Sumitomo Life Insurance Co. Purchases 41,300 Shares of KKR & Co. Inc. $KKR

Sumitomo Life Insurance Co. increased its holdings in shares of KKR & Co. Inc. (NYSE:KKR) by 72.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,100 shares of the asset manager’s stock after purchasing an additional 41,300 shares during the period. Sumitomo Life Insurance Co.’s holdings in KKR & Co. Inc. were worth $12,748,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of KKR. Vanguard Group Inc. lifted its stake in KKR & Co. Inc. by 1.0% in the third quarter. Vanguard Group Inc. now owns 59,242,848 shares of the asset manager’s stock valued at $7,698,608,000 after buying an additional 585,893 shares in the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of KKR & Co. Inc. by 4.0% during the second 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 during the period. Norges Bank acquired a new position in KKR & Co. Inc. in the 2nd quarter worth $1,530,419,000. Lone Pine Capital LLC increased its holdings in 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 in the last quarter. Finally, Legal & General Group Plc raised its stake in shares of KKR & Co. Inc. by 6.7% in the 2nd quarter. Legal & General Group Plc now owns 4,576,310 shares of the asset manager’s stock valued at $608,787,000 after purchasing an additional 288,006 shares during the period. 76.26% of the stock is currently owned by institutional investors and hedge funds.

KKR & Co. Inc. Trading Up 0.9%

NYSE KKR opened at $96.61 on Thursday. KKR & Co. Inc. has a 12 month low of $86.15 and a 12 month high of $153.87. The company has a current ratio of 0.09, a quick ratio of 0.09 and a debt-to-equity ratio of 0.75. The stock has a 50 day moving average of $118.66 and a 200-day moving average of $126.22. The company has a market cap of $86.11 billion, a PE ratio of 41.29, a PEG ratio of 0.75 and a beta of 1.99.

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

KKR & Co. Inc. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be issued a dividend of $0.185 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $0.74 annualized dividend and a yield of 0.8%. KKR & Co. Inc.’s dividend payout ratio (DPR) is currently 31.62%.

Key Stories Impacting KKR & Co. Inc.

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

• Positive Sentiment: RBC Capital initiated coverage with an “outperform” rating and set a $137 price target (roughly a 40% implied upside from current levels), giving the stock a fresh, high-conviction buy signal that can attract momentum and institutional interest. RBC Coverage
• Positive Sentiment: Short interest fell sharply in February (down ~18.5% to ~8.76M shares, ~1.6% of float, ~0.8 days to cover). A meaningful short-covering tailwind can reduce downside pressure and amplify rallies. (Data entry 2/25/2026)
• Positive Sentiment: Unusually large options activity: ~8,120 calls traded (~20% above normal), indicating some investors are placing bullish bets that could signal conviction or hedge positioning ahead of catalysts. (Data entry 2/24/2026)
• Positive Sentiment: Royal Bank of Canada coverage/upgrade was widely reported and echoed by outlets (RBC’s views and the accompanying price target are supporting buying interest). RBC/Benzinga Report
• Neutral Sentiment: KKR’s strategic expansion into education, healthcare and infrastructure is a longer-term positive for growth and fee diversification, but it’s unlikely to change near-term earnings visibility immediately. Expansion Article
• Negative Sentiment: An analyst downgrade (reported by AmericanBankingNews) recently pressured the stock and triggered a large one-day move lower — lingering analyst skepticism can cap rallies until clarity on fundamentals or fees returns. Analyst Downgrade
• Negative Sentiment: FS KKR Capital Corp. (FSK), a KKR-sponsored BDC, reported weaker results and NAV declines, declaring a Q1 distribution but showing realized/unrealized losses and lower NAV — this could weigh on KKR’s fee-related earnings or sentiment around its credit platforms. FSK Results

Insiders Place Their Bets

In related news, Director Timothy R. Barakett acquired 50,000 shares of KKR & Co. Inc. stock in a transaction on Monday, February 9th. The stock was purchased at an average cost of $104.93 per share, with a total value of $5,246,500.00. Following the completion of the transaction, the director directly owned 235,000 shares in the company, valued at $24,658,550. This trade represents a 27.03% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Matt Cohler acquired 43,872 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was bought at an average price of $102.90 per share, for a total transaction of $4,514,428.80. Following the completion of the acquisition, the director owned 45,477 shares of the company’s stock, valued at approximately $4,679,583.30. The trade was a 2,733.46% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders acquired 343,872 shares of company stock worth $35,367,179. Company insiders own 39.34% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on KKR. Weiss Ratings raised KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. Oppenheimer reduced their price target on KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating for the company in a research report on Friday, February 6th. Barclays lowered their price objective on shares of KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Royal Bank Of Canada initiated coverage on shares of KKR & Co. Inc. in a report on Tuesday. They set an “outperform” rating and a $137.00 target price for the company. Finally, TD Cowen downgraded shares of KKR & Co. Inc. from a “buy” rating to a “hold” rating and decreased their target price for the company from $146.00 to $131.00 in a research report on Wednesday, January 14th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $152.40.

KKR & Co. Inc. Profile

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.