Analyst Recommendation Trends
Wall Street analyst consensus for KKR over the last few months:
Latest KKR News
Blue Owl Investors Seek to Pull 39% From $5B Tech Credit Fund
Blue Owl Capital (NYSE: OWL) has continued to see a large influx of redemptions across its private credit funds.
Ares Management: The Growth Stock Disguised as an Income Play
Ares Management keeps raising its dividend and breaking fundraising records even as its stock slides 25% this year, which raises a question most investors in the company have not yet answered: what exactly are they holding?
Can Lazard's Asset Management Growth Power Its 2030 Revenue Goal?
LAZ's AUM reaches $285 billion as net inflows and strategic investments drive asset management growth. Can this help double revenue by 2030?
'KKR, Blackstone Are Among Suitors for Windshield Repairer Cary' - Bloomberg
https://www.bloomberg.com/news/articles/2026-10-02/kkr-blackstone-are-among-suitors-for-windshield-repairer-cary
'Blue Owl Again Caps Two BDCs After 39%, 17% Withdrawal Requests' - Bloomberg
https://www.bloomberg.com/news/articles/2026-10-02/blue-owl-again-caps-two-bdcs-after-39-17-withdrawal-requests
Wells Fargo Initiates Coverage On KKR with Equal-Weight Rating, Announces Price Target of $97
Wells Fargo analyst Daniel Welden initiates coverage on KKR (NYSE:KKR) with a Equal-Weight rating and announces Price Target of $97.
Thomson Reuters and KKR complete joint venture for Global Print Business
Thomson Reuters Corporation (TSX/Nasdaq: TRI), a global content and technology company, today announced that it has closed on its previously announced sale of a majority stake in its Global Print business to capital accounts advised by KKR, a leading global investment firm.
'Carlyle Warns Private Credit’s AI Push Raises Concentration Risk' - Bloomberg
https://www.bloomberg.com/news/articles/2026-10-01/carlyle-warns-private-credit-s-ai-push-raises-concentration-risk
PHC Holdings surge to near 4-year high after Toho takeover proposal confirmed
Investing.com -- PHC Holdings (TYO:6523) shares surged to a near four-year high, after the Japanese healthcare company confirmed it had received an initial takeover proposal from Toho Holdings.
Bill Ackman’s Funds Are Lagging, but His Firm Trades at 100 Times Earnings
Pershing Square Inc. shares have rallied despite weak fund performance, leaving Bill Ackman’s management company with a lofty valuation.
Why The Kroger Co. (KKR) Was a Top Detractor for Gabelli
Gabelli Investment Management Firm recently released its “Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund faced a second quarter in which a dramatic stock-market rebound was led by semiconductor and industrial shares, while the Fund’s more defensive positioning and limited exposure to the strongest AI […]
KKR (KKR) Portfolio Company Drew $1 Billion For AI Infrastructure
KKR (NYSE: KKR) portfolio company Helix Digital Infrastructure received a planned US$1b equity investment from Samsung and affiliates. The investment supports Helix Digital Infrastructure, which is backed by KKR and Nvidia, as it builds out AI data center capacity. The Samsung group involvement adds a large global hardware and semiconductor partner to Helix Digital Infrastructure's existing backers. Samsung's US$1b commitment to Helix Digital Infrastructure highlights KKR's push into AI...
Bloomberg Reported Japan’S Toho Eyes KKR’S Health Device Maker PHC For $1.3B
https://www.bloomberg.com/news/articles/2026-09-30/japan-s-toho-eyes-kkr-s-health-device-maker-phc-for-1-3-billion
KKR Sells CTT's Japan and Korea Businesses to Institutional Investors
TOKYO, September 29, 2026--Global investment firm KKR today announced that funds managed by KKR have entered into separate agreements with institutional investors to sell Central Tank Terminal Co., Ltd. ("CTT") in Japan and Central Terminal Korea Co., Ltd. ("CTK") in Korea.
KKR & Co. Inc. to Announce Third Quarter 2026 Results
NEW YORK, September 29, 2026--KKR & Co. Inc. (NYSE: KKR) announced today that it plans to release its financial results for the third quarter 2026 on Monday, November 9, 2026, before the opening of trading on the New York Stock Exchange.
KKR to Invest in Cisternina to Build a Leading Pan-India Liquid Storage and Logistics Platform
MUMBAI, India, September 29, 2026--KKR to Invest in Cisternina to Build a Leading Pan-India Liquid Storage and Logistics Platform
KKR Inks Agreement To Invest In Cisternina Logistics Private In India; Investment Terms Undisclosed
KKR, a leading global investment firm, today announced the signing of definitive agreements under which funds managed by KKR will make a majority investment in Cisternina Logistics Private Limited ("Cisternina"
CNBC Daily Open: AI’s creators sound the alarm — while others keep building the infrastructure
When the AI boom first took off, companies were competing to see what their AI models can do. Now, they reassure investors of what their models CAN'T do.
Samsung Commits $1 Billion to Helix Digital Infrastructure to Support Global AI Infrastructure Buildout
NEW YORK, September 28, 2026--Helix Digital Infrastructure ("Helix") and KKR today announced that Samsung has committed $1 billion to Helix, an AI infrastructure company formed by KKR to help meet the growing infrastructure needs of hyperscalers, through its long-duration capital fund.
Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung Electronics and its five affiliates are investing $1 billion in KKR-launched Helix as the group expands its push into global AI infrastructure.
Apollo Global, Blue Owl and Blackstone Shares Slide Even as Private Credit Fears Fade
Top private credit stocks like Apollo Global, Blue Owl, and Blackstone have remained under pressure despite improving conditions
KKR Announces Intra-Quarter Monetization Activity Update for the Third Quarter
NEW YORK, September 25, 2026--KKR today announced income from monetization activity in excess of $750 million with respect to the period from July 1, 2026 through September 25, 2026 based on information currently available. The quarter-to-date monetization activity is made up of approximately 80% realized performance income and approximately 20% realized investment income. The quarter-to-date monetization activity is driven by a combination of public secondary sales and strategic transactions, a
Yellow Flag: The Bond Market Is Becoming An AI Trade
Goldman says AI-driven debt tops $500B in 2026. Click here to learn about risks to cash flow and credit spreads, plus why diversified IG bonds may hold up.
Private Equity Is Pouring Money Into Publishing Again — Here’s Why
Private equity and venture capital investors are putting more money into the publishing industry in 2026, more than double since 2025.
The More These Dividend Machines Drop, The More I Buy
Blue-chip dividend stocks sold off hardâlearn why thatâs good news and how to capitalize with top income picks and strategies.
Brookfield Has an Enviable Record of Boosting Profits. Its Stock Looks Cheap.
Brookfield is one of the world’s largest alternative-asset managers with a strategy inspired by Berkshire Hathaway that has produced 30 years of impressive profit growth and shareholder returns. Brookfield doesn’t get the attention of major U.S. alternative managers like Blackstone KKR and Apollo Global Management even though it manages over $1 trillion and is a leader in renewable energy, infrastructure, real estate, private credit, and insurance. Brookfield’s U.S-listed shares look appealing after falling 20% this year to about $37 (all figures are in U.S. dollars)—little more than they fetched five years ago.
KKR Sells Four Points Flex by Sheraton Portfolio in Japan
TOKYO, September 25, 2026--KKR Sells Four Points Flex by Sheraton Portfolio in Japan
Here's How Much $100 Invested In KKR 15 Years Ago Would Be Worth Today
KKR (NYSE:KKR) has outperformed the market over the past 15 years by 2.33% on an annualized basis producing an average annual return of 15.94%. Currently, KKR has a market capitalization of $85.85 billion. Buying $100
What Makes KKR (KKR) an Investment Bet?
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. You can download a copy of the letter here. U.S. equities achieved new all-time highs in Q2 2026, driven by a rally in the technology sector, led by memory semiconductor stocks. In Q2 2026, the […]
Is KKR (KKR) Fairly Valued Following Its Akrapoint Launch And UK Logistics Deal?
KKR (KKR) is back in focus after launching Akrapoint Commercial Capital, a new mid ticket equipment finance platform backed by a US$350 million commitment and paired with a fresh UK logistics real estate acquisition. KKR’s latest moves come after a choppy run for the stock, with the share price down about 9% over the past month and lower year to date, even though the 3 year total shareholder return is solidly positive. Recent business launches such as Akrapoint and the UK logistics deal may...
Realty Income: YTD Lows Make The Monthly Dividend Attractive Again
Realty Income offers an attractive risk/reward profile with a 5.8% yield and a resilient operating backdrop after its recent pullback. Learn more about O stock here.
KKR Launches Equipment Finance Platform Akrapoint Commercial Capital
NEW YORK, September 22, 2026--KKR, a leading global investment firm, today announced the launch of Akrapoint Commercial Capital ("Akrapoint" or "the Company"), a mid-ticket equipment finance company established by a team of experienced industry professionals and KKR. Investment funds managed by KKR will commit $350 million, via KKR’s Asset Based Finance strategy, to support the launch.
Higher For Longer And Longer
Fedâs first hike since 2023 lifts Treasury yields and hits stocks, REITs, housing, and energy. Read more macroanalysis here.
Why Screeners Mislead You on Blackstone’s Actual Dividend Income
Your screener shows Blackstone yielding over 4%, but the actual check that lands in your account follows a completely different logic than that number suggests, and confusing the two has burned plenty of income investors.
KKR Sees AI Financing, Private Credit Fueling Its Next Growth Wave
KKR & Co. Inc. (NYSE:KKR) sees continued growth opportunities across private credit, asset-based finance and private investment-grade lending as higher interest rates, demand for financing and evolving institutional allocations support the asset class, according to Chris Sheldon, the firm’s Co-Head
10 Financials Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
3 Dividend Investing Opportunities To Profit From AI
Discover AI investment winners beyond low-yield tech stocksâalt asset managers, data centers, energy firms, and REITs may benefit. Read the full analysis here.
5 Cheap REITs With Dividends Above 3% to Buy on the Dip
These five cheap real estate stocks offer dividend yields above 3% and could become attractive buy-the-dip opportunities if higher interest rates spark another REIT selloff.
QUICK SPARK: KKR Raises 10-Year Treasury Yield Forecast To 5.1% As Higher-For-Longer Rates Loom
KKR & Co. (NYSE:KKR) is betting that elevated interest rates are becoming the new normal. The New York-based firm raised its outlook for longer-dated U.S. Treasury yields and now expects the Federal Reserve to keep interest rates elevated for longer,...
Aon’s $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR
Aon Plc (NYSE:AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE:KKR) for $17.0 billion in an all-cash deal funded by new debt. Aon expects $395 million in annual run-rate synergies, with the deal accretive to adjusted earnings per share in 2028. Aon shares fell in premarket […]
GFL shares surge on report of PE bidding war
GFL shares surged 8% in pre-open trading Thursday, with CEO Patrick Dovigi stating explicitly that the company is open to a deal above the current market price.
KKR Doubles Private Debt Deals to $80 Billion as AI Spending Explodes
KKR & Co. (NYSE:KKR) has expanded its private investment-grade financing business this year, with deal activity reaching more than twice last year’s level as borrowers seek more flexible alternatives to traditional bank financing. • KKR stock is showing downward bias....
Top 4 Stocks to Buy Now Regardless of Fed Rate Hikes, According to InfraCap Investment Chief Jay Hatfield
InfraCap CIO Jay Hatfield reveals 4 stocks to buy despite Fed rate hikes, including his "pick of the decade" Marvell, Oracle, and KKR.
KKR (KKR) Stock Looks Reasonable On Fresh Cybersecurity Deal News
KKR has fallen sharply this year, even after a strong multi year run. This puts fresh focus on whether the current US$100 share price still lines up with what its earnings can support. With the stock moving and the deal pipeline active, investors are asking how much of KKR's profit engine is already reflected in today's valuation. Over the past 5 years the share price has gained 64.1%. As a result, a lot of long term value creation is already being tested against the strength and resilience...
AON's USI Deal Drives $13.5B Bond Offering, Draws $65B in Orders
Aon's $13.5B bond sale for its $17B USI acquisition draws about $65B in orders, tightening pricing despite higher borrowing costs and a difficult market.
Blackstone Says Private Credit’s ‘Global Crisis’ Fears Are Overblown
Blackstone's Jon Gray says investor confidence in private credit will recover and inflows will return despite redemption pressure.
Fortress Co-CEO Warns Private Credit On AI Deals: 'You're Not Getting Paid For That Upside'
Fortress Investment co-CEO Jack Neumark is warning private credit lenders not to chase AI infrastructure deals out of fear of missing out.
KKR & Co. Inc. (KKR) Presents at Barclays 24th Annual Global Financial Services Conference - Slideshow
2026-09-15. The following slide deck was published by KKR & Co.
KKR & Co. Inc. (KKR) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
KKR & Co. Inc.
Neuberger and KKR to Invest in Datavant Alongside New Mountain Capital
NEW YORK, September 15, 2026--Datavant, the data collaboration platform trusted for healthcare, New Mountain Capital, Neuberger, and KKR today announced that funds managed by Neuberger Capital Solutions, along with Neuberger Private Markets (collectively, "Neuberger"), and investment funds and accounts managed by KKR have agreed to acquire a significant minority stake in Datavant (the "Company"). New Mountain Capital ("New Mountain"), which has been an investor in Datavant since 2014, will retai
Carlyle Group: Asymmetric Return Profile
Carlyle Group shares have underperformed peers yet offer an asymmetric value opportunity with limited downside risk. Click for more on CG stock.
KKR Says At Barclays Conference More Than $80B In Private Investment Grade Origination Year-To-Date
https://event.webcasts.com/starthere.jsp?ei=1773624&tp_key=f1b6e80789&tp_special=8
'KKR Private High-Grade Debt Deals Surge to $80 Billion This Year' - Bloomberg
https://www.bloomberg.com/news/articles/2026-09-15/kkr-private-high-grade-debt-deals-surge-to-80-billion-this-year
U.S. is still in a productivity boom, says KKR's Henry McVey
Henry McVey, KKR Global Macro and Asset Allocation head, joins 'Closing Bell Overtime' to talk the state of the bond market, what to expect from the Federal Reserve, and more.
Realty Income and KKR to Establish Euro-Denominated Joint Venture, Advancing Realty Income's Private Capital Platform
Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, and KKR (NYSE: KKR) today announced the formation of a new euro-denominated joint venture that is expected to own a diversified portfolio of existing European net lease real estate assets contributed by Realty Income, spanning four markets and a broad mix of industries and tenants. Capital accounts advised by KKR intend to make an initial investment of €528 million to acquire a 49% equity interest in the joint ven
Blue Owl, KKR, Blackstone, Apollo Global Stocks Retreat as Private Credit Risks Remain
Blue Owl, Ares Management, Blackstone, and Apollo Global stocks have retreated into a correction as private credit risks remain
KKR Expands Home Services Portfolio with $2 Billion A1 Deal
KKR & Co. Inc. (NYSE:KKR) has agreed to acquire A1 Garage Door Service, a Phoenix-based residential garage door repair and replacement company, for around $2 billion, Reuters reported on September 2, citing sources familiar with the matter. A1 was founded in 2007 by CEO Tommy Mello and operates in roughly 20 states, having taken growth […]
Elite 9-10% Yielding Monthly Dividend Machines To Buy On The Dip
These two high-yield monthly cash flow investments are on sale now, backed by strong total return outperformance. Click to read more about RQI and PFFA.
Francisco Partners, KKR To Buy Minority Stakes In Italy's Teamsystem, Sources Say
-Reuters
Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO Stands Impressed as 4-Year Old GPUs Fetch 20% Premium
Oracle says four-year-old GPUs are being renewed or resold at a 20% premium, backing Jensen Huang’s bullish view on AI hardware longevity.
Nvidia: Customers Wanted More Than It Could Build
NVIDIA delivered Q2 FY27 revenue of $96.2B, surpassing guidance and driving shares up 8.7%. See why I rate NVDA stock a Buy right now.
AI Could Be A Massive Tailwind For Alternative Asset Managers
Alternative asset managers sold off on AI fears. Learn why data center AUM could boost fee growth and which AI âlosersâ may reboundâread now.
PAX vs. KKR: Which Stock Is the Better Value Option?
PAX vs. KKR: Which Stock Is the Better Value Option?
KKR’s $5.9 Billion Integer Deal Helps Healthcare Dominate Private Equity in August
Global private equity dealmaking fell sharply in August, however, healthcare emerged as the standout, helped by KKR's acquisition of Integer.
Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable'
Huang says Nvidia’s older AI chips are holding their value, bolstering the case for treating GPUs as productive assets.
Big Institutions are Quietly Buying Into Blackstone (BX) and KKR’s Wealth Funds
Institutional investors are beginning to allocate capital to “evergreen” private market funds that Blackstone Inc. (NYSE:BX) and KKR & Co. Inc. (NYSE:KKR) originally built for wealthy individuals, the Financial Times reported. Evergreen funds let investors access capital at set intervals rather than locking it up for a decade-long private equity fund life. Blackstone’s wealth business […]
How Investors May Respond To KKR (KKR) Deepening Its European Credit And Capital Solutions Platform
KKR & Co. Inc. recently expanded its Credit & Markets leadership by appointing Jonty Edwards in London and Paula Weisshuber in Frankfurt as Managing Directors focused on European capital solutions and corporate debt markets. These hires, alongside KKR’s ongoing role in large infrastructure and industrial asset sale processes and new investments in healthcare and residential services, underline how the firm is deepening its reach across private credit, real assets, and operating platforms...
KKR (KKR) Bets On Data Centres, Home Services And Healthcare With New Deals
KKR (NYSE:KKR) is ramping up activity in digital infrastructure, home services and healthcare with a series of new deals. The firm agreed to acquire a majority stake in global data centre operator ST Telemedia Global Data Centres in recent days. KKR also entered a definitive agreement for a minority investment in Malaysian provider Avisena Healthcare. In the US, KKR agreed to acquire A1 Garage Door Service, expanding its exposure to residential home services. These moves show KKR is one of...
Redemptions Ease at KKR's Private Credit Fund as Rivals Cap Withdrawals
KKR & Co’s (NYSE:KKR) private credit fund for wealthy clients outside the U.S. has seen redemption requests ease, even as redemption pressure continues across the North American private credit market. KKR-Income Trust I, a non-traded private credit fund which serves...
$1000 Invested In KKR 15 Years Ago Would Be Worth This Much Today
KKR (NYSE:KKR) has outperformed the market over the past 15 years by 3.19% on an annualized basis producing an average annual return of 16.6%. Currently, KKR has a market capitalization of $96.94 billion. Buying $1000
Hamilton Lane: Record Revenue At Half The Multiple Of Peers
Hamilton Lane Incorporated is rated a Buy with a base case price target of $128, roughly 24% above the September 4 price. Read more on HLNE stock here.
Carlyle (CG) Down 2.3% Since Last Earnings Report: Can It Rebound?
Carlyle (CG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Deal Dispatch: Nvidia Buys Hugging Face for $12.9 Billion, Barilla Acquires Goodles, Park Place Partners Bankruptcy
Major M&A deals include Flex buys EPC Power for $4.4 Billion, KKR acquires A1 Garage Door, Starman Optical Buys GoPro.
Here's How Much You'd Have If You Invested $1000 in KKR & Co. Inc. a Decade Ago
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
KKR Takes Minority Stake In Malaysian Healthcare Provider Avisena To Fund Expansion
KKR, a leading global investment firm, and Avisena Healthcare ("Avisena"), a Malaysian healthcare provider, today announced that funds managed by KKR have entered into a definitive agreement to make a minority
KKR Invests in Malaysian Healthcare Platform Avisena Healthcare
SHAH ALAM, Malaysia, September 04, 2026--KKR Invests in Malaysian Healthcare Platform Avisena Healthcare
Private Equity Wants Your Broken Garage Door. Why KKR Thinks They Are Worth $2 Billion
KKR manages nearly $800 billion in assets, yet its next big bet is a Phoenix company that fixes broken garage doors. The logic behind a $2 billion valuation reveals something unsettling about where private equity is hunting for returns.
KKR Inks Agreement To Sell 10% Stake In Nordic Bioscience To Its Founder Claus Christiansen; Financial Terms Undisclosed
https://media.kkr.com/news-details?news_id=c24c0635-296f-415c-bd35-c2200bf970e6
Michael Burry Warns of a Private Credit 'Shell Game' That Could Leave Taxpayers on the Hook: APO, KKR, OWL In Focus
Michael Burry warns of a private equity 'shell game' where giants like Apollo, KKR, and Blue Owl use life insurers to socialize credit risk.
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-09-08 | BAE JOSEPH Y | -345,849 | - | - |
| 2026-09-08 | BAE JOSEPH Y | -122,403 | - | - |
| 2026-09-03 | HOLMES DANE E | -10,000 | $108.58 | $1,085,800 |
| 2026-09-02 | Lewin Robert H | -10,000 | - | - |
| 2026-09-02 | HOLMES DANE E | -10,000 | - | - |
| 2026-09-02 | HOLMES DANE E | +10,000 | - | - |
| 2026-04-29 | Lewin Robert H | +650,000 | - | - |
| 2026-04-29 | Sudol Kathryn King | +300,000 | - | - |
| 2026-03-04 | BARAKETT TIMOTHY R | +50,000 | $94.47 | $4,723,500 |
| 2026-03-02 | Dillon Mary N | +22,225 | $90.96 | $2,021,586 |
| 2026-02-27 | BAE JOSEPH Y | +50,000 | $88.56 | $4,428,000 |
| 2026-02-27 | NUTTALL SCOTT C | +50,000 | $87.81 | $4,390,500 |
| 2026-02-17 | Cohler Matt | +43,872 | $102.9 | $4,514,429 |
| 2026-02-17 | BAE JOSEPH Y | +30,082 | $103.17 | $3,103,560 |
| 2026-02-17 | BAE JOSEPH Y | +63,467 | $102.49 | $6,504,733 |
| 2026-02-17 | BAE JOSEPH Y | +8,650 | $101.3 | $876,245 |
| 2026-02-17 | BAE JOSEPH Y | +22,801 | $100.39 | $2,288,992 |
| 2026-02-17 | NUTTALL SCOTT C | +112 | $103.41 | $11,582 |
| 2026-02-17 | NUTTALL SCOTT C | +90,127 | $102.87 | $9,271,364 |
| 2026-02-17 | NUTTALL SCOTT C | +34,761 | $102.13 | $3,550,141 |
| 2026-02-09 | BARAKETT TIMOTHY R | +50,000 | $104.93 | $5,246,500 |
| 2025-12-11 | Spiegel Evan | +1,605 | - | - |
| 2025-12-11 | Ross Kimberly A. | +1,605 | - | - |
| 2025-12-11 | NIEL XAVIER BRUNO | +1,605 | - | - |
| 2025-12-11 | Gutierrez Arturo | +1,605 | - | - |
| 2025-12-11 | Cohler Matt | +1,605 | - | - |
| 2025-12-11 | SCULLY ROBERT W | +1,605 | - | - |
| 2025-12-11 | Dillon Mary N | +1,605 | - | - |
| 2025-12-11 | Brown Adriane M | +1,605 | - | - |
| 2025-12-11 | ARNOLD CRAIG | +1,605 | - | - |
| 2025-12-11 | BARAKETT TIMOTHY R | +1,605 | - | - |
| 2025-12-11 | RUSSO PATRICIA F | +1,605 | - | - |
| 2025-11-12 | KRAVIS HENRY R | -350,000 | - | - |