KKR & Co. Inc. $KKR Stock Holdings Boosted by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC boosted its position in KKR & Co. Inc. (NYSE:KKR) by 10.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 73,048 shares of the asset manager’s stock after purchasing an additional 7,155 shares during the quarter. Nisa Investment Advisors LLC’s holdings in KKR & Co. Inc. were worth $9,312,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of KKR & Co. Inc. by 109.6% during the fourth quarter. Brighton Jones LLC now owns 4,661 shares of the asset manager’s stock valued at $689,000 after buying an additional 2,437 shares during the last quarter. Bison Wealth LLC bought a new position in KKR & Co. Inc. in the 4th quarter worth approximately $218,000. Sivia Capital Partners LLC grew its holdings in KKR & Co. Inc. by 13.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,050 shares of the asset manager’s stock worth $273,000 after buying an additional 237 shares in the last quarter. United Bank acquired a new stake in KKR & Co. Inc. in the 2nd quarter valued at approximately $769,000. Finally, Loomis Sayles & Co. L P increased its position in KKR & Co. Inc. by 38.7% in the 2nd quarter. Loomis Sayles & Co. L P now owns 1,051 shares of the asset manager’s stock valued at $140,000 after acquiring an additional 293 shares during the period. 76.26% of the stock is currently owned by institutional investors.

Insider Transactions at KKR & Co. Inc.

In other news, Director Matt Cohler acquired 43,872 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was acquired at an average price of $102.90 per share, for a total transaction of $4,514,428.80. Following the completion of the acquisition, the director directly owned 45,477 shares in the company, valued at $4,679,583.30. This represents a 2,733.46% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, Director Timothy R. Barakett bought 50,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were purchased at an average cost of $94.47 per share, with a total value of $4,723,500.00. Following the purchase, the director directly owned 285,000 shares of the company’s stock, valued at approximately $26,923,950. This represents a 21.28% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased a total of 393,872 shares of company stock worth $40,090,679 over the last 90 days. 23.20% of the stock is currently owned by corporate insiders.

KKR & Co. Inc. Price Performance

Shares of NYSE:KKR opened at $91.44 on Thursday. The stock has a market cap of $81.53 billion, a price-to-earnings ratio of 39.08, a PEG ratio of 0.68 and a beta of 2.01. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.07 and a quick ratio of 0.07. KKR & Co. Inc. has a 12 month low of $82.67 and a 12 month high of $153.87. The stock’s 50 day moving average price is $98.36 and its 200 day moving average price is $117.41.

KKR & Co. Inc. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were paid a $0.185 dividend. This represents a $0.74 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Tuesday, February 17th. KKR & Co. Inc.’s payout ratio is currently 31.62%.

Key KKR & Co. Inc. News

Here are the key news stories impacting KKR & Co. Inc. this week:

• Positive Sentiment: KKR agreed to take Japan’s Taiyo Holdings private in a roughly $3.3B tender offer, signaling dealflow in Asia and control‑led value creation potential for KKR’s balance sheet and fees. Read More.
• Positive Sentiment: Analysts are bullish after KKR’s participation in the reported $4.75B sale of CoolIT Systems, which underscores KKR’s ability to exit investments at scale — a positive for realized carry and earnings upside. Read More.
• Positive Sentiment: Funds managed by KKR led a $90M Series C into Coder (enterprise AI developer tooling), highlighting KKR’s continued deployment into high‑growth tech and potential for fee‑earning co‑investments. Read More.
• Neutral Sentiment: Japan Post Insurance invested in KKR’s Hoken Minaoshi Hompo Group (portfolio re‑capitalization), a vote of confidence from a major LP/partner that helps validate KKR’s strategy in Japan. Read More.
• Neutral Sentiment: New debt listing/detail posted for a KKR note series — relevant to fixed‑income investors but unlikely to move the equity meaningfully on its own. Read More.
• Negative Sentiment: KKR imposed caps/restrictions on redemptions at a non‑traded private‑credit retail fund, a liquidity management step that may concern retail investors and raise questions about credit performance, fund liquidity and reputational risk. This action is likely the main near‑term negative catalyst for the stock. Read More.

Analyst Upgrades and Downgrades

KKR has been the subject of a number of analyst reports. TD Cowen lowered KKR & Co. Inc. from a “buy” rating to a “hold” rating and reduced their price target for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. BMO Capital Markets lowered their price target on KKR & Co. Inc. from $125.00 to $106.00 and set an “outperform” rating on the stock in a report on Tuesday, March 24th. Weiss Ratings upgraded shares of KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. HSBC raised shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price objective for the company in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada initiated coverage on shares of KKR & Co. Inc. in a research report on Tuesday, February 24th. They issued an “outperform” rating and a $137.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $149.00.

About KKR & Co. Inc.

KKR & Co Inc is a global investment firm headquartered in New York City that specializes in private markets and alternative asset management. Founded in 1976 by Jerome Kohlberg Jr., Henry Kravis and George R. Roberts, the firm built its reputation in leveraged buyouts and has since expanded into a multi-strategy asset manager. KKR operates across private equity, credit, real assets (including real estate and infrastructure), growth equity and hedge fund strategies, offering a range of investment products and strategies for institutional and private investors.

KKR manages capital through traditional closed-end funds as well as customized vehicles such as separate accounts, co-investments, and listed investment vehicles.