KKR & Co. (KKR)
NYSEFinancialsAsset ManagementSnapshot 2026-07-08
$93.29-1.94%
Close 2026-07-08 · 1-day change
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Track KKR free→Warn: Management is running behind on a stated commitment.
KKR plans to raise its annual dividend to $0.78. It expects over $350 million in Strategic Holdings earnings in 2026. The firm grew earnings per share by 10% last quarter. KKR is expanding with the Arctos acquisition.
KKR faces volatile management and weak revenue growth. Analysts expect revenue to fall nearly 30%. The firm had a recent earnings miss and key executive departures. Capital allocation risks remain from recent deals.
The price is about 23% above our fair value near $78. Analysts expect revenue to drop nearly 30%. Our fair value is 37% below the Street median of $124.
Breaks if: Acquisition fails to contribute or causes losses
KKR announced the closing of its acquisition of Arctos Partners, enhancing its asset management solutions.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: annual dividend falls below $0.74
KKR intends to increase its regular annualized dividend per share from $0.74 to $0.78.
Stated in 2 of last 2 quarters. Regular dividend of $0.195 per share declared for the quarter, reflecting a 5% increase on an annualized basis from the 2025 dividend. The trajectory is delivering on the stated increase to $0.78 annualized.
“Regular dividend of $0.195 per share of common stock was declared for the quarter, up 5% on an annualized basis from the 2025 dividend.”
“Beginning with the dividend to be announced with the results of the quarter ending March 31, 2026, KKR intends to increase its regular annualized dividend per share of common stock from $0.74 to $0.7…”
Breaks if: EPS growth falls below 5% YoY
KKR intends to increase its regular annualized dividend per share from $0.74 to $0.78.
Stated in 2 of last 2 quarters. Regular dividend of $0.195 per share declared for the quarter, reflecting a 5% increase on an annualized basis from the 2025 dividend. The trajectory is delivering on the stated increase to $0.78 annualized.
“Regular dividend of $0.195 per share of common stock was declared for the quarter, up 5% on an annualized basis from the 2025 dividend.”
“Beginning with the dividend to be announced with the results of the quarter ending March 31, 2026, KKR intends to increase its regular annualized dividend per share of common stock from $0.74 to $0.7…”
Breaks if: earnings fall below $300 million
KKR expects Strategic Holdings Operating Earnings to exceed $350 million in 2026.
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.
“Expect Strategic Holdings Operating Earnings to be $350+ million in 2026.”
“Expect Strategic Holdings Operating Earnings to be $350+ million by 2026.”