KKR & Co. Inc. (NYSE:KKR) Releases Quarterly Earnings Results, Beats Estimates By $0.11 EPS

Posted by Geri Gentry on May 5th, 2026

KKR & Co. Inc. (NYSE:KKR – Get Free Report) released its quarterly earnings data on Tuesday. The asset manager reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.28 by $0.11, FiscalAI reports. The business had revenue of $2.35 billion for the quarter, compared to analyst estimates of $2.18 billion. KKR & Co. Inc. had a return on equity of 5.57% and a net margin of 11.97%.The company’s revenue was up 38.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.15 EPS.

Here are the key takeaways from KKR & Co. Inc.’s conference call:

KKR reported a strong quarter with FRE $1.13 (+23% YoY), Total Operating Earnings $1.47 (+18% YoY) and Adjusted Net Income $1.39 (+20% YoY), marking some of the highest results in firm history.
Fundraising momentum stayed robust — $28 billion raised in Q1 and ~$127 billion over the trailing 12 months, with diversified inflows across private equity, real assets and credit; closed North America Fund XIV at $23 billion and K‑Series AUM surpassed $38 billion.
Monetizations were elevated (~$880 million in Q1, including $720 million of realized carry) with forward monetizations >$1.2 billion and total embedded gains of $18.3 billion, indicating substantial realizable value in the portfolio.
Management now says 2026 Adjusted Net Income is more likely to fall below the prior $7+ per‑share target due to market volatility and timing/exit delays, although they expect delayed monetizations to shift into 2027 rather than be lost.
Capital allocation actions include $317 million of buybacks YTD, a $500 million repurchase authorization, insider purchases, and the closing of the Arctos acquisition (≈$16 billion AUM, ~$10 billion fee‑paying AUM) to expand the franchise.

KKR & Co. Inc. Stock Down 2.0%

Shares of KKR traded down $2.03 during trading on Tuesday, reaching $101.30. The company’s stock had a trading volume of 2,643,688 shares, compared to its average volume of 6,886,548. The company has a fifty day moving average of $94.21 and a two-hundred day moving average of $112.13. KKR & Co. Inc. has a twelve month low of $82.67 and a twelve month high of $153.87. The company has a market cap of $90.31 billion, a price-to-earnings ratio of 43.29, a P/E/G ratio of 0.90 and a beta of 1.85. The company has a quick ratio of 0.07, a current ratio of 0.07 and a debt-to-equity ratio of 0.69.

KKR & Co. Inc. Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on KKR shares. Royal Bank Of Canada assumed coverage on KKR & Co. Inc. in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $137.00 price objective on the stock. TD Cowen lowered KKR & Co. Inc. from a “buy” rating to a “hold” rating and reduced their price target for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. HSBC raised KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price target on the stock in a research report on Wednesday, January 28th. Finally, Morgan Stanley reduced their price target on KKR & Co. Inc. from $177.00 to $153.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $137.20.

Check Out Our Latest Research Report on KKR & Co. Inc.

Insiders Place Their Bets

In other KKR & Co. Inc. news, Director Timothy R. Barakett bought 50,000 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were bought at an average cost of $94.47 per share, with a total value of $4,723,500.00. Following the transaction, the director directly owned 285,000 shares in the company, valued at approximately $26,923,950. This trade represents a 21.28% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Scott C. Nuttall bought 125,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was acquired at an average cost of $102.66 per share, for a total transaction of $12,832,500.00. Following the completion of the transaction, the chief executive officer owned 15,503,748 shares in the company, valued at $1,591,614,769.68. This represents a 0.81% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders purchased 393,872 shares of company stock valued at $40,090,679. Company insiders own 23.20% of the company’s stock.

Hedge Funds Weigh In On KKR & Co. Inc.

Institutional investors have recently made changes to their positions in the business. Garton & Associates Financial Advisors LLC acquired a new position in shares of KKR & Co. Inc. in the 4th quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new position in shares of KKR & Co. Inc. in the 4th quarter valued at approximately $35,000. EFG International AG acquired a new position in shares of KKR & Co. Inc. in the 4th quarter valued at approximately $38,000. Transamerica Financial Advisors LLC raised its position in shares of KKR & Co. Inc. by 112.2% in the 4th quarter. Transamerica Financial Advisors LLC now owns 314 shares of the asset manager’s stock valued at $40,000 after purchasing an additional 166 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. raised its position in shares of KKR & Co. Inc. by 32.9% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 493 shares of the asset manager’s stock valued at $66,000 after purchasing an additional 122 shares in the last quarter. 76.26% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting KKR & Co. Inc.

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

Positive Sentiment: Q1 results beat expectations — EPS $1.39 vs. $1.28 estimate and revenue $2.35B vs. $2.18B; revenue rose ~39% YoY, signaling stronger fee/income generation. KKR & Co. Inc. (KKR) Q1 Earnings and Revenues Beat Estimates
Positive Sentiment: Monetization and deal exits accelerated in the quarter, helping earnings beat consensus and driving realized gains. KKR Q1 earnings beat consensus as monetization activity revives
Positive Sentiment: Insurance business strength: insurance revenue more than doubled, helping KKR swing to a quarterly profit. This diversification is boosting recurring revenue streams. KKR Swings to a Profit as Revenue Climbs on Insurance Growth
Positive Sentiment: Strategic M&A and exits: KKR closed the acquisition of Arctos Partners (expands sports-franchise investing) and agreed to sell portfolio company Axius Water — both moves support growth and realized returns. KKR Closes Acquisition of Arctos Partners
Positive Sentiment: Continued investments: KKR led a $125M Series C for Reserv (AI-driven insurance claims), showing active deployment into growth and insurance-adjacent tech. Reserv Announces $125 Million Series C Financing Led by KKR
Positive Sentiment: Management tone: CFO Rob Lewin reiterated that private credit remains a “compelling” asset class, signaling continued focus on a high-fee, higher-growth area. KKR CFO Sees ‘Compelling’ Case for Private Credit
Neutral Sentiment: Analyst/strategy pieces note KKR’s potential for double-digit earnings growth over the medium term, but these are forward-looking perspectives rather than immediate catalysts. KKR Round Two: Poised To Grow Earnings At A Double-Digit Rate
Negative Sentiment: Market reaction: despite the beats and active monetizations, shares are trading lower today — likely reflecting profit-taking, broader market moves, or investor focus on valuation metrics (KKR’s elevated P/E and below-200d SMA). No single negative company announcement explains the drop.

About KKR & Co. Inc.

(Get Free Report)

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.