KKR & Co. Inc. $KKR Shares Sold by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC lowered its position in shares of KKR & Co. Inc. (NYSE:KKR) by 50.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 9,403 shares of the asset manager’s stock after selling 9,630 shares during the quarter. Daymark Wealth Partners LLC’s holdings in KKR & Co. Inc. were worth $1,199,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of KKR. Chickasaw Capital Management LLC increased its position in shares of KKR & Co. Inc. by 0.7% in the fourth quarter. Chickasaw Capital Management LLC now owns 100,873 shares of the asset manager’s stock worth $12,859,000 after acquiring an additional 746 shares in the last quarter. SG Americas Securities LLC lifted its holdings in shares of KKR & Co. Inc. by 209.1% during the 4th quarter. SG Americas Securities LLC now owns 317,531 shares of the asset manager’s stock valued at $40,479,000 after acquiring an additional 214,799 shares in the last quarter. Diversified Trust Co. lifted 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 valued at $709,000 after acquiring an additional 82 shares in the last quarter. Norway Savings Bank purchased a new stake in KKR & Co. Inc. during the 4th quarter worth $365,000. Finally, Bennett Selby Investments LP purchased a new stake in KKR & Co. Inc. during the 4th quarter worth $212,000. Institutional investors and hedge funds own 76.26% of the company’s stock.

KKR & Co. Inc. News Roundup

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

• Positive Sentiment: Record fundraising: KKR reported a record $129 billion of fundraising, which strengthens its fee‑generating AUM base and supports recurring management fees and long‑term revenue visibility. KKR & Co. (KKR) Outlook Strengthens on Record $129B Fundraising
• Positive Sentiment: Big exit — CoolIT sale to Ecolab: KKR agreed to sell CoolIT for $4.75 billion, realizing roughly a 15x return on original equity; the transaction should generate meaningful realized gains, carry income and cash proceeds, and signals strong exit conditions. CoolIT Employees Share in $4.75 Billion Transaction as KKR Agrees to Sell to Ecolab
• Positive Sentiment: Dealmaker activity — Nothing Bundt Cakes acquisition: Reports that KKR is buying the bakery chain for >$2 billion show continued deal flow and portfolio expansion in consumer franchises. Active deployment can justify growth expectations if returns meet targets. KKR Strikes Deal for Nothing Bundt Cakes
• Positive Sentiment: Cyclical tailwinds: Analysis argues KKR could benefit from a cyclical upswing in alternative assets, which would boost AUM and fees if fundraising and deployment accelerate. Why KKR & Co. (KKR) Could Benefit from a Cyclical Upswing in Alternative Assets
• Neutral Sentiment: Partial monetization possible — KKR-backed OHB is exploring a share sale, which could allow KKR to trim its stake; that’s a potential exit/return of capital but impact depends on size/timing. KKR-backed OHB taps banks for share sale, Bloomberg News reports
• Neutral Sentiment: Peer comparison/context: Analyst pieces (e.g., Zacks) compare KKR with Blackstone amid tightening private credit markets—useful framing but not an immediate catalyst. BX vs. KKR: Which is a Smarter Bet as Private Credit Markets Tighten?
• Neutral Sentiment: Performance comparison: Market write‑ups comparing KKR to other private equity stocks provide valuation and performance context but are informational rather than catalytic. How Is KKR & Co.’s Stock Performance Compared to Other Private Equity Stocks?
• Negative Sentiment: Analyst downgrade risk: BMO Capital Markets has lowered expectations for KKR’s stock, which can weigh on sentiment and near‑term price performance if other brokers follow. BMO Capital Markets Has Lowered Expectations for KKR & Co. Inc. (NYSE:KKR) Stock Price

Insiders Place Their Bets

In other KKR & Co. Inc. news, CEO Joseph Y. Bae purchased 125,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were acquired at an average price of $102.19 per share, for a total transaction of $12,773,750.00. Following the completion of the purchase, the chief executive officer owned 509,257 shares in the company, valued at $52,040,972.83. The trade was a 32.53% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Matt Cohler purchased 43,872 shares of KKR & Co. Inc. stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired 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 $4,679,583.30. The trade was a 2,733.46% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 393,872 shares of company stock valued at $40,090,679 over the last ninety days. Insiders own 23.20% of the company’s stock.

Wall Street Analyst Weigh In

KKR has been the subject of several recent research reports. TD Cowen downgraded KKR & Co. Inc. from a “buy” rating to a “hold” rating and lowered their price target for the company from $146.00 to $131.00 in a report on Wednesday, January 14th. BMO Capital Markets reduced their price objective on KKR & Co. Inc. from $125.00 to $106.00 and set an “outperform” rating on the stock in a research note on Tuesday. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. HSBC upgraded KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 target price for the company in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada assumed coverage on KKR & Co. Inc. in a research report on Tuesday, February 24th. They set an “outperform” rating and a $137.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $149.00.

KKR & Co. Inc. Price Performance

KKR opened at $90.01 on Friday. KKR & Co. Inc. has a twelve month low of $82.67 and a twelve month high of $153.87. The firm has a market cap of $80.25 billion, a price-to-earnings ratio of 38.46, a PEG ratio of 0.66 and a beta of 2.01. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.69. The company has a fifty day simple moving average of $101.31 and a 200 day simple moving average of $118.96.

KKR & Co. Inc. Announces Dividend

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

KKR & Co. Inc. Company 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.