KKR & Co (KKR)

• Market cap: $87B
• 1 day: -5.24%
• 5 days: -6.27%
• 1 month: -15.92%
• 3 months: -39.05%
• 6 months: -30.32%
• Year to date: -34.35%
• 1 year: 3.68%
• 5 years: 348.49%
• 10 years: 322.93%
• Sector: Financials
• Industry: Asset Management

About: KKR is one of the world's largest alternative asset managers, with $624.4 billion in total managed assets, including $505.7 billion in fee-earning AUM, at the end of September 2024. The company has two core segments: asset management (which includes private markets-private equity, credit, infrastructure, energy, and real estate-and public markets-primarily credit and hedge/investment fund platforms) and insurance (following the firm's initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance).

Employees: 4,834

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

295% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 59

38% more funds holding in top 10

Funds holding in top 10: 39 [Q3] → 54 (+15) [Q4]

16% more capital invested

Capital invested by funds: $68B [Q3] → $78.7B (+$10.7B) [Q4]

16% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 416

13% more funds holding

Funds holding: 1,154 [Q3] → 1,304 (+150) [Q4]

1.16% more ownership

Funds ownership: 58.72% [Q3] → 59.87% (+1.16%) [Q4]

12% less call options, than puts

Call options by funds: $833M | Put options by funds: $945M

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $114 16% upside
• Avg. target: $136 38% upside
• High target: $194 98% upside

8 analyst ratings

• positive: 7 88%
• neutral: 1 13%
• negative: 0 0%

HSBC Vikram Gandhi 33% 1-year accuracy 1 / 3 met price target	21% upside $119	Buy Upgraded	15 Apr 2025
Morgan Stanley Michael Cyprys 38% 1-year accuracy 9 / 24 met price target	16% upside $114	Equal-Weight Maintained	14 Apr 2025
Barclays Benjamin Budish 61% 1-year accuracy 81 / 132 met price target	32% upside $129	Overweight Maintained	11 Apr 2025
TD Cowen Bill Katz 59% 1-year accuracy 20 / 34 met price target	29% upside $126	Buy Maintained	9 Apr 2025
Wells Fargo Michael Brown 37% 1-year accuracy 28 / 75 met price target	23% upside $120	Overweight Maintained	8 Apr 2025