Allen Investment Management LLC Acquires 154,009 Shares of KKR & Co. Inc. $KKR

Posted by ABMN Staff on Feb 9th, 2026

Allen Investment Management LLC lifted its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 165.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 247,375 shares of the asset manager’s stock after buying an additional 154,009 shares during the quarter. Allen Investment Management LLC’s holdings in KKR & Co. Inc. were worth $32,146,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Oppenheimer Asset Management Inc. lifted its stake in KKR & Co. Inc. by 51.9% in the third quarter. Oppenheimer Asset Management Inc. now owns 4,714 shares of the asset manager’s stock valued at $613,000 after buying an additional 1,610 shares in the last quarter. Lantz Financial LLC increased its position in shares of KKR & Co. Inc. by 8.5% during the third quarter. Lantz Financial LLC now owns 1,766 shares of the asset manager’s stock worth $229,000 after acquiring an additional 139 shares in the last quarter. Smartleaf Asset Management LLC raised its holdings in shares of KKR & Co. Inc. by 63.1% during the third quarter. Smartleaf Asset Management LLC now owns 4,290 shares of the asset manager’s stock worth $577,000 after acquiring an additional 1,660 shares during the period. Canada Post Corp Registered Pension Plan raised its holdings in shares of KKR & Co. Inc. by 20.7% during the third quarter. Canada Post Corp Registered Pension Plan now owns 13,540 shares of the asset manager’s stock worth $1,821,000 after acquiring an additional 2,320 shares during the period. Finally, Runnymede Capital Advisors Inc. lifted its position in KKR & Co. Inc. by 0.8% in the 3rd quarter. Runnymede Capital Advisors Inc. now owns 12,968 shares of the asset manager’s stock valued at $1,685,000 after acquiring an additional 100 shares in the last quarter. 76.26% of the stock is currently owned by institutional investors and hedge funds.

KKR & Co. Inc. Price Performance

Shares of NYSE KKR opened at $103.25 on Monday. The company has a debt-to-equity ratio of 0.75, a current ratio of 0.09 and a quick ratio of 0.09. The business has a 50-day moving average of $126.64 and a 200-day moving average of $130.25. The stock has a market capitalization of $92.03 billion, a price-to-earnings ratio of 44.12, a PEG ratio of 0.89 and a beta of 1.99. KKR & Co. Inc. has a fifty-two week low of $86.15 and a fifty-two week high of $153.87.

KKR & Co. Inc. (NYSE:KKR – Get Free Report) last released its earnings results on Thursday, February 5th. The asset manager reported $1.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.14 by ($0.02). The company had revenue of $5.93 billion for the quarter, compared to the consensus estimate of $2.23 billion. KKR & Co. Inc. had a return on equity of 5.77% and a net margin of 11.97%.The business’s revenue was up 76.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.32 EPS. As a group, sell-side analysts predict that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

KKR & Co. Inc. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be issued a $0.185 dividend. This represents a $0.74 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, February 17th. KKR & Co. Inc.’s dividend payout ratio is presently 31.62%.

More KKR & Co. Inc. News

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

Positive Sentiment: KKR agreed to acquire Arctos Partners in a transaction initially valued at $1.4 billion, creating a new sports investing and GP Solutions platform that expands recurring-fee opportunities and strategic reach into sports franchise stakes. KKR to Acquire Arctos, Establishing a New Platform for Sports, GP Solutions and Secondaries in a Strategic Transaction Initially Valued at 1.4 Billion
Positive Sentiment: Analyst/market commentary highlighted KKR’s resilient fee-based revenue and asset growth (AUM up materially Y/Y), prompting bullish coverage and an upgrade thesis that frames current weakness as a buying opportunity. KKR: Private Credit Fears Create Significant Opportunity (Upgrade)
Positive Sentiment: KKR formed an A$600 million energy-transition strategic partnership with HMC, bolstering its infrastructure/energy transition pipeline and long-term fee and carry prospects. KKR Forms A$600m Energy Transition Strategic Partnership with HMC
Positive Sentiment: KKR continues to expand data‑center and infrastructure exposure (including transactions tied to STT GDC / Asia data‑center capacity), supporting secular growth themes and larger, fee‑generating pools. KKR and Singtel fully acquire data center firm STT GDC
Positive Sentiment: KKR declared a quarterly dividend (record Feb 17; payable March 3), a modest yield but supportive of income-oriented sentiment and signaling confidence in cash generation.
Neutral Sentiment: Q4 results: revenue surged year-over-year (large increase in reported revenue/AUM), but adjusted EPS missed estimates by a small amount ($1.12 vs. $1.14 consensus). Investors are parsing strong top-line/asset trends versus margin/expense drivers. KKR & Co. Inc. Reports Fourth Quarter 2025 Results
Negative Sentiment: KKR disclosed a clawback hit related to an Asia private‑equity fund that weighed on 4Q profit, raising questions about near‑term earnings volatility from realized/unrealized adjustments. KKR’s 4Q profit hit by clawback at Asia private equity fund
Negative Sentiment: Some analysts trimmed price targets this morning (Barclays lowered its target to $136; Oppenheimer trimmed to $187), which can pressure sentiment despite both firms maintaining constructive ratings. Analyst price target coverage

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Citigroup lowered their target price on KKR & Co. Inc. from $170.00 to $150.00 and set a “buy” rating for the company in a report on Monday, October 13th. TD Cowen cut KKR & Co. Inc. from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $146.00 to $131.00 in a research report on Wednesday, January 14th. Weiss Ratings upgraded KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday. UBS Group dropped their target price on KKR & Co. Inc. from $176.00 to $168.00 and set a “buy” rating on the stock in a research report on Tuesday, January 13th. Finally, Barclays cut their target price on KKR & Co. Inc. from $159.00 to $136.00 and set an “overweight” rating on the stock in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $156.57.

Check Out Our Latest Stock Analysis on KKR

KKR & Co. Inc. Company Profile

(Free Report)

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.