KKR & Co. Inc. (NYSE:KKR) Price Target Cut to $128.00 by Analysts at Royal Bank Of Canada

KKR & Co. Inc. (NYSE:KKR) had its target price lowered by equities researchers at Royal Bank Of Canada from $132.00 to $128.00 in a research note issued on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the asset manager’s stock. Royal Bank Of Canada’s price objective points to a potential upside of 26.67% from the stock’s current price.

KKR has been the topic of a number of other reports. Oppenheimer reduced their target price on shares of KKR & Co. Inc. from $187.00 to $140.00 and set an “outperform” rating on the stock in a report on Monday, April 13th. Morgan Stanley decreased their target price on shares of KKR & Co. Inc. from $177.00 to $153.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. HSBC upgraded shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 target price on the stock in a research report on Wednesday, January 28th. UBS Group decreased their target price on shares of KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Finally, Barclays decreased their target price on shares of KKR & Co. Inc. from $127.00 to $122.00 and set an “overweight” rating on the stock in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $136.27.

KKR & Co. Inc. Stock Performance

Shares of KKR & Co. Inc. stock traded down $0.95 on Wednesday, reaching $101.05. 1,925,078 shares of the stock were exchanged, compared to its average volume of 6,862,681. KKR & Co. Inc. has a 1-year low of $82.67 and a 1-year high of $153.87. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.69. The business has a fifty day moving average price of $94.23 and a two-hundred day moving average price of $111.97. The firm has a market capitalization of $90.09 billion, a PE ratio of 43.11, a PEG ratio of 0.90 and a beta of 1.85.

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 anticipate that KKR & Co. Inc. will post 5.45 earnings per share for the current fiscal year.

KKR & Co. Inc. declared that its board has authorized a share buyback program on Tuesday, May 5th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the asset manager to buy up to 0.5% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Activity at KKR & Co. Inc.

In related news, CEO Joseph Y. Bae purchased 125,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were bought at an average price of $102.19 per share, with a total value of $12,773,750.00. Following the completion of the purchase, the chief executive officer directly owned 509,257 shares in the company, valued at approximately $52,040,972.83. This trade represents a 32.53% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Matt Cohler purchased 43,872 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were bought at an average cost of $102.90 per share, for a total transaction of $4,514,428.80. Following the purchase, the director owned 45,477 shares of the company’s stock, valued at $4,679,583.30. This trade represents a 2,733.46% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders purchased 393,872 shares of company stock worth $40,090,679. Company insiders own 23.20% of the company’s stock.

Hedge Funds Weigh In On KKR & Co. Inc.

A number of hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of KKR & Co. Inc. by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 60,064,587 shares of the asset manager’s stock valued at $7,657,034,000 after acquiring an additional 821,739 shares during the period. Principal Financial Group Inc. raised its stake in shares of KKR & Co. Inc. by 6.9% in the 1st quarter. Principal Financial Group Inc. now owns 19,507,741 shares of the asset manager’s stock valued at $1,804,470,000 after acquiring an additional 1,261,314 shares during the period. Geode Capital Management LLC raised its stake in shares of KKR & Co. Inc. by 1.0% in the 4th quarter. Geode Capital Management LLC now owns 14,995,742 shares of the asset manager’s stock valued at $1,903,220,000 after acquiring an additional 146,285 shares during the period. Norges Bank purchased a new position in shares of KKR & Co. Inc. in the 4th quarter valued at $1,715,929,000. Finally, First Manhattan CO. LLC. raised its stake in shares of KKR & Co. Inc. by 0.8% in the 4th quarter. First Manhattan CO. LLC. now owns 8,597,044 shares of the asset manager’s stock valued at $1,095,951,000 after acquiring an additional 67,441 shares during the period. Hedge funds and other institutional investors own 76.26% of the company’s stock.

KKR & Co. Inc. News Summary

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

• Positive Sentiment: Q1 results beat expectations — EPS of $1.39 (vs. consensus ~ $1.26), revenue up ~39% and AUM growth of roughly 14%, driven by higher management fees and monetization activity; this underpins the firm’s fee‑earning runway. KKR beats estimates on strong fee growth and capital deployment
• Positive Sentiment: Board authorized a $500 million share buyback (about 0.5% of shares outstanding), a signal management thinks the stock is attractive and a direct support for EPS. RTT News
• Positive Sentiment: Quarterly dividend raised to $0.195 (5.4% increase from $0.18), boosting yield to ~0.8% and returning cash to shareholders.
• Positive Sentiment: Continued portfolio monetization and asset sales (e.g., agreement to sell Axius Water) are driving realized gains and cash for redeployment. KKR and XPV Water Partners Agree to Sell Axius Water
• Neutral Sentiment: KKR closed the acquisition of Arctos Partners (adds sports‑franchise investment capability); strategic but not immediately EPS‑accretive. KKR Closes Acquisition of Arctos Partners
• Neutral Sentiment: Management (CFO) reiterated private credit is a compelling area to invest in — signals conviction in core strategy but is a longer‑term thesis. KKR CFO Sees ‘Compelling’ Case for Private Credit
• Negative Sentiment: Management warned on 2026 profit targets given a murky deal outlook — that guidance caution is likely the main reason shares are trading lower despite the beat. KKR warns on 2026 profit target amid murky outlook for deals
• Negative Sentiment: Rising expenses and some one‑time items tempered net income and margins, limiting upside from the top‑line beat. KKR & Co. Shares Gain as Q1 Earnings Beat Estimates, AUM Rises Y/Y

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.