KKR & Co LP (KKR)

Sep 27, 2026

Realty Income (O) recently sold a 49% stake in 54 European properties to KKR for €528 million, maintaining control and earning management fees. This move, alongside a dividend increase and convertible note offering, aims to recycle capital and support growth, particularly in digital infrastructure and data centers. Despite recent stock drops due to rising Treasury yields, Realty Income's business fundamentals appear strong, with high occupancy and raised full-year guidance, suggesting a potential combined return closer to 15% annually when considering its 5.9% dividend yield.

Sep 25, 2026

Private equity and venture capital investors are significantly increasing their investments in the publishing industry in 2026, with transaction value more than doubling compared to the previous year. This surge is driven by the industry's predictable cash flows, recurring demand, and fragmented market structure, which allows for buy-and-build consolidation strategies. Additionally, the potential for operational improvements through artificial intelligence is a new factor attracting investors.

Sep 25, 2026

KKR & Co. Inc. (KKR) is an $85.8 billion market cap global investment firm specializing in various asset classes, known for its diversified, fee-generating model. Despite a strong Q2 2026 performance and a significant sale of USI Insurance Services, KKR's stock has underperformed the Nasdaq, dipping below key moving averages due to investor caution regarding interest rates and AI disruption. Analysts, however, remain highly bullish on KKR, with a "Strong Buy" consensus and a significant upside potential.

Sep 24, 2026

Andra AP fonden has reduced its stake in KKR & Co. Inc. by 29.5%, selling 17,000 shares but still retaining 40,630 shares valued at approximately $3.73 million. Institutional investors collectively own 76.26% of KKR's outstanding shares, while an insider recently sold 10,000 shares, decreasing their position by over 54%. Analysts maintain a "Moderate Buy" rating with an average price target of $130, significantly higher than KKR's opening price of $97.07, and the company has surpassed quarterly EPS estimates.

Sep 23, 2026

South Bow Corp. executives stated that the federal government's new "mega deduction" tax break for asset investments strengthens the case for building their US$2.1-billion Prairie Connector pipeline. This proposed 380-kilometer pipeline, which would boost Alberta oil exports to the U.S., was highlighted by the government at a recent investment summit. South Bow is exploring various financing options, including selling stakes to private equity funds and negotiating loan guarantees with government bodies, aiming for a final investment decision by mid-2027.

Sep 23, 2026

UWM Holdings Corp., parent of United Wholesale Mortgage, has finalized the terms of a 200 million-share rights offering for its Class A common stock, aiming to raise at least $400 million. This offering is part of a larger $2.05 billion capital raise involving Oaktree Capital Management and the Ishbia family. If the offering doesn't meet the $400 million target, Oaktree and the Ishbia family are committed to backstopping the unfunded portion through additional securities.

Sep 22, 2026

KKR is launching a new equipment-finance company called Akrapoint Commercial Capital with an initial investment of $350 million. Akrapoint aims to provide loans ranging from $250,000 to $5 million, with an average of $500,000 to $600,000, to help small and medium-sized businesses finance critical industrial equipment. This initiative is being funded through KKR's second asset-based finance fund.

Sep 22, 2026

This article from Stock Traders Daily analyzes KKR's price dynamics and execution-aware positioning, highlighting weak sentiment across all horizons and suggesting a short bias. It details an exceptional 45.5:1 risk-reward short setup and provides three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) tailored for different risk profiles. The analysis also includes multi-timeframe signal analysis with support and resistance levels for near-term, mid-term, and long-term horizons.

Sep 20, 2026

Nykredit A S has invested $13.77 million in KKR & Co. Inc. by purchasing 149,987 shares during the second quarter. KKR, an asset manager, is largely owned by institutional investors (76.26%) and has a "Moderate Buy" consensus rating from analysts with a $130 price target. The company recently exceeded earnings expectations and pays a quarterly dividend.

Sep 19, 2026

KKR & Co. Inc. anticipates significant growth driven by private credit and AI-related financing, with its credit platform managing around $300 billion. The firm sees substantial demand for AI infrastructure financing, estimating $7.6 trillion in hyperscaler capital expenditures over five years. KKR also highlights Asia as a long-term private-credit opportunity, potentially requiring $800 billion in capital.

Sep 17, 2026

KKR & Co. has revised its forecast for the 10-year U.S. Treasury yield, projecting it to reach 5.1% by the end of the year, up from its previous estimate of 5%. The firm anticipates that the Federal Reserve will maintain elevated interest rates for a longer period, possibly raising them again in December and March, due to persistent inflation and robust economic growth. KKR believes inflation may not return to the Fed's 2% target until 2029, supporting a tighter monetary policy.

Sep 17, 2026

Starbucks is reportedly considering selling a majority stake in its Japan business, a deal that could value the unit at around $3 billion. This move aligns with Starbucks' strategy to reshape its global portfolio and focus on core markets, following a similar divestment of its China operations last year. The potential sale is expected to attract interest from global and local buyout firms.

Sep 16, 2026

KKR & Co Inc (KKR) shares dropped 3.2% to $96.84, continuing a year-long downward trend. Despite the decline, GuruFocus's GF Value™ suggests KKR is undervalued by 28.0%, with a GF Score™ of 90/100 indicating strong overall performance. Insider buying of $49.8M over the past year further signals confidence in the company's future, presenting a potential opportunity for investors in the asset management sector.

Sep 16, 2026

KKR & Co. has significantly expanded its private investment-grade financing business, with deals totaling over $80 billion in the first half of 2026, more than double last year's amount. This growth is driven by companies seeking flexible alternatives to traditional bank financing, with demand for AI infrastructure expected to further fuel private credit. KKR also joined a partnership to mobilize over $500 billion for AI infrastructure buildout.

Sep 16, 2026

KKR & Co. Inc. (KKR) stock fell 3.16% on Wednesday, closing at $96.84. This underperformance occurred during a generally poor trading session, with the S&P 500 Index (SPX) down 0.45% and the Dow Jones Industrial Average (DJIA) down 1.21%. This marks the second consecutive day of losses for KKR.

Sep 16, 2026

FS KKR Capital Corp (FSK) has declared a quarterly dividend of $0.44 per share, with an ex-dividend date of September 16, 2026. While the company offers an attractive trailing dividend yield of 19.24% and a 5-year yield on cost of 21.77%, its dividend sustainability is questioned by a low profitability rank of 3/10, a growth rank of 3/10, and a three-year earnings decline of approximately 50% per year. Investors are advised to consider these fundamental weaknesses alongside the high current income.

Sep 16, 2026

Starbucks is reportedly considering selling a majority stake in its Japanese operations, which could value the business at approximately $3 billion. This potential divestment is part of a broader portfolio review and aims to attract interest from international and Japanese private equity firms. Starbucks Japan currently operates 1,883 stores and is the company's largest company-operated market outside the U.S.

Sep 15, 2026

KKR has exceeded $80 billion in private investment-grade debt origination or placement in 2026, demonstrating significant growth in its global credit platform. The firm's credit AUM has increased by 50% since 2021 to $293 billion, fueled by strong institutional demand and strategic transactions like a major pipeline network stake in Kuwait and an acquisition from Thomson Reuters. KKR attributes this success to its direct negotiation approach, integrated credit and capital markets platform, and the ongoing global shift towards capital-light business models.

Sep 15, 2026

Realty Income, a US-based net-lease giant, is expanding its focus to European data centers, eyeing markets like Frankfurt, London, Paris, and Barcelona, to capitalize on growing digital infrastructure demand. This expansion follows a $6bn deal in the US and aims to replicate its successful net-lease strategy in Europe, targeting single-tenant facilities with long-duration leases. The company sees attractive risk-adjusted opportunities in Europe due to less competition and a fragmented real estate market, further bolstered by a recent joint venture with KKR for European net-lease assets.

Sep 14, 2026

Corient Private Wealth LP has decreased its stake in KKR & Co. Inc. by 26% during the second quarter, selling 86,400 shares and now owning 245,319 shares valued at $22.5 million. Despite this reduction, other institutional investors have recently increased their positions in KKR, and analysts maintain a "Moderate Buy" rating with a consensus price target of $130.00. The article also details recent insider stock sales, KKR's financial performance, and its latest quarterly dividend announcement.

Sep 14, 2026

U.S. private equity firm KKR has sold its entire 19.9% stake in Philippine power producer First Gen for approximately $410.48 million, ending a six-year investment. This sale occurred weeks after First Gen's parent company rejected KKR's proposal to increase its holding in the company. The shares were bought by investment firm Angsana Finance.

Sep 14, 2026

U.S. private equity firm KKR has sold its entire 19.9% stake in Philippine power producer First Gen for approximately 25.77 billion pesos ($410.48 million). This sale to investment firm Angsana Finance reverses KKR's earlier strategy, as it had recently sought to increase its holding in First Gen, a proposal which was rejected by First Gen's parent company, First Philippine Holdings Corp. The transaction concludes KKR's six-year investment in the company.

Sep 14, 2026

Engineers Gate Manager LP acquired 33,761 shares of KKR & Co. Inc. worth approximately $3.1 million in the second quarter. KKR reported strong quarterly earnings of $1.63 per share, beating analyst estimates, and maintains a quarterly dividend. The company holds a "Moderate Buy" consensus rating from analysts with an average price target of $130, despite a recent insider share sale.

Sep 14, 2026

Ares Management Corp has appointed James Garforth as a principal in its Asia direct lending business. Garforth, previously with BGH Capital, will be based in Hong Kong and report to Peter Graf, head of Asia direct lending at Ares. His background includes experience at KKR Capital Markets and Credit Suisse.