February 7, 2023 KKR & Co. Inc. Overview Presentation – 4Q'25 March 2026 Legal Disclosures This presentation has been prepared by KKR & Co. Inc. solely for informational purposes for its public stockholders in connection with evaluating the business, operations and financial results of KKR & Co. Inc. and its subsidiaries (collectively, "KKR"), which includes The Global Atlantic Financial Group LLC and its subsidiaries (collectively, "Global Atlantic" or "GA"), unless the context requires otherwise. This pre ...

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KKR & Co. Inc. (NYSE:KKR) is one of the cheap stocks that will go to the moon according to Reddit. On February 5, KKR & Co. reported its 2025 earnings results, characterized by the highest fundraising in the firm’s 50-year history. The company raised $129 billion for the full year, nearly doubling its pace from two years ago, and has already achieved over 80% of its $300 billion-plus target for the 2024–2026 period. Fee-related earnings/FRE reached $972 million for the quarter with a strong 69% margin for ...

Group 1 - KKR is exploring a sale of CoolIT Systems, a data center cooling company, with a potential valuation exceeding $3 billion [1][4] - The sale process is in preliminary stages, and there are no guarantees of a transaction occurring, with multiple buyers identified as potential bidders [1][4] - CoolIT specializes in liquid cooling technologies for AI and computing systems and was acquired by KKR in 2023 [3] Group 2 - The demand for data centers is driving significant dealmaking in the industry, as companies seek to enhance capacity to meet increasing power and cooling requirements [2]

Group 1 - KKR executives, including Co-CEOs Scott Nuttall and Joe Bae, have purchased approximately $46 million in KKR shares, indicating confidence in the company's future [1][2] - The firm is transitioning its business model from traditional private equity to a focus on long-duration capital, which includes retail wealth products and insurance assets, aiming for long-term stability [2][4] - KKR is reducing exposure to traditional software investments, which are seen as high-risk due to AI disruption, and is instead focusing on asset-based finance, which is perceived as more stable [3][5] Group 2 - KKR is expanding its retail investor channel through a partnership with Capital Group, allowing smaller investors to access private credit with a minimum investment of $1,000 [6] - Capital Group, managing $3.1 trillion, is targeting the "mass affluent" market, which traditional private equity funds have not previously accessed [7]

Core Insights - KKR & Co. Inc. (NYSE:KKR) is identified as one of the top 12 buy-the-dip stocks by Wall Street analysts, with a revised price target of $112 from $131 by TD Cowen, indicating an upside potential of over 19% [1] - Bank of America Securities also adjusted its price target for KKR from $164 to $160, suggesting a significant upside of nearly 71% while maintaining a Buy rating [3] Group 1: Analyst Ratings and Price Targets - Bill Katz from TD Cowen reduced the price target for KKR due to adjustments in the asset management sector influenced by macro and microeconomic changes, favoring alternatives over traditional asset managers [2] - The downward revision by Bank of America follows post-fourth quarter EPS revisions across brokers, asset managers, and exchanges, yet still reflects a strong upside potential [3] Group 2: Company Overview - KKR & Co. Inc. is a global private equity and real estate investment firm that specializes in various investment strategies, including LBOs, MBOs, special situation acquisitions, and distressed investments [4]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Viewpoint - U.S. private equity firm KKR is in the process of selling data center company CoolIT Systems, with a potential sale price exceeding $3 billion [1] Group 1 - KKR is collaborating with advisers for the sale of CoolIT Systems [1] - The reported sale price for CoolIT Systems could be more than $3 billion [1]

Core Insights - KKR's stock is trading at $95.44, down 25.23% year-to-date, despite achieving record Fee Related Earnings (FRE) of $3.71 billion and raising $129 billion in new capital, marking the highest fundraising year in its history [1] - Concerns over private credit quality are contributing to the stock's decline, particularly following reports of rising non-accrual loans in KKR's direct lending business [1] - Both Co-CEOs of KKR purchased 175,000 shares in February, indicating confidence in the company's future despite current market sentiment [1] Financial Performance - KKR reported a Q4 earnings miss with EPS of $1.12 compared to an estimate of $1.14, primarily due to a $207 million carried interest repayment obligation; adjusted EPS would have been $1.30 [1] - Management fees grew by 24% year-over-year in Q4, with a notable 46% growth relative to operating expense growth of 21%, contrasting with the performance of its closest peers [1] Market Sentiment - Retail investor sentiment shifted to bearish, dropping to 22 on February 27 due to concerns over private credit quality, but normalized to 58 by March 5 [1] - The VIX index increased by 29.4% over the past month, reflecting a risk-off sentiment that disproportionately affects alternative asset managers [1] Insider Activity - Co-CEOs Joseph Bae and Scott Nuttall each bought 50,000 shares at prices of $87.81 and $88.56, respectively, on the same day that negative news about private credit was circulating [1] - Board member Mary Dillon also purchased 22,225 shares at $90.96 on March 2, indicating insider confidence in the company's prospects [1] Analyst Outlook - The analyst consensus target for KKR is $140.40, with 19 buy ratings and no sell ratings, suggesting a positive outlook despite current market challenges [1] - Analysts are monitoring KKR's $60 billion of committed assets under management (AUM) that are not yet generating fees and the approval status of the Arctos Partners acquisition ahead of KKR's 50th anniversary [1]