Market Summary
USD50.36-0.67
Market Closed-1.31%
KKR Stock Price
KKR RSI Chart
KKR Valuation
KKR Price/Sales (Trailing)
KKR Profitability
KKR Fundamentals
KKR Revenue
KKR Earnings
Price Action
52 Week Range
41.5361.56
(Low)(High)
Last 7 days
-12.6%
Last 30 days
10.7%
Last 90 days
10.3%
Trailing 12 Months
-3.2%
KKR Financial Health
KKR Investor Care
Peers (Alternatives to KKR)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
BX | 62.0B | 8.5B | -10.13% | -18.24% | 35.46 | 7.28 | -62.27% | -70.16% |
KKR | 42.8B | 5.7B | 10.72% | -3.19% | -50.92 | 7.49 | -64.76% | -118.02% |
AMP | 33.8B | 14.3B | -20.20% | 2.77% | 10.39 | 2.44 | 6.72% | -7.28% |
BEN | 13.5B | 8.0B | -15.30% | 3.25% | 13.43 | 1.68 | -7.35% | -48.21% |
| MID-CAP | ||||||||
IVZ | 7.3B | 6.0B | -15.77% | -18.49% | 10.67 | 1.21 | -12.26% | -50.90% |
HLI | 5.9B | 737.1M | -8.18% | -7.76% | 48.55 | 7.97 | -67.95% | -74.36% |
AMG | 5.2B | 2.3B | -18.75% | 4.38% | 4.55 | 2.24 | -3.43% | 102.56% |
EVR | 4.6B | 2.8B | -15.41% | 3.97% | 9.63 | 1.65 | -15.97% | -35.62% |
JHG | 4.3B | 2.2B | -10.48% | -21.45% | 15.56 | 1.94 | -20.36% | -55.18% |
LAZ | 3.1B | 2.9B | -15.12% | 2.15% | 8.72 | 1.09 | -12.79% | -32.30% |
AMK | 2.3B | 618.3M | 10.66% | 43.40% | 22.33 | 3.73 | 16.60% | 302.25% |
| SMALL-CAP | ||||||||
DHIL | 496.7M | 154.5M | -15.37% | -9.77% | 12.28 | 3.22 | -15.20% | -45.51% |
VALU | 440.2M | 40.1M | -9.46% | -24.11% | 24.67 | 10.98 | -0.04% | -31.55% |
SCU | 224.2M | 554.5M | -2.57% | -30.16% | 89.35 | 0.4 | -42.93% | -98.83% |
PZN | 161.6M | 197.7M | 0.84% | -7.62% | 4 | 0.82 | 5.01% | -33.91% |
Financials for KKR
| Income Statement (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Revenue | -21.0% | 5,721 | 7,246 | 9,871 | 12,677 | 16,236 |
| EBITDA | -46.1% | 856 | 1,587 | 5,203 | 11,873 | - |
| EBITDA Margin | -31.7% | 0.15* | 0.22* | 0.53* | 0.94* | - |
| Earnings Before Taxes | -1170.7% | -1,059 | -83.36 | 3,630 | 10,394 | 13,648 |
| EBT Margin | -1509.3% | -0.19* | -0.01* | 0.37* | 0.82* | - |
| Interest Expenses | 21.4% | 1,551 | 1,277 | 1,164 | 1,100 | 1,070 |
| Net Income | -101.8% | -841 | -416 | 814 | 2,940 | 4,666 |
| Net Income Margin | -155.6% | -0.15* | -0.06* | 0.08* | 0.23* | - |
| Free Cahsflow | 36.0% | -5,279 | -8,249 | -9,016 | -6,186 | - |
| Balance Sheet | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 |
| Assets | 16.0% | 265,800 | 229,235 | 216,445 | 79,807 | 70,655 |
| Cash Equivalents | 4.1% | 12,513 | 12,018 | 10,978 | 6,993 | 5,888 |
| Liabilities | 18.1% | 208,742 | 176,736 | 170,142 | 39,007 | 36,612 |
| Long Term Debt | 4.7% | 33,501 | 32,003 | - | - | - |
| Shareholder's Equity | 8.7% | 56,964 | 52,407 | 46,211 | 40,800 | 34,044 |
| Retained Earnings | 16.9% | 7,247 | 6,201 | 5,007 | 3,441 | 2,038 |
| Additional Paid-In Capital | 0.4% | 8,736 | 8,700 | 8,708 | 8,688 | 8,594 |
| Shares Outstanding | 0.0% | 583 | 583 | 578 | 573 | 566 |
| Minority Interest | 10.2% | 40,031 | 36,338 | 31,535 | 27,083 | 21,846 |
| Float | - | 33,100 | - | - | - | - |
| Cashflow (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Cashflow From Operations | 36.0% | -5,279 | -8,249 | -9,016 | -6,186 | -7,176 |
| Share Based Compensation | -7.9% | 730 | 793 | 739 | 610 | 530 |
| Cashflow From Investing | -2.8% | -13,647 | -13,269 | -14,149 | -11,227 | -9,605 |
| Cashflow From Financing | 5.6% | 22,055 | 20,889 | 23,774 | 20,051 | 20,364 |
| Dividend Payments | 12.3% | 444 | 396 | 347 | 339 | 331 |
| Buy Backs | -27.8% | 347 | 480 | 480 | 545 | 270 |
Risks for KKR
What is the probability of a big loss on KKR?
56.9%
Probability that KKR stock will be more than 20% underwater in next one year
50%
Probability that KKR stock will be more than 30% underwater in next one year.
28.9%
Probability that KKR stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does KKR drawdown profile look like?
Y-axis is the maximum loss one would have experienced if KKR was unfortunately bought at previous high price.
Drawdowns
Returns for KKR
Cumulative Returns on KKR
14.0%
10-Year Cumulative Returns
22.2%
7-Year Cumulative Returns
19.7%
5-Year Cumulative Returns
26.8%
3-Year Cumulative Returns
What are the long-term rolling returns for KKR?
FIve years rolling returns for KKR.
Annualized Returns
Which funds bought or sold KKR recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | added | 2.32 | 52,472 | 563,472 | 0.02% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 15.32 | 16,034,400 | 91,255,400 | 0.10% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 6.2 | 660,331 | 5,169,330 | 0.01% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -2.56 | 739,000 | 14,994,000 | 0.07% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -65.4 | -18,000 | 9,000 | -% |
2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | sold off | -100 | - | - | -% |
2023-02-28 | Voya Investment Management LLC | reduced | -0.24 | 245,852 | 3,432,850 | -% |
2023-02-24 | NATIXIS | sold off | -100 | -959,000 | - | -% |
2023-02-24 | National Pension Service | added | 1.74 | 2,998,760 | 36,053,100 | 0.07% |
2023-02-24 | SRS Capital Advisors, Inc. | reduced | -26.11 | -37,365 | 146,635 | 0.02% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
KKR News
Schedule 13G FIlings of KKR
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 13, 2023 | kkr holdings l.p | 0% | 0 | SC 13G/A | |
| Feb 09, 2023 | vanguard group inc | 4.52% | 38,946,748 | SC 13G/A | |
| Jan 10, 2023 | guggenheim capital llc | 0% | 0 | SC 13G/A | |
| Sep 08, 2022 | blackrock inc. | - | 0 | SC 13G/A | |
| Sep 08, 2022 | blackrock inc. | 4.2% | 36,097,470 | SC 13G/A | |
| Feb 11, 2022 | kkr holdings l.p | 30.3% | 258,726,163 | SC 13G/A | |
| Feb 09, 2022 | vanguard group inc | 5.64% | 33,016,281 | SC 13G/A | |
| Feb 08, 2022 | blackrock inc. | 6.7% | 39,150,255 | SC 13G/A | |
| Sep 01, 2021 | va partners i, llc | 4.4% | 25,441,249 | SC 13D/A | |
| Mar 12, 2021 | va partners i, llc | 5.5% | 31,584,672 | SC 13D/A |
KKR Fair Value
KKR fair value in different scenarios
The table shows the Fair Value estimates for KKR for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
| Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
|---|---|---|---|---|---|
| Very Low Inflation | 22.22 -55.88% | 29.83 -40.77% | 40.42 -19.74% | 108.28 115.01% | 166.19 230.00% |
| Current Inflation | 21.10 -58.10% | 27.69 -45.02% | 36.62 -27.28% | 94.29 87.23% | 142.89 183.74% |
| Very High Inflation | 19.71 -60.86% | 25.10 -50.16% | 32.15 -36.16% | 78.18 55.24% | 116.31 130.96% |
Historical KKR Fair Value Estimates
Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price
Recent SEC filings of KKR
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Mar 09, 2023 | 4 | Insider Trading | |
| Mar 03, 2023 | 4 | Insider Trading | |
| Mar 02, 2023 | 4 | Insider Trading | |
| Feb 27, 2023 | 10-K | Annual Report | |
| Feb 13, 2023 | SC 13G/A | Major Ownership Report | |
| Feb 13, 2023 | 5 | Insider Trading | |
| Feb 13, 2023 | 5 | Insider Trading | |
| Feb 13, 2023 | 5 | Insider Trading | |
| Feb 10, 2023 | 5 | Insider Trading | |
| Feb 09, 2023 | SC 13G/A | Major Ownership Report |
Latest Insider Trading transactions for KKR
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-03-02 | Sorkin David | sold | -2,217,650 | 55.4412 | -40,000 | chief legal officer |
2022-11-30 | NUTTALL SCOTT C | gifted | - | - | -150,000 | co-chief executive officer |
2022-11-30 | NUTTALL SCOTT C | gifted | - | - | -481,540 | co-chief executive officer |
2022-11-30 | BAE JOSEPH Y | gifted | - | - | -350,000 | co-chief executive officer |
2022-11-22 | ROBERTS GEORGE R | gifted | - | - | -600,000 | co-executive chairman |
2022-10-20 | RUSSO PATRICIA F | acquired | - | - | 4,134 | - |
2022-10-20 | NIEL XAVIER BRUNO | acquired | - | - | 4,134 | - |
2022-10-20 | Dillon Mary N | acquired | - | - | 4,134 | - |
2022-10-20 | HESS JOHN B | acquired | - | - | 4,134 | - |
2022-10-20 | Brown Adriane M | acquired | - | - | 4,134 | - |
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, 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; 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, 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. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial p
KKR Income Statement
2022-12-31CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) $ in Thousands | 12 Months Ended | ||
|---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
| Revenues [Abstract] | |||
| Net Premiums | $ 1,182,461 | $ 2,226,078 | |
| Net Investment Income | 4,118,246 | 2,845,623 | |
| Total Revenues | 5,721,195 | 16,236,148 | $ 4,230,891 |
| Expenses | |||
| Total Expenses | 6,781,810 | 11,422,524 | 2,933,132 |
| Investment Income (Loss) - Asset Management | |||
| Net Gains (Losses) from Investment Activities | (1,665,537) | 7,720,923 | 3,642,804 |
| Dividend Income | 1,322,447 | 698,800 | 352,563 |
| Interest Income | 1,895,282 | 1,485,470 | 1,403,440 |
| Interest Expense | (1,550,777) | (1,070,368) | (969,871) |
| Total Investment Income (Loss) | 1,415 | 8,834,825 | 4,428,936 |
| Income (Loss) Before Taxes | (1,059,200) | 13,648,449 | 5,726,695 |
| Income Tax Expense (Benefit) | (35,672) | 1,353,270 | 609,097 |
| Net Income (Loss) | (1,023,528) | 12,295,179 | 5,117,598 |
| Net Income (Loss) Attributable to Redeemable Noncontrolling Interests | 2,792 | 4,060 | 0 |
| Net Income (Loss) Attributable to Noncontrolling Interests | (185,190) | 7,624,643 | 3,115,089 |
| Net Income (Loss) Attributable to KKR & Co. Inc. | (841,130) | 4,666,476 | 2,002,509 |
| Net Income (Loss) Attributable to KKR & Co. Inc. Common Stockholders | (910,130) | 4,560,829 | 1,945,954 |
| Series A Preferred Stock Dividends | |||
| Investment Income (Loss) - Asset Management | |||
| Preferred Stock Dividends | 0 | 23,656 | 23,288 |
| Series B Preferred Stock Dividends | |||
| Investment Income (Loss) - Asset Management | |||
| Preferred Stock Dividends | 0 | 12,991 | 10,076 |
| Series C Mandatory Convertible Preferred Stock Dividends | |||
| Investment Income (Loss) - Asset Management | |||
| Preferred Stock Dividends | $ 69,000 | $ 69,000 | $ 23,191 |
| Common Stock | |||
| Net Income (Loss) Attributable to KKR & Co. Inc. Per Share of Common Stock | |||
| Basic (in dollars per share) | $ (1.21) | $ 7.83 | $ 3.45 |
| Diluted (in dollars per share) | $ (1.21) | $ 7.31 | $ 3.37 |
| Weighted Average Shares of Common Stock Outstanding | |||
| Basic (in shares) | 749,504,970 | 582,258,984 | 562,812,883 |
| Diluted (in shares) | 749,504,970 | 633,092,865 | 583,685,352 |
| Asset Management | |||
| Revenues [Abstract] | |||
| Fees and Other | $ 2,821,627 | $ 2,850,154 | $ 2,006,791 |
| Capital Allocation-Based Income (Loss) | (2,500,509) | 6,842,414 | 2,224,100 |
| Total Revenues | 321,118 | 9,692,568 | 4,230,891 |
| Expenses | |||
| Compensation and Benefits | 1,144,666 | 4,428,743 | 2,152,490 |
| Occupancy and Related Charges | 77,271 | 69,084 | 72,100 |
| General, Administrative and Other | 993,548 | 959,077 | 708,542 |
| Total Expenses | 2,215,485 | 5,456,904 | 2,933,132 |
| Insurance | |||
| Revenues [Abstract] | |||
| Net Premiums | 1,182,461 | 2,226,078 | 0 |
| Policy Fees | 1,278,736 | 1,147,913 | 0 |
| Net Investment Income | 4,118,246 | 2,845,623 | 0 |
| Net Investment-Related Gains (Losses) | (1,318,490) | 203,753 | 0 |
| Other Income | 139,124 | 120,213 | 0 |
| Total Revenues | 5,400,077 | 6,543,580 | 0 |
| Expenses | |||
| General, Administrative and Other | 718,422 | 555,321 | 0 |
| Net Policy Benefits and Claims | 3,184,427 | 5,055,709 | 0 |
| Amortization of Policy Acquisition Costs | 10,990 | (65,949) | 0 |
| Interest Expense | 87,182 | 61,661 | 0 |
| Insurance Expenses | 565,304 | 358,878 | 0 |
| Total Expenses | $ 4,566,325 | $ 5,965,620 | $ 0 |