KKR's Q1 2026 results, scheduled to report on May 5, are expected to show year-over-year earnings and revenue growth, though higher costs may weigh on earnings.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for KKR & Co. (KKR), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
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 is making an $820 million bet on Samsung SDS at a moment when markets are still debating how much of the AI boom will translate into durable profits. However, the deal, announced on Wednesday, appears far more measured than it might seem at first, with KKR opting to invest through newly issued convertible bonds in Samsung SDS, the Group's IT services arm.
American Express, KKR, and other financial stocks are trading at multi-year low valuations, and insider buying at KKR suggests the private credit panic may be overdone.
KKR remains a strong buy despite recent underperformance and sector-wide private credit fears, with shares trading near 52-week lows. KKR's long-dated, gated AUM structure ensures durable, stable fee revenue, largely insulated from immediate private credit market stresses. The recent $23 billion North American private equity fundraise, exceeding targets, demonstrates robust institutional demand and supports forward revenue growth.
The closing comes even as private equity endures its worst fundraising environment in nearly a decade.
Investment firm KKR said on Thursday it had raised $23 billion for its North America-focused private equity fund, the largest such fund the firm has devoted to the region.
KKR & Co. Inc.'s 6.875% Subordinated Notes offer liquidity and transparency as exchange-listed baby bonds with a $25 par value. KKRT's long maturity (2065) and high duration (14 years) make it highly sensitive to credit spreads and market risk. Despite an -8% price decline YTD and a 7.3% current yield, we remain at 'Hold' until yields reach 7.5-7.6% to compensate for risk.
Scale-driven stability meets insurance-backed growth as both Blackstone and KKR battle private credit headwinds and long-term opportunity.
CoolIT's roughly 640 employees are each set to receive average payouts of $240,000.
German satellite maker OHB is working on a share sale, potentially allowing minority investor KKR to reduce its stake, Bloomberg News reported on Wednesday.