Matt Cohler Purchases 43,872 Shares of KKR & Co. Inc. (NYSE:KKR) Stock

KKR & Co. Inc. (NYSE:KKR) Director Matt Cohler bought 43,872 shares of KKR & Co. Inc. stock in a transaction that occurred on Tuesday, February 17th. The stock was bought at an average price of $102.90 per share, with a total value of $4,514,428.80. Following the completion of the acquisition, the director owned 45,477 shares in the company, valued at approximately $4,679,583.30. The trade was a 2,733.46% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

KKR & Co. Inc. Stock Performance

Shares of KKR opened at $101.64 on Friday. The company has a market capitalization of $90.60 billion, a PE ratio of 43.44, a price-to-earnings-growth ratio of 0.82 and a beta of 1.99. 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 company’s fifty day moving average price is $121.70 and its 200 day moving average price is $127.65.

KKR & Co. Inc. (NYSE:KKR) last posted its quarterly earnings data on Thursday, February 5th. The asset manager reported $1.12 EPS for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.02). The business had revenue of $5.93 billion during the quarter, compared to the consensus estimate of $2.23 billion. KKR & Co. Inc. had a return on equity of 5.77% and a net margin of 11.97%.The company’s revenue for the quarter was up 76.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.32 earnings per share. As a group, analysts expect that KKR & Co. Inc. will post 5.19 earnings per share for the current year.

KKR & Co. Inc. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be given a $0.185 dividend. This represents a $0.74 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, February 17th. KKR & Co. Inc.’s dividend payout ratio (DPR) is currently 31.62%.

Wall Street Analysts Forecast Growth

KKR has been the topic of several analyst reports. Wall Street Zen raised shares of KKR & Co. Inc. from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. Weiss Ratings raised KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. TD Cowen cut shares of KKR & Co. Inc. from a “buy” rating to a “hold” rating and decreased their price target for the company from $146.00 to $131.00 in a research note on Wednesday, January 14th. UBS Group lowered their price objective on KKR & Co. Inc. from $176.00 to $168.00 and set a “buy” rating for the company in a research report on Tuesday, January 13th. Finally, Oppenheimer lowered their target price on shares of KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating for the company in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, KKR & Co. Inc. presently has a consensus rating of “Moderate Buy” and an average price target of $156.57.

Key KKR & Co. Inc. News

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

• Positive Sentiment: CEO Scott C. Nuttall purchased 125,000 shares (~$12.8M at ~ $102.66) and CEO Joseph Y. Bae bought 125,000 shares (~$12.8M at ~ $102.19) — large insider buys from senior management that signal confidence in the company’s prospects. Nuttall Form 4 Bae Form 4
• Positive Sentiment: Director Matt Cohler acquired 43,872 shares (~$4.5M at ~$102.90), a large percentage increase to his stake — another insider purchase that can be viewed as a positive signal for investors. InsiderTrades Article Investing.com Article
• Neutral Sentiment: KKR declared a quarterly dividend of $0.185 per share (annualized ~$0.74, ~0.7% yield) with an ex-dividend date of Feb 17 — modest income support but not a major driver of valuation. Dividend & Company Summary
• Neutral Sentiment: Institutional ownership remains high (≈76%), and recent small institutional buys/sells noted — broad ownership can amplify moves but recent reported stakes were minor. Institutional Activity
• Negative Sentiment: KKR slightly missed quarterly EPS expectations (reported $1.12 vs. $1.14 est.), which can pressure near-term sentiment despite a large year-over-year revenue jump. Investors often focus on EPS beats/misses for immediate reaction. Earnings Summary
• Negative Sentiment: Several firms have trimmed price targets (UBS, TD Cowen, Barclays) and some ratings were lowered or adjusted — downward analyst revisions add selling pressure and weigh on sentiment. Analyst Notes

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. ESL Trust Services LLC bought a new position in KKR & Co. Inc. in the third quarter valued at $26,000. Asset Dedication LLC bought a new stake in KKR & Co. Inc. in the third quarter valued at approximately $26,000. GGM Financials LLC bought a new stake in KKR & Co. Inc. in the 3rd quarter valued at $27,000. Washington Trust Advisors Inc. acquired a new stake in shares of KKR & Co. Inc. during the 4th quarter worth about $27,000. Finally, Elyxium Wealth LLC bought a new stake in shares of KKR & Co. Inc. during the 4th quarter worth about $27,000. 76.26% of the stock is currently owned by institutional investors.

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.