Daymark Wealth Partners LLC Trims Holdings in KKR & Co. Inc. $KKR

Daymark Wealth Partners LLC lowered its stake in shares of KKR & Co. Inc. (NYSE:KKR) by 50.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,403 shares of the asset manager’s stock after selling 9,630 shares during the quarter. Daymark Wealth Partners LLC’s holdings in KKR & Co. Inc. were worth $1,199,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in KKR. Vanguard Group Inc. boosted its stake in KKR & Co. Inc. by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 59,242,848 shares of the asset manager’s stock valued at $7,698,608,000 after acquiring an additional 585,893 shares during the last quarter. Norges Bank acquired a new position in KKR & Co. Inc. during the 2nd quarter worth $1,530,419,000. Lone Pine Capital LLC increased its position in shares of KKR & Co. Inc. by 9.6% in the 2nd quarter. Lone Pine Capital LLC now owns 5,221,769 shares of the asset manager’s stock worth $694,652,000 after purchasing an additional 457,998 shares during the last quarter. Legal & General Group Plc increased its position in shares of KKR & Co. Inc. by 1.4% in the 3rd quarter. Legal & General Group Plc now owns 4,642,005 shares of the asset manager’s stock worth $603,229,000 after purchasing an additional 65,695 shares during the last quarter. Finally, Strive Asset Management LLC acquired a new stake in shares of KKR & Co. Inc. in the 3rd quarter valued at about $535,907,000. Institutional investors own 76.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on KKR shares. Royal Bank Of Canada assumed coverage on shares of KKR & Co. Inc. in a research report on Tuesday, February 24th. They set an “outperform” rating and a $137.00 price target on the stock. UBS Group lowered their price objective on KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating for the company in a report on Friday, February 20th. 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 research note on Monday, March 2nd. Weiss Ratings raised KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Finally, BMO Capital Markets decreased their target price on KKR & Co. Inc. from $125.00 to $106.00 and set an “outperform” rating for the company in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $149.00.

Key KKR & Co. Inc. News

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

• Positive Sentiment: Record fundraising: KKR reported a record $129 billion of fundraising, which strengthens its fee‑generating AUM base and supports recurring management fees and long‑term revenue visibility. KKR & Co. (KKR) Outlook Strengthens on Record $129B Fundraising
• Positive Sentiment: Big exit — CoolIT sale to Ecolab: KKR agreed to sell CoolIT for $4.75 billion, realizing roughly a 15x return on original equity; the transaction should generate meaningful realized gains, carry income and cash proceeds, and signals strong exit conditions. CoolIT Employees Share in $4.75 Billion Transaction as KKR Agrees to Sell to Ecolab
• Positive Sentiment: Dealmaker activity — Nothing Bundt Cakes acquisition: Reports that KKR is buying the bakery chain for >$2 billion show continued deal flow and portfolio expansion in consumer franchises. Active deployment can justify growth expectations if returns meet targets. KKR Strikes Deal for Nothing Bundt Cakes
• Positive Sentiment: Cyclical tailwinds: Analysis argues KKR could benefit from a cyclical upswing in alternative assets, which would boost AUM and fees if fundraising and deployment accelerate. Why KKR & Co. (KKR) Could Benefit from a Cyclical Upswing in Alternative Assets
• Neutral Sentiment: Partial monetization possible — KKR-backed OHB is exploring a share sale, which could allow KKR to trim its stake; that’s a potential exit/return of capital but impact depends on size/timing. KKR-backed OHB taps banks for share sale, Bloomberg News reports
• Neutral Sentiment: Peer comparison/context: Analyst pieces (e.g., Zacks) compare KKR with Blackstone amid tightening private credit markets—useful framing but not an immediate catalyst. BX vs. KKR: Which is a Smarter Bet as Private Credit Markets Tighten?
• Neutral Sentiment: Performance comparison: Market write‑ups comparing KKR to other private equity stocks provide valuation and performance context but are informational rather than catalytic. How Is KKR & Co.’s Stock Performance Compared to Other Private Equity Stocks?
• Negative Sentiment: Analyst downgrade risk: BMO Capital Markets has lowered expectations for KKR’s stock, which can weigh on sentiment and near‑term price performance if other brokers follow. BMO Capital Markets Has Lowered Expectations for KKR & Co. Inc. (NYSE:KKR) Stock Price

KKR & Co. Inc. Trading Up 1.2%

KKR & Co. Inc. stock opened at $90.01 on Friday. KKR & Co. Inc. has a 1 year low of $82.67 and a 1 year high of $153.87. The firm’s 50-day moving average is $101.31 and its 200-day moving average is $118.96. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.07 and a current ratio of 0.07. The company has a market cap of $80.25 billion, a P/E ratio of 38.46, a PEG ratio of 0.66 and a beta of 2.01.

KKR & Co. Inc. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were paid a dividend of $0.185 per share. The ex-dividend date was Tuesday, February 17th. This represents a $0.74 annualized dividend and a yield of 0.8%. KKR & Co. Inc.’s dividend payout ratio is 31.62%.

Insider Buying and Selling at KKR & Co. Inc.

In other KKR & Co. Inc. news, Director Matt Cohler bought 43,872 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were purchased at an average price of $102.90 per share, with a total value of $4,514,428.80. Following the completion of the acquisition, the director directly owned 45,477 shares of the company’s stock, valued at approximately $4,679,583.30. The trade was a 2,733.46% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Joseph Y. Bae bought 125,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was bought at an average price of $102.19 per share, with a total value of $12,773,750.00. Following the completion of the purchase, the chief executive officer owned 509,257 shares of the company’s stock, valued at $52,040,972.83. This trade represents a 32.53% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders bought 393,872 shares of company stock worth $40,090,679. Insiders own 23.20% of the company’s stock.

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.