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Company Profile: KKR & Co. Inc. (KKR)

KKR insider trades (13 months) →

$95.99 −2.06% vs. previous close · Market cap $88.66B

Momentum
3.4/10
Value
4.7/10
Growth
4.6/10
Quality
-
Multifactor
-

Market and Valuation

Price & Market

Prev Close Price:$98.01
Open:$97.93
Day's Low:$95.26
Day's High:$97.51
Bid / Ask:-
Market Cap:88.66B
Enterprise Value:148.53B

52-Week Range

52-Week Low:$82.67
52-Week High:$144.84
Current position in 52-week range
52w Low-52w High
50-Day Avg:$96.83
200-Day Avg:$98.68

Volume

Volume Today:3,514,592
Avg Volume (3m):4,773,196
Avg Volume (10d):4,448,720
52-Week Change:-17.14%
vs S&P 500, 52 weeks:-
Beta:1.72

Valuation Multiples

P/E (trailing):30.67

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.

P/E (forward):13.36
PEG Ratio:0.42
Price / Book:3.02
Price / Sales (TTM):3.43
EV / Revenue:5.75
EV / EBITDA:-

Dividends

Current yield:0.80%
Annual Dividend Rate:$0.78
Dividend Trailing:$0.76
Yield Trailing:0.78%
5-Year Avg Yield:0.74%
Payout Ratio:23.96%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

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):$3.13

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.

EPS Forward (Est.):$7.18
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:148.53B
EV / Revenue:5.75
EV / EBITDA:-

Profitability

ROE (Return on Equity):7.28%
ROA (Return on Assets):1.39%
P/E (trailing):30.67
P/E (forward):13.36
Price / Book:3.02
PEG Ratio:0.42
52-Week Change:-17.14%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$3.13

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.

EPS Forward (Est.):$7.18
P/E (forward):13.36
PEG Ratio:0.42

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):17,138,513
Short % of float:-
Short Ratio (days to cover):3.30
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

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

KKR & Co. Inc. (KKR) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
8-K2026-10-26View filing ↗
8-K2026-08-31View filing ↗
8-K2026-08-27View filing ↗
10-Q2026-08-06View filing ↗
8-K2026-07-31View filing ↗
8-K2026-07-30View filing ↗
8-K2026-05-29View filing ↗
8-K2026-05-28View filing ↗
S-3ASR2026-05-11View filing ↗
10-Q2026-05-08View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States
City:New York
Employees:5,043
Industry:Asset Management
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. George R. Roberts J.D.Co-Founder & Co-Executive Chairman8263.78M
Mr. Henry Robert KravisCo-Founder & Executive Co-Chairman8162.57M
Mr. Joseph Y. BaeCo-CEO & Director5384.27M
Mr. Scott C. NuttallCo-CEO & Director5280.36M
Mr. Robert Howard LewinChief Financial Officer4515.30M
Ms. Kathryn King Sudol J.D.Partner, Chief Legal Officer & General Counsel505.78M
Mr. Andre SchumacherPrincipal--
Ms. Carla KingDirector, Corporate Counsel & COO--

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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 −24.3% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

Its strongest factor is value (Z -0.19, ranked 262 of 489); its weakest is momentum (Z -0.98, ranked 428 of 494). 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.

FactorZ-ScoreRank
Momentum-0.976428 of 494 ↓5
Value-0.191262 of 489
Growth-0.257305 of 489

Market data

MetricValue
Price$95.99
Market Cap88.66B
P/E30.67
Revenue (last 12 months)25.83B
Price / book3.02
Book value per share$31.75
52-week range$82.67 – $144.84
Dividend yield0.80%
Beta1.72
Average volume4,773,196
Shares outstanding897.64M
Short interest (% of float)2.48% (as of Oct 15, 2026)

When does KKR report earnings? 12 of its last 12, before the open →

What are KKR insiders doing? 30 transactions filed with the SEC, of them 8 buys and 1 sell, the last one on Oct 26, 2026 →

KKR latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All KKR filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about KKR

When does KKR report earnings?

KKR has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Jul 30, 2026). KKR earnings dates and times, quarter by quarter →

What is KKR's P/E ratio?

KKR's P/E (price over earnings per share for the last twelve months) is 30.7 at the Nov 3, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: KKR is above its sector median. Financial Services stocks, company by company →

Have KKR insiders bought or sold shares?

The latest open-market purchase of KKR shares filed with the SEC (Form 4) was on Mar 4, 2026, by a director, for $4.7M. The latest sale was on Sep 3, 2026, by an officer, for $1.1M. In total, from August 2025 through Nov 3, 2026: 8 purchases and 1 sale by directors, officers and large shareholders. All KKR insider trades →

Does KKR pay a dividend?

Yes. Its dividend yield is 0.80% at the Nov 3, 2026 close (annual dividend of $0.78 per share). The latest recorded ex-dividend date is Aug 10, 2026.

What sector is KKR in, and which index?

KKR is classified in the Financial Services sector (industry: Asset Management), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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