Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$90.7B
898M shares
52-week range
$82.67 – $152.10
28% from low
Sector
INVESTMENT ADVICE
Exchange
NYSE
CS
P/S (TTM)
4.6
EV / FCF (TTM)
58.4
KKR is one of the world's largest alternative-asset managers, with $796.5 billion in total managed assets, including $638.4 billion in fee-earning assets under management, at the end of June 2026. The company has two core segments: asset management (which includes private markets—private equity, credit, infrastructure, energy, and real estate—and public markets—primarily credit and hedge/investment fund platforms) and insurance (following the firm's initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance).
www.kkr.comNo one on the platform currently holds KKR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 257,350 | $23.8M |
| The Baupost Groupas of 2026-03-31 | 179,308 | $16.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-10 | $0.1950 | 2026-08-25 |
| 2026-05-15 | $0.1950 | 2026-05-29 |
| 2026-02-17 | $0.1850 | 2026-03-03 |
| 2025-11-17 | $0.1850 | 2025-12-02 |
| 2025-08-11 | $0.1850 | 2025-08-26 |
| 2025-05-12 | $0.1850 | 2025-05-27 |
| 2025-02-14 | $0.1750 | 2025-02-28 |
| 2024-11-04 | $0.1750 | 2024-11-19 |
| 2024-08-12 | $0.1750 | 2024-08-27 |
| 2024-05-10 | $0.1750 | 2024-05-28 |
No one on the platform has traded KKR yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 0.4% | — | — | — | ||
| Rev. Growth % | -11.2% | 35.3% | ||||
| Profit Margin % | 12.3% | 14.5% | 25.8% | |||
| Free Cash Flow Margin % | 1.7% | -24.2% | -90.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.3% on the P/E track.
At today's price, your expected annual return is +5.0% on the P/E track.
At today's price, your expected annual return is +10.3% on the P/E track.
| 7,489 |
| $692.7K |
| 2024-02-15 | $0.1650 | 2024-03-01 |
| 2023-11-16 | $0.1650 | 2023-12-01 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $10.6B | +34.2% | $6.63 | $6.15–$8.68 | 15.4× | 8 |
| 2027 | $12.5B | +17.5% | $7.39 | $6.86–$7.63 | 13.8× | 9 |
| 2028 | $16.4B | +31.4% | $8.54 | $8.06–$9.01 | 12.0× | 2 |
| 2029 | $9.7B | -40.6% | $9.71 | $8.96–$10.35 | 10.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $1.43 | $1.63 | +14.0% |
| 2026-05-05 | $1.26 | $1.39 | +10.3% |
| 2026-02-05 | $1.14 | $1.12 | -1.8% |
| 2025-11-07 | $1.30 | $1.41 | +8.5% |
| 2025-07-31 | $1.14 | $1.18 | +3.5% |
| 2025-05-01 | $1.13 | $1.15 | +1.8% |
| 2025-02-04 | $1.30 | $1.32 | +1.5% |
| 2024-10-24 | $1.20 |
| $1.38 |
| +15.0% |
| $43.2B |
| — |
| BAMBrookfield Asset Management Ltd. | $46.63 | -1.33% | $74.5B | — |
| BLKBlackRock, Inc. | $1065.60 | -1.30% | $165.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OWL next events: Upcoming peer redemtion numbers: $APO Apollo Debt Solutions 15/9-18/9: Positive < 16% (Q2 was 16,8 %) $ARES Ares Strategic Income Fund 21/9-24/9: Positive < 14% (Q2 was 14,4 $KKR KKR FS Income Trust 30/9-5/10: - (Q2 was 1,65 %) Upcoming $OWL events: Barclays converence: September 14, 2026 at 10:30am ET (Positive management and datacenter REIT news expected) - at last conference (Bernstein) OWL was > +3%. $OWL OCIC Redemptions 1/10 - 5/10: positive < 16% (Q2 was 18,8 %) $OWL OTIC Redemptions 1/10 - 5/10: positive < 34% (Q2 was 38,1 %)
View on StockTwits ↗
$KKR options flow lesson: chart and flow can disagree. Options activity describes the derivatives tape while the daily chart describes price structure. A disagreement is information, not an error to hide. The alert snapshot shows $1.1M in the Jan 21 $105 puts. Volume was 8.2x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.
View on StockTwits ↗
KKR has agreed to sell its 10% minority stake in Nordic Bioscience to founder and majority shareholder Claus Christiansen, ending an investment that began in 2021 through KKR's Health Care Strategic Growth strategy. The investment helped the biomarker development company expand its capabilities in biomarker research, R&D services, clinical diagnostics and pharmaceutical development. KKR said Nordic Bioscience has further strengthened its position as a leading biomarker specialist, leveraging its expertise in extracellular matrix biology while broadening its service offerings. Christiansen said the company doubled its revenue and became more profitable during KKR's ownership period, while continuing to expand its position in biomarker development. As part of the transaction, KKR partner Kugan Sathiyanandarajah will remain on Nordic Bioscience's board until the next annual general meeting. $KKR
View on StockTwits ↗
$KKR consolidating like mofo around here. when will the black vested choads deliver?
View on StockTwits ↗
Wall St is expecting 1.62 EPS for $KKR Q3 [Reporting 11/03 BMO] http://www.estimize.com/intro/kkr?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
Top Losing Stocks Today (September 1, 2026): $BX — Down 4% as Rate-Sensitive Asset Managers Slide $KKR — Down 4% in Sympathy With the Broader Asset-Manager Selloff $COHR — Down 2% as the Optical Networking Complex Continues to Slide $PCG — Downgraded by Bank of America on California Wildfire Legislation $EIX — Also Downgraded by Bank of America on the Same Wildfire Bill https://truthsandnews.com/markets/top-losing-stocks-today-alumis-craters-54-on-trial-fail
View on StockTwits ↗
$KKR Companies are using acquisitions, divestitures, separations, licensing, and business combinations to improve strategic focus, scale, liquidity, and capital allocation. Learn more: https://axlfi.com/themes/379
View on StockTwits ↗
Aon just agreed to buy USI Insurance Services from KKR for ~$17B in cash. AON fell nearly 6%. KKR rose 1.7%. Debt-funded. Buybacks paused. EPS accretion doesn't land until 2028. A split verdict that says more than either press release does. 📉 $KKR $AON https://prismmarketview.com/aon-bets-17-billion-on-the-middle-market-again-and-its-own-shareholders-balk/
View on StockTwits ↗
Aon CEO Believes $17B USI Deal May Be 'The Greatest’ Value-Creation Opportunity Of His Career $AON $KKR $XLF https://stocktwits.com/news/equity/markets/aon-ceo-believes-17-b-usi-deal-may-be-the-greatest-value-creation-opportunity-of-his-career/cZYyM5ARJsf
View on StockTwits ↗
3/8: Aon nears ~$17BN (incl. debt) acquisition of insurance broker USI from KKR; announcement possible as soon as Monday, per WSJ $AON $KKR $AJG $BRO $MMC PickAlpha View: Base case: a definitive agreement is announced shortly, keeping focus on execution, approvals, and longer-dated accretion rather than near-term earnings lift.
View on StockTwits ↗
$AON $KKR Aon near agreement to purchase USI from KKR for $17B, WSJ says Aon (AON) is close to entering an agreement to purchase USI Insurance from KKR (KKR) for $17B, including debt, Lauren Thomas and Mark Maurer of The Wall Street Journal reports, citing people familiar with the matter. The deal could be announced as soon as Monday, the sources added.
View on StockTwits ↗AON Flat, KKR Rises Overnight As $17B Insurance Megadeal Reportedly Looms: Retail’s Bullish On Just One For Now $AON $KKR https://stocktwits.com/news/equity/markets/aon-flat-kkr-rises-overnight-as-17-b-insurance-megadeal-reportedly-looms-retail-s-bullish-on-just-one-for-now/cZYymGBRJrH
View on StockTwits ↗
$AON $KKR Aon Nears $17B Deal to Acquire USI Insurance Services From KKR-WSJ Aon is reportedly closing in on a deal to acquire USI Insurance Services from KKR for roughly $17 billion including debt, according to the Wall Street Journal, deal could be announced as soon as Monday.
View on StockTwits ↗
$AON $KKR (WSJ) - Aon is near an agreement to buy insurance brokerage USI Insurance from private-equity firm KKR for roughly $17 billion, including debt, according to people familiar with the matter. https://www.wsj.com/finance/aon-nears-roughly-17-billion-deal-for-insurance-brokerage-usi-fcc9fba9?st=gJboxh&reflink=article_copyURL_share
View on StockTwits ↗$KKR when are these choads going to get the stawk over $150 then $200. Choads!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.