Investment Advice · SIC 6282

KKR & Co. Inc.

KKRT

Watch

Latest revenue

$562.0M

as of 2026-03-31

Latest net income

$405.2M

as of 2026-03-31

Net margin

72.1%

as of 2026-03-31

6.6
of 10

ActaClear Score

Above avg
#20 of 67 in Investment Advice
new
Profitability·25%
4.7
Growth·15%
8.9
Value·20%
8.3
Quality·20%
5.3
Momentum·20%
7.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Investment Advice (67 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.06
Price / FV

Fair value · DCF

Deeply undervalued
~1550% upside at this growth
25.0% / yr
-5%30%
Terminal growthWACC 6.2% · 10y forecast
Current price
$24.55
DCF fair value
$405
FCF base (last FY)
$2.37B
Net debt
$36.05B

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

-2.4% / yr 22.1 pts / yr vs S&P 500 2.4% total
Compare:

Live market

delayed ≤15 min
$24.49
0.53%
Market cap
$21.99B
Enterprise value
$55.78B
P/E (trailing)
9.3×
Forward P/E
P/B
0.72×
Dividend yield
7.1%
52-wk high
$26.17
52-wk low
$22.85
Beta
Shares out
897.9M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Overview KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. We aim to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in our portfolio companies and communities. Founded in 1976, KKR pioneered the leveraged buyout strategy and has been a leader of the private equity industry for five decades. Since the inception of our firm, we have expanded our investment strategies and product offerings from traditional private equity to other alternative asset classes such as leveraged credit, alternative…

AI summary unavailable — showing raw filing excerpt

Generated from KKRT's filing dated 2026-02-27

Key risks

AI

ITEM 1A. RISK FACTORS You should carefully consider the risks described below and the other information contained in this report and other filings that we make from time to time with the SEC, including our consolidated financial statements and accompanying notes. Any of the following risks could materially and adversely affect our business, financial condition, results of operations, cash flows, and prospects. Many risks discussed in this report also impact our investment vehicles, portfolio companies and other investments, including balance sheet investments, which may, in turn, materially and adversely impact KKR. When discussing our risks in this report, unless the context requires…

AI summary unavailable — showing raw filing excerpt

Generated from KKRT's filing dated 2026-02-27

Profitability

Net margin

12.2%

13.4%

Return on equity

7.7%

41.0%

Return on assets

0.6%

32.3%

Leverage

Debt / equity

12.27×

13.7%

Long-term debt / equity

1.71×

18.4%

Debt / assets

92.5%

1.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$562.0M+73.8%$405.2M+318.0%72.1%

Q4 2025

2025-12-31

$17.35B-12.1%$1.33B+18.3%7.7%

Q3 2025

2025-09-30

$1.06B+70.6%$900.4M+49.9%85.0%

Q2 2025

2025-06-30

$730.2M-11.2%$324.2M-51.5%44.4%

Q1 2025

2025-03-31

$323.4M-53.4%$-185.9M-127.3%-57.5%

Q4 2024

2024-12-31

$19.74B$1.13B5.7%

Q3 2024

2024-09-30

$621.2M+182.1%$600.5M-59.7%96.7%

Q2 2024

2024-06-30

$822.3M+31.3%$667.9M-22.5%81.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Investment Advice · SIC 6282

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Insider activity

No insider transactions on file for KKRT in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns KKRT

Institutional value

$4.6M

Total shares held

180.5K

Distinct holders

2

+0 vs prior

As of

2025-12-31

Prior: 2025-09-30

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1IAT REINSURANCE CO LTD.180.0K$4.6M+0 (+0.0%)No change
2NBC SECURITIES, INC.517$13.2K+9 (+1.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once KKRT's latest filing finishes processing.

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Latest filing impact
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