Louisbourg Investments Inc. Has $4.03 Million Position in KKR & Co. Inc. $KKR

Louisbourg Investments Inc. boosted its holdings in shares of KKR & Co. Inc. (NYSE:KKR) by 24.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 31,575 shares of the asset manager’s stock after acquiring an additional 6,218 shares during the quarter. Louisbourg Investments Inc.’s holdings in KKR & Co. Inc. were worth $4,025,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake 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 valued at $689,000 after purchasing an additional 2,437 shares during the last quarter. Bison Wealth LLC bought a new stake in KKR & Co. Inc. in the fourth quarter worth $218,000. Sivia Capital Partners LLC increased its position in KKR & Co. Inc. by 13.1% during the second quarter. Sivia Capital Partners LLC now owns 2,050 shares of the asset manager’s stock worth $273,000 after buying an additional 237 shares during the last quarter. United Bank acquired a new position in KKR & Co. Inc. during the second quarter worth $769,000. Finally, Fisher Asset Management LLC raised its holdings in KKR & Co. Inc. by 12.7% during the second quarter. Fisher Asset Management LLC now owns 2,132 shares of the asset manager’s stock valued at $284,000 after buying an additional 240 shares in the last quarter. 76.26% of the stock is currently owned by institutional investors and hedge funds.

KKR & Co. Inc. Stock Performance

KKR opened at $91.38 on Friday. The company has a quick ratio of 0.07, a current ratio of 0.07 and a debt-to-equity ratio of 0.69. The stock’s 50 day moving average price is $97.71 and its two-hundred day moving average price is $117.23. The firm has a market capitalization of $81.47 billion, a P/E ratio of 39.05, a price-to-earnings-growth ratio of 0.67 and a beta of 1.93. KKR & Co. Inc. has a 12-month low of $82.67 and a 12-month high of $153.87.

KKR & Co. Inc. Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were paid a $0.185 dividend. The ex-dividend date was Tuesday, February 17th. This represents a $0.74 annualized dividend and a dividend yield of 0.8%. KKR & Co. Inc.’s dividend payout ratio (DPR) is presently 31.62%.

More KKR & Co. Inc. News

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

• Positive Sentiment: KKR closed a record $23 billion North America private‑equity fund, its largest ever — a win for fundraising momentum and future fee/carry revenue. KKR Closes Record $23 Billion North America Private-Equity Fund, Its Largest Ever
• Positive Sentiment: KKR agreed to take Japan’s Taiyo Holdings private via a roughly $3.3 billion tender offer (entered into agreements with DIC and Kowa) — a deployment of capital that can generate control‑premium returns and demonstrate deal sourcing in Asia. KKR (KKR) to Privatize Taiyo Holdings via Tender Offer
• Positive Sentiment: Funds managed by KKR led a $90M Series C in Coder, signaling continued venture/ growth investment activity and exposure to enterprise AI infrastructure upside. Coder Secures $90M Series C Led by KKR to Advance Secure Enterprise AI Development
• Neutral Sentiment: KKR set its Q1 2026 earnings release for May 5 and will host a conference call — an upcoming catalyst that could move the stock depending on AUM, fee revenue and credit performance details. KKR & Co. Inc. to Announce First Quarter 2026 Results
• Neutral Sentiment: Market listing/notes information for KKR debt was posted (DL‑Notes 2025/35) — relevant for fixed‑income investors but unlikely to move the equity materially on its own. KKR & Co. Inc.DL-Notes 2025(25/35) Bond
• Negative Sentiment: KKR capped redemptions at one of its non‑traded private credit retail funds — a sign of liquidity pressure or asset‑liability mismatch in parts of its credit franchise that could raise investor concern and pressure multiple valuation. KKR private credit fund becomes the latest to curb redemptions

Insider Activity at KKR & Co. Inc.

In related news, CEO Scott C. Nuttall purchased 125,000 shares of KKR & Co. Inc. stock in a transaction on Tuesday, February 17th. The stock was purchased at an average cost of $102.66 per share, with a total value of $12,832,500.00. Following the acquisition, the chief executive officer directly owned 15,503,748 shares in the company, valued at approximately $1,591,614,769.68. This trade represents a 0.81% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Joseph Y. Bae purchased 125,000 shares of KKR & Co. Inc. stock in a transaction on Tuesday, February 17th. The stock was bought at an average cost of $102.19 per share, with a total value of $12,773,750.00. Following the completion of the acquisition, the chief executive officer owned 509,257 shares in the company, valued at approximately $52,040,972.83. This trade represents a 32.53% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have acquired 393,872 shares of company stock worth $40,090,679. Insiders own 23.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on KKR shares. Royal Bank Of Canada assumed coverage on KKR & Co. Inc. in a research note on Tuesday, February 24th. They set an “outperform” rating and a $137.00 price target for the company. Barclays cut their price objective on KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating on the stock in a research note on Monday, March 2nd. Wall Street Zen upgraded KKR & Co. Inc. from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. TD Cowen cut KKR & Co. Inc. from a “buy” rating to a “hold” rating and decreased their target price for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. Finally, HSBC upgraded KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price target on the stock in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, KKR & Co. Inc. has an average rating of “Moderate Buy” and an average price target of $149.00.

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.