Each point was worked out that day with the data available that day. Scale 0-10, same as the markers above: 5 is the index average and 10 means the score is capped at +3 standard deviations, not that it is perfect. The vertical axis zooms to fit this company, so two companies' charts are not directly comparable by eye; the darker line at 5 is in both.
Market and Valuation
Price & Market
Prev Close Price:$98.19
Open:$97.51
Day's Low:$96.86
Day's High:$99.24
Bid / Ask:-
Market Cap:91.26B
Enterprise Value:149.25B
52-Week Range
52-Week Low:$82.67
52-Week High:$152.10
Current position in 52-week range
52w Low-52w High
50-Day Avg:$103.99
200-Day Avg:$104.88
Volume
Volume Today:5,104,802
Avg Volume (3m):4,394,419
Avg Volume (10d):3,786,410
52-Week Change:-32.76%
vs S&P 500, 52 weeks:-
Beta:1.79
Valuation Multiples
PER Trailing:31.57
PER Forward:13.34
PEG Ratio:0.41
Price / Book:3.11
Price / Sales (TTM):3.53
EV / Revenue:5.78
EV / EBITDA:-
Dividends
Current yield:0.79%
Annual Dividend Rate:$0.78
Dividend Trailing:$0.76
Yield Trailing:0.77%
5-Year Avg Yield:0.82%
Payout Ratio:23.96%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):25.83B
Gross Profit:14.15B
EBITDA:-
Net Income (TTM):2.99B
Rev Growth (YoY):+7.80%
Earnings Growth (YoY):+40.00%
Quarterly earnings growth (YoY):+37.30%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):-
EPS Forward (Est.):$7.41
Revenue Per Share:$28.95
Cash Per Share:-
Book Value:$31.75
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:47.56B
Total Debt:56.16B
Net Debt (Debt - Cash):8.61B
Debt / Equity:69.81%
Current Ratio:0.86
Quick Ratio:0.82
Cash Flows
Operating Cash Flow:2.49B
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:149.25B
EV / Revenue:5.78
EV / EBITDA:-
Profitability
ROE (Return on Equity):7.28%
ROA (Return on Assets):1.39%
PER Trailing:31.57
PER Forward:13.34
Price / Book:3.11
PEG Ratio:0.41
52-Week Change:-32.76%
S&P 500 change, 52 weeks:+14.80%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$3.13
EPS Forward (Est.):$7.41
PER Forward:-
PEG Ratio:0.41
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$28.95
Cash Per Share:-
Book Value:$31.75
Cash Flows (TTM)
Free Cash Flow:-
Operating Cash Flow:2.49B
EBITDA:-
Total Revenue (TTM):25.83B
Net Income (TTM):2.99B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:897,635,601
Float (free shares):690,577,997
Short interest (shares):13,656,948
Short % of float:-
Short Ratio (days to cover):2.87
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
KKR & Co. Inc. (KKR) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, cybersecurity, fintech, data and information, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Israel, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. For middle market private equity it seeks to invest in companies with enterprise values between $200 million and $1000 million and EBITDA between $50 million to $250 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority position. It prefers to invest in initial public offerings, follow-on offerings, PIPE transactions, co-investments or private capital raises. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.
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KKR & Co. Inc. (KKR): Quantitative Analysis
KKR & Co. Inc. (KKR) — Financial Services — Asset Management. KKR is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, KKR has returned −22.0% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.
Its strongest factor is growth (Z -0.19, ranked 270 of 494); its weakest is momentum (Z -1.00, ranked 449 of 497). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
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Free, no card. Two automatic emails and no more: the one that confirms your address and the welcome one when you confirm it. After that nothing reaches you unless you switch it on yourself. And the thing almost nobody catches in time: the big insider buys — executives and major shareholders putting in their own money, the same day they report them to the SEC. One click in your profile turns it on; one click turns it off.