NewEdge Wealth LLC Has $1.39 Million Stock Position in KKR & Co. Inc. $KKR

Posted by Brian Himes on Jul 27th, 2026

NewEdge Wealth LLC lowered its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 38.5% during the first quarter, Holdings Channel reports. The fund owned 14,996 shares of the asset manager’s stock after selling 9,386 shares during the period. NewEdge Wealth LLC’s holdings in KKR & Co. Inc. were worth $1,387,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in KKR. Washington Trust Advisors Inc. bought a new position in shares of KKR & Co. Inc. in the fourth quarter worth about $27,000. Elyxium Wealth LLC bought a new stake in shares of KKR & Co. Inc. during the fourth quarter valued at approximately $27,000. SouthState Bank Corp grew its stake in shares of KKR & Co. Inc. by 185.0% during the fourth quarter. SouthState Bank Corp now owns 228 shares of the asset manager’s stock valued at $29,000 after purchasing an additional 148 shares during the last quarter. Garton & Associates Financial Advisors LLC bought a new stake in shares of KKR & Co. Inc. during the fourth quarter valued at approximately $29,000. Finally, MV Capital Management Inc. acquired a new stake in shares of KKR & Co. Inc. in the fourth quarter valued at approximately $31,000. Institutional investors and hedge funds own 76.26% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on KKR. BMO Capital Markets dropped their price objective on shares of KKR & Co. Inc. from $120.00 to $112.00 and set an “outperform” rating for the company in a research report on Monday, July 13th. Zacks Research upgraded KKR & Co. Inc. from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 28th. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday, June 16th. TD Cowen lowered their target price on KKR & Co. Inc. from $106.00 to $104.00 and set a “hold” rating for the company in a research note on Monday, May 18th. Finally, HSBC boosted their target price on KKR & Co. Inc. from $118.00 to $121.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $128.08.

Get Our Latest Stock Analysis on KKR

KKR & Co. Inc. Stock Up 0.1%

Shares of NYSE KKR opened at $99.48 on Monday. KKR & Co. Inc. has a 1 year low of $82.67 and a 1 year high of $153.87. The firm’s 50-day moving average is $95.30 and its 200-day moving average is $100.20. The company has a current ratio of 0.08, a quick ratio of 0.08 and a debt-to-equity ratio of 0.70. The firm has a market capitalization of $89.32 billion, a PE ratio of 33.84, a price-to-earnings-growth ratio of 0.84 and a beta of 1.79.

KKR & Co. Inc. (NYSE:KKR – Get Free Report) last posted its quarterly earnings results on Friday, February 27th. The asset manager reported $1.24 earnings per share for the quarter. KKR & Co. Inc. had a net margin of 13.94% and a return on equity of 5.42%. The business had revenue of $5.74 billion during the quarter. Equities analysts expect that KKR & Co. Inc. will post 5.54 EPS for the current year.

KKR & Co. Inc. Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were issued a dividend of $0.195 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $0.78 dividend on an annualized basis and a yield of 0.8%. This is a boost from KKR & Co. Inc.’s previous quarterly dividend of $0.18. KKR & Co. Inc.’s dividend payout ratio (DPR) is presently 26.53%.

KKR & Co. Inc. announced that its Board of Directors has approved a share repurchase program on Tuesday, May 5th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the asset manager to repurchase up to 0.5% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other news, EVP Yael Cosset sold 30,000 shares of the stock in a transaction on Tuesday, July 14th. The stock was sold at an average price of $58.80, for a total value of $1,764,000.00. Following the transaction, the executive vice president owned 127,868 shares of the company’s stock, valued at $7,518,638.40. This represents a 19.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 23.20% of the company’s stock.

KKR & Co. Inc. Profile

(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.