Barclays Lowers KKR & Co. Inc. (NYSE:KKR) Price Target to $136.00

KKR & Co. Inc. (NYSE:KKR) had its price objective dropped by analysts at Barclays from $159.00 to $136.00 in a report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the asset manager’s stock. Barclays‘s price objective points to a potential upside of 31.72% from the company’s previous close.

KKR has been the subject of a number of other reports. Oppenheimer reduced their target price on shares of KKR & Co. Inc. from $166.00 to $164.00 and set an “outperform” rating for the company in a research note on Tuesday, October 14th. Citigroup reduced their price objective 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. HSBC upgraded shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price objective for the company in a report on Wednesday, January 28th. UBS Group cut their target price on KKR & Co. Inc. from $176.00 to $168.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Finally, Morgan Stanley decreased their price target on KKR & Co. Inc. from $170.00 to $166.00 and set an “overweight” rating for the company in a research note on Tuesday, October 21st. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $156.57.

KKR & Co. Inc. Stock Performance

Shares of NYSE KKR opened at $103.25 on Friday. 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. The business’s 50-day moving average price is $126.64 and its two-hundred day moving average price is $130.37. 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 announced 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 firm had revenue of $5.93 billion for 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 5.77%. The firm’s quarterly revenue was up 76.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.32 earnings per share. Analysts anticipate that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

Hedge Funds Weigh In On KKR & Co. Inc.

Large investors have recently made changes to their positions in the business. Covenant Asset Management LLC boosted its position in shares of KKR & Co. Inc. by 1,424.8% in the third quarter. Covenant Asset Management LLC now owns 29,826 shares of the asset manager’s stock valued at $3,876,000 after acquiring an additional 27,870 shares during the period. Stonegate Investment Group LLC bought a new position in KKR & Co. Inc. during the third quarter worth $6,219,000. Generali Asset Management SPA SGR raised its stake in KKR & Co. Inc. by 132.5% during the 3rd quarter. Generali Asset Management SPA SGR now owns 37,323 shares of the asset manager’s stock valued at $4,850,000 after purchasing an additional 21,270 shares during the last quarter. First Interstate Bank bought a new stake in KKR & Co. Inc. in the 2nd quarter valued at $3,115,000. Finally, Aberdeen Group plc increased its holdings in shares of KKR & Co. Inc. by 4.1% during the 2nd quarter. Aberdeen Group plc now owns 277,609 shares of the asset manager’s stock worth $36,885,000 after purchasing an additional 10,960 shares during the period. Institutional investors and hedge funds own 76.26% of the company’s stock.

More KKR & Co. Inc. News

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.