Core Insights - KKR & Co. Inc. (NYSE:KKR) is under close observation by Wall Street analysts, with TD Cowen reaffirming a 'Buy' rating but lowering the price target to $146 from $153, indicating a nearly 21% upside despite near-term macroeconomic challenges [1][4] - The company is optimistic about its insurance business, projecting a return on equity (ROE) of 15% by 2028 and free cash flow (FRE) per share of at least $4.50 [2] - KKR's third-quarter results were described as a "clearing event," with management increasing its realization projection to $1 billion from $800 million, alongside record management fees and fee-related earnings [3] Financial Performance - KKR's stock has underperformed year-to-date, down over 20%, yet analysts maintain a strong Buy opinion with a consensus 1-year median price target suggesting a potential upside of 30% [4] - The company has achieved record-breaking management fees and adjusted net income over the past 12 months, indicating strong operational performance [3] Business Overview - KKR & Co. Inc. is a New York-based private equity and real estate investment firm, founded in 1976, focusing on direct and fund-of-fund investments aimed at generating strong investment returns [4]

（原标题：KKR在阿布扎比开设办事处） ZAWYA新闻网11月19日消息，全球投资公司KKR在阿布扎比全球市场开设办事处，拓展阿联酋及 中东业务。KKR管理7200亿美元资产，中东区由大卫·彼得雷乌斯领导，阿布扎比办事处由朱利安·巴拉 特-杜负责。KKR此前已投资ADNOC天然气管道及迪拜数据中心平台，承诺50亿美元用于数据中心建 设。 ...

Nov 21, 2025 4:15 PM Eastern Standard Time KKR to Present at the Goldman Sachs 2025 Financial Services Conference Share NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) announced today that Scott C. Nuttall, Co- Chief Executive Officer, will present at the Goldman Sachs 2025 Financial Services Conference on Tuesday, December 9, 2025 at 8:40AM ET. A live webcast of the presentation will be available on the Investor Center section of KKR's website at https://ir.kkr.com/events-presentations/. For those un ...

Core Insights - Apollo Global Management (APO) and KKR & Co. Inc. (KKR) are leading firms in the asset management sector, each with distinct business models and growth strategies that may influence their future performance [1][20] Apollo Global Management (APO) - Apollo's diversified business model supports sustainable earnings, with a compound annual growth rate (CAGR) of 7.8% in assets under management (AUM) from 2021 to 2024 [3] - The company completed the acquisition of Bridge Investment in September 2025, which is expected to nearly double its real estate AUM to over $110 billion [3][20] - Apollo's revenue expanded at a CAGR of 63.7% from 2021 to 2024, with continued growth in the first nine months of 2025 [5] - Recent acquisitions, including Argo Infrastructure Partners, enhance Apollo's capabilities in fast-growing sectors [4] - Apollo's forward price-to-earnings (P/E) ratio is 15.36X, lower than KKR's, providing a valuation advantage [15][20] - The company raised its quarterly dividend by 10.9% to 51 cents per share in May 2025, resulting in a dividend yield of 1.6% [15] KKR & Co. Inc. (KKR) - KKR's total AUM has shown a five-year CAGR of 23.9% from 2019 to 2024, with growth continuing into 2025 [6] - The firm closed a majority stake in HealthCare Royalty Partners in July 2025, adding nearly $3 billion to its AUM [6] - KKR's revenue has grown at a CAGR of 16.3% from 2019 to 2024, with ongoing growth in the first nine months of 2025 [7] - KKR announced a multi-year partnership with Sallie Mae to acquire private education loans, broadening its investment opportunities [8] - KKR's forward P/E ratio is 20.24X, indicating a higher valuation compared to Apollo [15] - The company raised its quarterly dividend by 5.6% to 19 cents per share in May 2025, resulting in a dividend yield of 0.6% [15] Comparative Analysis - Apollo is seen as having more upside potential due to its diversified model and sustained AUM momentum, while KKR's near-term upside appears limited by its higher valuation [20][21] - Both companies have shown strong growth trajectories, but Apollo's recent acquisitions and lower P/E ratio create a compelling investment case [20]

Christopher Sheldon, KKR's co-head of credit and markets, says he disagrees with DoubleLine Capital CEO Jeffrey Gundlach, who says the next big crisis for the financial markets is private credit. Speaking on "Bloomberg Open Interest," Sheldon says he isn't seeing any signs of what Gundlach called "garbage lending" and adds that the private credit market is in good shape amid a slowing economy. ...

Core Insights - PayPal and KKR have renewed their partnership, allowing KKR's credit funds to purchase PayPal's European BNPL receivables, indicating a strong collaboration in the BNPL sector [1][2][3] Group 1: Agreement Details - The new agreement includes a replenishing loan commitment of up to 6 billion euros (approximately $7 billion) for KKR to purchase up to 65 billion euros (about $75 billion) of BNPL loan receivables from PayPal in select European countries [2] - The partnership initially launched in June 2023, where PayPal sold over $43 billion worth of its European BNPL loans to KKR, with KKR acquiring future eligible BNPL loan originations [3] Group 2: Company Statements - PayPal's Chief Financial and Operating Officer, Jamie Miller, emphasized that the partnership reflects the success of their European BNPL business and supports ongoing growth in their BNPL portfolio [4] - KKR's Managing Director, Vaibhav Piplapure, noted the strength and growth of PayPal's BNPL platform in Europe, highlighting KKR's commitment to expanding its Asset-Based Finance platform [5] Group 3: Market Performance - PayPal reported a 5% year-over-year growth in international total payment volume during Q3, driven by growth in Europe, with a 4% increase in cross-border total payment volume primarily from intra-European transactions [6] - The BNPL activity in the U.K. saw an increase of nearly 20% in 2024, indicating a growing trend in the BNPL market [5] Group 4: Product Relaunch - PayPal is relaunching in the U.K. as a "unified payment experience," integrating a new loyalty program and enhancing its product offerings for British consumers [7]

I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...

PayPal and KKR have renewed their partnership that will see the investment giant purchase up to 65 billion euros ($75.4 billion) of the payments provider's European buy now, pay later loans, the compa... ...

Core Insights - Indonesia's Chandra Asri Pacific has secured a $750 million financing package from KKR to support its acquisition of ExxonMobil's Esso-branded retail fuel stations [1] Company Summary - The financing package is specifically tailored to facilitate the purchase of ExxonMobil's retail fuel stations, indicating a strategic move by Chandra Asri Pacific to expand its market presence in the fuel retail sector [1] Industry Summary - The acquisition of ExxonMobil's Esso-branded stations reflects ongoing consolidation trends within the fuel retail industry, as companies seek to enhance their operational scale and market share [1]

Core Insights - KKR has provided a bespoke financing solution amounting to $750 million to Chandra Asri Group, indicating a strong partnership and support for the company's growth initiatives [1] Group 1: Financing Details - The financing solution is tailored specifically for Chandra Asri Group, showcasing KKR's commitment to customized financial strategies [1] - This investment is expected to enhance Chandra Asri's operational capabilities and support its expansion plans in the petrochemical sector [1] Group 2: Strategic Implications - The partnership with KKR may position Chandra Asri Group favorably within the competitive landscape of the petrochemical industry, potentially leading to increased market share [1] - This financing could also signal confidence in the growth prospects of the Indonesian market, where Chandra Asri operates [1]