KKR's attractively priced earnings power — a forward price-to-earnings ratio of 13.3x and a price-to-earnings-to-growth ratio of 0.53 — and a three-out-of-four recent earnings beat streak are compelling in isolation, but are currently offset by 7% revenue contraction, a confirmed downtrend below the 200-day moving average, and a put/call ratio of 3.18 reflecting broad bearish positioning.
Thesis pillars
- Attractive Valuation Peg Discount↑Improving
- Earnings Beat Track Record→Stable
- Revenue Contraction Headwind→Stable
- +2 more pillars — see the Why tab for full reasoning
KKR & Co. Inc. (KKR) Stock Analysis
Range Bound setup
Financial Services · Asset Management
Sell if holding. At $107.73, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.9%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3).
KKR manages $744 billion in assets under management across Asset Management, Insurance, and Strategic Holdings segments, spanning private equity, real assets, credit, capital markets, and insurance through its Global Atlantic subsidiary. Revenue comes from management fees ($4.1... Read more
Sell if holding. At $107.73, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.9%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3). Chart setup: RSI 48 mid-range, Bollinger mid-band. Score 6.0/10, moderate confidence.
Passes 6/10 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 60d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.
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.
Show full overview
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.
Recent developments
updated 2026-09-05Recent Developments — KKR & Co. Inc.
Latest news
- NEWS KKR & Co Inc (KKR) Stock Down 3.3% -- Now Undervalued? GF Score: 86/100 - GuruFocus — GuruFocus negative
- NEWS KKR & Co. Inc. stock outperforms competitors despite losses on the day - MarketWatch — MarketWatch positive
- NEWS KKR & Co. Inc. stock outperforms competitors despite losses on the day - marketwatch.com — marketwatch.com positive
- NEWS EverSource Wealth Advisors LLC Raises Stock Position in KKR & Co. Inc. $KKR - MarketBeat — MarketBeat positive
- NEWS KKR & Co. Inc. stock underperforms Wednesday when compared to competitors - MarketWatch — MarketWatch negative
Generated 2026-09-05T17:17:01Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductGlobal Atlantic insurance10-K Item 1: 'we managed $744 billion of assets under management, of which $219 billion comes from Global Atlantic'
- MEDIUMcounterpartylimited number of counterparties10-K Item 1A: 'We may enter into financial arrangements with a limited number of counterparties, which has the effect of concentrating the transaction volume'
Material Events(8-K, last 90d)
- 2026-05-29Item 5.02LOWOn May 29, 2026, 11 incumbent KKR directors were re-elected to the Board by KKR Management LLP, including Co-CEOs Joseph Y. Bae and Scott C. Nuttall. All were already serving at time of election. No departures noted.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $107.73, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.9%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3). Chart setup: RSI 48 mid-range, Bollinger mid-band. Prior stop was $101.27. Score 6.0/10, moderate confidence.
Take-profit target: $115.18 (+6.9% upside). Prior stop was $101.27. Stop-loss: $101.27.
Thin upside margin: 6.9%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3).
KKR & Co. Inc. trades at a P/E of 34.4 (forward 14.5). TrendMatrix value score: 7.1/10. Verdict: Sell.
27 analysts cover KKR with a consensus score of 4.1/5. Average price target: $128.
What does KKR & Co. Inc. do?KKR manages $744 billion in assets under management across Asset Management, Insurance, and Strategic Holdings...
KKR manages $744 billion in assets under management across Asset Management, Insurance, and Strategic Holdings segments, spanning private equity, real assets, credit, capital markets, and insurance through its Global Atlantic subsidiary. Revenue comes from management fees ($4.1 billion in 2025), carried interest on investment gains, and capital markets transaction fees ($930 million in 2025). The firm employs approximately 4,200 asset management and insurance staff across 36 global offices.