KKR & Co. Inc. (NYSE:KKR) Posts Quarterly Earnings Results, Beats Estimates By $0.20 EPS

Posted by Stanley Muller on Nov 11th, 2026

KKR & Co. Inc. (NYSE:KKR – Get Free Report) announced its quarterly earnings data on Monday. The asset manager reported $1.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.20, FiscalAI reports. KKR & Co. Inc. had a net margin of 16.38% and a return on equity of 6.31%. The company had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $2.66 billion. During the same quarter in the previous year, the company posted $1.41 EPS.

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

KKR reported record third-quarter results for fee-related earnings, total operating earnings, and adjusted net income per share, each up more than 20% year over year. Fee-related earnings were $1.42 per share, and the fee-related margin reached a record 71%.
Fundraising and deployment remained strong: KKR raised $25 billion in the quarter and invested $20 billion, while trailing-12-month fundraising reached $116 billion and dry powder hit a record $146 billion. Management also cited $75 billion in AUM not yet paying fees as a source of potential future growth.
KKR said it expects more than $40 billion of capital returned to clients in 2026, a record, and expects the pending USI sale to generate about $3.3 billion in after-tax proceeds and roughly $2 billion in adjusted net income. The sale is subject to closing, and management said it is weighing buybacks, strategic holdings, M&A, and insurance for reinvestment.
Management highlighted diversified earnings sources, including capital-markets fees and performance revenues, but did not forecast 2027 monetizations; it cited $18 billion of embedded gains at quarter-end. KKR also described a measured approach to AI infrastructure, saying data-center platforms represent 6% of infrastructure AUM and 1%–2% of firm AUM.

KKR & Co. Inc. Stock Performance

Shares of NYSE KKR traded down $0.03 during midday trading on Wednesday, hitting $100.82. 742,747 shares of the company’s stock were exchanged, compared to its average volume of 5,557,168. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.09 and a quick ratio of 0.09. The stock’s 50 day moving average price is $95.62 and its 200-day moving average price is $98.08. The firm has a market cap of $90.50 billion, a P/E ratio of 29.35, a PEG ratio of 0.75 and a beta of 1.72. KKR & Co. Inc. has a twelve month low of $82.67 and a twelve month high of $144.84.

KKR & Co. Inc. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.1950 per share. This represents a $0.78 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. KKR & Co. Inc.’s payout ratio is 22.74%.

Key Headlines Impacting KKR & Co. Inc.

Investors following KKR have been watching these headlines:

Positive Sentiment: KKR and RWE finalized plans to jointly develop two U.K. offshore wind projects totaling about 2.8 gigawatts, with a combined investment of roughly £12 billion. The deal adds substantial renewable-energy infrastructure exposure, although project delivery will take time. RWE and KKR offshore wind announcement
Positive Sentiment: Recent coverage of KKR’s third-quarter results highlighted a profit and revenue beat, record fee-related earnings and solid capital raising—supporting the firm’s fee-growth outlook. KKR third-quarter earnings coverage
Negative Sentiment: Oppenheimer cut its price target to $156 from $163, though it kept an Outperform rating. Separately, earnings coverage noted that revenue, despite beating estimates, declined notably year over year—an area investors may monitor. KKR earnings analysis

Insider Transactions at KKR & Co. Inc.

In related news, insider Dane Holmes sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $108.58, for a total value of $1,085,800.00. Following the sale, the insider directly owned 8,513 shares in the company, valued at $924,341.54. This trade represents a 54.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 23.20% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on KKR. Oppenheimer lowered their price objective on shares of KKR & Co. Inc. from $163.00 to $156.00 and set an “outperform” rating for the company in a research note on Tuesday. Keefe, Bruyette & Woods raised KKR & Co. Inc. to a “moderate buy” rating in a research note on Monday, July 20th. Weiss Ratings restated a “hold (c-)” rating on shares of KKR & Co. Inc. in a report on Friday, September 11th. Rothschild & Co Redburn upped their price target on KKR & Co. Inc. from $133.00 to $138.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Finally, Bank of America dropped their price objective on KKR & Co. Inc. from $147.00 to $143.00 in a report on Tuesday, August 4th. Seventeen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $123.32.

View Our Latest Research Report on KKR & Co. Inc.

About KKR & Co. Inc.

(Get Free Report)

KKR & Co. Inc. is a global investment firm that manages alternative investment funds and other investment products. Its activities include private equity, credit, infrastructure and real estate investing, as well as insurance through its Global Atlantic business. The firm also provides capital markets services, including financing and strategic solutions for companies and other clients. KKR invests across multiple industries and serves clients and investors in markets around the world. Founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg, KKR is led by co-chief executive officers Joseph Bae and Scott Nuttall.