Sumitomo Life Insurance Co. Has $12.75 Million Stock Position in KKR & Co. Inc. $KKR

Sumitomo Life Insurance Co. increased its holdings in shares of KKR & Co. Inc. (NYSE:KKR) by 72.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 98,100 shares of the asset manager’s stock after purchasing an additional 41,300 shares during the period. Sumitomo Life Insurance Co.’s holdings in KKR & Co. Inc. were worth $12,748,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the business. ESL Trust Services LLC acquired a new position in KKR & Co. Inc. during the 3rd quarter valued at $26,000. GGM Financials LLC acquired a new position in shares of KKR & Co. Inc. in the third quarter valued at $27,000. Clearstead Trust LLC acquired a new position in shares of KKR & Co. Inc. in the second quarter valued at $28,000. Richardson Financial Services Inc. lifted its position in KKR & Co. Inc. by 2,150.0% in the third quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager’s stock worth $29,000 after purchasing an additional 215 shares during the period. Finally, Pineridge Advisors LLC acquired a new stake in KKR & Co. Inc. during the second quarter worth $31,000. 76.26% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. UBS Group lowered their target price on shares of KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating on the stock in a research note on Friday, February 20th. Barclays lowered their price objective on KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. TD Cowen downgraded KKR & Co. Inc. from a “buy” rating to a “hold” rating and cut their target price for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research note on Sunday, January 25th. Finally, Royal Bank Of Canada initiated coverage on KKR & Co. Inc. in a research note on Tuesday. They set an “outperform” rating and a $137.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $152.40.

Insider Transactions at KKR & Co. Inc.

In other KKR & Co. Inc. news, CEO Joseph Y. Bae bought 125,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were bought at an average cost of $102.19 per share, for a total transaction of $12,773,750.00. Following the transaction, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Scott C. Nuttall purchased 125,000 shares of the stock in a transaction dated Tuesday, February 17th. The shares were acquired at an average price of $102.66 per share, with a total value of $12,832,500.00. Following the transaction, the chief executive officer owned 15,503,748 shares in the company, valued at $1,591,614,769.68. This trade represents a 0.81% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have purchased 343,872 shares of company stock worth $35,367,179. Insiders own 39.34% of the company’s stock.

KKR & Co. Inc. News Roundup

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

• Positive Sentiment: RBC Capital initiated coverage with an “outperform” rating and set a $137 price target (roughly a 40% implied upside from current levels), giving the stock a fresh, high-conviction buy signal that can attract momentum and institutional interest. RBC Coverage
• Positive Sentiment: Short interest fell sharply in February (down ~18.5% to ~8.76M shares, ~1.6% of float, ~0.8 days to cover). A meaningful short-covering tailwind can reduce downside pressure and amplify rallies. (Data entry 2/25/2026)
• Positive Sentiment: Unusually large options activity: ~8,120 calls traded (~20% above normal), indicating some investors are placing bullish bets that could signal conviction or hedge positioning ahead of catalysts. (Data entry 2/24/2026)
• Positive Sentiment: Royal Bank of Canada coverage/upgrade was widely reported and echoed by outlets (RBC’s views and the accompanying price target are supporting buying interest). RBC/Benzinga Report
• Neutral Sentiment: KKR’s strategic expansion into education, healthcare and infrastructure is a longer-term positive for growth and fee diversification, but it’s unlikely to change near-term earnings visibility immediately. Expansion Article
• Negative Sentiment: An analyst downgrade (reported by AmericanBankingNews) recently pressured the stock and triggered a large one-day move lower — lingering analyst skepticism can cap rallies until clarity on fundamentals or fees returns. Analyst Downgrade
• Negative Sentiment: FS KKR Capital Corp. (FSK), a KKR-sponsored BDC, reported weaker results and NAV declines, declaring a Q1 distribution but showing realized/unrealized losses and lower NAV — this could weigh on KKR’s fee-related earnings or sentiment around its credit platforms. FSK Results

KKR & Co. Inc. Stock Up 0.9%

NYSE KKR opened at $96.61 on Thursday. The stock’s 50 day simple moving average is $118.66 and its 200 day simple moving average is $126.22. KKR & Co. Inc. has a one year low of $86.15 and a one year high of $153.87. The firm has a market cap of $86.11 billion, a PE ratio of 41.29, a price-to-earnings-growth ratio of 0.75 and a beta of 1.99. The company has a debt-to-equity ratio of 0.75, a current ratio of 0.09 and a quick ratio of 0.09.

KKR & Co. Inc. (NYSE:KKR) last issued its quarterly earnings data on Thursday, February 5th. The asset manager reported $1.12 EPS for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.02). KKR & Co. Inc. had a return on equity of 5.77% and a net margin of 11.97%.The company had revenue of $5.93 billion for the quarter, compared to the consensus estimate of $2.23 billion. During the same period in the prior year, the company earned $1.32 EPS. The firm’s revenue was up 76.1% compared to the same quarter last year. As a group, sell-side analysts forecast that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

KKR & Co. Inc. Dividend Announcement

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

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.