Capital Group Private Client Services Inc. Has $7.39 Million Holdings in KKR & Co. Inc. $KKR

Posted by Andrew Walz on Mar 10th, 2026

Capital Group Private Client Services Inc. decreased its position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 78.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,850 shares of the asset manager’s stock after selling 202,450 shares during the quarter. Capital Group Private Client Services Inc.’s holdings in KKR & Co. Inc. were worth $7,388,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of KKR. Covenant Asset Management LLC increased its position in shares of KKR & Co. Inc. by 1,424.8% during the third quarter. Covenant Asset Management LLC now owns 29,826 shares of the asset manager’s stock worth $3,876,000 after acquiring an additional 27,870 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in KKR & Co. Inc. by 5.2% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,313,857 shares of the asset manager’s stock valued at $170,736,000 after acquiring an additional 65,178 shares in the last quarter. Cumberland Partners Ltd boosted its stake in KKR & Co. Inc. by 816.2% during the 3rd quarter. Cumberland Partners Ltd now owns 25,791 shares of the asset manager’s stock valued at $3,352,000 after purchasing an additional 22,976 shares during the last quarter. Vanguard Group Inc. boosted its stake in KKR & Co. Inc. by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 59,242,848 shares of the asset manager’s stock valued at $7,698,608,000 after purchasing an additional 585,893 shares during the last quarter. Finally, Banco Santander S.A. increased its holdings in KKR & Co. Inc. by 5,405.9% during the 3rd quarter. Banco Santander S.A. now owns 144,970 shares of the asset manager’s stock worth $18,839,000 after purchasing an additional 142,337 shares in the last quarter. 76.26% of the stock is owned by institutional investors and hedge funds.

KKR & Co. Inc. Stock Down 0.4%

KKR opened at $90.95 on Tuesday. KKR & Co. Inc. has a twelve month low of $84.52 and a twelve month high of $153.87. The company’s 50-day moving average price is $112.41 and its two-hundred day moving average price is $123.26. The stock has a market cap of $81.08 billion, a price-to-earnings ratio of 38.87, a PEG ratio of 0.66 and a beta of 2.01. The company has a quick ratio of 0.07, a current ratio of 0.07 and a debt-to-equity ratio of 0.69.

KKR & Co. Inc. (NYSE:KKR – Get Free Report) last issued 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). The company 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 5.57% and a net margin of 11.97%.The company’s revenue for the quarter was up 76.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.32 EPS. As a group, equities analysts expect that KKR & Co. Inc. will post 5.19 earnings per share for the current year.

KKR & Co. Inc. Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were given a $0.185 dividend. This represents a $0.74 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, February 17th. KKR & Co. Inc.’s dividend payout ratio (DPR) is currently 31.62%.

Analyst Ratings Changes

Several brokerages have recently commented on KKR. TD Cowen downgraded KKR & Co. Inc. from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $146.00 to $131.00 in a research note on Wednesday, January 14th. Barclays decreased their price target on KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating for the company in a report on Monday, March 2nd. Royal Bank Of Canada began coverage on shares of KKR & Co. Inc. in a report on Tuesday, February 24th. They set an “outperform” rating and a $137.00 price objective on the stock. Wall Street Zen upgraded shares of KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research note on Sunday, January 25th. Finally, Oppenheimer lowered their target price on shares of KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating for the company in a report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, KKR & Co. Inc. presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.80.

Get Our Latest Research Report on KKR & Co. Inc.

Insider Transactions at KKR & Co. Inc.

In other news, CEO Scott C. Nuttall bought 125,000 shares of the stock in a transaction on Tuesday, February 17th. The shares were purchased at an average cost of $102.66 per share, for a total transaction of $12,832,500.00. Following the completion of the purchase, the chief executive officer directly owned 15,503,748 shares in the company, valued at $1,591,614,769.68. This represents a 0.81% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Joseph Y. Bae purchased 125,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were purchased at an average cost of $102.19 per share, for a total transaction of $12,773,750.00. Following the transaction, the chief executive officer directly owned 509,257 shares in the company, valued at approximately $52,040,972.83. The trade was a 32.53% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders acquired 393,872 shares of company stock valued at $40,090,679. Corporate insiders own 23.20% of the company’s stock.

Key KKR & Co. Inc. News

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

Positive Sentiment: KKR reported strong fundraising and fee-related earnings — roughly $129 billion in fundraising and about $972 million of Q4 fee-related earnings — signaling durable fee revenue and fundraising momentum that support the firm’s earnings base. KKR & Co. (KKR) reports $129B fundraising, $972M Q4 fee-related earnings
Positive Sentiment: Insider purchases have ticked up — a KKR director disclosed a multi-million-dollar buy (~$4.7M) and MarketBeat reports roughly $40M of insider buys in 2026 — which investors often view as a vote of confidence from management/board. Insider Buying: KKR & Co. Inc. Director Acquires $4,723,500.00 in Stock
Neutral Sentiment: KKR is exploring a potential sale of data‑centre cooling firm CoolIT Systems for a price reportedly that could exceed $3 billion — a sizeable divestment that could crystallize value but remains uncertain until a deal is announced and terms are known. KKR eyes multibillion-dollar sale of data centre cooling company
Negative Sentiment: Barclays trimmed its price target on KKR to $127 (from $136) while keeping an Overweight rating, reflecting updated sector/earnings assumptions — analyst target cuts can pressure shares by lowering forward expectations. Barclays Lowers KKR & Co. Inc. (KKR) Target Amid Updated Sector Estimates
Negative Sentiment: Broader market fears around AI disruption and its impact on software and portfolio companies have weighed on KKR’s multiple; commentary highlighting AI risk to portfolio returns helps explain part of the recent share weakness. Insiders Step in to Buy These 3 Tanking Stocks (MarketBeat)

About KKR & Co. Inc.

(Free Report)

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.