Timothy Barakett Purchases 50,000 Shares of KKR & Co. Inc. (NYSE:KKR) Stock

KKR & Co. Inc. (NYSE:KKR) Director Timothy Barakett acquired 50,000 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The shares were purchased at an average price of $94.47 per share, with a total value of $4,723,500.00. Following the acquisition, the director owned 285,000 shares of the company’s stock, valued at approximately $26,923,950. This represents a 21.28% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

KKR & Co. Inc. Price Performance

Shares of KKR opened at $91.31 on Friday. KKR & Co. Inc. has a 12-month low of $84.52 and a 12-month high of $153.87. The business’s fifty day moving average is $113.18 and its 200 day moving average is $123.79. The company has a quick ratio of 0.09, a current ratio of 0.07 and a debt-to-equity ratio of 0.69. The stock has a market cap of $81.41 billion, a P/E ratio of 39.02, a P/E/G ratio of 0.69 and a beta of 2.01.

KKR & Co. Inc. (NYSE:KKR) last posted 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 business had revenue of $5.93 billion during the quarter, compared to analyst estimates of $2.23 billion. KKR & Co. Inc. had a net margin of 11.97% and a return on equity of 5.57%. The business’s revenue for the quarter was up 76.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.32 EPS. Sell-side analysts anticipate that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

KKR & Co. Inc. Announces Dividend

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

Key Headlines Impacting KKR & Co. Inc.

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

• Positive Sentiment: Director Timothy Barakett bought 50,000 shares (~$4.7M) at about $94.47, raising his stake to 285,000 shares — a clear insider-confidence signal amid recent selling. Read More.
• Positive Sentiment: KKR co‑CEOs reportedly purchased ~175,000 shares, which management frames as a vote of confidence while retail investors have been exiting — supports the narrative that leadership thinks the shares are attractive at current levels. Read More.
• Positive Sentiment: Company is pushing a new retail fund and insiders are buying, which could shift KKR’s growth mix toward fee‑based retail distribution if it attracts and retains assets — a longer‑term positive for recurring fees. Read More.
• Neutral Sentiment: KKR agreed to acquire stakes in SK Eternix from SK Discovery and Hahn & Company — adds portfolio assets and potential fees but is deal‑specific and not transformational by itself. Read More.
• Neutral Sentiment: Latest quarterly results showed a small EPS miss but large revenue growth (driven by itemized results); the company also declared a modest quarterly dividend — mixed fundamentals that leave valuation sensitive to AUM and fee trends. Read More.
• Negative Sentiment: Pomerantz LLP has opened an investor investigation into KKR, introducing potential litigation risk and short‑term headline volatility. Read More.
• Negative Sentiment: Barclays cut its KKR price target to $127, part of analyst re‑rating that reflects concern about earnings/fee growth and weaker near‑term valuation support. Read More.
• Negative Sentiment: Sector pressure: accelerated retail redemptions from private‑credit and other illiquid products have forced re‑pricing of firms with big private‑credit exposure (including KKR), prompting analysts to rework models and raising liquidity/fee risks. Read More.

Institutional Investors Weigh In On KKR & Co. Inc.

A number of hedge funds have recently made changes to their positions in KKR. ESL Trust Services LLC purchased a new stake in KKR & Co. Inc. during the third quarter worth about $26,000. Asset Dedication LLC purchased a new position in KKR & Co. Inc. in the third quarter valued at about $26,000. GGM Financials LLC bought a new position in shares of KKR & Co. Inc. during the 3rd quarter valued at approximately $27,000. Clearstead Trust LLC bought a new position in shares of KKR & Co. Inc. during the 2nd quarter valued at approximately $28,000. Finally, Washington Trust Advisors Inc. purchased a new stake in shares of KKR & Co. Inc. during the 4th quarter worth approximately $27,000. 76.26% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on KKR. Royal Bank Of Canada started coverage on shares of KKR & Co. Inc. in a report on Tuesday, February 24th. They issued an “outperform” rating and a $137.00 target price on the stock. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. Barclays lowered their price objective on KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating for the company in a research note on Monday, March 2nd. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Finally, UBS Group cut their target price on KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, KKR & Co. Inc. currently has an average rating of “Moderate Buy” and a consensus price target of $151.80.

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.