SG Americas Securities LLC Acquires 214,799 Shares of KKR & Co. Inc. $KKR

SG Americas Securities LLC boosted its stake in shares of KKR & Co. Inc. (NYSE:KKR) by 209.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 317,531 shares of the asset manager’s stock after purchasing an additional 214,799 shares during the quarter. SG Americas Securities LLC’s holdings in KKR & Co. Inc. were worth $40,479,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Berbice Capital Management LLC raised its position in shares of KKR & Co. Inc. by 3.5% in the second quarter. Berbice Capital Management LLC now owns 2,200 shares of the asset manager’s stock valued at $293,000 after purchasing an additional 75 shares during the period. Diversified Trust Co. boosted its holdings in shares of KKR & Co. Inc. by 1.5% during the 4th quarter. Diversified Trust Co. now owns 5,562 shares of the asset manager’s stock worth $709,000 after buying an additional 82 shares during the period. Cornerstone Advisory LLC grew its stake in KKR & Co. Inc. by 3.0% in the 3rd quarter. Cornerstone Advisory LLC now owns 3,189 shares of the asset manager’s stock valued at $414,000 after buying an additional 92 shares during the last quarter. SteelPeak Wealth LLC grew its stake in KKR & Co. Inc. by 4.2% in the 3rd quarter. SteelPeak Wealth LLC now owns 2,469 shares of the asset manager’s stock valued at $321,000 after buying an additional 99 shares during the last quarter. Finally, Avalon Trust Co raised its holdings in KKR & Co. Inc. by 0.8% in the 3rd quarter. Avalon Trust Co now owns 11,909 shares of the asset manager’s stock valued at $1,548,000 after acquiring an additional 99 shares during the period. 76.26% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

KKR has been the subject of several research reports. Barclays cut their price objective on shares of KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating for the company in a research report on Monday, March 2nd. HSBC upgraded KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 target price on the stock in a research note on Wednesday, January 28th. BMO Capital Markets reduced their price target on KKR & Co. Inc. from $125.00 to $106.00 and set an “outperform” rating for the company in a research note on Tuesday. Royal Bank Of Canada initiated coverage on KKR & Co. Inc. in a report on Tuesday, February 24th. They issued an “outperform” rating and a $137.00 price objective on the stock. Finally, TD Cowen cut 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 report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $149.00.

KKR & Co. Inc. Stock Performance

NYSE KKR opened at $88.91 on Thursday. The firm has a 50-day moving average price of $102.14 and a two-hundred day moving average price of $119.16. KKR & Co. Inc. has a 12-month low of $82.67 and a 12-month high of $153.87. The company has a market capitalization of $79.27 billion, a P/E ratio of 37.99, a P/E/G ratio of 0.67 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. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were paid a $0.185 dividend. This represents a $0.74 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, February 17th. KKR & Co. Inc.’s payout ratio is 31.62%.

Insider Buying and Selling

In related news, Director Matt Cohler acquired 43,872 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was purchased at an average cost of $102.90 per share, with a total value of $4,514,428.80. Following the acquisition, the director directly 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. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Scott C. Nuttall bought 125,000 shares of KKR & Co. Inc. stock in a transaction dated Tuesday, February 17th. The shares were bought at an average cost of $102.66 per share, for a total transaction of $12,832,500.00. Following the completion of the acquisition, the chief executive officer 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 SEC filing for this purchase provides additional information. In the last ninety days, insiders have acquired 393,872 shares of company stock valued at $40,090,679. 23.20% of the stock is currently owned by corporate insiders.

KKR & Co. Inc. News Roundup

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

• Positive Sentiment: KKR agreed to sell CoolIT Systems to Ecolab for $4.75 billion, a large realization that KKR says will generate roughly 15x the original equity invested — a material cash return that supports realized gains and potential distributable value. CoolIT Employees Share in $4.75 Billion Transaction as KKR Agrees to Sell to Ecolab
• Positive Sentiment: Coverage notes the CoolIT sale will deliver meaningful employee payouts (average reported ~$240k per employee) and highlights the size and success of the exit — a credibility boost for KKR’s deal sourcing and value-creation track record. KKR Scores One of Its Best Bets With Sale of Data-Center Cooling Business
• Positive Sentiment: WSJ reports KKR is acquiring Nothing Bundt Cakes for >$2 billion (including debt) — another sizable platform investment that signals continued deal flow and fee-generating opportunities in consumer franchising. KKR Strikes Deal for Nothing Bundt Cakes
• Neutral Sentiment: German satellite maker OHB is exploring a share sale that could allow KKR to trim its stake — potential liquidity for KKR but also a reduction in exposure to that asset. KKR-backed OHB taps banks for share sale, Bloomberg News reports
• Neutral Sentiment: BMO trimmed its price target for KKR from $125 to $106 but kept an “outperform” rating — a modest signal that near-term expectations are being dialed back even as the long-run view remains constructive. Benzinga
• Negative Sentiment: Moody’s downgraded a private credit fund run by KKR and Future Standard (FS KKR Capital Corp) into junk territory (Ba1) citing rising bad loans and weak earnings — a reputational and credit-quality headwind for KKR’s private credit franchise. Moody’s cuts rating on private credit fund run by KKR and Future Standard to junk as bad loans grow
• Negative Sentiment: Short interest in KKR rose materially in March (shorts up ~23% to ~10.9M shares), which can amplify downward price pressure and volatility as bearish positioning increases.
• Negative Sentiment: Pomerantz law firm issued an investor alert investigating potential claims against KKR — litigation risk that can weigh on sentiment until resolved. INVESTOR ALERT: Pomerantz-Law Firm Investigates Claims On Behalf of Investors of KKR & Co. Inc.

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.