KKR
KKR & Co.NYSEFinancialsAsset ManagementSnapshot 2026-05-08
As of May 8, 2026, KKR has a composite score of -24.8 and a signal label of "cautious." The score is influenced by a medium confidence level of 73.9, with notable strengths in management (27.3) and sector (14.6), while momentum is significantly negative at -58.3. The overall risk is categorized as elevated, with macro factors such as rates, growth, labor, and inflation being the top drivers. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.08
- Bonus0.00
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.52 → $1.37 (-10.0% / 30d). 0 raised, 11 cut, 11 covering analysts.
0 upgrades, 0 downgrades / 30d, 6 maintained. 86% of analysts rate Buy.
4 PT revisions / 30d. Avg target 24.7% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase annualized dividend to $0.78capital allocationmixed35% progressprovisional
2/5: “KKR intends to increase its regular annualized dividend per share of common stock from $0.74 to $0.78.”
Why this status
Stated in 2 of last 2 quarters. Dividend per share increased from $0.74 to $0.78, reflecting KKR's commitment to returning capital to shareholders. This increase aligns with their stated intention and demonstrates delivering on capital allocation priorities.
- 2.Strategic acquisition of Arctos Partnersgrowthbehind0% progressprovisional
2/5: “KKR announced the acquisition of Arctos Partners, a premier institutional investor in professional sports franchise stakes.”
Why this status
Newly stated in 2025-Q4. The acquisition of Arctos Partners is a strategic move to enhance KKR's capabilities in sports investing and capital solutions. This initiative is expected to contribute to long-term growth, although immediate financial impacts are not yet visible in the financials.
- 3.Expect Strategic Holdings Operating Earnings $350M+ in 2026growthbehind0% progress
5/5: “Expect Strategic Holdings Operating Earnings to be $350+ million in 2026.”
Why this status
Stated in 2 of last 2 quarters. KKR expects Strategic Holdings Operating Earnings to exceed $350 million in 2026. This guidance reflects a growth focus, but current financials do not yet show this specific impact. The trajectory remains to be seen.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 37%; 252d 38%.
Drawdown — Max 1y −45%. Bad day move −4%.
Beta to sector ETF (XLF) — 1.74 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 37/100, drawdown 11/100, beta 26/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase annualized dividend to $0.78
Capital allocationKKR intends to increase its regular annualized dividend per share from $0.74 to $0.78 starting with the dividend announced for Q1 2026.
MixedStated in 2 of last 2 quarters. Dividend per share increased from $0.74 to $0.78, reflecting KKR's commitment to returning capital to shareholders. This increase aligns with their stated intention and demonstrates delivering on capital allocation priorities.
Dividend per share increased from $0.74 to $0.7835%CEO/CFO:“KKR intends to increase its regular annualized dividend per share of common stock from $0.74 to $0.78.”Press releaseSource dated 2026-02-05Stated 2 of last 8 quartersFirst seen 2026-02-05provisionalShow history (2)
- 2025-Q4Press release
“KKR intends to increase its regular annualized dividend per share from $0.74 to $0.78.”
- 2025-Q3Press release
“KKR intends to increase its regular annualized dividend per share from $0.74 to $0.78.”
- #2
Strategic acquisition of Arctos Partners
GrowthKKR announced the acquisition of Arctos Partners to expand its platform in sports investing and capital solutions.
BehindNewly stated in 2025-Q4. The acquisition of Arctos Partners is a strategic move to enhance KKR's capabilities in sports investing and capital solutions. This initiative is expected to contribute to long-term growth, although immediate financial impacts are not yet visible in the financials.
0%CEO/CFO:“KKR announced the acquisition of Arctos Partners, a premier institutional investor in professional sports franchise stakes.”Press releaseSource dated 2026-02-05Stated 1 of last 8 quartersFirst seen 2026-02-05provisionalShow history (1)
- 2025-Q4Press release
“KKR announced the acquisition of Arctos Partners.”
- #3
Expect Strategic Holdings Operating Earnings $350M+ in 2026
GrowthNew since 2026-05-05KKR expects Strategic Holdings Operating Earnings to exceed $350 million in 2026.
BehindStated in 2 of last 2 quarters. KKR expects Strategic Holdings Operating Earnings to exceed $350 million in 2026. This guidance reflects a growth focus, but current financials do not yet show this specific impact. The trajectory remains to be seen.
0%CEO/CFO:“Expect Strategic Holdings Operating Earnings to be $350+ million in 2026.”Multiple sourcesSource dated 2026-05-05Stated 2 of last 8 quartersFirst seen 2026-05-05Show history (2)
- 2025-Q4Multiple sources
“Expect Strategic Holdings Operating Earnings to be $350+ million in 2026.”
- 2025-Q3Multiple sources
“Expect Strategic Holdings Operating Earnings to be $350+ million by 2026.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
P/E over the last 5 years
0 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
KKR KKR & Co. | -25 | — | elevated |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-05-05)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-05-05)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-053d agoItem 2.02
and the exhibit furnished by this Current Report shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall they be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
earnings preannouncementneutralscore 61
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.