A deal for the medical-device company could be finalized soon.
KKR & Co. Inc. (KKR) Q2 2026 Earnings Call Transcript
KKR's Q2 results benefit from strong AUM growth and higher transaction fees, lifting shares nearly 1% despite higher expenses.
While the top- and bottom-line numbers for KKR & Co. (KKR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
KKR & Co. Inc. (KKR) came out with quarterly earnings of $1.63 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.18 per share a year ago.
KKR posted a higher profit and revenue in the second quarter, buoyed by higher management fees and fundraising along with strong asset inflows across its asset management and insurance segments.
KKR's Q2 results, set to be reported on July 30, are likely to benefit from higher AUM, management fees and revenues, while elevated expenses remain a concern.
Beyond analysts' top-and-bottom-line estimates for KKR & Co. (KKR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
The companies that manage Kuwait's oil sector signed a $16 billion lease agreement with a group of investors led by Blackstone, Brookfield and KKR.
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.
KKR & Co. (KKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred (KKR.PR.D) remains a Buy for those expecting a rebound in KKR common. KKR.PR.D offers a 7.6% yield, a significant dividend advantage over the 0.8% yield of KKR common, and mandatory conversion in March 2028. Preferred holders benefit from downside protection and limited upside until KKR exceeds $120, with conversion mechanics favoring patient investors.