KKR & Co. Inc. (KKR) Presents at Bank of America Financial Services Conference 2026 Transcript
KKR & Co. Inc. (KKR) Presents at UBS Financial Services Conference 2026 Transcript
KKR & Co. is set to acquire Arctos Partners in a $1.4B stock-and-cash deal, boosting its sports investing platform and launching a new Solutions business.
KKR & Co is upgraded to "Strong Buy" with 45% upside potential, despite recent share price weakness and macro headwinds. Fee-based revenue remains robust, with AUM up 17% to $744 billion and 85% of earnings from recurring streams, providing stability amid sector volatility. KKR's balance sheet strength, $4 billion in net cash/investments, and $10 billion in unrealized performance income support M&A, dividend growth, and expansion in Strategic Holdings.
In discussing Q4 earnings, the private-markets firm said it isn't changing its return forecasts despite market turbulence over the software sector.
KKR's Q4 EPS misses estimates as rising expenses weigh on results, yet AUM climbs 16.6% year over year, driving higher fees.
While the top- and bottom-line numbers for KKR & Co. (KKR) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
KKR and Singtel to acquire data center firm STT GDC for 6.6 billion Singapore dollars ($5.1 billion). The deal pegs the enterprise value at S$13.8 billion.
KKR's fourth-quarter results, scheduled to be reported on Feb. 5, are likely to benefit from a rise in management fees and AUM despite expected lower earnings.
Evaluate the expected performance of KKR & Co. (KKR) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
The consortium is nearing a deal to acquire ST Telemedia Global Data Centres valued at over $10 billion.
Global investment firm KKR has agreed to acquire Arctos Partners in a deal that values the sports-focused private equity firm at about $1 billion, Bloomberg News reported on Tuesday.