KKR & Co. Inc.

NYSE:KKR Stock Report

Market Cap: US$88.9b

KKR Future Growth

Future criteria checks 3/6

KKR's revenue is forecast to decline at 27.2% per annum while its annual earnings are expected to grow at 26.2% per year. EPS is expected to grow by 23.6% per annum. Return on equity is forecast to be 14.4% in 3 years.

Key information

26.2%

Earnings growth rate

23.58%

EPS growth rate

Capital Markets earnings growth12.0%
Revenue growth rate-27.2%
Future return on equity14.40%
Analyst coverage

Good

Last updated11 Jun 2026

Recent future growth updates

Recent updates

Narrative Update • Jun 15

KKR: AI Infrastructure Expansion And Rising Fee Earnings Will Support Future Upside

KKR's analyst price targets have seen mixed revisions recently, with several firms trimming estimates by increments such as $2, $5, and up to $47 as analysts updated their models to reflect what they describe as climbing long term earnings power, but currently weaker earnings quality in the alternative asset manager group. Analyst Commentary Recent research on KKR points to a split view, with some firms trimming price targets and others lifting them, often within a relatively tight range.
Narrative Update • Jun 01

KKR: Strong Fundraising And Higher Future P/E Should Support Earnings Power

Analysts have trimmed the KKR analyst price target by about $26 to around $150, reflecting updated models that factor in softer revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple, even as they continue to see long term earnings power for the sector. Analyst Commentary Recent research on KKR has centered on recalibrated valuation models across the alternative asset manager group, with a mix of lower and higher price targets reflecting differing views on earnings quality, margin potential, and appropriate P/E levels.
Seeking Alpha • May 27

KKR: A Best-In-Class Compounder At A Discount

Summary KKR offers high private equity exposure, broad asset diversification, and a robust compounding ecosystem at an attractive valuation. KKR's $757B AUM is well-distributed, with private equity comprising over 50%, complemented by real estate, credit, and insurance for stability. KKR delivers strong returns—26% gross IRR in traditional PE—and benefits from synergistic capital markets and insurance operations, supporting predictable, fee-driven earnings. Trading at a 12.7x forward P/E, KKR is undervalued versus Blackstone, with a compelling buy rating supported by superior growth and compounding potential. Read the full article on Seeking Alpha
New Narrative • May 21

Incluso con un colapso brutal del crédito KKR mantendría beneficios relevantes

He encargado a COPILOT: integra la presentación de resultados 1Q 2026 de KKR dentro del investment memo general, manteniendo el tono sobrio, orientado a largo plazo y estilo Buffett. Investment Memo – KKR & Co. Inc.
Narrative Update • Apr 01

KKR: Global Infrastructure And Data Center Pipeline Will Drive Future Upside

Analysts reduced the KKR fair value estimate from $132.16 to $106.00, reflecting recent cuts to Street price targets as they factor in lower revenue growth assumptions, higher profit margins, and updated P/E expectations across the alternative asset manager group. Analyst Commentary Recent research on KKR has been active, with several firms updating price targets and ratings as they reassess growth assumptions, earnings power, and valuation across the alternative asset manager group.
Narrative Update • Mar 18

KKR: Data Center Deals And IPO Pipeline Will Drive Future Fee Powerhouse

Analysts have trimmed KKR's fair value estimate by about $0.16 to $140.24, as a series of reduced price targets in the $125 to $137 range, alongside revised earnings assumptions for alternative asset managers, filter into updated models. Analyst Commentary Recent research on KKR points to a mixed but generally constructive backdrop, with most firms adjusting valuation frameworks rather than radically changing their view on the underlying franchise.
Narrative Update • Mar 04

KKR: Data Center Deals And IPO Pipeline Will Support Future Fee Powerhouse Potential

Analysts have trimmed their average fair value estimate for KKR by about $3.47 to $140.40. This reflects a series of reduced price targets across the Street as they factor in slightly higher discount rates, modestly softer business development company earnings assumptions, and updated expectations for future P/E multiples.
Narrative Update • Feb 17

KKR: Data Center And IPO Monetizations Will Support Future Fee Powerhouse Potential

The analyst price target for KKR has been reduced by about $13, as analysts factor in softer revenue growth expectations, a lower assumed future P/E, and higher profit margin assumptions following a mix of recent target cuts and selective upgrades across the Street. Analyst Commentary Recent research on KKR shows a mix of optimism and caution, with price target cuts outnumbering upward revisions but some positive rating action still in the mix.
Narrative Update • Feb 03

KKR: Expanding Global Infrastructure And Energy Platform Will Drive Future Upside Potential

Our updated narrative fair value estimate for KKR shifts to US$132.16 from US$139.00. This reflects analysts' mixed adjustments to price targets and assumptions on revenue trends, profit margins and future P/E multiples following recent research updates across the Street.
Narrative Update • Jan 20

KKR: Future Fee Powerhouse Poised To Benefit From Improving Realizations

Our updated KKR price target edges down by about US$1 to reflect recent cuts from several firms, as analysts factor in slightly softer revenue assumptions along with firmer profit margins and a marginally lower future P/E. Analyst Commentary Recent Street research on KKR reflects a mix of optimism on the business model and caution around valuation and near term execution, with several firms adjusting price targets and one moving to a more neutral stance ahead of upcoming results.
Narrative Update • Jan 05

KKR: Strong Fundraising And Deployment Will Support Future Earnings Power

Analysts have lifted their fair value estimate for KKR from US$170.36 to US$176.00, reflecting recent price target revisions and research that highlights strong fundraising, deployment and ongoing support for the firm, even as updated models factor in changes to growth, margins and future P/E assumptions. Analyst Commentary Recent Street research around KKR centers on how the firm is executing through its fundraising cycle, how deployment is tracking post Q3, and what that could mean for valuation over time.
Narrative Update • Dec 21

KKR: Fundraising Strength And Capital Markets Recovery Will Drive Balanced Risk Reward

Analysts have raised their price target on KKR to approximately $139 from about $119, citing stronger than previously expected fundraising and deployment, resilient earnings leverage to a recovering capital markets backdrop, and improving profit margin assumptions despite slightly less negative revenue growth forecasts. Analyst Commentary Recent Street research on KKR reflects a mixed but generally constructive outlook, with several target price revisions framing a range of potential outcomes for the shares.
Narrative Update • Dec 07

KKR: Capital Markets Recovery Will Drive Fee Powerhouse And Earnings Leverage

Analysts have nudged their fair value estimate for KKR slightly higher to about $158 from roughly $157, citing stronger than expected Q3 earnings, resilient fee and fundraising trends, and leverage to a broader capital markets recovery despite some recent target recalibrations across the Street. Analyst Commentary Street research following the Q3 print reflects a generally constructive stance on KKR, with most targets clustering in the mid 140s to mid 160s range and ratings skewed toward positive.
Narrative Update • Nov 22

KKR: Fundraising Momentum And Capital Markets Recovery Will Drive Returns Ahead

KKR's analyst price target saw a modest revision, decreasing by $0.03 to $157.14. Analysts cited a mix of strong fundraising, resilient earnings, and ongoing industry headwinds as key factors for their outlook adjustment.
Narrative Update • Nov 07

KKR: Capital Markets Recovery Will Support Long-Term Earnings Momentum

Analysts have slightly reduced their price target for KKR by less than one dollar to $157.17. They cite ongoing credit concerns and sector-specific tailwinds as factors in the revised outlook.
Narrative Update • Oct 24

Capital Markets Recovery and Major Transactions Will Shape Alternative Asset Finance

Analysts have modestly lowered their price target for KKR by a few dollars to reflect continued sector headwinds. They also acknowledge ongoing capital markets recovery and resilient earnings fundamentals.
Narrative Update • Oct 09

Alternative Markets Expansion Will Transform Global Asset Finance

Analysts have trimmed their price target for KKR from $166 to $155, citing stronger fee and trading tailwinds. However, they also note ongoing headwinds in secular flows and a modestly higher discount rate.
Narrative Update • Aug 06

Alternative Markets Expansion Will Transform Global Asset Finance

Analysts have raised KKR's price target to $162.30, citing long-term growth opportunities in private wealth, credit, and insurance, improved macro conditions, and sector-wide optimism, despite some caution from bearish analysts regarding near-term performance. Analyst Commentary Bullish analysts cite long-term structural growth opportunities in private wealth, credit, insurance, and capital markets as attractive drivers for KKR.

Earnings and Revenue Growth Forecasts

NYSE:KKR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202813,6995,59413,79318,2533
12/31/202712,2184,5977,7083,5766
12/31/202610,3403,2225,5505925
3/31/202625,3542,803-493-325N/A
12/31/202525,6512,238317478N/A
9/30/202522,2462,2725,0865,266N/A
6/30/202521,4202,0134,5674,753N/A
3/31/202520,3092,1957,5277,672N/A
12/31/202426,4223,0766,5086,650N/A
9/30/202427,8162,9917,7517,869N/A
6/30/202426,6113,8637,8737,963N/A
3/31/202426,0644,0401,8641,967N/A
12/31/202318,6643,681-1,602-1,494N/A
9/30/202315,2802,761-3,354-3,248N/A
6/30/202312,0491,321-6,817-6,705N/A
3/31/20236,136-258-8,225-8,129N/A
12/31/20225,515-591-5,364-5,279N/A
9/30/20227,142-204-8,328-8,250N/A
6/30/202212,087895-9,103-9,016N/A
3/31/202219,9832,907-6,273-6,187N/A
12/31/202124,8214,627-7,279-7,177N/A
9/30/202126,8325,539-5,489-5,365N/A
6/30/202124,4265,455-4,650-4,523N/A
3/31/202120,7854,876-4,756-4,620N/A
12/31/20208,5101,943-6,107-5,954N/A
9/30/20204,716973-6,472-6,317N/A
6/30/20201,308166-5,444-5,306N/A
3/31/2020743-18-7,478-7,245N/A
12/31/20198,0771,972N/A-5,682N/A
9/30/20194,7331,064N/A-5,879N/A
6/30/20195,6831,463N/A-6,182N/A
3/31/20195,6421,629N/A-5,293N/A
12/31/20184,1991,101N/A-7,606N/A
9/30/20186,4761,660N/A-6,188N/A
6/30/20185,4521,174N/A-6,008N/A
3/31/20184,681899N/A-4,539N/A
12/31/20174,999985N/A-3,532N/A
9/30/20174,658990N/A-3,591N/A
6/30/20175,2551,188N/A-2,433N/A
3/31/20174,476876N/A-1,974N/A
12/31/20162,589287N/A-1,441N/A
9/30/20163,546148N/A-1,903N/A
6/30/20161,100-394N/A-1,805N/A
3/31/20164,289-112N/A-1,297N/A
12/31/20157,213488N/A385N/A
9/30/20156,522456N/A1,703N/A
6/30/20158,876736N/A621N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: KKR's forecast earnings growth (26.2% per year) is above the savings rate (3.5%).

Earnings vs Market: KKR's earnings (26.2% per year) are forecast to grow faster than the US market (18.7% per year).

High Growth Earnings: KKR's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: KKR's revenue is expected to decline over the next 3 years (-27.2% per year).

High Growth Revenue: KKR's revenue is forecast to decline over the next 3 years (-27.2% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: KKR's Return on Equity is forecast to be low in 3 years time (14.4%).

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/17 04:28
End of Day Share Price 2026/06/17 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

KKR & Co. Inc. is covered by 28 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays