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KKR & Co. Inc. Stock Research

KKR

61.38USD-2.25(-3.54%)Market Closed
Watchlist

Market Summary

USD61.38-2.25
Market Closed
-3.54%

KKR Alerts

KKR Stock Price

KKR RSI Chart

KKR Valuation

Market Cap

54.6B

Price/Earnings (Trailing)

44.47

Price/Sales (Trailing)

4.9

EV/EBITDA

10.28

Price/Free Cashflow

-8.14

KKR Price/Sales (Trailing)

KKR Profitability

EBT Margin

-22.31%

Return on Equity

-0.78%

Free Cashflow Yield

-12.28%

KKR Fundamentals

KKR Revenue

Revenue (TTM)

11.1B

Revenue Y/Y

1.0K%

Revenue Q/Q

15.96%

KKR Earnings

Earnings (TTM)

1.2B

Earnings Y/Y

220.12%

Earnings Q/Q

153.45%

Price Action

52 Week Range

64.77
(Low)(High)

Last 7 days

0.7%

Last 30 days

6.3%

Last 90 days

15.3%

Trailing 12 Months

34.2%

KKR Financial Health

KKR Investor Care

Dividend Yield

1%

Dividend/Share (TTM)

0.62

Buy Backs (1Y)

0.21%

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for KKR

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
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
-

1–10 of 50

Which funds bought or sold KKR recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-12
Farther Finance Advisors, LLC
added
32.53
92,577
316,680
0.07%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
new
-
1,680
1,680
-%
2023-09-07
ST GERMAIN D J CO INC
new
-
110,488
110,488
0.01%
2023-09-05
Delos Wealth Advisors, LLC
unchanged
-
10.00
168
-%
2023-08-30
Western Wealth Management, LLC
reduced
-2.46
22,254
578,032
0.05%
2023-08-24
Alberta Investment Management Corp
unchanged
-
279,096
4,491,200
0.04%
2023-08-24
ProVise Management Group, LLC
unchanged
-
43,427
698,824
0.06%
2023-08-24
Alberta Investment Management Corp
reduced
-18.18
-2,576,250
14,872,500
0.14%
2023-08-23
WOLVERINE TRADING, LLC
new
-
377,886
377,886
-%
2023-08-22
Segment Wealth Management, LLC
unchanged
-
30,798
495,600
0.05%

1–10 of 46

Latest Funds Activity

Are funds buying KKR calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own KKR
No. of Funds

Schedule 13G FIlings of KKR

Date FiledName of FilerPercent of ClassNo. of SharesForm 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

Recent SEC filings of KKR

View All Filings
Date Filed Form Type Document
Sep 15, 2023
25-NSE
25-NSE
Sep 11, 2023
8-K
Current Report
Sep 05, 2023
4
Insider Trading
Aug 23, 2023
4
Insider Trading
Aug 16, 2023
4
Insider Trading
Aug 08, 2023
10-Q
Quarterly Report
Aug 07, 2023
4
Insider Trading
Aug 07, 2023
4
Insider Trading
Aug 07, 2023
4
Insider Trading
Aug 07, 2023
8-K
Current Report

Peers (Alternatives to KKR)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
-
15.0B
3.59% 25.90%
-
-
9.38% -23.22%
81.5B
7.0B
15.62% 27.98%
65.35
11.71
-60.78% -68.72%
54.6B
11.1B
6.30% 34.23%
44.47
4.9
13.00% 26.39%
12.9B
7.8B
0.43% 6.93%
15.77
1.66
-8.39% -52.46%
MID-CAP
4.8B
2.1B
1.87% 10.46%
4.21
2.25
-13.32% 104.61%
2.0B
678.6M
-5.18% 35.10%
18.59
2.9
16.44% 46.62%
7.8B
5.8B
0.40% -7.01%
11.43
1.29
-13.83% -40.28%
6.9B
1.8B
7.59% 34.62%
28.19
3.82
48.44% -13.75%
5.4B
2.5B
5.76% 58.95%
15.69
2.16
-24.58% -51.56%
4.5B
2.0B
3.29% 18.74%
11.99
2.19
-20.30% -29.01%
2.9B
2.7B
0.64% -7.89%
1.5K
1.08
-13.59% -99.63%
SMALL-CAP
476.2M
140.6M
-5.61% -1.83%
9.71
3.39
-21.64% -14.24%
461.6M
39.5M
-8.56% -19.80%
25.55
11.63
-2.01% -17.48%
297.6M
391.0M
0.08% 27.51%
-18.65
0.76
-32.74% -176.48%

KKR News

InvestorsObserver
Is KKR & Co Inc (KKR) a Winner in the Asset Management Industry?.
InvestorsObserver,
4 hours ago
Marketscreener.com
Marketscreener.com
Ontario Teachers' Pension Plan
Investor's Business Daily

Returns for KKR

Cumulative Returns on KKR

16.0%


10-Year Cumulative Returns

26.0%


7-Year Cumulative Returns

19.2%


5-Year Cumulative Returns

23.1%


3-Year Cumulative Returns

Risks for KKR

What is the probability of a big loss on KKR?

67.3%


Probability that KKR stock will be more than 20% underwater in next one year

52.7%


Probability that KKR stock will be more than 30% underwater in next one year.

29.2%


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

Financials for KKR

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22019Q42019Q32019Q22019Q12018Q42018Q32018Q22018Q1
Revenue42.1%11,1417,8385,7217,2359,86012,67316,23614,18811,6009,7954,2315,7204,2474,3462,6592,9982,8141,9503,5983,2183,262
EBITDA-100.0%-4178561,5875,20311,87315,10618,78718,27215,6586,6323,2903996,1773,537------
EBITDA Margin-100.0%-0.05*0.15*0.22*0.53*0.94*0.93*1.32*1.58*1.60*1.57*0.58*0.09*1.46*1.19*------
Interest Expenses21.2%2,2371,8451,5511,2771,1641,1001,0701,0409859609709861,0311,0441,024966906876846847842
Earnings Before Taxes223.1%1,858-1,509-1,0593474,06010,58313,64817,44617,11914,6695,7272,359-5845,1682,4983,3313,4312,2574,1323,3072,566
EBT Margin100.0%--0.22*-0.19*-0.01*0.37*0.82*0.84*1.23*1.48*1.50*1.35*0.41*-0.14*1.22*0.84*------
Net Income449.5%1,228-351-841-2599713,0044,6665,6535,5614,9532,0031,0151992,0051,0971,4961,6621,1311,6901,204929
Net Income Margin100.0%--0.06*-0.15*-0.06*0.08*0.23*0.29*0.40*0.48*0.51*0.47*0.18*0.05*0.48*0.37*------
Free Cashflow100.0%--8,128-5,279-8,249-9,016-6,186-7,176-5,364-4,523-4,815-6,148-6,511-5,500-5,876-6,072------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q22018Q12017Q42017Q32017Q22017Q12016Q42016Q3
Assets16.0%265,800229,235216,44579,80770,65562,11055,60160,89957,64557,52452,00450,74350,34448,57347,57945,83544,30642,86841,63639,00337,985
    Cash Equivalents4.1%12,51312,01810,9786,9935,8883,7393,2703,2373,6263,1912,7872,6423,2953,2822,8083,7353,810----
Liabilities18.1%208,742176,736170,14239,00736,61232,71629,01130,39729,06029,24225,79625,36124,20424,28525,81025,17224,44023,32623,34821,88521,162
Shareholder's Equity8.7%56,96452,40746,21140,80034,04429,39526,59030,50228,58528,28226,20824,2609,007--7,186-----
  Retained Earnings16.9%7,2476,2015,0073,4412,0381,0574341,7921,3461,17372692.00551--------
  Additional Paid-In Capital0.4%8,7368,7008,7088,6888,5948,4608,4568,5668,3328,2528,1458,1068,005--------
Shares Outstanding0.0%583583578573566559-560-------------
Minority Interest10.2%40,03136,33831,53527,08321,84619,44017,26419,69518,46718,40716,88515,61016,063--12,866-----
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations17.5%-6,704-8,128-5,279-8,249-9,016-6,186-7,176-5,364-4,523-4,620-5,953-6,316-5,306-7,244-5,682-5,879-6,182-5,292-7,606-6,188-6,008
  Share Based Compensation-9.3%676746730793739610530426371344327269281291298294300314332327317
Cashflow From Investing34.2%-10,174-15,467-13,647-13,269-14,149-11,227-9,605-7,059-2,626-483-153-155-137-232-207-199-205-89.83-78.60-69.56-67.33
Cashflow From Financing-23.5%15,27819,98222,05520,88923,77420,05120,36419,04215,37712,7539,8048,6926,0007,9886,4856,4276,3065,4056,6165,7595,628
  Dividend Payments10.2%542492444396347339331323314305297289282275271269290306322337328
  Buy Backs-272-34748048054527013613671.0024629029029072.0012114919917357.00-

KKR Income Statement

2023-06-30
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenues [Abstract]    
Net Premiums$ 626,429$ (225,502)$ 1,100,053$ 146,642
Net Investment Income1,311,055931,8892,611,7521,744,494
Total Revenues3,626,518323,3936,754,0001,322,756
Expenses    
Total Expenses3,122,482564,6955,982,5651,922,427
Investment Income (Loss) - Asset Management    
Net Gains (Losses) from Investment Activities570,085(1,885,469)410,676(971,208)
Dividend Income246,939147,355395,106809,705
Interest Income850,061391,5491,578,677744,105
Interest Expense(720,108)(328,726)(1,296,446)(610,485)
Total Investment Income (Loss)946,977(1,675,291)1,088,013(27,883)
Income (Loss) Before Taxes1,451,013(1,916,593)1,859,448(627,554)
Income Tax Expense (Benefit)324,955(102,511)473,702(65,860)
Net Income (Loss)1,126,058(1,814,082)1,385,746(561,694)
Net Income (Loss) Attributable to Redeemable Noncontrolling Interests(1,740)8(9,043)(55)
Net Income (Loss) Attributable to Noncontrolling Interests266,086(1,096,715)193,083148,272
Net Income (Loss) Attributable to KKR & Co. Inc.861,712(717,375)1,201,706(709,911)
Net Income (Loss) Attributable to KKR & Co. Inc. Common Stockholders844,463(734,625)1,167,207(744,411)
Series C Mandatory Convertible Preferred Stock Dividends    
Investment Income (Loss) - Asset Management    
Series C Mandatory Convertible Preferred Stock Dividends$ 17,249$ 17,250$ 34,499$ 34,500
Common Stock    
Net Income (Loss) Attributable to KKR & Co. Inc. Per Share of Common Stock    
Basic (in dollars per share)$ 0.98$ (1.08)$ 1.36$ (1.17)
Diluted (in dollars per share)$ 0.94$ (1.08)$ 1.32$ (1.17)
Weighted Average Shares of Common Stock Outstanding    
Basic (in shares)861,553,274680,747,047861,332,121636,719,538
Diluted (in shares)912,147,881680,747,047913,068,567636,719,538
Asset Management    
Revenues [Abstract]    
Fees and Other$ 754,447$ 615,264$ 1,431,463$ 1,395,775
Capital Allocation-Based Income (Loss)696,897(923,474)1,145,915(1,869,217)
Total Revenues1,451,344(308,210)2,577,378(473,442)
Expenses    
Compensation and Benefits657,114250,8761,232,784534,548
Occupancy and Related Charges23,59318,86145,74237,010
General, Administrative and Other289,586253,832503,275488,497
Total Expenses970,293523,5691,781,8011,060,055
Insurance    
Revenues [Abstract]    
Net Premiums626,429(225,502)1,100,053146,642
Policy Fees315,382319,030629,184632,812
Net Investment Income1,311,055931,8892,611,7521,744,494
Net Investment-Related Gains (Losses)(117,550)(426,326)(241,383)(795,006)
Other Income39,85832,51277,01667,256
Total Revenues2,175,174631,6034,176,6221,796,198
Expenses    
General, Administrative and Other204,052171,251415,783338,875
Net Policy Benefits and Claims (including market risk benefit loss (gain) of $(75,286), $(198,225), $71,024 and $(393,908), respectively)1,736,014(256,179)3,263,068256,999
Amortization of Policy Acquisition Costs170(23,254)44,381(11,832)
Interest Expense39,83218,97080,09332,189
Insurance Expenses172,121130,338397,439246,141
Total Expenses$ 2,152,189$ 41,126$ 4,200,764$ 862,372
Joseph Yong Bum Bae
3238
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