KKR & Co. (KKR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - KKR & Co. Inc. reported a revenue of $1.46 billion for the quarter ended September 2025, reflecting a 3.4% increase year-over-year and a 6.9% surprise over the Zacks Consensus Estimate of $1.37 billion [1] - The earnings per share (EPS) for the quarter was $1.41, up from $1.38 in the same quarter last year, surpassing the consensus EPS estimate of $1.29 by 9.3% [1] Financial Performance Metrics - Private Equity - Fee Paying Assets Under Management (AUM) reached $149.73 billion, exceeding the average estimate of $145.12 billion [4] - Private Equity - Total AUM was reported at $222.19 billion, compared to the average estimate of $218.7 billion [4] - Fee Paying AUM totaled $585.05 billion, surpassing the average estimate of $574.62 billion [4] - Real Assets Segment - Ending AUM - Fee-paying AUM was $155.74 billion, slightly above the estimated $155.3 billion [4] - Fee Related Earnings - Management Fees amounted to $1.06 billion, a 19.2% increase compared to the year-ago quarter and above the average estimate of $1.04 billion [4] - Credit and Liquid Strategies Segment - Ending AUM - Fee-paying AUM was $279.58 billion, exceeding the average estimate of $274.2 billion [4] - Revenues - Fee Related Earnings were reported at $1.03 billion, higher than the estimated $953.01 million [4] - Private Equity - Management Fees were $394.38 million, slightly below the average estimate of $404.16 million [4] - Private Equity - Total Fee Related Revenue was $424.71 million, just under the average estimate of $429.57 million [4] - Private Equity - Realized Performance Income reached $702.48 million, significantly above the average estimate of $550.99 million [4] - Capital Markets Segment - Transaction Fees were reported at $275.77 million, exceeding the average estimate of $250.34 million [4] Stock Performance - KKR & Co. shares have returned -3.8% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]