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.

Alexander Blostein

Goldman Sachs

6 questions for KKR

Also covers: AB, AMG, AMP +31 more

Glenn Schorr

Evercore ISI

6 questions for KKR

Also covers: APO, BAC, BEN +14 more

Michael Cyprys

Morgan Stanley

6 questions for KKR

Also covers: AAMI, AMP, AMTD +30 more

Patrick Davitt

Autonomous Research

6 questions for KKR

Also covers: ABL, AMG, APO +10 more

Steven Chubak

Wolfe Research

6 questions for KKR

Also covers: AMP, AMTD, APO +17 more

Brian Bedell

Deutsche Bank

5 questions for KKR

Also covers: AMG, AMTD, APO +22 more

Brian McKenna

Citizens JMP Securities

4 questions for KKR

Also covers: ARCC, ARES, BX +14 more

Craig Siegenthaler

Bank of America

4 questions for KKR

Also covers: AB, AMP, AMTD +26 more

Ben Budish

Barclays PLC

3 questions for KKR

Also covers: AB, APO, ARES +19 more

Benjamin Budish

Barclays PLC

3 questions for KKR

Also covers: AB, APO, ARES +23 more

Bill Katz

TD Securities

3 questions for KKR

Also covers: AB, AMTD, ARES +7 more

Daniel Fannon

Jefferies Financial Group Inc.

3 questions for KKR

Also covers: AB, AMG, AMTD +27 more

John Barnidge

Piper Sandler

3 questions for KKR

Also covers: AFL, AIZ, AMP +15 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 +18 more

William Katz

TD Cowen

3 questions for KKR

Also covers: AB, AMG, AMTD +25 more

Arnaud Giblat

BNP Paribas

2 questions for KKR

Also covers: BX, TPG

Greg Sockenfowler

Bank of America

2 questions for KKR

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 JV with RWE to develop UK offshore wind projects

KKR

New Projects/Investments

KKR and RWE form a 50:50 JV to build Norfolk Vanguard East & West offshore windfarms with combined 3 GW capacity and over $15 bn in capex, targeting operations by 2029/2030 and powering 3 million UK homes
Both projects secured a Contract for Difference allocation in the UK’s Allocation Round 7
Since 2011, KKR’s Infrastructure platform has committed $31 bn to energy transition and renewables and maintains a pipeline exceeding 50 GW
RWE is the second-largest offshore wind operator globally with 19 operational farms across Europe

20 hours ago

Press Release

KKR to acquire Arctos in $1B deal

KKR

M&A

New Projects/Investments

KKR to acquire sports-focused investment firm Arctos Partners for $1 billion, with management incentives potentially raising the deal value to $1.5 billion, funded from KKR’s balance sheet.
Transaction is conditional on approvals from major U.S. professional leagues to manage conflicts of interest in team ownership and athlete endorsements.
Arctos, founded in 2019, manages over $14 billion in assets and is the only private firm approved to hold stakes across the NFL, NBA, MLB, NHL and MLS.
The deal gives KKR immediate access to Arctos’s stakes in high-profile teams and sports-tech investments, bolstering its sports and entertainment platform.

Jan 6, 2026, 10:53 PM

Bloomberg

Abacus Global Management launches asset-based finance strategy

KKR

Product Launch

Launched an asset-based finance (ABF) strategy within Abacus Asset Group, led by Monty Cook (former Head of ABF – North America Lending at Varde Partners) and Elena Plesco (former Co-Head of Specialty Finance at KKR)
Combines institutional origination expertise with Abacus’s proprietary insurance analytics to address the $20 trillion+ asset-based finance market
Targets net risk-adjusted returns of 11–13%, including capital appreciation, with an average investment duration of 3–5 years
Aims for approximately 65% of investments to have investment grade–like characteristics through structural protections and collateralization

Jan 6, 2026, 9:05 PM

Press Release

KKR completes South Korea's largest logistics acquisition

KKR

New Projects/Investments

M&A

KKR and affiliate Kreate Asset Management completed the acquisition of the 4.6 million-square-foot Cheongna Logistics Center in Incheon, marking the largest single-asset logistics deal in South Korea.
The facility, completed in 2022 and fully leased, was acquired for an estimated ₩1 trillion (approx. $696 million), with Brookfield Asset Management as the seller.
Kreate will manage the asset locally while KKR drives value creation and continues to expand its Asia real estate strategy.
KKR manages $723.2 billion in total AUM (including $585.0 billion in fee-earning AUM) and has a market capitalization of about $115.36 billion.

Dec 30, 2025, 2:16 AM

Morningstar

KKR acquires Cheongna Logistics Center

KKR

M&A

New Projects/Investments

KKR completed the acquisition of Cheongna Logistics Center through funds managed by KKR and Kreate Asset Management, marking the largest single-asset logistics transaction in South Korea.
Cheongna Logistics Center is a fully occupied, modern 4.6-million sq ft facility in Incheon with strong connectivity to Greater Seoul’s transportation hubs.
Post-transaction, Kreate Asset Management will operate and manage the asset using its local commercial real estate expertise, while KKR will lead on value creation strategies.
Financial terms were not disclosed.

Dec 30, 2025, 2:09 AM

Press Release

KKR to Acquire Sapporo Real Estate with PAG

KKR

M&A

New Projects/Investments

Funds managed by KKR and PAG signed definitive agreements to acquire 100% of Sapporo Real Estate, with the first tranche (51%) closing on June 1, 2026.
The acquisition will close in stages over three years to support a smooth handover across locations including Ebisu and Sapporo.
KKR is investing predominantly through its Asia real estate strategy, aiming to leverage its global network and operational expertise alongside PAG.
Post-transaction, Sapporo Real Estate will operate as an independent company, focusing on sustainable enhancement of its portfolio under new ownership.

Dec 24, 2025, 6:50 AM

Press Release

KKR completes tender offer for Forum Engineering

KKR

M&A

Takeover Bid

Global investment firm KKR, via KJ003 Co., acquired 29,761,258 Forum Engineering shares, representing 55.89% on a fully diluted basis; settlement to commence December 30, 2025.
Forum Engineering’s major shareholder, La Terre Holdings, is expected to tender its 37.07% stake in a self-tender, with share consolidation and an extraordinary shareholders’ meeting planned for late February 2026.
The investment, funded primarily by KKR’s Global Impact Fund II, aims to enhance engineering training, implement a broad-based employee ownership program, and leverage KKR’s global experience.

Dec 24, 2025, 6:41 AM

Press Release

KKR launches European rail leasing platform with Green Mobility Partners

KKR

M&A

New Projects/Investments

KKR will acquire a majority stake in Green Mobility Partners (GMP) to create a leading European rail leasing platform targeting sustainable rail infrastructure across the region.
GMP, founded in 2024, exclusively leases Siemens Vectron electric locomotives to freight and passenger operators, with plans to expand its locomotive fleet through organic growth and acquisitions.
The partnership leverages KKR’s Infrastructure platform, which has committed over $31 billion to energy transition and renewables projects since 2011, including €10 billion in the DACH region in the past three years.

Dec 22, 2025, 8:00 AM

Press Release

KKR announces intra-quarter monetization activity for Q4 2025

KKR

Guidance Update

KKR reported $525 million of monetization activity income from October 1 to December 19, 2025.
The income comprised 95% realized performance income and 5% realized investment income, with 45% of performance income tied to strategic hedge fund partnerships (compensation rate 10–20%).
Figures exclude the previously disclosed Asian Fund II obligation and reflect public secondary sales, strategic transactions, dividends & interest, and incentive fees from Marshall Wace.
The update is quarter-to-date, excludes fee income and expenses, and is not indicative of full-quarter or full-year results.

Dec 19, 2025, 9:15 PM

Press Release

KKR invests $220 million in Premialab for global growth

KKR

New Projects/Investments

KKR to lead $220 million growth investment in Premialab, a provider of data, analytics and risk management solutions for quantitative investing.
The funding, from KKR’s Next Generation Technology Growth Fund III, is the platform’s first Gulf region investment.
Premialab, founded in 2016, partners with the top 18 investment banks and maintains offices in London, Paris, New York, Hong Kong, Dubai and Sydney.
KKR will support Premialab’s global expansion, accelerate product development, and scale its execution offering developed with Eurex.