Capital Group Private Client Services Inc. Sells 202,450 Shares of KKR & Co. Inc. $KKR

Capital Group Private Client Services Inc. reduced its holdings in shares of KKR & Co. Inc. (NYSE:KKR) by 78.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 56,850 shares of the asset manager’s stock after selling 202,450 shares during the quarter. Capital Group Private Client Services Inc.’s holdings in KKR & Co. Inc. were worth $7,388,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of KKR. ESL Trust Services LLC bought a new stake in KKR & Co. Inc. during the 3rd quarter valued at $26,000. GGM Financials LLC purchased a new stake in shares of KKR & Co. Inc. during the third quarter worth $27,000. Clearstead Trust LLC bought a new position in shares of KKR & Co. Inc. in the second quarter worth $28,000. Richardson Financial Services Inc. boosted its holdings in shares of KKR & Co. Inc. by 2,150.0% in the third quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager’s stock worth $29,000 after acquiring an additional 215 shares during the period. Finally, Pineridge Advisors LLC purchased a new position in shares of KKR & Co. Inc. in the second quarter valued at $31,000. 76.26% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on KKR shares. Oppenheimer decreased their price objective on KKR & Co. Inc. from $190.00 to $187.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. Barclays cut their target price 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. Wall Street Zen upgraded KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. 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 report on Wednesday, January 28th. Finally, Weiss Ratings upgraded shares of KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $151.80.

KKR & Co. Inc. News Summary

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

• Positive Sentiment: KKR reported strong fundraising and fee-related earnings — roughly $129 billion in fundraising and about $972 million of Q4 fee-related earnings — signaling durable fee revenue and fundraising momentum that support the firm’s earnings base. KKR & Co. (KKR) reports $129B fundraising, $972M Q4 fee-related earnings
• Positive Sentiment: Insider purchases have ticked up — a KKR director disclosed a multi-million-dollar buy (~$4.7M) and MarketBeat reports roughly $40M of insider buys in 2026 — which investors often view as a vote of confidence from management/board. Insider Buying: KKR & Co. Inc. Director Acquires $4,723,500.00 in Stock
• Neutral Sentiment: KKR is exploring a potential sale of data‑centre cooling firm CoolIT Systems for a price reportedly that could exceed $3 billion — a sizeable divestment that could crystallize value but remains uncertain until a deal is announced and terms are known. KKR eyes multibillion-dollar sale of data centre cooling company
• Negative Sentiment: Barclays trimmed its price target on KKR to $127 (from $136) while keeping an Overweight rating, reflecting updated sector/earnings assumptions — analyst target cuts can pressure shares by lowering forward expectations. Barclays Lowers KKR & Co. Inc. (KKR) Target Amid Updated Sector Estimates
• Negative Sentiment: Broader market fears around AI disruption and its impact on software and portfolio companies have weighed on KKR’s multiple; commentary highlighting AI risk to portfolio returns helps explain part of the recent share weakness. Insiders Step in to Buy These 3 Tanking Stocks (MarketBeat)

KKR & Co. Inc. Price Performance

KKR stock opened at $90.95 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.07 and a quick ratio of 0.07. KKR & Co. Inc. has a one year low of $84.52 and a one year high of $153.87. The stock has a market cap of $81.08 billion, a PE ratio of 38.87, a P/E/G ratio of 0.66 and a beta of 2.01. The firm has a 50 day simple moving average of $112.41 and a two-hundred day simple moving average of $123.26.

KKR & Co. Inc. (NYSE:KKR) last posted its quarterly earnings data 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 company had revenue of $5.93 billion for the quarter, compared to analysts’ expectations of $2.23 billion. During the same quarter last year, the business posted $1.32 EPS. The business’s quarterly revenue was up 76.1% compared to the same quarter last year. On average, analysts predict that KKR & Co. Inc. will post 5.19 EPS for the current fiscal year.

KKR & Co. Inc. Announces Dividend

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

Insider Transactions at KKR & Co. Inc.

In other news, CEO Joseph Y. Bae purchased 125,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was purchased at an average price of $102.19 per share, with a total value of $12,773,750.00. Following the completion of the purchase, the chief executive officer directly owned 509,257 shares in the company, valued at approximately $52,040,972.83. This trade represents a 32.53% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Timothy R. Barakett acquired 50,000 shares of the business’s stock in a transaction dated Wednesday, March 4th. The stock was purchased at an average price of $94.47 per share, with a total value of $4,723,500.00. Following the completion of the acquisition, the director directly owned 285,000 shares in the company, valued at approximately $26,923,950. This represents a 21.28% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 393,872 shares of company stock worth $40,090,679. Company insiders own 23.20% of the company’s stock.

KKR & Co. Inc. 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.