FS KKR Capital: Truly Humbled By April's Roller Coaster Ride (Rating Downgrade)
Market volatility, triggered by trade tensions and tariffs, has exposed risks even for leading private credit players like FSK. FSK's attractive 13%+ dividend yield could face imminent risks, as adjusted NII per share may not fully cover distributions through 2025 and 2026. Despite a resilient and diversified portfolio, ongoing rate headwinds and execution risks justify a cautious stance on FSK.
KKR tables 'best and final' $2.3 billion offer to buy UK's Assura
U.S. private equity firm KKR and Assura have agreed on the terms of a "best and final" offer for the British healthcare real estate investor's sale, valuing it at nearly 1.7 billion pounds ($2.29 billion), the companies said on Wednesday.
Assura picks KKR consortium bid over rival PHP proposal
The board of Assura Group (LSE:AGR) has recommended an increased £1.7 billion final takeover offer from private equity groups KKR and Stonepeak, rejecting a rival proposal from Primary Health Properties PLC (LSE:PHP, OTC:PHPRF). KKR and Stonepeak, through their Sana 'bidco' vehicle, upped their final offer to 52.1p per share in cash, including two 0.84p dividends.
KKR & Co. Inc. (KKR) Presents at Morgan Stanley US Financials, Payments & CRE Conference Transcript
KKR & Co. Inc. (NYSE:KKR ) Morgan Stanley US Financials, Payments & CRE Conference Call June 10, 2025 9:00 AM ET Company Participants Adam Smith - Partner, Co-Head of Credit & Markets Conference Call Participants Michael J. Cyprys - Morgan Stanley, Research Division Michael J.
KKR Real Estate Finance: Is The 10.9% Dividend Yield Safe?
KREF is paying out a 10.9% dividend yield and is trading at a 36% discount to NAV per share of $14.44 as of the end of the first quarter. The mREIT is covering its dividend by 100% through first-quarter distributable earnings. A ratio that's tight as the market expects the Fed funds rate to drop. KREF's loan portfolio is growing, as the mREIT ramps up originations ahead of repayments.
KKR Pulls Out of Thames Water Rescue Deal
The water company said the decision not to proceed with the equity raise created uncertainty around its plan to stay afloat, raising the prospect of nationalization.
Thames Water nationalisation back in play as US partner KKR walks away
Thames Water could be on the verge of being renationalised after its preferred funding partner, US private equity giant KKR, has decided to walk away. KKR was selected as "preferred partner" in March after it offered to put £4 billion into the company, but despite the US firm completing due diligence stage and preparing a funding plan, it has now "indicated that it will not be in a position to proceed", the UK's largest water company said in a statement.
KKRT: 6.875% Subordinated Note IPO From KKR & Co.
KKRT offers a 6.875% nominal yield, a BBB+ rating, and is fairly priced relative to KKR's senior debt and sector peers. KKR has outperformed both the S&P 500 and asset manager peers over the past decade, but its debt interest coverage requires monitoring. ETF inclusion, particularly in PFF, could drive short-term price appreciation for KKRT, creating a technical buying opportunity.
KKR raises conditional offer for German IT services firm Datagroup
Frankfurt-listed IT services provider Datagroup SE said on Sunday that KKR has made a conditional proposal to increase the potential acquisition offer to up to 58 euros ($65.84) per share.
KKR & Co. Inc. (KKR) Co-CEO Scott Nuttall Hosts Bernstein 41st Annual Strategic Decisions Conference (Transcript)
KKR & Co. Inc. (NYSE:KKR ) Bernstein 41st Annual Strategic Decisions Conference May 28, 2025 1:30 PM ET Company Participants Conference Call Participants Patrick Davitt Good afternoon. I'm Patrick Davitt, U.S. Asset Manager analyst here at Autonomous.
KKR Has Less Market Exposure Than Feared, Making Shares Attractive
KKR's earnings are more stable than perceived, with fee-based revenue providing resilience against market volatility and downturns. Assets under management continue to grow, driven by strong fundraising, new product launches, and increased perpetual capital, supporting double-digit earnings growth. Performance fees and investment income are a small part of overall earnings, reducing KKR's cyclicality and downside risk in turbulent markets.
KKR's Petraeus on Iran Nuclear Deal, Geopolitics
KKR Partner General David H. Petraeus (US Army, Retc.
