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KKR & Co. Inc. Class A ($KKR) Stock Forecast: Up 6.2% Today

Morpher AI identified a bullish signal. The stock price may continue to rise based on the momentum of the good news.

What is KKR & Co. Inc. Class A?

KKR & Co. (KKR) is an investment management and financial services firm that has undergone price target adjustments by analysts today. Despite this, the stock demonstrated a strong bullish movement in the market.

Why is KKR & Co. Inc. Class A going up?

KKR stock is up 6.2% on Apr 13, 2026 19:56

  • Several analysts, including Oppenheimer and Wolfe Research, have decreased KKR's price target, indicating a more conservative view on the stock's valuation.
  • Insider buying activity totaling $50.9 million in the last three months shows confidence in KKR's strong fundamentals, potentially contributing to the stock's bullish movement.
  • Discussions of KKR's interest in a possible stake sale in Associated British Ports with global infrastructure investors like BlackRock could have stimulated investor optimism, boosting the stock's upward trend.
  • Contrasting with insider acquisitions, Sumitomo Mitsui Trust Group Inc. has reduced its holdings, suggesting differing perspectives on KKR's future performance.

KKR Price Chart

KKR Technical Analysis

KKR News

KKR Maintains by Oppenheimer -- Price Target Lowered to $140

Oppenheimer analyst Chris Kotowski maintained an "Outperform" rating for KKR (KKR) but lowered the price target from $187.00 to $140.00, reflecting a 25.13% drop in the estimated stock price. Despite this adjustment, KKR is considered 11.4% undervalued according to GuruFocus's GF Value™ and shows a GF Score™ of 76/100, indicating solid fundamentals with significant insider buying activity totaling $50.9 million in the last three months.

https://www.gurufocus.com/news/8790135/kkr-maintains-by-oppenheimer-price-target-lowered-to-140

0 Missing News Article Image KKR Maintains by Oppenheimer -- Price Target Lowered to $140

Oppenheimer Adjusts KKR & Co Price Target to $140 From $187, Maintains Outperform Rating

Oppenheimer has revised its price target for KKR & Co (KKR) to $140, down from the previous $187, while maintaining an "Outperform" rating on the stock. This adjustment comes amidst ongoing market analysis and firm valuations for the investment management and fund operations company. The article also notes other analysts, including BMO Capital and Wolfe Research, have recently adjusted their price targets for KKR.

https://www.marketscreener.com/news/oppenheimer-adjusts-kkr-co-price-target-to-140-from-187-maintains-outperform-rating-ce7e50dedb80fe24

1 News Article Image Oppenheimer Adjusts KKR & Co Price Target to $140 From $187, Maintains Outperform Rating

Wolfe Research Adjusts Price Target on KKR & Co. to $129 From $136, Maintains Outperform Rating

Wolfe Research has revised its price target for KKR & Co. (KKR) from $136 to $129, while maintaining an "Outperform" rating on the stock. This adjustment reflects an updated valuation outlook for the investment management and financial services firm. The article also notes recent news about KKR's activities, including its Japan arm's plans for real estate acquisitions and interest in PolyPeptide takeover bids.

https://www.marketscreener.com/news/wolfe-research-adjusts-price-target-on-kkr-co-to-129-from-136-maintains-outperform-rating-ce7e50ded98fff26

2 News Article Image Wolfe Research Adjusts Price Target on KKR & Co. to $129 From $136, Maintains Outperform Rating

Sumitomo Mitsui Trust Group Inc. Decreases Stake in KKR & Co. Inc. $KKR

Sumitomo Mitsui Trust Group Inc. reduced its holdings in KKR & Co. Inc. by 3.5% in the fourth quarter of 2025, selling 50,097 shares and retaining 1,389,553 shares valued at approximately $177.1 million. This reduction comes even as KKR insiders, including director Timothy Barakett and CEO Scott C. Nuttall, increased their own holdings, acquiring a total of 393,872 shares worth about $40.1 million. Despite recent analyst price target trims, KKR holds a consensus "Moderate Buy" rating with an average price target of $141.20.

https://www.marketbeat.com/instant-alerts/filing-sumitomo-mitsui-trust-group-inc-decreases-stake-in-kkr-co-inc-kkr-2026-04-13/

3 News Article Image Sumitomo Mitsui Trust Group Inc. Decreases Stake in KKR & Co. Inc. $KKR

KKR, BlackRock Show Interest In £10 Billion AB Ports Stake Sale

Global infrastructure investors, including KKR & Co. and BlackRock Inc.'s Global Infrastructure Partners, are reportedly eyeing a combined 64% stake in Associated British Ports. Canada Pension Plan Investment Board and Omers Administration Corp. are seeking approximately £10 billion for their shares in the company, which operates 21 facilities managing about 25% of the UK’s seaborne trade. The asset's strategic importance and scale are expected to attract a competitive bidding process if a formal sale develops.

https://dredgewire.com/kkr-blackrock-show-interest-in-10-billion-ab-ports-stake-sale/

4 News Article Image KKR, BlackRock Show Interest In £10 Billion AB Ports Stake Sale

KKR & Co. Inc. Class A Price History

02.03.2026 - KKR Stock was up 0.3%

  • KKR successfully closed its North America Fund XIV, raising a substantial $23 billion for private equity investments in the region. This achievement, being the largest fund of its kind in North America, has instilled confidence in investors and contributed to the bullish market movement.
  • Despite facing some financial challenges and potential undervaluation based on its P/E ratio, KKR's ability to surpass its fundraising target and demonstrate strong investment returns has positively impacted its stock performance.
  • Significant reductions in stake by Allspring Global Investments Holdings LLC might have initially raised concerns, but the subsequent acquisition of new positions by other institutional investors and insider purchases have likely reassured the market and contributed to the bullish trend.
  • KKR's strategic moves in capital deployment, successful tender offers, and focus on high-growth tech sectors have further bolstered investor sentiment, overshadowing any initial apprehensions and driving the stock price higher.

02.02.2026 - KKR Stock was up 5.1%

  • An investment firm initiated coverage on KKR with an Outperform rating and a target price of $137, highlighting the company's strong progress towards its targets, which likely boosted investor confidence.
  • Despite missing quarterly EPS expectations, KKR reported a significant 76.1% year-over-year revenue increase, indicating robust underlying performance that could have positively influenced the stock price.
  • KKR and Blackstone's focus on Japanese investors for capital raising amidst U.S. private asset concerns may have signaled market resilience and strategic diversification, potentially enhancing KKR's appeal to investors.
  • The overall positive sentiment towards KKR, coupled with its strong financial performance and strategic initiatives, likely contributed to the bullish market movement observed today.

06.02.2026 - KKR Stock was down 6.3%

  • Today's bearish movement in KKR's stock is linked to retail investor worries about the quality of private credit. This is partly due to reports of increasing non-accrual loans in KKR's direct lending business.
  • Despite achieving record full-year Fee Related Earnings and engaging in significant new capital raising activities, the stock price decline reflects the impact of these investor concerns.
  • The purchase of shares by KKR's Co-CEOs and board members signals internal confidence. However, this buying activity has not been adequate to counter the negative sentiment among retail investors.
  • News of KKR seeking a $500 million loan for acquiring a stake in XCL Education Holdings Pte and a $235 million deal with SK Eternix Co. did not notably boost the stock price today. Investor attention remained focused on worries surrounding private credit quality.

27.01.2026 - KKR Stock was down 7.2%

  • KKR stock saw a notable 7% decline today amid significant company and market developments.
  • Investor profit-taking after a strong performance period or market worries about growth prospects could be behind the bearish movement.
  • Despite the decline, KKR's participation in the upcoming RBC Capital Markets Financial Institutions Conference might offer a chance to highlight strategic initiatives and potentially restore investor trust.
  • Market shifts may also indicate broader trends or challenges specific to investment firms that could impact KKR's stock performance.

13.02.2026 - KKR Stock was up 5.1%

  • The bullish movement in KKR's stock can be attributed to the significant increase in holdings by institutional investors like Employees Retirement System of Texas and Schroder Investment Management Group, as well as insider purchases by company executives like CEO Joseph Y. Bae and Director Matt Cohler.
  • The announcement of a quarterly dividend by KKR, along with positive updates from analysts who have raised their ratings and price targets for the stock, likely boosted investor confidence and contributed to the bullish trend.
  • Despite the investigation by Pomerantz LLP into potential securities fraud claims and concerns raised by BTIG regarding portfolio quality and leverage levels at KKR Real Estate Finance Trust Inc., the overall positive sentiment surrounding KKR's strategic investments and dividend payments outweighed the negative news, driving the stock higher.

04.02.2026 - KKR Stock was up 7.5%

  • The bullish movement in KKR's stock today can be attributed to the increased stake by Picton Mahoney Asset Management, signaling confidence in the company's future prospects.
  • Despite the sell-off by Elo Mutual Pension Insurance Co, the overall sentiment remains positive as other institutional investors like Vanguard Group Inc. and Massachusetts Financial Services Co. MA have increased their holdings.
  • The decrease in short interest in February and significant insider purchases by CEO Joseph Bae and Director Timothy R. Barakett further boosted investor confidence in KKR's performance and potential growth.
  • The insider transaction by co-CEO Scott Nuttall, purchasing 50,000 shares at an average price of $87.81, underscores a strong belief in the company's value and long-term outlook, contributing to the bullish trend in the stock.

13.03.2026 - KKR Stock was up 4.9%

  • Adjusted price targets for KKR by Oppenheimer and Wolfe Research, with Oppenheimer lowering it to $140 and Wolfe Research to $129, while maintaining an "Outperform" rating. This could have initially caused some uncertainty in the market.
  • Sumitomo Mitsui Trust Group Inc. decreased its stake in KKR, while insiders like director Timothy Barakett and CEO Scott C. Nuttall increased their holdings. This mixed activity from different stakeholders might have added to the volatility in the stock.
  • News about KKR and BlackRock showing interest in a stake sale in Associated British Ports could have generated positive sentiment and excitement among investors, contributing to the bullish movement.
  • Tudor Investment Corp ET AL cutting its holdings in FS KKR Capital Corp. could have diverted some attention from FSK towards KKR, potentially boosting the stock's performance further.

13.03.2026 - KKR Stock was up 6.2%

  • Several analysts, including Oppenheimer and Wolfe Research, have decreased KKR's price target, indicating a more conservative view on the stock's valuation.
  • Insider buying activity totaling $50.9 million in the last three months shows confidence in KKR's strong fundamentals, potentially contributing to the stock's bullish movement.
  • Discussions of KKR's interest in a possible stake sale in Associated British Ports with global infrastructure investors like BlackRock could have stimulated investor optimism, boosting the stock's upward trend.
  • Contrasting with insider acquisitions, Sumitomo Mitsui Trust Group Inc. has reduced its holdings, suggesting differing perspectives on KKR's future performance.

12.02.2026 - KKR Stock was down 5.3%

  • Schroder Investment Management Group's significant increase in holdings in KKR & Co. Inc. could indicate confidence in the company's future prospects, but the bearish movement today may suggest that other investors are not as optimistic.
  • KKR Real Estate Finance Trust Inc.'s declaration of a quarterly dividend of $0.25 per share, despite concerns raised by BTIG about portfolio quality and leverage levels, may have contributed to the bearish market movement as investors may be cautious about the company's financial health.
  • The cancellation of Sempra Infrastructure's Vista Pacífico LNG project could have broader implications for the energy sector, potentially impacting companies like KKR that have investments in energy-related assets. This news, combined with the dividend announcement from KREF, may have added to the negative sentiment surrounding KKR's stock today.

12.02.2026 - KKR Stock was down 5.2%

  • KKR's stock experienced a bearish movement following a significant dividend cut by FS KKR Capital Corp., a private credit fund managed by KKR. This cut was attributed to challenges with certain investments, leading to a drop in the stock price.
  • The increase in holdings by Schroder Investment Management Group and positive insider activity did not suffice to offset the negative impact of the dividend reduction on investor sentiment.
  • Despite KKR Real Estate Finance Trust Inc. declaring a quarterly dividend and maintaining its dividend streak, concerns over portfolio quality, leverage levels, and loans moving to non-accrual status led to a downgrade by BTIG, further contributing to the bearish market movement.
  • The combination of dividend cut news and concerns over the real estate finance trust's portfolio quality likely influenced investors to sell off KKR's stock, resulting in the bearish movement observed today.

24.02.2026 - KKR Stock was down 5.1%

  • Moody's downgrade of a private credit fund managed by KKR to junk status, attributed to a surge in bad loans and weak financial performance, likely influenced the bearish trend.
  • The decision by Apollo's business development company to restrict investor withdrawals due to concerns regarding loan quality and transparency in private credit might have further contributed to the negative market sentiment surrounding KKR.
  • Despite KKR's report of over $700 million in monetization income year-to-date, market focus appears to be leaning towards potential risks linked to private credit funds, evident in Moody's downgrade and Apollo's withdrawal restrictions.
  • The growing trend towards private markets for growth funding may be affecting investor confidence in publicly traded companies like KKR, potentially prompting the recent bearish market movement.

11.02.2026 - KKR Stock was down 5.4%

  • The bearish movement in KKR's stock today can be attributed to a combination of factors:
  • Despite some institutional investors increasing their stake in KKR, the significant reduction in holdings by certain entities might have raised concerns among investors.
  • KKR's mixed financial results, with a miss on EPS estimates but exceeding revenue forecasts, could have also contributed to the negative sentiment.
  • The quarterly dividend announcement of $0.185 per share, while positive, may not have been sufficient to offset the impact of the overall market sentiment and insider trading activities.
  • The fluctuations in insider buying activity, with some executives purchasing shares while others reducing their positions, might have added to the uncertainty surrounding the stock.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.