USS Investment Management Ltd Purchases 5,467 Shares of KKR & Co. Inc. $KKR

USS Investment Management Ltd increased its position in shares of KKR & Co. Inc. (NYSE:KKR) by 4.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 116,025 shares of the asset manager’s stock after buying an additional 5,467 shares during the period. USS Investment Management Ltd’s holdings in KKR & Co. Inc. were worth $10,738,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Asset Dedication LLC bought a new position in shares of KKR & Co. Inc. in the 3rd quarter valued at about $26,000. Washington Trust Advisors Inc. acquired a new stake in KKR & Co. Inc. in the 4th quarter valued at about $27,000. Elyxium Wealth LLC acquired a new stake in KKR & Co. Inc. in the 4th quarter valued at about $27,000. SouthState Bank Corp grew its holdings in KKR & Co. Inc. by 185.0% during the fourth quarter. SouthState Bank Corp now owns 228 shares of the asset manager’s stock worth $29,000 after purchasing an additional 148 shares during the period. Finally, Garton & Associates Financial Advisors LLC bought a new position in KKR & Co. Inc. during the fourth quarter worth about $29,000. 76.26% of the stock is owned by institutional investors.

KKR & Co. Inc. News Roundup

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

• Positive Sentiment: KKR announced a major agreement to acquire EDF power solutions’ North American renewable power assets for $4.2 billion, expanding its clean-energy footprint in the U.S. and Canada. KKR to buy EDF’s renewable power assets in US, Canada for $4.2 billion
• Positive Sentiment: KKR and SK launched a $1.3 billion renewable energy platform in South Korea, with KKR taking management control; the venture is aimed at serving growing electricity demand from AI data centers and semiconductor facilities. KKR to control South Korea’s $1.3 billion renewables platform with SK as AI power demand rises
• Positive Sentiment: Additional reporting said the Korea platform will be the country’s largest renewable-energy vehicle, with about 1.7 GW already operating and a pipeline that could expand capacity to 10 GW, underscoring scale and future growth potential. KKR, SK to Jointly Launch $1.30 Billion Renewable-Energy Platform
• Neutral Sentiment: KKR also announced it will report second-quarter 2026 results on July 30, which sets up the next major catalyst but does not change fundamentals today. KKR & Co. Inc. to Announce Second Quarter 2026 Results
• Neutral Sentiment: One commentary article noted a long-time bank bull is shifting toward other opportunities, but it did not specifically provide a direct new bearish or bullish thesis on KKR. The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on KKR shares. TD Cowen lowered their price target on KKR & Co. Inc. from $106.00 to $104.00 and set a “hold” rating on the stock in a research report on Monday, May 18th. UBS Group lifted their target price on KKR & Co. Inc. from $113.00 to $126.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. The Goldman Sachs Group reduced their target price on KKR & Co. Inc. from $145.00 to $110.00 and set a “buy” rating for the company in a research note on Tuesday, April 7th. BMO Capital Markets decreased 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, Morgan Stanley decreased their price target on shares of KKR & Co. Inc. from $177.00 to $153.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, KKR & Co. Inc. presently has a consensus rating of “Moderate Buy” and an average price target of $134.53.

KKR & Co. Inc. Stock Performance

KKR opened at $92.48 on Thursday. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.08 and a quick ratio of 0.08. The business has a fifty day simple moving average of $96.70 and a 200 day simple moving average of $104.30. KKR & Co. Inc. has a 1 year low of $82.67 and a 1 year high of $153.87. The company has a market capitalization of $83.04 billion, a PE ratio of 31.46, a price-to-earnings-growth ratio of 0.79 and a beta of 1.79.

KKR & Co. Inc. (NYSE:KKR) last posted its quarterly earnings data on Friday, February 27th. The asset manager reported $1.24 earnings per share for the quarter. The firm had revenue of $5.74 billion for the quarter. KKR & Co. Inc. had a return on equity of 5.42% and a net margin of 13.94%. Research analysts expect that KKR & Co. Inc. will post 5.53 EPS for the current year.

KKR & Co. Inc. declared that its Board of Directors has initiated a share buyback program on Tuesday, May 5th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the asset manager to buy up to 0.5% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its stock is undervalued.

KKR & Co. Inc. Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were paid a $0.195 dividend. This is a positive change from KKR & Co. Inc.’s previous quarterly dividend of $0.18. The ex-dividend date was Friday, May 15th. This represents a $0.78 annualized dividend and a yield of 0.8%. KKR & Co. Inc.’s dividend payout ratio is presently 26.53%.

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.