KKR & Co. Inc. (NYSE:KKR) Price Target Raised to $126.00

KKR & Co. Inc. (NYSE:KKR) had its target price increased by research analysts at UBS Group from $113.00 to $126.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the asset manager’s stock. UBS Group’s target price would suggest a potential upside of 24.94% from the company’s previous close.

A number of other equities analysts have also issued reports on KKR. Weiss Ratings reiterated a “hold (c-)” rating on shares of KKR & Co. Inc. in a research report on Monday. HSBC upgraded shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price objective for the company in a research report on Wednesday, January 28th. Barclays reduced their price objective on KKR & Co. Inc. from $127.00 to $122.00 and set an “overweight” rating on the stock in a report on Wednesday. BMO Capital Markets lowered their target price on KKR & Co. Inc. from $125.00 to $106.00 and set an “outperform” rating for the company in a research note on Tuesday, March 24th. Finally, Oppenheimer dropped their target price on KKR & Co. Inc. from $187.00 to $140.00 and set an “outperform” rating for the company in a research report on Monday, April 13th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $134.67.

KKR & Co. Inc. Price Performance

Shares of KKR stock traded down $1.15 during trading hours on Wednesday, hitting $100.85. 5,120,045 shares of the company’s stock were exchanged, compared to its average volume of 6,903,115. KKR & Co. Inc. has a 52 week low of $82.67 and a 52 week high of $153.87. The stock has a market cap of $89.91 billion, a price-to-earnings ratio of 43.10, a price-to-earnings-growth ratio of 0.90 and a beta of 1.85. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.07 and a quick ratio of 0.07. The stock’s 50-day moving average is $94.23 and its 200-day moving average is $111.97.

KKR & Co. Inc. (NYSE:KKR) last issued its quarterly earnings results on Friday, February 27th. The asset manager reported $1.24 earnings per share (EPS) for the quarter. KKR & Co. Inc. had a net margin of 11.97% and a return on equity of 5.57%. The business had revenue of $5.74 billion for the quarter. As a group, research analysts forecast that KKR & Co. Inc. will post 5.45 EPS for the current year.

KKR & Co. Inc. announced that its Board of Directors has approved a stock repurchase plan on Tuesday, May 5th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the asset manager to reacquire up to 0.5% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In related news, CEO Scott C. Nuttall acquired 125,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average cost of $102.66 per share, with a total value of $12,832,500.00. Following the completion of the purchase, the chief executive officer directly owned 15,503,748 shares in the company, valued at approximately $1,591,614,769.68. This trade represents a 0.81% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Joseph Y. Bae acquired 125,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was bought at an average price of $102.19 per share, with a total value of $12,773,750.00. Following the acquisition, the chief executive officer directly owned 509,257 shares of the company’s stock, valued at $52,040,972.83. The trade was a 32.53% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 393,872 shares of company stock valued at $40,090,679 over the last 90 days. Company insiders own 23.20% of the company’s stock.

Institutional Trading of KKR & Co. Inc.

A number of hedge funds have recently modified their holdings of KKR. Brighton Jones LLC raised its holdings in KKR & Co. Inc. by 109.6% in the fourth quarter. Brighton Jones LLC now owns 4,661 shares of the asset manager’s stock worth $689,000 after purchasing an additional 2,437 shares during the period. Bison Wealth LLC bought a new stake in shares of KKR & Co. Inc. in the 4th quarter valued at $218,000. Sivia Capital Partners LLC raised its stake in KKR & Co. Inc. by 13.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,050 shares of the asset manager’s stock worth $273,000 after buying an additional 237 shares during the period. United Bank acquired a new stake in KKR & Co. Inc. during the 2nd quarter worth $769,000. Finally, Arrowstreet Capital Limited Partnership bought a new position in KKR & Co. Inc. during the second quarter worth about $4,826,000. 76.26% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting KKR & Co. Inc.

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

• Positive Sentiment: Q1 results beat expectations: KKR reported $1.39 EPS (vs. ~$1.26 est.), revenue rose ~38.8% and AUM grew year-over-year — confirmation of fee and capital momentum that supports recurring earnings. Business Wire: Q1 Results
• Positive Sentiment: Strong fee growth and capital deployment highlighted by management; CFO reiterated conviction in private credit as an attractive area, reinforcing the firm’s growth runway. Investing.com: Fee Growth
• Positive Sentiment: Share buyback authorized: Board approved up to $500M in repurchases (about 0.5% of shares), a signal management sees share undervaluation — though the program size is modest. RTT News: Buyback
• Positive Sentiment: Dividend increase: Quarterly dividend raised to $0.195 (ex-div May 15), a ~5.4% bump that slightly improves income appeal (yield ~0.8%).
• Neutral Sentiment: Acquisition closed: KKR completed the Arctos Partners deal, expanding its sports/institutional investor capabilities — strategic but not immediately earnings-accretive. Business Wire: Arctos Close
• Positive Sentiment: Small analyst upgrade: TD Cowen nudged its price target to $106 (hold), a mild positive signal. Benzinga: TD Cowen PT
• Negative Sentiment: Analyst target trims from big banks: RBC cut its target to $128 (from $132) and Barclays trimmed to $122 (from $127); these downgrades (even if still above the share price) can cap near-term upside and add selling pressure. Benzinga: RBC/Barclays PTs
• Negative Sentiment: Management caution: KKR flagged a murky deals outlook and tempered 2026 profit targets in commentary, which offsets some enthusiasm from the Q1 beat and could explain profit-taking. MSN: Profit Target Warning

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.