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

Louisbourg Investments Inc. raised its holdings in KKR & Co. Inc. (NYSE:KKR) by 24.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,575 shares of the asset manager’s stock after buying an additional 6,218 shares during the quarter. Louisbourg Investments Inc.’s holdings in KKR & Co. Inc. were worth $4,025,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in KKR. ESL Trust Services LLC bought a new position in shares of KKR & Co. Inc. during the third quarter valued at $26,000. Asset Dedication LLC bought a new stake in shares of KKR & Co. Inc. in the 3rd quarter worth about $26,000. GGM Financials LLC bought a new stake in shares of KKR & Co. Inc. in the 3rd quarter worth about $27,000. Richardson Financial Services Inc. increased its position in shares of KKR & Co. Inc. by 2,150.0% during the 3rd quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager’s stock worth $29,000 after purchasing an additional 215 shares in the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in shares of KKR & Co. Inc. during the 3rd quarter worth about $33,000. 76.26% of the stock is owned by institutional investors.

Key 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

KKR & Co. Inc. Trading Up 0.0%

KKR stock 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. KKR & Co. Inc. has a twelve month low of $82.67 and a twelve month high of $153.87. The company has a market cap of $81.47 billion, a P/E ratio of 39.05, a PEG ratio of 0.67 and a beta of 1.93. The business has a fifty day moving average of $97.71 and a 200-day moving average of $117.23.

KKR & Co. Inc. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were issued a dividend of $0.185 per share. This represents a $0.74 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, February 17th. KKR & Co. Inc.’s payout ratio is currently 31.62%.

Insider Transactions at KKR & Co. Inc.

In other KKR & Co. Inc. news, CEO Scott C. Nuttall bought 125,000 shares of KKR & Co. Inc. stock in a transaction dated Tuesday, February 17th. The shares were bought at an average price of $102.66 per share, with a total value of $12,832,500.00. Following the purchase, the chief executive officer owned 15,503,748 shares of the company’s stock, valued at $1,591,614,769.68. This trade represents a 0.81% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Timothy R. Barakett purchased 50,000 shares of the stock in a transaction dated Wednesday, March 4th. The shares were acquired at an average price of $94.47 per share, with a total value of $4,723,500.00. Following the transaction, the director owned 285,000 shares in the company, valued at $26,923,950. This trade represents a 21.28% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders bought 393,872 shares of company stock valued at $40,090,679. 23.20% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on KKR. Weiss Ratings upgraded shares of KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. HSBC raised shares of KKR & Co. Inc. from a “hold” rating to a “buy” rating and set a $144.00 price objective for the company in a report on Wednesday, January 28th. TD Cowen cut shares of KKR & Co. Inc. from a “buy” rating to a “hold” rating and cut their target price for the company from $146.00 to $131.00 in a research note on Wednesday, January 14th. BMO Capital Markets reduced their target price on KKR & Co. Inc. from $125.00 to $106.00 and set an “outperform” rating on the stock in a report on Tuesday, March 24th. Finally, Barclays decreased their price target on KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating on the stock in a research report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, KKR & Co. Inc. has an average rating of “Moderate Buy” and a consensus price target of $149.00.

KKR & Co. Inc. 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.