BofA Lowers its Price Target on KKR & Co. Inc. (KKR) to $160 but Maintained a Buy Rating

Core Insights - KKR & Co. Inc. (NYSE: KKR) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, despite recent price target adjustments by analysts [1][4] - The company reported strong fourth-quarter results, with total revenue of $5.74 billion, significantly up from $3.26 billion in the prior year, although asset management segment revenue fell short of consensus estimates [3] Analyst Ratings - BofA lowered its price target on KKR to $160 from $164 but maintained a Buy rating, adjusting EPS estimates following the fourth-quarter results [1] - Morgan Stanley raised its price target on KKR to $177 from $176, maintaining an Overweight rating, citing the stock's attractive entry point after a 22% decline year to date [2] Financial Performance - KKR's fourth-quarter asset management segment revenue was reported at $1.64 billion, below the consensus estimate of $1.78 billion [3] - The company achieved record annual figures in 2025 across key metrics, including Fee Related Earnings and Adjusted Net Income per share, indicating strong overall performance [3] Strategic Moves - KKR announced the acquisition of Arctos Partners, enhancing its capabilities in sports investing and capital solutions for asset managers [3] - Management expressed confidence in the firm's long-term positioning, suggesting a positive outlook for future growth [3]