KKR & Co. Inc. (NYSE:KKR) Given New $187.00 Price Target at Oppenheimer

KKR & Co. Inc. (NYSE:KKR) had its price target reduced by investment analysts at Oppenheimer from $190.00 to $187.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the asset manager’s stock. Oppenheimer’s price objective suggests a potential upside of 82.20% from the company’s current price.

Other equities research analysts have also issued reports about the company. Citigroup lowered their price objective on KKR & Co. Inc. from $170.00 to $150.00 and set a “buy” rating on the stock in a research note on Monday, October 13th. Morgan Stanley reduced their target price on shares of KKR & Co. Inc. from $170.00 to $166.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 21st. Weiss Ratings raised KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday. Barclays cut their price target on KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, TD Cowen lowered KKR & Co. Inc. from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $156.57.

KKR & Co. Inc. Stock Performance

KKR traded up $3.47 on Friday, hitting $102.64. 6,136,049 shares of the stock traded hands, compared to its average volume of 5,899,976. The business has a fifty day moving average price of $126.99 and a two-hundred day moving average price of $130.76. The company has a current ratio of 0.09, a quick ratio of 0.09 and a debt-to-equity ratio of 0.75. The firm has a market capitalization of $91.48 billion, a PE ratio of 43.49, a P/E/G ratio of 0.91 and a beta of 1.99. KKR & Co. Inc. has a 52 week low of $86.15 and a 52 week high of $153.87.

KKR & Co. Inc. (NYSE:KKR) last announced its quarterly earnings data on Thursday, February 5th. The asset manager reported $1.12 earnings per share for the quarter, missing the consensus estimate of $1.14 by ($0.02). The firm had revenue of $5.93 billion for the quarter, compared to analyst estimates of $2.23 billion. KKR & Co. Inc. had a return on equity of 6.12% and a net margin of 13.84%.KKR & Co. Inc.’s revenue for the quarter was up 76.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.32 EPS. On average, research analysts predict that KKR & Co. Inc. will post 5.19 EPS for the current fiscal year.

Institutional Trading of KKR & Co. Inc.

A number of large investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of KKR & Co. Inc. by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 60,064,587 shares of the asset manager’s stock worth $7,657,034,000 after buying an additional 821,739 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in KKR & Co. Inc. by 4.0% during the second quarter. Massachusetts Financial Services Co. MA now owns 19,847,217 shares of the asset manager’s stock valued at $2,640,275,000 after purchasing an additional 765,457 shares during the last quarter. Norges Bank bought a new position in KKR & Co. Inc. in the second quarter valued at approximately $1,530,419,000. Lone Pine Capital LLC increased its position in shares of KKR & Co. Inc. by 9.6% during the 2nd quarter. Lone Pine Capital LLC now owns 5,221,769 shares of the asset manager’s stock worth $694,652,000 after purchasing an additional 457,998 shares during the last quarter. Finally, Legal & General Group Plc raised its stake in shares of KKR & Co. Inc. by 1.4% during the 3rd quarter. Legal & General Group Plc now owns 4,642,005 shares of the asset manager’s stock worth $603,229,000 after purchasing an additional 65,695 shares in the last quarter. Institutional investors own 76.26% of the company’s stock.

KKR & Co. Inc. News Roundup

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

• Positive Sentiment: KKR reported strong top-line growth and rising AUM (revenue up ~76% YoY; fee-related AUM growth supports recurring earnings). See the company release and call materials. Earnings Press Release
• Positive Sentiment: KKR agreed to acquire Arctos Partners in a strategic deal initially valued at $1.4B, expanding its sports, GP solutions and secondaries capabilities — a growth bolt-on that investors view as value-accretive. Arctos Acquisition
• Positive Sentiment: KKR formed an A$600M energy-transition strategic partnership with HMC, signaling continued deployment into ESG/energy infrastructure themes. Energy Partnership
• Positive Sentiment: Large data-center and Asia deals (including full acquisition of STT GDC and a near-$11B Asia data-center initiative) position KKR in high-growth infrastructure tied to cloud/AI demand. STT GDC Acquisition Asia Data-Center Deal
• Positive Sentiment: Independent bullish research: Seeking Alpha upgraded KKR to “Strong Buy” citing resilient fee revenue, rising AUM and balance-sheet flexibility. Seeking Alpha Upgrade
• Positive Sentiment: Barclays trimmed its price target (from $159 to $136) but kept an “overweight” rating, implying continued analyst conviction and headline upside from current levels. Barclays Note
• Neutral Sentiment: KKR declared a quarterly dividend of $0.185/share (ex-div Feb 17, pay Mar 3), a modest yield that supports shareholder returns but is not a major catalyst.
• Neutral Sentiment: Earnings call presentation and full transcript published — useful for modeling fee-related revenue cadence and realized/unrealized performance income. Presentation Transcript
• Negative Sentiment: Q4 EPS missed estimates ($1.12 vs. $1.14) and analysts flagged higher expenses; short-term earnings-per-share pressure is a headwind. Zacks Coverage
• Negative Sentiment: Profit was hit by a clawback at an Asia private-equity fund, a one-time charge that reduced reported earnings and highlights private-asset variability. Clawback Article

About KKR & Co. Inc.

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.