KKR — KKR & Co. Inc.

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About KKR & Co. Inc.

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, cybersecurity, fintech, data and information, s… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$95.03
Market Cap$88.36B
Float690.3M
Shares Outstanding897.9M
P/E (Forward)15.55
P/E (TTM)32.23
Price/Sales (TTM)3.48
vs. Analyst Target+32.2% to analyst PT
Profit Margin11.68%
Operating Margin (TTM)11.01%
Revenue (TTM)$25.35B
Earnings Growth (YoY)-2.20%
Dividend Rate0.8%
Analyst Target Price$125.64 (21 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $4.23B $2.00B $2.08B $6.70B
2021 $16.11B $4.73B $6.90B $14.98B
2022 $5.57B -$522M $2.01B $1.35B
2023 $14.32B $3.73B $4.86B $9.50B
2024 $21.64B $3.08B $3.84B $9.17B
2025 $19.26B $2.37B $8.06B $7.13B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $5.00B $510M
Sep 2025 $5.46B $900M
Dec 2025 $5.52B $1.15B
Mar 2026 $4.00B $405M

Ownership & Float

Insider Ownership23.1%
Institutional Ownership62.2%
Short Float1.8%
% of All Funds Holding14.59%
Number of Funds Holding1,199

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$96.86Near-term / short-term trend
Weekly40-Week SMA$114.33Medium-term trend
Weekly80-Week SMA$124.55Cyclical trend (business cycle)
Weekly200-Week SMA$95.87Secular trend (multi-year)
Monthly10-Month SMA$113.14Near-term monthly trend
Monthly20-Month SMA$125.70Medium-term monthly trend
Monthly40-Month SMA$103.64Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$114.00 resistance 2.15x 2 months ago
$162.00 resistance 1.12x 14 months ago

Historical Earnings Reactions (64 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.33% 0.42% 65.63% 3.42% -9.26%
1 Day 0.73% 0.50% 59.38% 7.28% -5.97%
1 Week -0.65% -1.12% 40.63% 18.24% -17.77%
2 Weeks -1.06% -1.59% 40.63% 15.36% -18.82%
1 Month -1.14% -1.46% 46.03% 28.93% -27.55%

Next earnings: July 24, 2026 (56 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan5.3%68.8%16
Feb-2.1%50.0%16
Mar-0.6%50.0%16
Apr2.3%56.3%16
May-0.5%46.7%15
Jun3.5%73.3%15
Jul7.6%86.7%15
Aug-2.3%50.0%16
Sep-2.1%43.8%16
Oct4.8%50.0%16
Nov4.5%56.3%16
Dec0.9%62.5%16

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.09% 49.9% 747
Tuesday 0.12% 50.9% 821
Wednesday 0.20% 54.8% 817
Thursday 0.09% 52.2% 802
Friday 0.08% 53.0% 802

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 62.2%

Insider Transactions — Smart Summary

Total insider ownership: 23.1%

Founder-led management: George Roberts (J.D. Co-Founder & Co-Executive Chairman), Henry Kravis (Co-Founder & Executive Co-Chairman)

12-Month Insider Activity Summary

Total Filings6
Net Value-$271M
Net Shares Change-2,127,616
% of Float-0.3%
C-Suite Filings4
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
KRAVIS HENRY R Co-Executive Chairman -$154M 1 2 sell
ROBERTS GEORGE R Co-Executive Chairman -$143M 1 1 sell
NUTTALL SCOTT C Co-Chief Executive Officer +$12.8M 1 1 buy
BAE JOSEPH Y Co-Chief Executive Officer +$12.8M 1 1 buy
BARAKETT TIMOTHY R +$5.2M 1 1 buy
Cohler Matt +$4.5M 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-11 – 2026-02-18 4 4 +$35.4M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-18 NUTTALL SCOTT C Co-Chief Executive Officer +$12.8M Transaction at $102.66, now -7.4%
2026-02-18 BAE JOSEPH Y Co-Chief Executive Officer +$12.8M Transaction at $102.19, now -7.0%
2026-02-11 BARAKETT TIMOTHY R +$5.2M Transaction at $104.93, now -9.4%
2026-02-18 Cohler Matt +$4.5M Transaction at $102.90, now -7.6%
2025-06-02 KRAVIS HENRY R Co-Executive Chairman -$154M Transaction at $120.73, now -21.3%
2025-06-02 ROBERTS GEORGE R Co-Executive Chairman -$143M Transaction at $119.80, now -20.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for KKR & Co. Inc. (KKR) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for KKR on Trend Edge →