ($0.02). The firm had revenue of $5.93 billion during the quarter, compared to analyst estimates of $2.23 billion. KKR & Co. Inc. had a net margin of 11.97% and a return on equity of 5.77%. The firm’s quarterly revenue was up 76.1% on a year-over-year basis. During the same period last year, the business posted $1.32 earnings per share. Sell-side analysts predict that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

KKR & Co. Inc. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be paid a $0.185 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $0.74 annualized dividend and a yield of 0.7%. KKR & Co. Inc.’s dividend payout ratio is presently 31.62%.

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.