KKR's Quarterly Earnings Preview: What You Need to Know

Quarterly Report by SkazovD via Shutterstock

New York-based KKR & Co. Inc. (KKR) operates as an asset manager involved in private equity, energy, infrastructure, real estate, credit strategies, and hedge funds. With a market cap of $125.6 billion, KKR specializes in acquisitions, LBOs, MBOs, credit funding, growth equity, mezzanine, distressed, turnaround, and other investments.

The asset manager is expected to announce its second-quarter results on Wednesday, Jul. 30. Ahead of the event, analysts expect KKR to deliver a profit of $1.02 per share, up 12.1% from $0.91 per share reported in the year-ago quarter. The company has surpassed Street’s EPS estimates thrice over the past four quarters, while missing on one other occasion.

For the full fiscal 2025, analysts expect KKR to deliver an EPS of $4.49, up 15.1% from $3.90 reported in the previous fiscal. While in fiscal 2026, its earnings are expected to further surge 33.4% year-over-year to $5.99 per share.

www.barchart.com

KKR stock prices have surged 29.6% over the past 52 weeks, outpacing the S&P 500 Index’s ($SPX12.1% gains and the Financial Select Sector SPDR Fund’s (XLF23.5% returns over the same time frame.

www.barchart.com

KKR stock prices observed marginal gains in the trading session following the release of its Q1 results on May 1. Driven by higher fees income, the company’s revenues from asset management and strategic holdings increased 4.6% year-over-year to more than $2 billion. Meanwhile, its revenues from the insurance segment dropped to $1.1 billion, down from $7.7 billion in Q1 2024. However, this drop is expected to be a one-time decline due to segment headwinds and external legal challenges. KKR’s overall revenues come in at $3.1 billion, down 67.8% year-over-year.

On a more positive note, its assets under management grew 15% year-over-year to $664 billion, and its adjusted EPS surged 20% year-over-year to $1.15, beating the Street’s estimates by 16.2%.

The stock maintains a consensus “Strong Buy” rating overall. Of the 19 analysts covering the KKR stock, opinions include 16 “Strong Buys,” two “Moderate Buys,” and one “Hold” rating. Its mean price target of $148.90 indicates a modest 5.6% upside potential from current price levels.


On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.