KKR & Co. Inc. (KKR) SEC Filings & Earnings Calls
EquiReason read 16 KKR & Co. Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-08-31 — KKR posted a presentation on its website regarding the sale of USI Insurance Services to Aon plc. This is a material corporate transaction announcement, but the filing itself is a .
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 82.0B
- P/E TTM
- 29.2
- Dividend yield
- 0.8%
- 52-week
- —
- Next earnings
- 9 Nov, in 16 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
31 Aug 20268-K · 7.01KKR posted a presentation on its website regarding the sale of USI Insurance Services to Aon plc. This is a material corporate transaction announcement, but the filing itself is a Regulation FD disclosure of the presentation, not the definiopen
Risks flagged
No specific risk signals disclosed in this filing; it is a procedural FD disclosure.
27 Aug 20268-K · 7.01, 8.01KKR settled DOJ antitrust HSR civil complaint for $250M; penalty fully reimbursed by outside law firms, no financial impact on firm/funds/investors.open
Risks flagged
Antitrust litigation resolved with $250M settlement; no financial impact due to reimbursement
“civil penalty will have no financial impact on the firm, our funds, or any of our investors and will be fully reimbursed by outside law firms” · word for word
6 Aug 202610-QKKR reported Q2 2026 results with increased management fees and net income, but GAAP pre-tax income declined.earningsopen
Figures in the filing · each found in the filing text
| Assets Under Management · Q2-2026 | $796.00B | |
| Management Fees · Asset Management · Q2-2026 | $830M | +40% y/y |
| Transaction Fees · Asset Management · Q2-2026 | $371M | +7% y/y |
| Net Investment Income (Insurance) · Insurance · Q2-2026 | $2.04B | +9% y/y |
| Net Income Attributable to KKR Common Stockholders · Q2-2026 | $660M | +40% y/y |
| Capital Allocation-Based Income · Asset Management · Q2-2026 | $1.02B | +12% y/y |
Risks flagged
Geopolitical and trade uncertainty
“The United States and countries around the world have experienced elevated levels of market volatility and uncertainty driven by, among other things, geopolitical and global trade concerns, including the imposition of tariffs and threats of tariffs by the United States on certain of its trading partners since April 2025 and impacts from the recent conflicts ” · word for word
Credit loss allowance increase
“an increase in credit loss allowances on mortgage and other loan receivables and available-for-sale fixed maturity securities during the three months ended June 30, 2026” · word for word
31 Jul 20268-K · 1.01, 2.03KKR entered a $3.0B senior unsecured multicurrency revolving credit facility, maturing July 30, 2031, with an option to increase by $750M. The facility replaces the prior $3.0B facility dated July 3, 2024. Interest based on SOFR plus 57.5-1open
Figures in the filing · each found in the filing text
| Fee Paying Assets Under Management | $195.00B |
Risks flagged
Leverage covenant limits additional debt; AUM covenant requires maintaining scale.
“maximum leverage ratio... of not greater than 4.0x covenant EBITDA and to maintain at least $195 billion in fee paying assets under management.”
30 Jul 20268-K · 2.02Released earnings results and quarterly financials; filed financial statements and exhibits with this reportearningsopen
Risks flagged
Market volatility could impact asset valuations and monetization pace.
“Forward-looking statements mention risks and uncertainties.”
8 May 202610-QAssets Under Management $758.00B; Management Fees $760M (+43% y/y); Net Premiums $562M (+74% y/y)open
Figures in the filing · each found in the filing text
| Assets Under Management · Q1-2026 | $758.00B | |
| Management Fees · Asset Management · Q1-2026 | $760M | +43% y/y |
| Net Premiums · Insurance · Q1-2026 | $562M | +74% y/y |
| Net Investment Income · Insurance · Q1-2026 | $1.99B | +12% y/y |
| Net Income Attributable to KKR & Co. Inc. Common Stockholders · Q1-2026 | $365M |
Risks flagged
Market Volatility and Tariff Uncertainty
“The United States and countries around the world have experienced elevated levels of market volatility and uncertainty driven by, among other things, geopolitical and global trade concerns, including, the imposition of tariffs and threats of tariffs by the United States on certain of its trading partners since April 2025.” · word for word
Credit Loss Allowance Increase
“Credit loss allowances increased $143.7M YoY to $228.4M, driven by mortgage and other loan receivables and available-for-sale fixed maturity securities.”
5 May 20268-K · 2.02Fee Related Earnings growth 20; Total Operating Earnings growth 20; Adjusted Net Income per share growth 20earningsopen
Figures in the filing · each found in the filing text
| Fee Related Earnings growth · Q1-2026 | 20.0% | |
| Total Operating Earnings growth · Q1-2026 | 20.0% | |
| Adjusted Net Income per share growth · Q1-2026 | 20.0% |
Risks flagged
Volatile market backdrop could impact future monetization and investment activity
“Against a volatile backdrop, monetization activity accelerated” · word for word
27 Feb 2026DEF 14AKKR filed a DEF 14A proxy statement proposing governance amendments to eliminate supermajority voting, restrict stockholder action by written consent, and grant the Board authority to fill vacancies and fix its size, effective upon the one-open
Figures in the filing · each found in the filing text
| Common stock outstanding · 2026-02-24 | 891,550,894 |
27 Feb 202610-KRisks named: Fundraising dependency, Carried interest clawback risk, Regulatory change risk, Perpetual capital not permanentopen
Risks flagged
Fundraising dependency
“The inability to raise capital from third-party investors for our investment vehicles, insurance business and transactions could materially and adversely affect us.” · word for word
Carried interest clawback risk
“realized carried interest repayment in the fourth quarter 2025 relating to our Asian Fund II” · word for word
Regulatory change risk
“If the regulatory framework applicable to our business were to change, we could become subject to additional or more comprehensive regulation in any one or more jurisdictions in which we operate, which may cause material and adverse impacts to our business.” · word for word
Perpetual capital not permanent
“The portion of our AUM we refer to as perpetual capital is not permanent and is subject to change.” · word for word
5 Feb 20268-K · 2.02Released earnings results and quarterly financials; filed financial statements and exhibits with this reportearningsopen
Risks flagged
Integration risk from Arctos acquisition; market dependence for AUM growth.
“Acquisition of Arctos requires integration; AUM sensitive to market conditions.”
5 Feb 20268-K · 3.02, 7.01Initial consideration $1.40B; Cash consideration $300M; Equity consideration $1.10Bshare dilutionopen
Figures in the filing · each found in the filing text
| Initial consideration · 2026-02-04 | $1.40B | |
| Cash consideration · 2026-02-04 | $300M | |
| Equity consideration · 2026-02-04 | $1.10B | |
| Arctos AUM · 2026-02-04 | $15.00B | |
| Potential earnout · 2026-02-04 | $550M |
Risks flagged
Integration risk; regulatory and sports approvals required; dilution from equity issuance.
“Closing subject to regulatory and specified sports approvals; $1.1B equity consideration includes unregistered shares.”
9 Jan 20268-K · 5.02Reported a director or officer change (departure, election, appointment or pay arrangement)open
Risks flagged
COO departure without explanation or successor may indicate internal issues.
“Ryan Stork will be stepping down from his role as Chief Operating Officer of KKR & Co. Inc. effective immediately.” · word for word
7 Nov 202510-QKKR filed its quarterly report with detailed fund performance data and AUM updates; no explicit earnings beat/miss disclosed in the MD&A section.earningsopen
Figures in the filing · each found in the filing text
| Assets Under Management · 2025-09-30 | $723.00B | |
| Global Atlantic Total Reserves · Insurance · 2025-09-30 | $204.41B | |
| Global Atlantic New Business Volumes (Q3) · Insurance · Q3-2025 | $11.06B | +44% y/y |
Risks flagged
Market and economic conditions impact
“Market and economic conditions are expected to continue to have a substantial impact on our financial condition, results of operations, and our business in various ways that we are unable to control, including our ability to make new investments, the valuations of the investments we manage, the amount of investment proceeds we realize when we exit our invest” · word for word
Interest rate sensitivity
“The U.S. Federal Reserve Board decided to lower the target range to a range of 4.00% to 4.25% for the federal funds rate noting softening labor market conditions as a primary consideration in deciding to lower the target range despite inflation exceeding its target.” · word for word
7 Nov 20258-K · 2.02New capital raised $43.00B; Dry powder $126.00Bearningsopen
Figures in the filing · each found in the filing text
| New capital raised · Q3-2025 | $43.00B | |
| Dry powder · Q3-2025 | $126.00B |
Risks flagged
Market volatility could impact investment returns and capital raising.
“Forward-looking statements caution about risks and uncertainties.”
KKR & Co. Inc. — questions
- What did KKR & Co. Inc. file recently?
- 16 SEC filings in the last 12 months. Latest: 8-K on 2026-08-31 — KKR posted a presentation on its website regarding the sale of USI Insurance Services to Aon plc. This is a material corporate transaction announcement, but the filing itself is a Regulation FD disclosure of the presentation, not the defini
Every figure on this page comes from KKR & Co. Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.