KKR
KKR & Co. Inc.Evidence as of 2026-09-03Overview · 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, security, semicond…
Management team
- Mr. Ruchir Swarup · Partner & Chief Information OfficerFind on LinkedIn
- Mr. Emil Werr · Managing Director of Technology, Engineering & DataFind on LinkedIn
- Mr. Ryan David Stork CFA · Chief Operating OfficerFind on LinkedIn
- Mr. Dane E. Holmes · Chief Administrative OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( + 0.1 of a possible + 2; was + 0.1 before debate) · confidence high. Reported revenues rose from $ 3,110,183,000 in the quarter ended 31 March 2025 to $ 4,317,983,000 in the quarter ended 31 March 2026 and then to $ 5,725,891,000 in the quarter ended 30 June 2026, while net income moved from a loss of $ 185,924,000 in the quarter ended 31 March 2025 to net income of $ 405,229,000 in the quarter ended 31 March 2026 and $ 700,482,000 in the quarter ended 30 June 2026. Shares outstanding increased from 888,250,533 as of 26 February 2025 to 897,635,601 as of 5 August 2026 (a net increase of about 9.4 million shares).
Balance-sheet snapshots show assets rising from $ 360,099,411,000 as of 31 December 2024 to $ 414,463,237,000 as of 30 June 2026 and stockholders' equity rising from $ 23,651,568,000 to $ 31,047,399,000 over the same dated points. Market and valuation metrics in the packet are mixed: short-term price momentum is positive ( + 18.1% over 3 months), longer-term excess momentum is negative ( - 23.4% on the 12‑1 measure), market cap is $ 95,535,357,014, and implied price‑to‑FCF is about 24.9x using the supplied FCF TTM of $ 3,839,962,000.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues rose from $3,110,183,000 in the quarter ended 31 March 2025 to $4,317,983,000 in the quarter ended 31 March 2026 and then to $5,725,891,000 in the quarter ended 30 June 2026.
XBRL companyfacts · 0001404912-25-000022Net income moved from a loss of $185,924,000 in the quarter ended 31 March 2025 to net income of $405,229,000 in the quarter ended 31 March 2026 and $700,482,000 in the quarter ended 30 June 2026.
XBRL companyfacts · 0001404912-26-000017Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 8-K with the 8-K filed 27 August 2026 was filed on 2026-08-27.
8-K filed 2026-08-27A Form 8-K with the 8-K filed 31 August 2026 was filed on 2026-08-31.
8-K filed 2026-08-31Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
KKR's short-term price momentum is positive: momentum over the past 3 months is +18.1% and momentum over the past 6 months is +14.2%, with the 6-month momentum ranked at the 69th percentile of the 547-stock research universe as of 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateKKR shows negative longer-term excess momentum: the 12-1 momentum measure is -23.4% and the momentum 12_1 rank is at the 14th percentile of the 547-stock research universe as of 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, KKR appears as a holding in the IVV ETF with a weight of 0.1% of that fund.
ETF constituents · market dataThe provided evidence set includes no additional ETF membership records for KKR beyond the IVV entry dated 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets report that KKR agreed to sell USI Insurance Services to Aon plc in a transaction valued at about $17 billion.
News · finance.yahoo.com · 2026-09-01The USI-to-Aon sale and its $17 billion value are also covered by other outlets summarizing the same exit event.
News · simplywall.st · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Market capitalization is $95,535,357,014 as of the price date used (2026-09-02).
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow for the trailing twelve months (FCF TTM) is $3,839,962,000 according to the inputs.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific fundamentals point to a favorable read: sequential quarters show rising revenues and a move from quarterly loss to materially positive net income, while balance-sheet totals and stockholders’ equity have meaningfully increased. Recent corporate actions include a reported ~$17 billion monetization (USI sale) and strategic hires/transactions that appear to recycle capital and expand platforms, which can be read as realization of asset value and redeployment into growth areas. Market metrics that the bear highlights (longer-term momentum, elevated volatility, multi-year drawdown) are factual, but recent 3- and 6-month momentum and relative strength versus SPY are positive, and trailing FCF is substantial with a quantifiable price-to-FCF multiple — all observations that jointly support a constructive company-specific read despite market noise. Financial advisors often point out that realized exits, improving profitability, and a larger equity base alongside resumed repurchases can change the signal profile that longer-term price history has left on a security.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
30 surviving claims rest on 16 distinct sources; the heaviest analyst carries 23% of them, and 97% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources (16) but a sizable share of surviving claims are concentrated under a few contributors (the single heaviest analyst accounts for nearly a quarter). Because 97% of the desk’s issues survived debate, the set is internally consistent but not highly redundant — several claims rely on limited independent confirmation, so weight them as informative but somewhat fragile.
Peer context · computed, not argued
12-1 momentum ranks 7th of 7 in Asset Management (as of 2026-09-02).
6-month relative strength ranks 5th of 7 in Asset Management (as of 2026-09-02).
90-day volatility ranks 2nd of 7 in Asset Management (as of 2026-09-02).
dividend yield ranks 7th of 7 in Asset Management (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
23 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.4 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on KKR Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.