KKR & Co. Inc. (NYSE:KKR) Given New $126.00 Price Target at UBS Group

KKR & Co. Inc. (NYSE:KKR) had its price objective lifted by UBS Group from $113.00 to $126.00 in a research report report published on Wednesday morning,Benzinga reports. UBS Group currently has a buy rating on the asset manager’s stock.

Several other brokerages also recently issued reports on KKR. Oppenheimer lowered their price target on KKR & Co. Inc. from $187.00 to $140.00 and set an “outperform” rating for the company in a report on Monday, April 13th. Morgan Stanley lowered their price target on KKR & Co. Inc. from $177.00 to $153.00 and set an “overweight” rating for the company in a report on Tuesday, April 21st. Wall Street Zen upgraded KKR & Co. Inc. from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. TD Cowen increased their price target on KKR & Co. Inc. from $102.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday. Finally, Piper Sandler lowered their target price on KKR & Co. Inc. from $135.00 to $117.00 and set an “overweight” rating for the company in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $134.67.

KKR & Co. Inc. Trading Down 1.1%

Shares of KKR opened at $100.85 on Wednesday. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $89.91 billion, a P/E ratio of 34.30, a price-to-earnings-growth ratio of 0.89 and a beta of 1.85. The stock’s fifty day simple moving average is $94.40 and its 200 day simple moving average is $111.85. KKR & Co. Inc. has a twelve month low of $82.67 and a twelve month high of $153.87.

KKR & Co. Inc. (NYSE:KKR) last announced its quarterly earnings results on Friday, February 27th. The asset manager reported $1.24 earnings per share (EPS) for the quarter. KKR & Co. Inc. had a return on equity of 5.50% and a net margin of 13.94%.The firm had revenue of $5.74 billion during the quarter. On average, equities research analysts forecast that KKR & Co. Inc. will post 5.45 earnings per share for the current year.

KKR & Co. Inc. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be paid a dividend of $0.195 per share. This is a boost from KKR & Co. Inc.’s previous quarterly dividend of $0.19. This represents a $0.78 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, May 15th. KKR & Co. Inc.’s payout ratio is 31.62%.

KKR & Co. Inc. announced that its Board of Directors has authorized a stock repurchase plan on Tuesday, May 5th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the asset manager to purchase up to 0.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Insiders Place Their Bets

In other KKR & Co. Inc. news, CEO Joseph Y. Bae bought 125,000 shares of the stock in a transaction dated Tuesday, February 17th. The stock was bought at an average cost of $102.19 per share, for a total transaction of $12,773,750.00. Following the completion of the purchase, the chief executive officer directly owned 509,257 shares of the company’s stock, valued at approximately $52,040,972.83. The trade was a 32.53% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Matt Cohler bought 43,872 shares of the stock in a transaction dated Tuesday, February 17th. The shares were acquired at an average price of $102.90 per share, with a total value of $4,514,428.80. Following the completion of the purchase, the director directly owned 45,477 shares of the company’s stock, valued at approximately $4,679,583.30. This represents a 2,733.46% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 393,872 shares of company stock valued at $40,090,679 over the last ninety days. Insiders own 23.20% of the company’s stock.

Hedge Funds Weigh In On KKR & Co. Inc.

Large investors have recently modified their holdings of the stock. ESL Trust Services LLC bought a new position in shares of KKR & Co. Inc. during the third quarter worth about $26,000. Asset Dedication LLC bought a new position in shares of KKR & Co. Inc. during the third quarter worth about $26,000. GGM Financials LLC bought a new position in shares of KKR & Co. Inc. during the third quarter worth about $27,000. Washington Trust Advisors Inc. bought a new position in shares of KKR & Co. Inc. during the fourth quarter worth about $27,000. Finally, Elyxium Wealth LLC bought a new position in shares of KKR & Co. Inc. during the fourth quarter worth about $27,000. Institutional investors own 76.26% of the company’s stock.

Key Headlines Impacting KKR & Co. Inc.

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

• Positive Sentiment: Q1 results beat expectations — KKR posted $1.39 EPS and revenue above consensus, with assets under management and fee income rising, which supports the firm’s fee‑earning runway. BusinessWire: Q1 Results
• Positive Sentiment: UBS raises price target to $126 and reiterates a Buy — a sizable lift that signals analyst confidence and implies ~25% upside from current levels. Benzinga: UBS PT Raise
• Positive Sentiment: Board authorizes $500M share repurchase — a buyback (about 0.5% of shares) typically signals management views shares as undervalued and can support the stock. RTT News: Buyback
• Positive Sentiment: Quarterly dividend raised to $0.195 (5.4% increase) with a ~0.8% yield — a modest income lift that marginally improves shareholder returns.
• Positive Sentiment: Closed acquisition of Arctos Partners — expands KKR’s capabilities in sports‑asset investing and institutional solutions. BusinessWire: Arctos Close
• Positive Sentiment: Management/CFO remain constructive on private credit as an opportunity — supports a key fee‑generating business line. YouTube/Bloomberg: CFO on Private Credit
• Neutral Sentiment: TD Cowen nudges its target to $106 but keeps a Hold rating — a small upward revision that is unlikely to dramatically change sentiment. Benzinga: TD Cowen
• Neutral Sentiment: RBC trims its target slightly (to $128) but keeps an Outperform rating — still implies meaningful upside despite the cut. Benzinga: RBC PT Change
• Negative Sentiment: Barclays lowers its target from $127 to $122 — a downward revision that reduces some analyst‑driven upside. Benzinga: Barclays PT Cut
• Negative Sentiment: Management flagged a murkier deals outlook and warned on the 2026 profit target — that caution is likely behind near‑term selling pressure despite the beat. MSN: Warning on 2026 Profit Target

KKR & Co. Inc. Company Profile

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.