KKR: Overreaction To Modest Dilution Creates Opportunity (Rating Upgrade)

Core Insights - KKR's shares have experienced a challenging start to 2025, with a decline of over 25% from January highs, yet the stock remains up 21% compared to the previous year due to strong financial results reported in 2025 [1] Group 1 - KKR's stock performance reflects a significant pullback in early 2025, despite a year-over-year increase [1] - The company reported stellar financial results for 2025, contributing to the overall positive performance compared to last year [1]