KKR & Co. Inc. $KKR Stock Holdings Increased by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC boosted its holdings in shares of KKR & Co. Inc. (NYSE:KKR) by 10.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 73,048 shares of the asset manager’s stock after purchasing an additional 7,155 shares during the period. Nisa Investment Advisors LLC’s holdings in KKR & Co. Inc. were worth $9,312,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its position in KKR & Co. Inc. by 109.6% in the fourth quarter. Brighton Jones LLC now owns 4,661 shares of the asset manager’s stock worth $689,000 after buying an additional 2,437 shares during the last quarter. Bison Wealth LLC acquired a new stake in shares of KKR & Co. Inc. during the 4th quarter valued at $218,000. Sivia Capital Partners LLC lifted its position in shares of KKR & Co. Inc. by 13.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,050 shares of the asset manager’s stock valued at $273,000 after acquiring an additional 237 shares during the last quarter. United Bank bought a new stake in shares of KKR & Co. Inc. during the 2nd quarter worth $769,000. Finally, Loomis Sayles & Co. L P boosted its stake in shares of KKR & Co. Inc. by 38.7% during the 2nd quarter. Loomis Sayles & Co. L P now owns 1,051 shares of the asset manager’s stock worth $140,000 after acquiring an additional 293 shares in the last quarter. 76.26% of the stock is currently owned by institutional investors.

Key Stories Impacting KKR & Co. Inc.

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

• Positive Sentiment: KKR agreed to take Japan’s Taiyo Holdings private in a roughly $3.3B tender offer, signaling dealflow in Asia and control?led value creation potential for KKR’s balance sheet and fees. Read More.
• Positive Sentiment: Analysts are bullish after KKR’s participation in the reported $4.75B sale of CoolIT Systems, which underscores KKR’s ability to exit investments at scale — a positive for realized carry and earnings upside. Read More.
• Positive Sentiment: Funds managed by KKR led a $90M Series C into Coder (enterprise AI developer tooling), highlighting KKR’s continued deployment into high?growth tech and potential for fee?earning co?investments. Read More.
• Neutral Sentiment: Japan Post Insurance invested in KKR’s Hoken Minaoshi Hompo Group (portfolio re?capitalization), a vote of confidence from a major LP/partner that helps validate KKR’s strategy in Japan. Read More.
• Neutral Sentiment: New debt listing/detail posted for a KKR note series — relevant to fixed?income investors but unlikely to move the equity meaningfully on its own. Read More.
• Negative Sentiment: KKR imposed caps/restrictions on redemptions at a non?traded private?credit retail fund, a liquidity management step that may concern retail investors and raise questions about credit performance, fund liquidity and reputational risk. This action is likely the main near?term negative catalyst for the stock. Read More.

Insiders Place Their Bets

In other KKR & Co. Inc. news, CEO Scott C. Nuttall bought 125,000 shares of the stock in a transaction on 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 directly owned 15,503,748 shares in the company, valued at $1,591,614,769.68. The trade was a 0.81% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Matt Cohler bought 43,872 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was acquired at an average price of $102.90 per share, for a total transaction of $4,514,428.80. Following the acquisition, the director directly owned 45,477 shares in the company, valued at $4,679,583.30. This trade represents a 2,733.46% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 393,872 shares of company stock valued at $40,090,679 over the last ninety days. Corporate insiders own 23.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on KKR shares. Wall Street Zen raised KKR & Co. Inc. from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. Barclays cut their price objective on KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating on the stock in a report on Monday, March 2nd. TD Cowen lowered shares of KKR & Co. Inc. from a “buy” rating to a “hold” rating and reduced their price objective for the company from $146.00 to $131.00 in a research note on Wednesday, January 14th. Finally, UBS Group decreased their target price on shares of KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating for the company in a report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $149.00.

KKR & Co. Inc. Price Performance

Shares of NYSE:KKR opened at $91.44 on Thursday. The company’s fifty day moving average is $98.36 and its two-hundred day moving average is $117.41. The company has a market cap of $81.53 billion, a P/E ratio of 39.08, a price-to-earnings-growth ratio of 0.68 and a beta of 2.01. KKR & Co. Inc. has a 12-month low of $82.67 and a 12-month high of $153.87. 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. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given 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 presently 31.62%.

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.