KKR & Co. (KKR) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for KKR & Co..

Analyst Coverage

Research analysts who have asked questions during KKR & Co. earnings calls.

Glenn Schorr

Evercore ISI

8 questions for KKR

Also covers: APO, BAC, BEN +14 more

Michael Cyprys

Morgan Stanley

8 questions for KKR

Also covers: AAMI, AMP, AMTD +30 more

Patrick Davitt

Autonomous Research

8 questions for KKR

Also covers: ABL, AMG, APO +10 more

Brian Bedell

Deutsche Bank

7 questions for KKR

Also covers: AMG, AMTD, APO +23 more

Alexander Blostein

Goldman Sachs

6 questions for KKR

Also covers: AB, AMG, AMP +31 more

Craig Siegenthaler

Bank of America

6 questions for KKR

Also covers: AB, AMP, AMTD +26 more

Steven Chubak

Wolfe Research

6 questions for KKR

Also covers: AMP, AMTD, APO +20 more

Benjamin Budish

Barclays PLC

5 questions for KKR

Also covers: AB, APO, ARES +24 more

Bill Katz

TD Securities

5 questions for KKR

Also covers: AB, AMTD, ARES +12 more

John Barnidge

Piper Sandler

5 questions for KKR

Also covers: AFL, AIZ, AMP +15 more

Arnaud Giblat

BNP Paribas

4 questions for KKR

Also covers: BX, TPG

Brian McKenna

Citizens JMP Securities

4 questions for KKR

Also covers: ARCC, ARES, BX +14 more

Ben Budish

Barclays PLC

3 questions for KKR

Also covers: AB, APO, ARES +23 more

Daniel Fannon

Jefferies Financial Group Inc.

3 questions for KKR

Also covers: AB, AMG, AMTD +27 more

Kyle Voigt

Keefe, Bruyette & Woods

3 questions for KKR

Also covers: AMTD, APO, ARES +17 more

Michael Brown

Wells Fargo Securities

3 questions for KKR

Also covers: APO, ARES, BAM +19 more

William Katz

TD Cowen

3 questions for KKR

Also covers: AB, AMG, AMTD +25 more

Alex Blostein

Goldman Sachs Group, Inc.

2 questions for KKR

Also covers: ARES, BX, IVZ +4 more

Brennan Hawken

UBS Group AG

2 questions for KKR

Also covers: AMP, AMTD, APO +30 more

Greg Sockenfowler

Bank of America

2 questions for KKR

Mike Brown

UBS

2 questions for KKR

Also covers: ARES, BLK, BX +7 more

Christoph Kotowski

Oppenheimer & Co. Inc.

1 question for KKR

Also covers: AOMR, GCMG, OWL +3 more

Vikram Gandhi

HSBC

1 question for KKR

Also covers: ALL, BAM, CB +1 more

Latest news

Recent press releases and 8-K filings for KKR.

KKR forms A$600m energy transition partnership with HMC

KKR

New Projects/Investments

KKR will invest A$600 million (approximately $603 million) into HMC Capital’s Energy Transition Platform, encompassing 652 MW of operational assets and a 5.7 GW battery storage and wind development pipeline.
The strategic partnership targets accelerated expansion of battery storage and wind projects to enhance Australia’s grid reliability and advance its net zero carbon by 2050 objectives.
The investment is funded through KKR’s Global Climate Transition strategy, which has committed over $44 billion to sustainability since 2010; the transaction is expected to close in mid-2026, subject to regulatory approvals.

1 day ago

Press Release

KKR reports Q4 2025 results and Arctos acquisition

KKR

Earnings

M&A

Posted $1.42 per share operating earnings, underpinned by recurring segment earnings that comprised 85% of pre-tax segment earnings on an LTM basis.
Recorded a full-year $19 billion in embedded gains at December 31, up 19% YoY and over 50% vs. two years ago.
Achieved a record $129 billion of capital raised in 2025, including $28 billion in Q4 and a credit fundraising record of $68 billion.
Deployed $95 billion of capital in 2025 (up 13% YoY) and ended the year with $118 billion of dry powder to support future investments.
Agreed to acquire Arctos for $1.4 billion in equity and cash, launching a new KKR Solutions vertical targeting $100 billion AUM in sports, GP solutions, and secondaries.

1 day ago

Transcript

KKR reports Q4 2025 results

KKR

Earnings

Fundraising

M&A

Q4 2025 fee-related EPS was $1.08, total operating EPS was $1.42, and adjusted net income per share was $1.12; management fees totaled $1.1 billion, up 24% YoY.
Funds raised were $28 billion in Q4, bringing full-year capital raising to $129 billion—KKR’s highest in history—with $68 billion in credit, and third-party insurance sidecar capacity of $6.5 billion.
Invested $32 billion in Q4 (FY $95 billion, +13% YoY) with $118 billion of dry powder, and total embedded gains reached $19 billion, up 19% YoY.
Announced acquisition of Arctos for $1.4 billion of equity (up to $550 million in earnout), adding ~$15 billion AUM in sports and GP solutions and launching a KKR Solutions vertical targeting $100 billion AUM.

1 day ago

Transcript

KKR reports Q4 2025 results

KKR

Earnings

M&A

KKR reported $1.08 fee-related EPS, $1.42 total operating EPS, and $1.12 adjusted net income EPS, with Q4 management fees of $1.1 billion (+24% YoY) and full-year management fees of $4.1 billion, evenly split across private equity, real assets, and credit.
Raised $28 billion in Q4, delivering a record $129 billion of capital raised in 2025, including $68 billion in credit and $4.5 billion of Global Atlantic third-party capital.
Generated $528 million of realized performance income in Q4, deployed $32 billion in the quarter and $95 billion in 2025, achieved $19 billion of embedded gains (↑19% YoY), and holds $118 billion of dry powder.
Announced acquisition of Arctos for $1.4 billion equity consideration plus up to $550 million of earn-out, establishing the KKR Solutions vertical targeting $100 billion+ AUM.

1 day ago

Transcript

KKR reports Q4 and FY 2025 results

KKR

Earnings

M&A

Dividends

Achieved record annual Fee Related Earnings of $3.7 billion (up 14% YoY) and Adjusted Net Income of $4.4 billion ($4.87/adj. share) for FY 2025.
Expanded Assets Under Management to $744 billion (+17% YoY), with $129 billion of new capital raised (a record) and $95 billion of capital invested in 2025.
Entered a definitive agreement to acquire Arctos Partners (≈$15 billion AUM), establishing “KKR Solutions” to bolster sports investing and multi-asset secondaries.
Declared a $0.185 per-share regular dividend for Q4 2025 and announced an increase in annualized dividend from $0.74 to $0.78 beginning Q1 2026.

1 day ago

8-K

KKR to acquire Arctos for strategic sports and GP solutions platform

KKR

M&A

New Projects/Investments

KKR & Co. Inc. entered into a definitive agreement to acquire Arctos Partners for $1.4 billion in initial consideration and up to $550 million in additional equity tied to performance and share price.
Arctos, with $15 billion of AUM, is the largest institutional investor in professional sports franchise stakes and a top-five GP solutions platform.
The deal is expected to be accretive per share immediately post-closing and remains subject to regulatory and sports league approvals.
Upon completion, Arctos’ managing partners and team will join KKR, and KKR will launch KKR Solutions, integrating sports, GP solutions, and a secondaries business.

1 day ago

8-K

KKR to Acquire Arctos Partners

KKR

M&A

KKR has entered a definitive agreement to acquire Arctos Partners for an initial consideration of $1.4 billion, plus up to $550 million in future equity tied to performance targets.
Arctos, founded in 2019 and managing ~$15 billion in AUM, is the largest institutional investor in professional sports franchise stakes and a leading GP solutions provider.
Upon closing, KKR will form a new KKR Solutions business—led by Arctos Managing Partner Ian Charles—that integrates Arctos Sports, Arctos Keystone and a scaled secondaries platform.
The transaction is expected to be immediately accretive and will boost KKR’s long-duration capital to 53% of its $759 billion AUM.

1 day ago

Press Release

KKR agrees $1.4 B deal for sports investor Arctos

KKR

M&A

New Projects/Investments

KKR agreed to acquire Arctos Partners for $1.4 billion plus up to $550 million in future equity, with Arctos managing about $15 billion in assets.
The deal is expected to close in Q2 2026 and aims to build a new solutions vertical targeting ~$100 billion in assets over time.
The acquisition underscores the professionalization of sports investing, positioning minority stakes in teams as investable assets rather than “season tickets”.
KKR shares traded lower after the company reported worse-than-expected fourth-quarter sales.

1 day ago

Bloomberg

KKR-led consortium agrees to acquire ST Telemedia Global Data Centres

KKR

M&A

New Projects/Investments

KKR and Singtel will acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, implying an enterprise value of S$13.8 billion.
Upon closing, KKR will own 75% and Singtel 25% of STT GDC, accounting for conversion of existing preference shares.
The consortium’s initial S$1.75 billion investment in 2024 saw STT GDC’s development pipeline grow from 1.4 GW to >1.7 GW.
STT GDC operates 2.3 GW of design capacity across 12 major markets in Asia Pacific and Europe, offering high-quality colocation and connectivity services.
The transaction is expected to close by early H2 2026, subject to customary closing conditions and regulatory approvals.

3 days ago

Press Release

KKR-led consortium invests further in Sylvan

KKR

New Projects/Investments

KKR-led consortium completed additional investment in Sylvan, with Novo Holdings increasing its ownership; KKR remains majority investor.
The financing round included global investors such as TPG NewQuest, Ping An Capital, China Post Insurance, Schroders Capital, and Tsao Pao Chee; KKR deployed its international, domestic, and first RMB-denominated funds.
This investment will support Sylvan’s next phase of global expansion, including production capacity increases, enhanced R&D, and new high-growth product categories across Asia.

Jan 21, 2026, 1:02 AM

Press Release