What Are Wall Street Analysts' Target Price for KKR & Co. Stock?

Core Viewpoint - KKR & Co. Inc. has faced significant stock price declines despite strong fundraising and future growth potential, leading to a mixed outlook among analysts [2][6][9] Group 1: Company Overview - KKR & Co. Inc. is a global investment firm based in New York, with a market capitalization of approximately $93.4 billion, focusing on alternative asset management, capital markets, and insurance solutions [1] - The firm allocates capital across various sectors, including real assets, credit, and liquid strategies, serving both institutional and individual clients [1] Group 2: Market Performance - Over the past 52 weeks, KKR's shares have decreased by nearly 35.5%, while the S&P 500 Index has increased by 12.2% [2] - Year-to-date, KKR's stock has declined by 22.2%, contrasting with a modest pullback in the broader market [2] Group 3: Financial Results - On February 5, KKR reported its fourth-quarter 2025 results, revealing an adjusted EPS decline of 15.2% year-over-year to $1.12, which fell short of analysts' expectations of $1.16 [6] - Despite the quarterly results, KKR achieved a record fundraising year in 2025, raising $129 billion, nearly double the amount raised two years prior [7] - Credit strategies set a record of $68 billion, while infrastructure assets surged from $17 billion to $100 billion, and private equity AUM doubled [7] Group 4: Future Outlook - KKR holds $118 billion in dry powder, positioning the company well for future portfolio development [8] - Analysts project a diluted EPS of $6.11 for fiscal year 2026, indicating a year-over-year growth of 38.9% [8] - KKR has beaten EPS expectations in two of the last four quarters, while missing in the other two [8] Group 5: Analyst Sentiment - Despite recent stock pressure, Wall Street maintains an overall "Strong Buy" rating for KKR, with 15 out of 20 analysts recommending a "Strong Buy" [9] - One analyst favors a "Moderate Buy," and four suggest a "Hold" [9]