KKR

PHILADELPHIA and NEW YORK, July 9, 2026 /PRNewswire/ -- FS KKR Capital Corp. (NYSE: FSK) announced today plans to release its second quarter 2026 results before the opening of trading on the New York Stock Exchange on Thursday, August 6, 2026. FSK will host its second quarter 2026 results conference call via live webcast on Thursday, August 6, 2026 at 9:00 a.m. (Eastern Time). All interested parties are welcome to participate and can access the live webcast from the For Investors section of FSK's website at www.fskkrcapitalcorp.com under Events & Presentations or through the following URL: https://edge.media-server.com/mmc/p/p9kmcy8i. Research analysts who wish to participate in the conference call are requested to register a day in advance or at a minimum 15 minutes before the start of the call using the following URL: https://register-conf.media-server.com/register/BI2b07b127c5834f0ba23088267e658e7e. Upon registration, all telephone participants will receive a confirmation email detailing how to join the conference call, including the dial-in number along with a unique PIN number that can be used to access the call. An investor presentation of financial information will be available by visiting the For Investors section of FSK's website, under Events & Presentations before the market open on Thursday, August 6, 2026. A replay of the call will be available beginning shortly after the end of the call by visiting the For Investors section of FSK's website, under Events & Presentations. About FS KKR Capital Corp. FSK is a leading publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies. FSK seeks to invest primarily in the senior secured debt and, to a lesser extent, subordinated loans and certain asset-based financing loans of private U.S. companies. FSK is advised by FS/KKR Advisor, LLC. For more information, please visit www.fskkrcapitalcorp.com. About FS/KKR Advisor, LLC FS/KKR Advisor, LLC (FS/KKR) is a partnership between Future Standard and KKR Credit that serves as the investment adviser to FSK and other business development companies. Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $94 billion in assets...

NEW YORK, July 01, 2026--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) announced today that it plans to release its financial results for the second quarter 2026 on Thursday, July 30, 2026, before the opening of trading on the New York Stock Exchange. A conference call to discuss KKR’s financial results will be held on Thursday, July 30, 2026 at 9:00 a.m. ET. The conference call may be accessed by dialing (877) 407-0312 (U.S. callers) or +1 (201) 389-0899 (non-U.S. callers); a pass code is not required. Additionally, the conference call will be broadcast live over the Internet and may be accessed through the Investor Center section of KKR’s website at https://ir.kkr.com/events-presentations/. A replay of the live broadcast will be available on KKR’s website beginning approximately one hour after the broadcast. ABOUT KKR KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701352477/en/ Contacts Investor Relations:Craig Larson+1 (877) 610-4910 (U.S.) / +1 (212) [email protected] Media Contact:Kristi Huller+1 (212) [email protected]

KKR recently entered advanced talks to acquire Sweden-based Medicover’s 66.9% stake in its Indian hospital business for at least US$1.05 billion, while also reporting quarter-to-date monetization income above US$900 million, mostly from realized performance fees. Alongside these moves, KKR is aligning its reporting of realized performance fees with industry practice, a shift that may help investors better assess the quality and sustainability of its earnings. We’ll now examine how KKR’s stronger monetization activity and enhanced fee-reporting transparency could influence its existing investment narrative. Find 44 companies with promising cash flow potential yet trading below their fair value. To own KKR, you need to be comfortable with a global alternatives manager whose earnings lean heavily on monetizations and fee income. The Medicover India talks and the US$900 million-plus in recent monetizations speak to deal activity, but do not fundamentally change the near term reliance on exits as a key earnings driver or the risk that a slowdown in capital markets could still pressure performance income. The most relevant recent development here is KKR’s move to align its realized performance fee reporting with industry practice starting in Q2 2026. For a business where embedded unrealized carry and future exits are central catalysts, clearer disclosure around what portion of earnings comes from realized performance income can help investors better judge how dependent results are on monetization timing versus recurring fees. Yet against this backdrop, one risk investors should be aware of is that KKR’s earnings can still swing sharply if monetizations slow or asset values... Read the full narrative on KKR (it's free!) KKR’s narrative projects $13.7 billion revenue and $5.4 billion earnings by 2028. This assumes a 13.9% yearly revenue decline but an increase in earnings of about $3.4 billion from $2.0 billion today. Uncover how KKR's forecasts yield a $140.24 fair value, a 56% upside to its current price. Some higher conviction analysts were expecting KKR’s earnings to reach about US$6.2 billion by 2029, which is far more optimistic than consensus and assumes smoother capital deployment despite risks from volatile M&A markets and uneven realized income that recent monetization headlines could easily reshape. Explore 8 other fair value estimates on KKR - why the st...

NEW YORK, June 25, 2026--(BUSINESS WIRE)--KKR today announced income from monetization activity in excess of $900 million with respect to the period from March 31, 2026 through June 24, 2026 based on information currently available. The quarter-to-date monetization activity is made up of approximately 80% realized performance income and approximately 20% realized investment income. Based on year-to-date information available as of June 24, 2026, KKR has experienced an acceleration in its monetization activity and, in turn, an acceleration in capital returned to its clients. In Q1 2026, monetization activity (Realized Performance Income and Realized Investment Income) was $878 million, or +62% compared to the quarterly average of $542 million from 2023 through 2025. $900 million would be +66% compared to this 3-year quarterly average. In addition, beginning with its Q2 2026 reporting, KKR will report realized performance fees from its K-Series Private Equity vehicles in Fee Related Performance Revenues within its segment earnings, which will be subject to a 15-20% Fee Related Compensation margin. Historically, these fees were included within Realized Performance Income and were subject to a 70-80% compensation margin. We believe including these fees in Fee Related Performance Revenues conforms to current industry practice and enhances comparability for investors. Performance fees from its K-Series Infrastructure vehicles will continue to be reported in Fee Related Performance Revenues. KKR also announced that it expects Capital Markets transaction fees for Q2 2026 to be approximately $175 million as certain transaction activity expected to close in late Q2 2026 is now expected to close in Q3 2026. The monetization estimate disclosed above is not intended to predict or represent total realized performance income, total realized investment income or total revenues for the full quarter ending June 30, 2026, because it does not include the results or impact of any other sources of income, including fee income, or expenses, and we may realize further gains or losses relating to total realized performance income and total realized investment income after the date of this press release. The monetization estimate disclosed above is based on information available to us as of June 24, 2026 with respect to the period from March 31, 2026 through June 24, 2026. The Q2 202...

A month has gone by since the last earnings report for KKR & Co. Inc. (KKR). Shares have lost about 10.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is KKR & Co. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. KKR & Co. reported first-quarter 2026 net income per share of $1.39, surpassing the Zacks Consensus Estimate of $1.28. The bottom line rose from $1.15 in the prior-year quarter. Results have primarily reflected impressive growth in assets under management and transaction fees for the capital markets business. However, an increase in expenses acted as a headwind. Net income attributable to the company (GAAP basis) was $364.8 million against a net loss of $185.9 million in the year-ago quarter. Total segment revenues amounted to $1.47 billion, increasing 22.4% on a year-over-year basis. The top line surpassed the Zacks Consensus Estimate of $1.43 billion. Total segment expenses increased 19.9% year over year to $452.6 million. As of March 31, 2026, total AUM grew 14.1% year over year to $757.9 billion. Fee-paying AUM summed $614.8 billion, which increased 16.8% from the year-ago quarter. Total operating earnings grew 19.1% year over year to $1.3 billion. The company posted fee-related earnings of $1 billion, up 23.5% year over year. The company declared a quarterly dividend of 19.5 cents per share of common stock, representing a 5.4% increase from the previous quarterly dividend of 18.5 cents per share. This dividend will be paid on May 29, 2026, to shareholders of record as of the close of business on May 15, 2026. The company also approved a $500 million increase to its existing share repurchase program, with the authorization set to automatically increase once the remaining capacity falls to $50 million or less. Management expects fee-related earnings per share of more than $4.50. Total operating earnings per share are projected to be more than $7. Adjusted net income per share is anticipated to be below $7 (previous guidance was $7-$8). In the past month, investors have witnessed a downward trend in estimates review. The consensus estimate has shifted -7.56% due to these changes. Currently, KKR & Co. has a po...

KKR & Co. Inc. KKR reported first-quarter 2026 net income per share of $1.39, surpassing the Zacks Consensus Estimate of $1.28 and rising from $1.15 in the prior-year quarter. Total segmental revenues amounted to $1.47 billion, which increased 22.4% on a year-over-year basis and beat the Zacks Consensus Estimate of $1.43 billion. KKR & Co. Inc. Price, Consensus and EPS Surprise KKR & Co. Inc. price-consensus-eps-surprise-chart | KKR & Co. Inc. Quote Results primarily reflect impressive growth in assets under management (AUM) and transaction fees for the capital markets business. However, despite a solid first-quarter performance, KKR shares fell nearly 2% since the release of the results, as the company stated that market volatility had dimmed its 2026 adjusted net income (ANI) per share growth outlook. During the first-quarter earnings call, chief financial officer Robert Lewin stated, "While we continue to generate very strong outcomes, we do have modestly less visibility today than what our budget would have suggested at this point in the year. As a result, if you are handicapping our ability to reach 2026 ANI of $7 per share, we do think it is more likely that we land below that level.” Nonetheless, KKR feels confident in its ability to exceed targets for fundraising, strategic holdings’ operating earnings and fee-related earnings on a per-share basis. The company is also targeting more than $100B AUM over time with Arctos Partners, which it acquired in May 2026. The primary driver for the increase in KKR’s top line was a rise in the AUM balance, which grew 14.1% year over year to $757.9 billion. AUM growth remained broad-based. Private Equity AUM increased to $231 billion, Real Assets reached $197.9 billion, and Credit and Liquid Strategies climbed to $328.9 billion, underscoring balance across the platform. More importantly for fee durability, fee-paying AUM rose to $614.8 billion, increasing 16.8% from the prior-year quarter. Perpetual capital totaled $326 billion, up 17% year over year, representing 43% of AUM and 51% of fee-paying AUM. KKR generated fee-related earnings of $1 billion, or $1.13 per adjusted share, up 23.5% year over year. Total operating earnings were $1.3 billion, or $1.47 per adjusted share, increasing 19.1%. At the segment level, total segment earnings rose to $1.63 billion from $1.39 billion a year ago. The mix continued to lean...

KKR was the largest alternative asset manager reporting results this week, and its first quarter earnings grew 20% over the prior year. The New York-based firm runs money in every category of private markets. Funds poured into KKR during the March quarter, even as alt manager stocks suffered from angst over private credit and the potential for artificial intelligence to hurt software firms owned by private equity.

Management attributed the 20% year-over-year growth in key metrics to a diversified business model where private equity, real assets, and credit each contribute approximately 1/3 of total fees. Performance was driven by strong management fee growth of 30% and a 50% increase in monetization activity, despite what management described as a 'challenging' operating environment. The firm emphasized the durability of its earnings, noting that 85% of total pretax segment earnings are now derived from recurring streams like fee-related and insurance operating earnings. Strategic positioning in credit was highlighted by $15 billion in new capital raised, largely driven by the asset-based finance business which now represents over $90 billion of AUM. Management noted a disconnect between the 'market noise' regarding private credit redemptions and their actual experience, citing continued institutional inbound interest in direct lending. The acquisition of Arctos was framed as a strategic entry into professional sports franchise stakes, with KKR aiming to work with the team to build a $100 billion-plus AUM business. Management adjusted expectations for 2026 Adjusted Net Income (ANI), stating it is now more likely to land below the $7 per share target due to a less normalized monetization environment in the first four months of the year. The firm maintains a record forward monetization pipeline of over $1.2 billion in gross revenue, though the timing of these exits may shift from 2026 into 2027 depending on market clarity. Fundraising expectations remain high for the next 12 to 18 months, with active pipelines in Asia private equity, climate strategy, and the K-Series wealth suite. Management anticipates a potential slowdown in wealth channel inflows in Q2, consistent with the pattern observed following the tariff announcements last year. The firm plans to continue leaning into share buybacks, viewing current stock price volatility as an opportunity to repurchase shares at a discount to intrinsic value. Management flagged increased competition in the retail insurance channel and tight asset spreads, leading to a deliberate pullback in Global Atlantic's origination activity during Q1. Embedded gains reached $18.3 billion, a near-record level that management views as a leading indicator of future monetization potential despite current timing delays. The firm addressed AI...

For the quarter ended March 2026, KKR & Co. Inc. (KKR) reported revenue of $1.47 billion, up 22.4% over the same period last year. EPS came in at $1.39, compared to $1.15 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.43 billion, representing a surprise of +2.77%. The company delivered an EPS surprise of +8.76%, with the consensus EPS estimate being $1.28. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how KKR & Co. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Assets Under Management - New Capital Raised: $27.75 billion versus the three-analyst average estimate of $29.79 billion. Private Equity - Assets Under Management: $231.05 billion versus the three-analyst average estimate of $235.37 billion. Fee Paying Assets Under Management: $614.85 billion versus the three-analyst average estimate of $624.18 billion. Real Assets Segment- Ending AUM - Fee-paying AUM: $168.82 billion versus $169.34 billion estimated by three analysts on average. Fee Related Earnings- Management Fees: $1.19 billion versus $1.15 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +30% change. Credit and Liquid Strategies- Ending AUM - Fee-paying AUM: $292.33 billion versus $298.9 billion estimated by three analysts on average. Revenues- Fee Related Earnings: $1.02 billion versus the three-analyst average estimate of $1 billion. The reported number represents a year-over-year change of +23.6%. Private Equity- Management Fees: $459.89 million compared to the $433.71 million average estimate based on three analysts. The reported number represents a change of +37.4% year over year. Private Equity- Net Monitoring and Transactions Fees: $18.64 million versus $30.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change. Private Equity-...

KKR & Co. Inc. KKR reported first-quarter 2026 net income per share of $1.39, surpassing the Zacks Consensus Estimate of $1.28. The bottom line rose from $1.15 in the prior-year quarter. KKR shares rallied nearly 1.6% in the early trading on better-than-expected results. A full day’s trading session will provide a clearer picture. Results have primarily reflected impressive growth in assets under management (AUM) and transaction fees for the capital markets business. However, an increase in expenses acted as a headwind. Net income attributable to the company (GAAP basis) was $364.8 million against a net loss of $185.9 million in the year-ago quarter. Total segment revenues amounted to $1.47 billion, increasing 22.4% on a year-over-year basis. The top line surpassed the Zacks Consensus Estimate of $1.43 billion. Total segment expenses increased 19.9% year over year to $452.6 million. As of March 31, 2026, total AUM grew 14.1% year over year to $757.9 billion. Fee-paying AUM summed $614.8 billion, which increased 16.8% from the year-ago quarter. Total operating earnings grew 19.1% year over year to $1.3 billion. The company posted fee-related earnings of $1 billion, up 23.5% year over year. The company declared a quarterly dividend of 19.5 cents per share of common stock, representing a 5.4% increase from the previous quarterly dividend of 18.5 cents per share. This dividend will be paid on May 29, 2026, to shareholders of record as of the close of business on May 15, 2026. The company also approved a $500 million increase to its existing share repurchase program, with the authorization set to automatically increase once the remaining capacity falls to $50 million or less. In May 2026, KKR completed its previously announced acquisition of Arctos Partners, a leading institutional investor in professional sports franchise stakes and asset management solutions. The transaction, which received the required sports league approvals, adds approximately $16 billion in assets under management and enhances KKR’s capabilities in sports investing and GP solutions. As part of the deal, Arctos’ leadership and operations have been integrated into KKR Solutions, a newly established investing platform that combines sports, GP solutions and secondary strategies, supporting the firm’s long-term growth in multi-asset class investing. The company will continue utilizing lucrative...

KKR & Co. Inc. (KKR) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.76%. A quarter ago, it was expected that this company would post earnings of $1.16 per share when it actually produced earnings of $1.12, delivering a surprise of -3.45%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. KKR & Co., which belongs to the Zacks Financial - Investment Management industry, posted revenues of $1.47 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.77%. This compares to year-ago revenues of $1.2 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. KKR & Co. shares have lost about 18.9% since the beginning of the year versus the S&P 500's gain of 5.2%. While KKR & Co. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for KKR & Co. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Str...

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin