KKR (KKR)
Manages private markets and credit alongside Global Atlantic's retirement insurance business.
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Manages private equity, credit, infrastructure, real estate, and capital-markets strategies, earning management and performance fees plus investment income. Global Atlantic adds retirement and life insurance whose economics depend on investment spreads, while Strategic Holdings contributes dividends from long-term core private-equity stakes.
Manages Private Equity, Real Assets, Credit and Liquid Strategies, Capital Markets, and Principal Activities for institutions and individual investors. The platform earns management and performance fees, carried interest, transaction fees, and returns from investing its balance sheet alongside clients. Investment teams, operating specialists, and capital-markets professionals work across a global network.
Operates Global Atlantic as a wholly owned Insurance business offering retirement, life, annuity, and reinsurance solutions, with earnings driven largely by the spread between investment income and policyholder costs. Strategic Holdings adds long-term interests in core private-equity businesses and dividend income. Results depend on raising and deploying client capital, investment performance and realizations, credit and equity markets, financial regulation, and matching insurance assets with policyholder liabilities.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | UBS | Reiterate | Rating: —Target: $126 | Target: $123 |
| Aug 14, 2026 | Piper Sandler | Reiterate | Rating: —Target: $155 | Target: $128 |
| Aug 3, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $129 | Target: $116 |
| Aug 3, 2026 | BMO Capital | Reiterate | Rating: —Target: $112 | Target: $118 |
| Jul 31, 2026 | RBC Capital | Reiterate | Rating: —Target: $137 | Target: $134 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $10.51B · Total debt $50.49B · Total assets $414.46B · Shareholders' equity $31.05B
- Revenue
- $5.66B
- Operating income
- $325.7M
- Net income
- $700.5M
HistoryDividendAnnual yield
| Institutions | 61.57% | 552.72M shares | |
|---|---|---|---|
| 1,357 holders · as of Jun 30, 2026 | |||
| Insiders | 42.86% | 384.74M shares | |
| 17 holders · as of Sep 10, 2026 | |||
| Strategic holders | 5.23% | 46.91M shares | |
| 2 holders · as of Sep 18, 2026 | |||
| Adds to | 109.66% | ||
897.64M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 109.66%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Henry R. Kravis1,2,3Insiderdirector, officer: Co-Executive Chairman | 33.21% | 305.35M | filed Nov 14, 2025 |
George R. Roberts4Insiderdirector, officer: Co-Executive Chairman | 9.06% | 81.36M | filed Aug 7, 2025 |
BlackRock, Inc.Institution | 5.03% | 45.19M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.96% | 44.56M | as of Jun 30, 2026 |
Capital International InvestorsInstitution | 4.05% | 36.39M | as of Jun 30, 2026 |
- Henry R. Kravis's transaction reports restate only vehicles that traded; the 2020 ownership statement (305.35M) less the 7.23M net shares sold since is used instead.
- Henry R. Kravis reports a block also reported by another filer; it is counted once, under that filer.
- Henry R. Kravis reports a block also reported by Morgan Stanley; it is counted once, under Morgan Stanley.
- George R. Roberts reports a block also reported by another filer; it is counted once, under that filer.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 3, 2026 | Dane E. Holmes | officer: Chief Administrative Officer | −10,000 | $108.58 |
| Mar 4, 2026 | Timothy R. Barakett | director | +50,000 | $94.47 |
| Mar 2, 2026 | Mary N. Dillon | director | +22,225 | $90.96 |
| Feb 27, 2026 | Joseph Y. Bae | director, officer: Co-Chief Executive Officer | +50,000 | $88.56 |
| Feb 27, 2026 | Scott C. Nuttall | director, officer: Co-Chief Executive Officer | +50,000 | $87.81 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KKR | $99.34 | −1.48% | $90.53B | 31.7 | 14.1 | 4.3 | −44.8% |
| Blackstone | $124.49 | −1.52% | $152.70B | 28.1 | 19.4 | 9.5 | +2.4% |
| Apollo Global Management | $126.36 | −1.21% | $73.67B | 28.6 | 12.9 | 2.0 | +63.7% |
| Ares Management | $125.21 | −1.15% | $41.60B | 52.6 | 19.3 | 6.5 | +5.8% |
| Brookfield Asset Management | $46.34 | +0.26% | $73.80B | 26.9 | 23.0 | 13.7 | +58.7% |
| The Carlyle Group | $40.66 | −0.49% | $14.71B | 42.5 | 9.9 | 3.7 | −29.3% |
| TPG | $45.70 | −1.76% | $17.83B | 53.5 | 14.3 | 3.8 | −31.8% |
| Blue Owl Capital | $9.91 | −1.15% | $15.66B | 84.3 | 10.7 | 5.2 | +7.1% |
| Median | 42.5 | 14.3 | 5.2 | +5.8% |