Baltimore Washington Financial Advisors Inc. Has $8.49 Million Position in KKR & Co. Inc. $KKR

Baltimore Washington Financial Advisors Inc. grew its position in KKR & Co. Inc. (NYSE:KKR) by 15.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 65,323 shares of the asset manager’s stock after purchasing an additional 8,603 shares during the period. Baltimore Washington Financial Advisors Inc.’s holdings in KKR & Co. Inc. were worth $8,489,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in KKR & Co. Inc. by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 59,242,848 shares of the asset manager’s stock worth $7,698,608,000 after buying an additional 585,893 shares during the period. Massachusetts Financial Services Co. MA grew its stake in KKR & Co. Inc. by 4.0% in the second quarter. Massachusetts Financial Services Co. MA now owns 19,847,217 shares of the asset manager’s stock valued at $2,640,275,000 after acquiring an additional 765,457 shares during the period. Norges Bank acquired a new position in KKR & Co. Inc. in the second quarter valued at about $1,530,419,000. Lone Pine Capital LLC increased its holdings in shares of KKR & Co. Inc. by 9.6% in the second quarter. Lone Pine Capital LLC now owns 5,221,769 shares of the asset manager’s stock worth $694,652,000 after acquiring an additional 457,998 shares in the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of KKR & Co. Inc. by 6.7% in the second quarter. Legal & General Group Plc now owns 4,576,310 shares of the asset manager’s stock worth $608,787,000 after acquiring an additional 288,006 shares in the last quarter. Institutional investors and hedge funds own 76.26% of the company’s stock.

Insider Activity

In other news, CEO Scott C. Nuttall bought 125,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average cost of $102.66 per share, for a total transaction of $12,832,500.00. Following the purchase, the chief executive officer owned 15,503,748 shares of the company’s stock, valued at approximately $1,591,614,769.68. This trade represents a 0.81% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Timothy R. Barakett purchased 50,000 shares of KKR & Co. Inc. stock in a transaction that occurred on Wednesday, March 4th. The shares were acquired at an average price of $94.47 per share, with a total value of $4,723,500.00. Following the acquisition, the director directly owned 285,000 shares of the company’s stock, valued at $26,923,950. This trade represents a 21.28% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased 393,872 shares of company stock valued at $40,090,679 over the last quarter. 39.34% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on KKR shares. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Oppenheimer lowered their target price on KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating for the company in a research note on Friday, February 6th. Royal Bank Of Canada started coverage on shares of KKR & Co. Inc. in a report on Tuesday, February 24th. They set an “outperform” rating and a $137.00 target price on the stock. HSBC raised shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price target on the stock in a research note on Wednesday, January 28th. Finally, Barclays lowered their price objective on shares of KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating for the company in a research report on Monday, March 2nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $151.80.

KKR & Co. Inc. News Roundup

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.

KKR & Co. Inc. Trading Down 4.5%

Shares of KKR & Co. Inc. stock opened at $91.31 on Friday. 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. The company has a quick ratio of 0.09, a current ratio of 0.07 and a debt-to-equity ratio of 0.69. KKR & Co. Inc. has a 12-month low of $84.52 and a 12-month high of $153.87. The business’s 50 day moving average is $113.18 and its 200-day moving average is $123.79.

KKR & Co. Inc. (NYSE:KKR) last released its earnings results on Thursday, February 5th. The asset manager reported $1.12 earnings per share for the quarter, missing the consensus estimate of $1.14 by ($0.02). KKR & Co. Inc. had a net margin of 11.97% and a return on equity of 5.57%. The firm had revenue of $5.93 billion during the quarter, compared to the consensus estimate of $2.23 billion. During the same period in the prior year, the business posted $1.32 earnings per share. KKR & Co. Inc.’s quarterly revenue was up 76.1% compared to the same quarter last year. Equities research analysts predict that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

KKR & Co. Inc. Announces Dividend

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

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.