KKR & Co. Inc. (NYSE:KKR) Price Target Cut to $136.00 by Analysts at Barclays

KKR & Co. Inc. (NYSE:KKR) had its price target lowered by Barclays from $159.00 to $136.00 in a research note released on Friday,Benzinga reports. The firm currently has an overweight rating on the asset manager’s stock.

KKR has been the topic of a number of other research reports. TD Cowen cut KKR & Co. Inc. from a “buy” rating to a “hold” rating and cut their target price for the company from $146.00 to $131.00 in a research note on Wednesday, January 14th. Weiss Ratings raised KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday. Wall Street Zen upgraded KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. HSBC upgraded shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price target on the stock in a report on Wednesday, January 28th. Finally, Morgan Stanley reduced their price target on shares of KKR & Co. Inc. from $170.00 to $166.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 21st. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $156.57.

KKR & Co. Inc. Trading Up 4.1%

KKR stock opened at $103.25 on Friday. KKR & Co. Inc. has a twelve month low of $86.15 and a twelve month high of $153.87. The stock has a market capitalization of $92.03 billion, a price-to-earnings ratio of 44.12, a price-to-earnings-growth ratio of 0.85 and a beta of 1.99. The company has a quick ratio of 0.09, a current ratio of 0.09 and a debt-to-equity ratio of 0.75. The firm’s fifty day simple moving average is $126.64 and its two-hundred day simple moving average is $130.47.

KKR & Co. Inc. (NYSE:KKR) last released its quarterly earnings results on Thursday, February 5th. The asset manager reported $1.12 EPS for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.02). The firm had revenue of $5.93 billion for the quarter, compared to analysts’ expectations of $2.23 billion. KKR & Co. Inc. had a return on equity of 5.77% and a net margin of 11.97%.KKR & Co. Inc.’s revenue for the quarter was up 76.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.32 earnings per share. As a group, analysts anticipate that KKR & Co. Inc. will post 5.19 earnings per share for the current year.

KKR & Co. Inc. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be issued a $0.185 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $0.74 annualized dividend and a dividend yield of 0.7%. KKR & Co. Inc.’s payout ratio is currently 31.36%.

Hedge Funds Weigh In On KKR & Co. Inc.

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in KKR & Co. Inc. by 1.4% during the fourth quarter. Vanguard Group Inc. now owns 60,064,587 shares of the asset manager’s stock worth $7,657,034,000 after buying an additional 821,739 shares during the period. Massachusetts Financial Services Co. MA raised its position in shares of KKR & Co. Inc. by 4.0% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 19,847,217 shares of the asset manager’s stock worth $2,640,275,000 after acquiring an additional 765,457 shares in the last quarter. Norges Bank purchased a new stake in shares of KKR & Co. Inc. during the 2nd quarter worth $1,530,419,000. Lone Pine Capital LLC lifted its stake in shares of KKR & Co. Inc. by 9.6% during the 2nd quarter. Lone Pine Capital LLC now owns 5,221,769 shares of the asset manager’s stock worth $694,652,000 after purchasing an additional 457,998 shares during the last quarter. Finally, Legal & General Group Plc boosted its position in KKR & Co. Inc. by 1.4% during the third quarter. Legal & General Group Plc now owns 4,642,005 shares of the asset manager’s stock valued at $603,229,000 after purchasing an additional 65,695 shares in the last quarter. 76.26% of the stock is currently owned by institutional investors.

Trending Headlines about KKR & Co. Inc.

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

• Positive Sentiment: KKR agreed to acquire Arctos Partners in a transaction initially valued at $1.4 billion, creating a new sports investing and GP Solutions platform that expands recurring-fee opportunities and strategic reach into sports franchise stakes. KKR to Acquire Arctos, Establishing a New Platform for Sports, GP Solutions and Secondaries in a Strategic Transaction Initially Valued at 1.4 Billion
• Positive Sentiment: Analyst/market commentary highlighted KKR’s resilient fee-based revenue and asset growth (AUM up materially Y/Y), prompting bullish coverage and an upgrade thesis that frames current weakness as a buying opportunity. KKR: Private Credit Fears Create Significant Opportunity (Upgrade)
• Positive Sentiment: KKR formed an A$600 million energy-transition strategic partnership with HMC, bolstering its infrastructure/energy transition pipeline and long-term fee and carry prospects. KKR Forms A$600m Energy Transition Strategic Partnership with HMC
• Positive Sentiment: KKR continues to expand data‑center and infrastructure exposure (including transactions tied to STT GDC / Asia data‑center capacity), supporting secular growth themes and larger, fee‑generating pools. KKR and Singtel fully acquire data center firm STT GDC
• Positive Sentiment: KKR declared a quarterly dividend (record Feb 17; payable March 3), a modest yield but supportive of income-oriented sentiment and signaling confidence in cash generation.
• Neutral Sentiment: Q4 results: revenue surged year-over-year (large increase in reported revenue/AUM), but adjusted EPS missed estimates by a small amount ($1.12 vs. $1.14 consensus). Investors are parsing strong top-line/asset trends versus margin/expense drivers. KKR & Co. Inc. Reports Fourth Quarter 2025 Results
• Negative Sentiment: KKR disclosed a clawback hit related to an Asia private‑equity fund that weighed on 4Q profit, raising questions about near‑term earnings volatility from realized/unrealized adjustments. KKR’s 4Q profit hit by clawback at Asia private equity fund
• Negative Sentiment: Some analysts trimmed price targets this morning (Barclays lowered its target to $136; Oppenheimer trimmed to $187), which can pressure sentiment despite both firms maintaining constructive ratings. Analyst price target coverage

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.