Earnings summaries and quarterly performance for KKR & Co..
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
GS
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
SC
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
BM
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
BK
Bill Katz
TD Securities
3 questions for KKR
Also covers: AB, AMTD, ARES +7 more
DF
Daniel Fannon
Jefferies Financial Group Inc.
3 questions for KKR
Also covers: AB, AMG, AMTD +27 more
JB
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
MB
Michael Brown
Wells Fargo Securities
3 questions for KKR
Also covers: APO, ARES, BAM +18 more
WK
William Katz
TD Cowen
3 questions for KKR
Also covers: AB, AMG, AMTD +25 more
AG
Arnaud Giblat
BNP Paribas
2 questions for KKR
Also covers: BX, TPG
GS
Greg Sockenfowler
Bank of America
2 questions for KKR
CK
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
Recent press releases and 8-K filings for KKR.
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.
1 day ago
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.
4 days ago
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.
7 days ago
KKR outlines fundraising and growth strategy at Goldman Sachs U.S. Financial Services Conference
KKR
- KKR is on track to meet its $300 billion 2024–2026 fundraising target, having raised $101 billion in the first nine months of 2025, including $55 billion in credit, with continued strong demand in infrastructure and private equity, while real estate equity remains the most challenging asset class.
- Realization activity remains robust: realized carry is up 50% year-over-year through Q3 2025, unrealized carry has increased 14%, and total unrealized gains stand at approximately $17 billion, with exit mix split evenly between IPOs, strategic sales, and sponsor sales.
- Private credit fee-paying AUM will ramp as deployed capital turns on fees; asset-based finance has grown to $84 billion AUM (up 30% Y/Y, 80% over two years), with exposure focused on prime and super-prime consumer credit and a return to a more normal default environment expected.
- Real assets continue rapid expansion: infrastructure AUM has grown from $15 billion five years ago to $95 billion today (Flagship Global Infrastructure Fund targeting > $15 billion, Asia Infra Fund at $3 billion), while real estate AUM stands at $85 billion, with signs of a market bottom.
- Private wealth offerings reached $32 billion in K-Series AUM (vs. $15 billion a year ago), spanning private equity, real estate, infrastructure, and credit; plans include expanded distribution, new ABF vehicles (“KABF”), and public–private hybrid products through a Capital Group partnership to address non-accredited investors.
Dec 9, 2025, 1:40 PM
KKR details fundraising and growth strategy at Goldman Sachs US Financial Services Conference
KKR
Revenue Acceleration/Inflection
Guidance Update
- KKR reported $720 billion in assets under management and has raised $101 billion in the first nine months of 2025, ~70% of its $300 billion 2024–2026 target, with $55 billion from credit strategies.
- Its private credit platform totals $280 billion AUM, including $84 billion in asset-based finance (up 30% year-over-year) and $40–45 billion in direct lending.
- The infrastructure business grew organically to $95 billion AUM from $15 billion five years ago, while real estate AUM stands at $85 billion (≈50% credit exposure).
- Private wealth (“K-Series”) offerings reached $32 billion AUM (from $15 billion a year ago), with expansion plans across U.S. RIAs, IBDs, and international platforms, plus hybrid products in partnership with Capital Group.
- Strategic Holdings delivers $4.2 billion in revenue and ~$1 billion EBITDA, and dividends are expected to rise from $120 million to $350 million in 2026.
Dec 9, 2025, 1:40 PM
KKR outlines strategy and capital markets outlook at Goldman Sachs Conference
KKR
- KKR sees a bifurcated global economy: the top 100 U.S. firms have expanded margins from 14%–19% over five years, while the next 1,400 companies’ margins remain flat.
- The firm raised $101 billion through 3Q 2025, with $55 billion in credit, strong infrastructure and private equity inflows; real estate equity fundraising remains the most challenged.
- Realization activity boosted realized carry by 50% YTD and unrealized carry by 14%, with $17 billion of unrealized gains near an all-time high; exits have been evenly split among IPOs, strategic sales, and sponsor sales.
- Asset-based finance AUM reached $84 billion, up 30% year-over-year, including $15 billion in opportunistic credit; KKR plans to launch ABF private wealth products.
- Infrastructure AUM grew to $95 billion (from $15 billion five years ago), driven by larger Global Infrastructure Funds, Asia-focused vehicles, and rapid adoption of the K-INFRA wealth platform.
Dec 9, 2025, 1:40 PM
KKR leads $700M financing in Saviynt
KKR
New Projects/Investments
- KKR led a $700 million Series B financing at an approximate $3 billion valuation, joined by Sixth Street Growth, TenEleven, and Carrick Capital Partners.
- The funding will be used to accelerate R&D, expand AI-based offerings, and deepen integrations with hyperscalers and security ecosystems.
- Saviynt’s AI-powered identity security platform governs human, non-human, and AI-agent access and now serves 600+ global enterprises, including 20% of Fortune 100 companies.
Dec 9, 2025, 12:00 PM
KKR provides €300 million financing for easyHotel acquisition
KKR
Debt Issuance
M&A
New Projects/Investments
- KKR’s managed funds have extended €300 million in financing to EPISO 6, a fund managed by Tristan Capital Partners, to support its acquisition of easyHotel.
- The financing will back growth initiatives for easyHotel, including further European expansion, new projects in high-demand markets, and portfolio-wide capital expenditures.
- EPISO 6 acquired easyHotel in June 2025 in a transaction valued at over €400 million.
Dec 8, 2025, 9:29 PM
KKR provides €300 million financing for EasyHotel acquisition
KKR
Debt Issuance
M&A
New Projects/Investments
- KKR’s funds and accounts have provided €300 million in debt financing to EPISO 6, a Tristan Capital Partners fund, to support its acquisition of EasyHotel.
- Tristan Capital Partners acquired EasyHotel in June 2025 in a deal valued at over €400 million.
- The financing will back EasyHotel’s growth initiatives, including pan-European expansion, new development projects, and capex on its existing portfolio.
- The loan is secured by a diversified portfolio of 48 hotels with 4,700 rooms across 11 European markets.
Dec 8, 2025, 9:28 PM
KKR provides €300 million financing for easyHotel takeover
KKR
Debt Issuance
M&A
- KKR stellt eine Finanzierung in Höhe von €300 Millionen für die Übernahme von easyHotel durch EPISO 6 bereit.
- Die Finanzierung unterstützt Wachstumsinitiativen der easyHotel-Plattform, einschließlich Expansion, neue Entwicklungsprojekte und Portfolioinvestitionen.
- Tristan Capital Partners hatte easyHotel im Juni 2025 für über €400 Millionen erworben.
- Die Kreditfinanzierung ist durch ein Portfolio aus 48 Hotels mit insgesamt 4.700 Zimmern in zwölf europäischen Märkten besichert.
Dec 8, 2025, 9:28 PM
Quarterly earnings call transcripts for KKR & Co..
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