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KKRKKR & Co. Inc.Sell4.6·$98.42+2.27%
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KKR & Co. Inc. (KKR) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. At $98.42, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak overall score: 4.6/10; Weak growth.

KKR is a global alternative asset manager with $744B AUM across Private Equity ($229B), Real Assets ($192B), and Credit and Liquid Strategies ($322B), plus an insurance segment (Global Atlantic). The firm earns management fees ($4.1B in 2025), carried interest, and investment... Read more

$98.42+14.7% A.UpsideScore 4.6/10#100 of 109 Asset Management
QualityF-score4 / 9FCF yield
IncomeYield0.78%(5y avg 0.83%)Payout25.17%sustainable
Stop $91.59Target $112.98(analyst − 10%)A.R:R 1.3:1
Analyst target$125.53+27.6%19 analysts
$112.98our TP
$98.42price
$125.53mean
$153

Sell if holding. At $98.42, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak overall score: 4.6/10; Weak growth. Chart setup: Death cross but MACD improving, RSI 58. Score 4.6/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About KKR & Co. Inc.

About KKR & Co. Inc.

KKR managed $744 billion in assets under management at December 31, 2025, across Credit and Liquid Strategies ($322 billion), Private Equity ($229 billion), and Real Assets ($192 billion), with Global Atlantic contributing $219 billion from insurance operations. Management fees totaled $4.1 billion in 2025 and the capital markets business generated $930 million in transaction fees. The firm employed approximately 4,200 asset management and insurance staff across 36 global offices on four continents.

KKR generates fee income through management fees ranging from 0.4% to 2.0% of capital depending on strategy and vehicle type, carried interest representing a specified percentage of investment gains on third-party capital, and capital markets fees for debt and equity underwriting, syndication, and advisory services. The insurance segment — operated through Global Atlantic — provides retirement and life insurance solutions and requires significant regulatory capital and active asset-liability management to support long-duration policyholder obligations that must be met regardless of investment performance. Approximately 92% of total AUM carries capital with a duration of at least eight years at inception or is perpetual capital, insulating fee revenue from redemption cycles. Credit and Liquid Strategies AUM grew from $7 billion in asset-based finance at December 31, 2020 to $85 billion by December 31, 2025. KKR and its employees have approximately $30 billion invested in or committed to the firm's own funds and portfolio companies.

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Global Atlantic's insurance subsidiaries face regulatory capital requirements and rating agency capital expectations that could require KKR to contribute additional capital if asset-liability management disappoints, since insurance obligations are contractual and must be honored regardless of investment returns — a structural difference from the asset management segment. The 10-K also notes that arrangements with a limited number of financial intermediaries could concentrate counterparty default risk: if such a counterparty defaults, particularly a major investment bank, the company could be materially affected.

See also: Financial Services · Asset Management

From KKR & Co. Inc.'s most recent 10-K filing, extracted June 10, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202644d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Risks
Weak overall score: 4.6/10
Weak growth
Below 200-MA, MA slope -5.9%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)32.7
P/E (Fwd)13.0
Mkt Cap$89.7B
EV/EBITDA
Profit Mgn11.7%
ROE7.7%
Rev Growth-6.6%
Beta1.79
Dividend0.78%
Rating analysts26

Quality Signals

Piotroski F4/9

Options Flow

P/C3.34bearish
IV51%elevated
Max Pain$43-56.8% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Revenue shrinking — -6.6% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.9
Declining revenue: -7%
Low model confidence on this dimension (33%).

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
2.3
Quality Rank
3.0
Value Rank
4.7

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
1.9
52w Position
2.9
Gap
5.0
GatesA.R:R 1.3 < 1.5@spotDeath cross (50MA < 200MA)Momentum 6.1>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 44d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
58 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $87.50Resistance $101.05

Price Targets

$92
$113
A.Upside+14.8%
A.R:R1.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 1.3 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (44d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KKR stock a buy right now?

Sell if holding. At $98.42, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak overall score: 4.6/10; Weak growth. Chart setup: Death cross but MACD improving, RSI 58. Prior stop was $91.59. Score 4.6/10, moderate confidence.

What is the KKR stock price target?

Take-profit target: $112.98 (+14.7% upside). Prior stop was $91.59. Stop-loss: $91.59.

What are the risks of investing in KKR?

Weak overall score: 4.6/10; Weak growth; Below 200-MA, MA slope -5.9%/30d (confirmed downtrend).

Is KKR overvalued or undervalued?

KKR & Co. Inc. trades at a P/E of 32.7 (forward 13.0). TrendMatrix value score: 7.3/10. Verdict: Sell.

What do analysts say about KKR?

26 analysts cover KKR with a consensus score of 4.1/5. Average price target: $126.

What does KKR & Co. Inc. do?KKR is a global alternative asset manager with $744B AUM across Private Equity ($229B), Real Assets ($192B), and Credit...

KKR is a global alternative asset manager with $744B AUM across Private Equity ($229B), Real Assets ($192B), and Credit and Liquid Strategies ($322B), plus an insurance segment (Global Atlantic). The firm earns management fees ($4.1B in 2025), carried interest, and investment income from its balance sheet across 36 global offices.

Related stocks: BLK (BlackRock, Inc.) · AMP (Ameriprise Financial, Inc.) · AMG (Affiliated Managers Group, Inc.) · NTRS (Northern Trust Corporation) · SEIC (SEI Investments Company)
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