KKR Crescita futura
Criteri Future verificati 3/6
Si prevede che i ricavi di KKR diminuiranno a 25.8% all'anno, mentre si prevede che i suoi utili annuali cresceranno a 26.7% all'anno. Si prevede che l'EPS crescerà di 24.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà 14.3% in 3 anni.
Informazioni chiave
26.7%
Tasso di crescita degli utili
24.18%
Tasso di crescita dell'EPS
| Capital Markets crescita degli utili | 11.6% |
| Tasso di crescita dei ricavi | -25.8% |
| Rendimento futuro del capitale proprio | 14.34% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 19 Jul 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Seeking Alpha • Jul 23
KKR Q2 Earnings Preview: Recurring Growth Is The Main Test
Summary KKR is rated a cautious Buy at ~$95.53, with a fair value estimate of ~$107, reflecting discounted expectations for realized earnings. Valuation already prices in delayed realizations and private-credit concerns but does not fully account for robust recurring earnings growth from management fees, insurance, and infrastructure. Q2's critical test is sustained growth in recurring earnings—management fees, FRE, insurance, and Strategic Holdings—rather than volatile quarterly adjusted net income from investment realizations. Risks include persistent realization delays, slowing recurring growth, and sector-specific headwinds; continued share repurchases near current levels signal management’s confidence. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 22
KKR: AI Infrastructure And Recurring Fee Earnings Will Drive Future Upside
KKR's updated analyst price target has been reduced slightly to about $146 from roughly $150, reflecting analysts' modestly lower earnings assumptions for alternative asset managers ahead of Q2 results, while still indicating continued interest in the stock within the group. Analyst Commentary Recent Street research on KKR highlights a mix of caution and optimism, with several bullish analysts still expressing confidence in the stock despite more conservative Q2 earnings assumptions for alternative asset managers overall.Articolo di analisi • Jun 21
KKR (KKR) Stock Could Be 12% Below Fair Value After $1.4b Aircraft Leasing Deal
KKR (KKR) shares are back in focus after the firm committed US$1.4b of fresh equity to expand its global commercial aircraft leasing portfolio with long standing aviation finance partner Altavair. See our latest analysis for KKR. These aviation and healthcare moves come after a stretch where KKR’s share price has slipped, with the year to date share price return down 24.74%, even though the 3 year total shareholder return is 84.85%. Recent momentum therefore contrasts with a much stronger...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 13,900 | 5,770 | 14,310 | N/A | 3 |
| 12/31/2027 | 12,285 | 4,724 | 8,814 | -3,386 | 6 |
| 12/31/2026 | 10,337 | 3,360 | 8,827 | -2,586 | 6 |
| 3/31/2026 | 25,354 | 2,803 | -493 | -325 | N/A |
| 12/31/2025 | 25,651 | 2,238 | 317 | 478 | N/A |
| 9/30/2025 | 22,246 | 2,272 | 5,086 | 5,266 | N/A |
| 6/30/2025 | 21,420 | 2,013 | 4,567 | 4,753 | N/A |
| 3/31/2025 | 20,309 | 2,195 | 7,527 | 7,672 | N/A |
| 12/31/2024 | 26,422 | 3,076 | 6,508 | 6,650 | N/A |
| 9/30/2024 | 27,816 | 2,991 | 7,751 | 7,869 | N/A |
| 6/30/2024 | 26,611 | 3,863 | 7,873 | 7,963 | N/A |
| 3/31/2024 | 26,064 | 4,040 | 1,864 | 1,967 | N/A |
| 12/31/2023 | 18,664 | 3,681 | -1,602 | -1,494 | N/A |
| 9/30/2023 | 15,280 | 2,761 | -3,354 | -3,248 | N/A |
| 6/30/2023 | 12,049 | 1,321 | -6,817 | -6,705 | N/A |
| 3/31/2023 | 6,136 | -258 | -8,225 | -8,129 | N/A |
| 12/31/2022 | 5,515 | -591 | -5,364 | -5,279 | N/A |
| 9/30/2022 | 7,142 | -204 | -8,328 | -8,250 | N/A |
| 6/30/2022 | 12,087 | 895 | -9,103 | -9,016 | N/A |
| 3/31/2022 | 19,983 | 2,907 | -6,273 | -6,187 | N/A |
| 12/31/2021 | 24,821 | 4,627 | -7,279 | -7,177 | N/A |
| 9/30/2021 | 26,832 | 5,539 | -5,489 | -5,365 | N/A |
| 6/30/2021 | 24,426 | 5,455 | -4,650 | -4,523 | N/A |
| 3/31/2021 | 20,785 | 4,876 | -4,756 | -4,620 | N/A |
| 12/31/2020 | 8,510 | 1,943 | -6,107 | -5,954 | N/A |
| 9/30/2020 | 4,716 | 973 | -6,472 | -6,317 | N/A |
| 6/30/2020 | 1,308 | 166 | -5,444 | -5,306 | N/A |
| 3/31/2020 | 743 | -18 | -7,478 | -7,245 | N/A |
| 12/31/2019 | 8,077 | 1,972 | N/A | -5,682 | N/A |
| 9/30/2019 | 4,733 | 1,064 | N/A | -5,879 | N/A |
| 6/30/2019 | 5,683 | 1,463 | N/A | -6,182 | N/A |
| 3/31/2019 | 5,642 | 1,629 | N/A | -5,293 | N/A |
| 12/31/2018 | 4,199 | 1,101 | N/A | -7,606 | N/A |
| 9/30/2018 | 6,476 | 1,660 | N/A | -6,188 | N/A |
| 6/30/2018 | 5,452 | 1,174 | N/A | -6,008 | N/A |
| 3/31/2018 | 4,681 | 899 | N/A | -4,539 | N/A |
| 12/31/2017 | 4,999 | 985 | N/A | -3,532 | N/A |
| 9/30/2017 | 4,658 | 990 | N/A | -3,591 | N/A |
| 6/30/2017 | 5,255 | 1,188 | N/A | -2,433 | N/A |
| 3/31/2017 | 4,476 | 876 | N/A | -1,974 | N/A |
| 12/31/2016 | 2,589 | 287 | N/A | -1,441 | N/A |
| 9/30/2016 | 3,546 | 148 | N/A | -1,903 | N/A |
| 6/30/2016 | 1,100 | -394 | N/A | -1,805 | N/A |
| 3/31/2016 | 4,289 | -112 | N/A | -1,297 | N/A |
| 12/31/2015 | 7,213 | 488 | N/A | 385 | N/A |
| 9/30/2015 | 6,522 | 456 | N/A | 1,703 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di KKR ( 26.7% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di KKR ( 26.7% all'anno) cresceranno più rapidamente del mercato US ( 17.1% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di KKR cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che i ricavi di KKR diminuiranno nei prossimi 3 anni ( -25.8% all'anno).
Ricavi ad alta crescita: Si prevede che i ricavi di KKR diminuiranno nei prossimi 3 anni ( -25.8% all'anno).
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di KKR sarà basso tra 3 anni ( 14.3 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/27 04:23 |
| Prezzo dell'azione a fine giornata | 2026/07/27 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
KKR & Co. Inc. è coperta da 29 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |