NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) announced today that it plans to release its financial results for the third quarter 2025 on Friday, November 7, 2025, before the opening of trading on the New York Stock Exchange. A conference call to discuss KKR's financial results will be held on Friday, November 7, 2025 at 10:00 a.m. ET. The conference call may be accessed by dialing (877) 407-0312 (U.S. callers) or +1 (201) 389-0899 (non-U.S. callers); a pass code is not required. A. ...

Core Insights - KKR is considering selling its 40% stake in Pembina Gas Infrastructure, valued at approximately $7 billion [1] - Pembina Gas Infrastructure, established in 2022, operates natural gas and natural gas liquids transportation, processing, and storage facilities in western Canada, with a processing capacity of around 5 billion cubic feet per day [2] - KKR has engaged Scotiabank to assess buyer interest, with potential buyers including infrastructure funds and alternative asset managers seeking stable returns [3] - If KKR proceeds with the sale at the proposed valuation, it would realize a significant profit, as the initial valuation at creation was C$11.4 billion ($8.17 billion) [4] - The potential sale aligns with increased deal activity in Canada's energy sector, driven by investor interest in infrastructure to meet rising demand [4]

KKR is exploring a potential sale of its 40% stake in Pembina Gas Infrastructure, with its holding in the Canadian midstream operator expected to be valued at around $7 billion, four people familiar w... ...

Core Viewpoint - Investors in the Financial - Investment Management sector should consider Janus Henderson Group plc (JHG) and KKR & Co. Inc. (KKR) for potential value opportunities [1] Group 1: Company Rankings and Outlook - Janus Henderson Group plc has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to KKR, which has a Zacks Rank of 3 (Hold) [3] - JHG is likely to have seen a stronger improvement in its earnings outlook than KKR recently, making it a more attractive option for value investors [3] Group 2: Valuation Metrics - JHG has a forward P/E ratio of 12.30, significantly lower than KKR's forward P/E of 25.16, suggesting JHG may be undervalued [5] - The PEG ratio for JHG is 1.07, while KKR's PEG ratio is 1.26, indicating JHG's expected earnings growth is more favorable [5] - JHG's P/B ratio is 1.42, compared to KKR's P/B of 1.74, further supporting the notion that JHG is a better value investment [6] Group 3: Overall Value Assessment - Based on various valuation metrics, JHG holds a Value grade of B, while KKR has a Value grade of D, reinforcing the preference for JHG among value investors [6]

Core Insights - Global investment firm KKR has acquired a minority stake in the entity that leases Abu Dhabi National Oil Company's (ADNOC) gas pipeline assets [1] Company Summary - KKR's investment focuses on ADNOC's gas pipeline assets, indicating a strategic interest in energy infrastructure [1] - The financial details of the transaction were not disclosed, suggesting a potential confidentiality in the deal [1] Industry Summary - The acquisition highlights the growing trend of private equity firms investing in energy infrastructure, particularly in the Middle East [1] - ADNOC's gas pipeline assets are critical for the region's energy supply, making them an attractive investment opportunity [1]

Core Viewpoint - KKR has expanded its partnership with ADNOC by acquiring a minority stake in ADNOC Gas Pipeline Assets, reflecting a commitment to invest in the Middle East's energy sector and infrastructure [1][2][3]. Group 1: Investment Details - KKR acquired a minority stake in ADNOC Gas Pipeline Assets, which operates 38 gas pipelines and two export terminals in the UAE [2]. - The value of the deal was not disclosed by KKR [2]. - This investment follows a previous oil pipelines deal between ADNOC, KKR, and BlackRock in 2019, which facilitated foreign direct investment in the region [2]. Group 2: Strategic Importance - David Petraeus, a partner at KKR, emphasized the region's strong fundamentals and leadership as attractive opportunities for global investors [3]. - KKR's investment strategy in the Middle East is supported by a dedicated investment team led by Julian Barratt-Due [3]. Group 3: KKR's Regional Expansion - The transaction marks a significant milestone in KKR's expansion in the Middle East, which includes a stake in Dubai-based Gulf Data Hub with a combined commitment of over $5 billion for data center expansion [4]. - KKR has maintained a presence in the Middle East for over 16 years, managing more than $90 billion in global infrastructure assets since 2008 [6]. Group 4: Operational Control - ADNOC retains full ownership and operational control of the gas pipeline network, while KKR's minority stake is structured to yield long-term revenue [5].

Core Insights - Mergers and acquisitions are experiencing a significant resurgence in 2025 after a sluggish period in 2022 and 2023, driven by rising CEO confidence, stabilizing interest rates, and pent-up strategic demand [1] Group 1 - The revival of M&A activity is attributed to increased CEO confidence, which suggests a more optimistic outlook for business growth and investment [1] - Stabilizing interest rates are creating a more favorable borrowing environment, encouraging companies to pursue acquisitions [1] - There is a notable pent-up strategic demand among companies, indicating a backlog of potential deals that are now being acted upon [1]

Group 1 - The article discusses the analysis of oil and gas companies, specifically Crescent Energy, focusing on identifying undervalued companies in the sector [1] - The formation of Crescent Energy involved a partnership with KKR, aimed at leveraging opportunities in the cyclical oil and gas industry [2] - The industry is characterized as a boom-bust cycle, requiring patience and experience for successful investment [2] Group 2 - The article emphasizes the importance of thorough analysis, including balance sheets, competitive positioning, and development prospects of companies in the oil and gas sector [1]

Group 1 - TotalEnergies agreed to sell a 50% stake in a 1.4 GW North American solar portfolio to KKR, valuing the portfolio at $1.25 billion [4] - The deal aligns with TotalEnergies' renewables strategy and is expected to deliver $950 million [4]

Core Insights - TotalEnergies has signed an agreement with private equity giant KKR to sell 50% of its 1.4 GW solar investment portfolio in North America [1] - The transaction aligns with TotalEnergies' renewable energy business model and is expected to generate a total of $950 million in funding upon closing [1] - After the completion of the deal, TotalEnergies will retain 50% ownership of the assets and continue to operate them [1]