KKR & Co. (KKR) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - KKR & Co. Inc. reported a revenue of $1.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 21.7$1.15, up from $0.97 in the same quarter last year, surpassing the Zacks Consensus Estimate for revenue by 0.90$30.54 billion in new capital, exceeding the average estimate of $24.74 billion [4] - Private Equity assets under management (AUM) reached$209.40 billion, compared to the average estimate of $200.41 billion [4] - Fee Paying AUM was reported at$526.05 billion, slightly below the average estimate of $526.99 billion [4] - Real Assets Segment's fee-paying AUM was$144.03 billion, above the average estimate of $143.57 billion [4] - Operating earnings from strategic holdings were$31.49 million, exceeding the average estimate of $25.26 million [4] - Fee related compensation was reported at -$210.02 million, better than the average estimate of -$211.66 million [4] - Fee related earnings from performance revenues were$21.28 million, below the average estimate of $24.99 million but showing an 11.4$258.77 million, slightly above the average estimate of $255.09 million, representing a year-over-year decline of 5.2$917.33 million, compared to the average estimate of $927.90 million, reflecting a year-over-year increase of 12.5$822.60 million, below the average estimate of $842.17 million [4] - Net realized investment income was$185.26 million, slightly below the average estimate of $187.68 million [4] - Total investing earnings were reported at$273.25 million, exceeding the average estimate of $271.37 million [4] Stock Performance - KKR & Co. shares have returned -5.5% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.7% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]