Jamison Private Wealth Management Inc. Has $4.04 Million Position in KKR & Co. Inc. $KKR

Jamison Private Wealth Management Inc. boosted its holdings in KKR & Co. Inc. (NYSE:KKR) by 23.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,646 shares of the asset manager’s stock after acquiring an additional 8,181 shares during the quarter. Jamison Private Wealth Management Inc.’s holdings in KKR & Co. Inc. were worth $4,037,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of KKR & Co. Inc. by 109.6% in the 4th quarter. Brighton Jones LLC now owns 4,661 shares of the asset manager’s stock worth $689,000 after buying an additional 2,437 shares in the last quarter. Bison Wealth LLC acquired a new stake in KKR & Co. Inc. in the 4th quarter valued at $218,000. Sivia Capital Partners LLC boosted its stake in KKR & Co. Inc. by 13.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,050 shares of the asset manager’s stock valued at $273,000 after buying an additional 237 shares in the last quarter. United Bank bought a new stake in KKR & Co. Inc. in the second quarter valued at $769,000. Finally, Arrowstreet Capital Limited Partnership bought a new stake in KKR & Co. Inc. in the second quarter valued at $4,826,000. Institutional investors and hedge funds own 76.26% of the company’s stock.

KKR & Co. Inc. Stock Performance

Shares of NYSE:KKR opened at $93.67 on Friday. The stock has a market capitalization of $84.10 billion, a P/E ratio of 31.86, a P/E/G ratio of 0.80 and a beta of 1.79. KKR & Co. Inc. has a 1-year low of $82.67 and a 1-year high of $153.87. The company has a current ratio of 0.08, a quick ratio of 0.08 and a debt-to-equity ratio of 0.70. The business has a 50-day moving average price of $96.48 and a two-hundred day moving average price of $104.00.

KKR & Co. Inc. (NYSE:KKR) last issued its earnings results on Friday, February 27th. The asset manager reported $1.24 earnings per share (EPS) for the quarter. KKR & Co. Inc. had a net margin of 13.94% and a return on equity of 5.42%. The company had revenue of $5.74 billion for the quarter. Equities analysts predict that KKR & Co. Inc. will post 5.51 earnings per share for the current year.

KKR & Co. Inc. declared that its board has authorized a share buyback plan on Tuesday, May 5th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the asset manager to reacquire up to 0.5% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

KKR & Co. Inc. Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were paid a $0.195 dividend. The ex-dividend date of this dividend was Friday, May 15th. This is a boost from KKR & Co. Inc.’s previous quarterly dividend of $0.18. This represents a $0.78 dividend on an annualized basis and a yield of 0.8%. KKR & Co. Inc.’s payout ratio is 26.53%.

Analyst Upgrades and Downgrades

KKR has been the subject of a number of analyst reports. Royal Bank Of Canada cut their price objective on KKR & Co. Inc. from $132.00 to $128.00 and set an “outperform” rating for the company in a report on Wednesday, May 6th. The Goldman Sachs Group decreased their price objective on shares of KKR & Co. Inc. from $145.00 to $110.00 and set a “buy” rating on the stock in a research note on Tuesday, April 7th. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, June 16th. Zacks Research raised shares of KKR & Co. Inc. from a “strong sell” rating to a “hold” rating in a report on Thursday, May 28th. Finally, TD Cowen reduced their price objective on KKR & Co. Inc. from $106.00 to $104.00 and set a “hold” rating on the stock in a report on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $134.53.

Trending Headlines about KKR & Co. Inc.

Here are the key news stories impacting KKR & Co. Inc. this week:

• Positive Sentiment: KKR received a rating upgrade in a new investor note that argues the stock could be one of the biggest bargains in private equity, potentially signaling more upside if the market narrows the valuation gap. KKR Could Be The Biggest Bargain In Private Equity (Rating Upgrade)
• Positive Sentiment: KKR announced a major clean-energy expansion, including a $4.2 billion purchase of EDF Power Solutions’ North American renewable assets, which could add scale and recurring cash flow to its infrastructure business. KKR to buy EDF’s renewable power assets in US, Canada for $4.2 billion
• Positive Sentiment: KKR also helped launch South Korea’s largest renewable energy platform with SK Group, giving it control of a large growth asset tied to rising power demand from AI data centers and semiconductors. KKR to control South Korea’s $1.3 billion renewables platform with SK as AI power demand rises
• Neutral Sentiment: KKR-backed Musinsa is planning an Asia store expansion ahead of a possible IPO, which could be a future value driver but is not an immediate earnings catalyst. KKR-backed Musinsa plans Asia store push ahead of IPO
• Neutral Sentiment: KKR said it will report second-quarter 2026 results on July 30, keeping investors focused on upcoming earnings and deal-deployment updates. KKR & Co. Inc. to Announce Second Quarter 2026 Results
• Negative Sentiment: The flurry of large acquisitions also implies significant capital deployment, which may raise execution and financing scrutiny if returns take time to materialize.

About KKR & Co. Inc.

KKR & Co Inc is a global investment firm headquartered in New York City that specializes in private markets and alternative asset management. Founded in 1976 by Jerome Kohlberg Jr., Henry Kravis and George R. Roberts, the firm built its reputation in leveraged buyouts and has since expanded into a multi-strategy asset manager. KKR operates across private equity, credit, real assets (including real estate and infrastructure), growth equity and hedge fund strategies, offering a range of investment products and strategies for institutional and private investors.

KKR manages capital through traditional closed-end funds as well as customized vehicles such as separate accounts, co-investments, and listed investment vehicles.