Allen Investment Management LLC Buys 154,009 Shares of KKR & Co. Inc. $KKR

Allen Investment Management LLC raised its stake in KKR & Co. Inc. (NYSE:KKR) by 165.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 247,375 shares of the asset manager’s stock after acquiring an additional 154,009 shares during the quarter. Allen Investment Management LLC’s holdings in KKR & Co. Inc. were worth $32,146,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. ESL Trust Services LLC bought a new position in KKR & Co. Inc. in the 3rd quarter worth approximately $26,000. Clearstead Trust LLC acquired a new stake in shares of KKR & Co. Inc. in the 2nd quarter valued at $28,000. Richardson Financial Services Inc. increased its stake in shares of KKR & Co. Inc. by 2,150.0% in the 3rd quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager’s stock valued at $29,000 after buying an additional 215 shares during the period. Pineridge Advisors LLC bought a new stake in shares of KKR & Co. Inc. during the second quarter worth $31,000. Finally, Atlantic Union Bankshares Corp acquired a new position in shares of KKR & Co. Inc. during the third quarter valued at $33,000. 76.26% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting KKR & Co. Inc.

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

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on KKR. Morgan Stanley decreased their price target on KKR & Co. Inc. from $170.00 to $166.00 and set an “overweight” rating on the stock in a report on Tuesday, October 21st. HSBC upgraded shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 target price on the stock in a research report on Wednesday, January 28th. Wall Street Zen upgraded shares of KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. Citigroup dropped their price target on shares of KKR & Co. Inc. from $170.00 to $150.00 and set a “buy” rating for the company in a research note on Monday, October 13th. Finally, UBS Group cut their price objective on shares of KKR & Co. Inc. from $176.00 to $168.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $156.57.

KKR & Co. Inc. Stock Performance

Shares of KKR stock opened at $103.25 on Monday. The stock has a market cap of $92.03 billion, a PE ratio of 44.12, a price-to-earnings-growth ratio of 0.89 and a beta of 1.99. The stock has a 50-day moving average of $126.64 and a 200-day moving average of $130.25. The company has a debt-to-equity ratio of 0.75, a current ratio of 0.09 and a quick ratio of 0.09. KKR & Co. Inc. has a one year low of $86.15 and a one year high of $153.87.

KKR & Co. Inc. (NYSE:KKR) last issued its quarterly earnings data on Thursday, February 5th. The asset manager reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $5.93 billion for the quarter, compared to analyst estimates of $2.23 billion. During the same quarter in the prior year, the firm posted $1.32 EPS. The firm’s revenue for the quarter was up 76.1% compared to the same quarter last year. As a group, sell-side 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th will be given a $0.185 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $0.74 dividend on an annualized basis and a dividend yield of 0.7%. KKR & Co. Inc.’s dividend payout ratio is currently 31.62%.

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.