Core Insights - KKR reported an increase in third-quarter revenue and profit, driven by growth in its insurance business, which compensated for declines in its asset management sector [1] Group 1: Financial Performance - The growth in KKR's insurance business was significant enough to offset the downturn in its asset management business [1] - The overall financial results indicate a positive trend for KKR despite challenges in certain areas [1]

KKR reported a rise in third-quarter profit that beat Wall Street's expectations on Friday, boosted by strong fundraising, particularly in its insurance unit and credit. ...

F e b ru a ry 7 , 2 0 2 3 KKR Reports Third Quarter 2025 Financial Results New York, November 7, 2025 – KKR & Co. Inc. (NYSE: KKR) today reported its third quarter 2025 results. KKR KKR & Co. Inc. Reports Third Quarter 2025 Financial Results K K R & C o. I n c. R e p o r t s T h i r d Q u a r t e r 2 0 2 5 F i n a n c i a l R e s u l t s N o v e m b e r 7 , 2 0 2 5 Conference Call A conference call to discuss KKR's financial results will be held on November 7, 2025 at 9:00 a.m. ET. The conference call may b ...

Core Insights - KKR & Co. Inc. reported its third quarter 2025 results, which are available on its Investor Center website [1] - A conference call to discuss the financial results is scheduled for November 7, 2025, at 9:00 a.m. ET, with access details provided [2][6] Company Overview - KKR is a leading global investment firm that specializes in alternative asset management, capital markets, and insurance solutions, aiming to generate attractive investment returns through a disciplined approach [3] - KKR sponsors investment funds that focus on private equity, credit, and real assets, and has strategic partners managing hedge funds [3] Recent Developments - KKR launched Galaxy Container Solutions, a global marine container leasing and financing platform, with a commitment of $500 million from KKR-managed credit funds [7] - KKR completed the acquisition of OSTTRA, a provider of post-trade solutions for the global OTC market, from S&P Global and CME Group, with a total enterprise value of $3.1 billion [8]

Core Viewpoint - KKR & Co and Singapore Telecommunications are in advanced negotiations to acquire over 80% of ST Telemedia Global Data Centres, aiming for full ownership for more than S$5 billion (approximately $3.9 billion) [1] Group 1 - The acquisition would significantly enhance KKR & Co's and Singapore Telecommunications' presence in the data center sector [1] - The deal reflects the growing demand for data center services amid increasing digitalization and cloud computing trends [1] - This transaction is part of a broader trend of consolidation in the data center industry as companies seek to scale operations and improve service offerings [1]

Earnings Reports Overview - A busy earnings week begins on Wednesday with notable companies such as Novo Nordisk A/S and McDonald's Corporation reporting pre-market [1] - Technology and semiconductor companies including Applovin Corporation, QUALCOMM Incorporated, and Arm Holdings plc are scheduled to report after market close on the same day [1] - Thursday will feature earnings from AstraZeneca PLC and ConocoPhillips pre-market, while Friday will highlight reports from Constellation Energy Corporation, KKR & Co. Inc., and Enbridge Inc, focusing on utilities and financial sectors [1] - The following Monday and Tuesday are expected to have fewer major market movers, indicating a potential slowdown in earnings announcements [1]

Group 1 - KKR & Co is enhancing its Indian insurance division while expanding in private equity, infrastructure, and credit across India [1][2] - The insurance operations are managed by Global Atlantic Financial Group, fully acquired by KKR in January 2024 [1] - KKR's insurance division made its first investment in India in June, providing $600 million in financing to Manipal Group [2] Group 2 - KKR's insurance business is also expanding in Japan and Europe, with adjusted investible assets of $197 million as of September [3] - KKR has committed $9 billion in equity investments in India since 2020, focusing on private equity and infrastructure [4] - The credit division is identified as KKR's fastest-evolving business line, with India and Japan showing the strongest performance among Asian markets [4] Group 3 - KKR manages approximately $685 billion in assets globally, with credit operations accounting for $250 billion to $300 billion [5] - The Indian business is expected to increasingly align with KKR's global profile over time [5] - KKR aims to invest between $90 billion and $100 billion globally this year [4]

Core Viewpoint - Investors are comparing Patria Investments (PAX) and KKR & Co. Inc. (KKR) to determine which stock offers better value for investment at the current time [1] Group 1: Zacks Rank and Earnings Outlook - Patria Investments has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while KKR has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank system emphasizes companies with positive earnings estimate revisions, suggesting that PAX is likely experiencing a more favorable earnings outlook than KKR [3] Group 2: Valuation Metrics - PAX has a forward P/E ratio of 12.00, significantly lower than KKR's forward P/E of 23.03, indicating that PAX may be undervalued [5] - The PEG ratio for PAX is 0.81, while KKR's PEG ratio is 1.17, suggesting that PAX offers better value relative to its expected earnings growth [5] - PAX's P/B ratio is 1.5 compared to KKR's P/B of 1.58, further supporting the argument that PAX is a more attractive investment option based on valuation metrics [6] Group 3: Overall Value Assessment - Based on various valuation metrics, PAX holds a Value grade of A, while KKR has a Value grade of D, indicating that PAX is currently the superior value option [6]

Core Insights - KKR&Co's co-CEO Joe Bae announced that half of the private equity capital returned to investors this year will come from Asia, indicating a strong recovery in private equity exit activities in the region [1] - Bae emphasized that this year will be significant for KKR's liquidity business in Asia, reflecting the development of capital markets in the region [1] - KKR's Asian private equity business is currently the fastest-growing segment, presenting unique opportunities in the current environment [1] - KKR's total returns from private equity investments in Asia have exceeded $7.3 billion this year [1] Investment Activities - KKR's exit projects in Asia this year include the sale of Japanese supermarket chain Seiyu for $2.55 billion, the sale of a controlling stake in Indian JB Chemicals & Pharmaceuticals for approximately $1.4 billion, and a partial sale of its stake in South Korean shipbuilding group HD Hyundai Heavy Industries [2] - These transactions have yielded substantial returns on KKR's initial investments [2]

Group 1 - Energy giants Exxon Mobil Corporation and Chevron Corporation are highlighted as leading companies in the pre-market on a busy Friday [1] - AbbVie Inc. is also mentioned as a significant player in the pre-market activity [1] - Upcoming earnings reports include Palantir Technologies Inc. on Monday, followed by major companies like Shopify Inc., Uber Technologies Inc., Pfizer Inc., and Advanced Micro Devices Inc. on Tuesday [1] - Wednesday will feature technology companies such as Applovin Corporation, QUALCOMM Incorporated, and Arm Holdings plc after market [1] - AstraZeneca PLC and ConocoPhillips will report pre-market on Thursday, with KKR & Co. Inc. and Constellation Energy Corporation following on Friday [1]