Seeking Alpha·5d ago
3 Dividend Investing Opportunities To Profit From AIAI winners are not limited to low-yielding tech stocks. Alternative asset managers are funding the data center boom. Energy companies and REITs may quietly benefit too.
KKR's strategic pivot toward insurance-driven fee income, with non-interest fees comprising over 100% of total revenue in recent quarters, appears to be creating a more durable earnings base, as evidenced by record Fee Related Earnings. However, this transform...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue is overwhelmingly fee-driven with non-interest income representing 100.9% of total revenue in Q2 2026, yet operating margin remains highly volatile, ranging from -26.7% to 15.2% over the past ten quarters due to dominant and unpredictable loan loss provisions.
KKR raised a record $129 billion in 2025, surpassing its fundraising goals. With approximately $118 billion of dry powder, the firm is well positioned to deploy capital into attractive opportunities.
Management fees have grown year‑over‑year, driven by strong fundraising activity. KKR expects continued margin expansion in fee‑related earnings through operating leverage and a higher mix of capital‑light, recurring fee streams.
KKR’s private credit and insurance assets exceed $250 billion, with direct lending growth fueled by bank disintermediation. This asset class is a key driver of high‑single to low‑double‑digit AUM CAGR.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.63+14.0% vs $1.43 | $2.8B+8.4% vs $2.5B |
Q2 2026 May 5, 2026 | $1.39+10.3% vs $1.26 | $2.3B+7.6% vs $2.2B |
Q1 2026 Feb 5, 2026 | $1.12-1.8% vs $1.14 | $1.6B-10.2% vs $1.8B |
Q4 2025 Nov 7, 2025 | $1.41+8.5% vs $1.30 | $5.5B+153.3% vs $2.2B |
AI winners are not limited to low-yielding tech stocks. Alternative asset managers are funding the data center boom. Energy companies and REITs may quietly benefit too.
Members of the Federal Open Market Committee showed their lowest level of worry about gross domestic product growth since it first started releasing its outlook.
On September 16, 2026, KKR and Co Inc (KKR) shares fell 3.2% to $96.84, continuing a downward trend that has seen the stock decline 23.6% year-to-date and 32.4% o
KKR & Co. Inc. (KKR) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Benchmark KKR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for KKR & Co. Inc. (KKR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $98.44 | $88.39B | 42.07 | -7.47% | 13.97% | 3.3% | 0.82% | |
| $124.01 | $97.69B | 31.96 | 21.87% | 22.69% | 16.16% | — | |
| $124.15 | $71.51B | 17.10 | 15.78% | 8.54% | 7.06% | — | |
| $40.23 | $14.48B | 18.45 | 40.31% | 10% | 5.11% | — | |
| $124.72 | $40.96B | 63.63 | 96.21% | 9.97% | 7.43% | — | |
| $45.62 | $17.49B | 37.70 | 79.63% | 4.68% | 4.88% | — |
KKR & Co. Inc. (KKR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
KKR & Co. Inc. (KKR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 31, 2026·SEC
Aug 27, 2026·SEC
Jul 31, 2026·SEC
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KKR & Co. Inc. (KKR) stock FAQ — growth, dividends, profitability & financials explained
KKR & Co. Inc. (KKR) saw revenue decline by 7.5% over the past year.
Yes, KKR & Co. Inc. (KKR) is profitable, generating $3.15B in net income for fiscal year 2025 (14.0% net margin).
Yes, KKR & Co. Inc. (KKR) pays a dividend with a yield of 0.82%. This makes it attractive for income-focused investors.
KKR & Co. Inc. (KKR) has a return on equity (ROE) of 3.3%. This is below average, suggesting room for improvement.
KKR & Co. Inc. (KKR) has a net interest margin (NIM) of 0.0%. NIM has been under pressure due to interest rate environment.
KKR & Co. Inc. (KKR) has an efficiency ratio of 44.8%. This is excellent, indicating strong cost control.
