Oppenheimer Lowers KKR & Co. Inc. (NYSE:KKR) Price Target to $187.00

KKR & Co. Inc. (NYSE:KKR) had its price target reduced by equities research analysts at Oppenheimer from $190.00 to $187.00 in a report issued on Friday,Benzinga reports. The firm presently has an “outperform” rating on the asset manager’s stock. Oppenheimer’s price target indicates a potential upside of 81.11% from the stock’s current price.

Several other research firms also recently weighed in on KKR. TD Cowen downgraded KKR & Co. Inc. from a “buy” rating to a “hold” rating and dropped their price target for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. Barclays decreased their price objective on KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating on the stock in a research note on Friday. Citigroup dropped their price objective on KKR & Co. Inc. from $170.00 to $150.00 and set a “buy” rating for the company in a research report on Monday, October 13th. Weiss Ratings raised shares of KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday. Finally, Morgan Stanley decreased 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 equities research 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $156.57.

KKR & Co. Inc. Stock Performance

NYSE:KKR opened at $103.25 on Friday. 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 firm has a 50-day moving average price of $126.64 and a two-hundred day moving average price of $130.37. KKR & Co. Inc. has a twelve month low of $86.15 and a twelve month high of $153.87. The company has a market capitalization of $92.03 billion, a P/E ratio of 44.12, a price-to-earnings-growth ratio of 0.89 and a beta of 1.99.

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 the consensus estimate of $1.14 by ($0.02). KKR & Co. Inc. had a net margin of 11.97% and a return on equity of 5.77%. The business had revenue of $5.93 billion during the quarter, compared to analyst estimates of $2.23 billion. During the same quarter in the prior year, the company earned $1.32 earnings per share. The firm’s revenue for the quarter was up 76.1% compared to the same quarter last year. As a group, research analysts expect that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

Hedge Funds Weigh In On KKR & Co. Inc.

A number of large investors have recently bought and sold shares of KKR. Covenant Asset Management LLC lifted its holdings in shares of KKR & Co. Inc. by 1,424.8% in the 3rd quarter. Covenant Asset Management LLC now owns 29,826 shares of the asset manager’s stock worth $3,876,000 after purchasing an additional 27,870 shares during the last quarter. Stonegate Investment Group LLC acquired a new stake in KKR & Co. Inc. in the third quarter worth $6,219,000. Generali Asset Management SPA SGR lifted its stake in KKR & Co. Inc. by 132.5% in the third quarter. Generali Asset Management SPA SGR now owns 37,323 shares of the asset manager’s stock valued at $4,850,000 after buying an additional 21,270 shares during the last quarter. First Interstate Bank bought a new stake in KKR & Co. Inc. in the second quarter valued at $3,115,000. Finally, Aberdeen Group plc boosted its holdings in shares of KKR & Co. Inc. by 4.1% during the second quarter. Aberdeen Group plc now owns 277,609 shares of the asset manager’s stock valued at $36,885,000 after acquiring an additional 10,960 shares during the period. Hedge funds and other institutional investors own 76.26% of the company’s stock.

KKR & Co. Inc. News Summary

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.