KKR & Co. Inc.
No SEC Form 4 filings for $KKR in the last 30 days.
TD Cowen cut its KKR & Co. (KKR) price target to $104 from $106 and kept a “Hold” rating on May 18, citing updated models after KKR’s Q1 results. The firm said sector long-term earnings power is rising but current earnings quality is low. KKR reported Q1 2026 GAAP revenue of $4.32B, including $2.02B from asset management and strategic holdings.
A new report from MSCI highlights growing pains in private markets, driven by increasing demands for transparency from both institutional and retail investors. Key trends include stresses in private credit, longer exit timelines for private equity, and the rise of evergreen funds, which have seen significant growth but are also experiencing liquidity challenges and increased redemption requests. The report emphasizes that private market infrastructure has not kept pace with capital inflows, particularly regarding valuation practices and liquidity expectations in semi-liquid structures.
ABN Amro Investment Solutions significantly increased its stake in KKR & Co. Inc. by 518.1% in the fourth quarter, now holding 44,123 shares valued at approximately $5.63 million. KKR recently reported strong quarterly results with $1.24 EPS and $5.74 billion in revenue, leading to a "Moderate Buy" consensus rating from analysts with a target price of $134.53. The company also demonstrated confidence through a raised quarterly dividend of $0.195 per share and authorization of a $500 million stock buyback.
