KKR & Co. Inc.

Report azionario NYSE:KKR

Capitalizzazione di mercato: US$84.4b

KKR Crescita futura

Criteri Future verificati 3/6

Si prevede che i ricavi di KKR diminuiranno a 27.2% all'anno, mentre si prevede che i suoi utili annuali cresceranno a 26.2% all'anno. Si prevede che l'EPS crescerà di 23.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà 14.4% in 3 anni.

Informazioni chiave

26.2%

Tasso di crescita degli utili

23.58%

Tasso di crescita dell'EPS

Capital Markets crescita degli utili11.6%
Tasso di crescita dei ricavi-27.2%
Rendimento futuro del capitale proprio14.36%
Copertura analitica

Good

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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
Nuova narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:KKR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di KKR ( 26.2% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di KKR ( 26.2% all'anno) cresceranno più rapidamente del mercato US ( 17% 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 ( -27.2% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di KKR diminuiranno nei prossimi 3 anni ( -27.2% 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 ( 14.4 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 20:28
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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. 14 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.

AnalistaIstituzione
Stephen BiggarArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays