RBC Capital suggests a potential upside of about 48.61% for KKR & Co. (NYSE:KKR) from its current stock price.KKR's strategic acquisition of a majority stake in XCL Education Holdings for approximately $1.3 billion aims to strengthen its position in the education sector.The company's stock price has experienced significant volatility, with a yearly high of $153.87 and a low of $86.15.On February 23, 2026, RBC Capital set a price target of $137 for KKR & Co. (NYSE:KKR), suggesting a potential upside of about ...

On February 23, 2026, RBC Capital initiated coverage on KKR & Co. (NYSE: KKR) with a bullish "Outperform" rating. At that time, KKR's stock price was $92.19. KKR is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, and credit. It competes with firms like Blackstone and Warburg Pincus.KKR is set to acquire a majority stake in XCL Education Holdings for about $1.3 billion. This acquisition will give KKR control over a portf ...

Real Estate Stocks Rise: Realty Income (O) & Simon Property (SPG) Lead Last Week's Winners - 24/7 Wall St. [S&P 5006,841.10 -1.05%][Dow Jones48,851.20 -1.58%][Nasdaq 10024,692.40 -1.34%][Russell 20002,617.90 -1.79%][FTSE 10010,686.00 -0.46%][Nikkei 22556,818.00 -0.53%][Stock Market Live February 23, 2026: S&P 500 (SPY) Tried to Shrug Off Tariff Uncertainty][Investing]# Real Estate Stocks Rise: Realty Income (O) & Simon Property (SPG) Lead Last Week's Winners### Quick ReadSimon Property Group (SPG) and Realt ...

But it’s worth noting that the numbers aren’t uniform across the country. VISA looked at national averages, and the threshold to qualify for affluence and net worth varies widely based on regional purchasing power.The report also noted that “persistent labor shortages — driven by retiring baby boomers and slower immigration — have fueled strong income growth.”From 2019 to 2023, the income required to be part of this group rose 24% partly due to “the surge in asset prices” for that period, according to Visa. ...

Core Viewpoint - Realty Income Corporation has declared its 668th consecutive common stock monthly dividend of $0.2700 per share, which annualizes to $3.240 per share, payable on March 13, 2026, to stockholders of record as of February 27, 2026 [1] Company Overview - Realty Income, known as "The Monthly Dividend Company®," is an S&P 500 company founded in 1969, serving as a full-service real estate capital provider [1] - The company has a portfolio of over 15,500 properties across all 50 U.S. states, the U.K., and seven other European countries as of September 30, 2025 [1] - Realty Income is recognized for its commitment to delivering dependable monthly dividends that increase over time and has been a member of the S&P 500 Dividend Aristocrats® index for over 31 consecutive years [1]

Core Insights - KKR & Co. is preparing for its quarterly earnings release on February 5, 2026, with projected earnings per share (EPS) of $1.21 and revenue of approximately $1.78 billion [1][6] Revenue and Growth - KKR is expected to see a revenue increase driven by a 20.4% rise in management fees and a 16.1% growth in assets under management (AUM) for the fourth quarter of 2025 [2][6] - Despite an anticipated decline in earnings compared to the previous year, KKR has consistently outperformed earnings expectations, exceeding the Zacks Consensus Estimate in the last four quarters [2] Financial Performance - The divestiture of Janney units has allowed KKR to monetize assets and focus on its core alternative investments, with significant growth in AUM and transaction fees in its capital markets business [3] - KKR's earnings surpassed the Zacks Consensus Estimate in the preceding quarter, although rising expenses have presented challenges [3] Valuation Metrics - KKR's financial metrics indicate a price-to-earnings (P/E) ratio of approximately 39.14, a price-to-sales ratio of about 5.50, and an enterprise value to sales ratio of around 7.40 [4][6] - The enterprise value to operating cash flow ratio is approximately 23.51, with an earnings yield of about 2.55% [5] - KKR's debt-to-equity ratio stands at approximately 1.83, and its current ratio is around 4.20, indicating a strong ability to cover short-term liabilities [5]

Core Viewpoint - The article discusses stocks categorized into "Naughty" and "Nice" lists based on the pricing of their options, highlighting those with inflated premiums to avoid and those with attractive pricing to consider for buying options. Naughty List - Stocks on the Naughty List have options prices that are significantly inflated, making them risky for trading calls or puts due to high premiums [2] - Oracle Corp. (NYSE:ORCL) has seen its implied volatility rise from 24 to 64, indicating overpriced options ahead of earnings [4] - Lululemon athletica Inc. (NASDAQ:LULU) shows options priced above normal, making it difficult to justify long calls or puts [5] - Paychex Inc. (NASDAQ:PAYX) has inflated options that do not align with its consistent performance, stacking odds against buyers [7] - Ciena Corp. (NYSE:CIEN) has overpriced options despite solid stock movement, making it a red flag for potential buyers [8] - FactSet Research Systems Inc. (NYSE:FDS) has options trading at rich premiums, affecting the risk-reward balance for traders [10] Nice List - Stocks on the Nice List have options trading at or near their lowest levels of the year, providing opportunities for buying time premium without overpaying [11] - Uber Technologies Inc. (NYSE:UBER) has seen its implied volatility drop from 80 to 30, making it an attractive option for bullish plays [12] - Rubrik Inc. (NYSE:RBRK) is trading at the bottom of its implied volatility range, presenting a good opportunity for call buying [13] - Tempus AI Inc. (NASDAQ:TEM) is also at low option premium levels, making it a smart choice for potential moves [14] - Ross Stores Inc. (NASDAQ:ROST) has equal high and low volatility levels, indicating a new low in options pricing, which could be favorable for long calls [15] - Ventas Inc. (NYSE:VTR) has dropped premiums near year-lows, making it an attractive option for buyers if a catalyst appears [16]

Core Viewpoint - Realty Income Corp. has shown a positive performance with a 2.4% increase in shares over the past month, outperforming the S&P 500, leading to questions about the sustainability of this trend ahead of the next earnings release [1][2]. Financial Performance - In Q3 2025, Realty Income reported adjusted funds from operations (AFFO) per share of $1.08, exceeding the Zacks Consensus Estimate of $1.07 and up from $1.05 in the same quarter last year [3]. - Total revenues reached $1.47 billion, surpassing the Zacks Consensus Estimate of $1.42 billion, reflecting a year-over-year growth of 10.5% [4]. - Same-store rental revenues amounted to $1.16 billion from 14,482 properties, marking a 1.3% increase from the prior year [5]. Operational Highlights - The portfolio occupancy rate was 98.7% as of September 30, 2025, showing a slight increase of 10 basis points sequentially, while remaining stable year over year [5]. - Realty Income achieved a rent recapture rate of 103.5% on re-leased properties during the quarter [5]. - The company invested $1.36 billion in 123 properties and properties under development or expansion, while selling 140 properties for net proceeds of $214.8 million [6]. Balance Sheet and Liquidity - As of the end of Q3 2025, Realty Income had $3.5 billion in liquidity, including $417.2 million in cash and cash equivalents, $864.2 million in unsettled At-The-Market forward equity, and $2.2 billion available under its unsecured revolving credit facility [7]. Guidance and Future Outlook - Management revised its 2025 AFFO per share guidance to a range of $4.25-$4.27, slightly down from the previous range of $4.24-$4.28, with expectations of same-store rent growth of approximately 1% and occupancy around 98.5% [8]. - The full-year investment volume guidance was increased to approximately $5.5 billion from the prior estimate of $5 billion [8]. Market Position and Comparisons - Realty Income Corp. holds a Zacks Rank 3 (Hold), indicating an expectation of an in-line return in the coming months [12]. - In comparison, Federal Realty Investment Trust, a peer in the same industry, reported revenues of $322.25 million for the last quarter, reflecting a year-over-year increase of 6.1% [14].

Financial Performance & Forecast - ORIX revised its FY26.3 net income forecast upward to 440 Billion JPY, a 15.8% increase from the previous forecast of 380 Billion JPY[6, 14] - The company increased its share buyback program to 150 Billion JPY, a 50% increase from the initial 100 Billion JPY program[6, 10] - H1 net income reached 271.1 Billion JPY, achieving 71% of the original full-year target and 62% of the revised forecast[13] - The company expects a full-year ROE in the 10% range, with H1 ROE hitting 12.7%, up 3.9 percentage points from the end of FY25.3[13, 21] Capital Recycling & Investment - Capital gains for H1 FY26.3 reached 157.1 Billion JPY, with expectations of further gains in H2[27] - The company launched its first domestic PE fund with a total size of 2.5 Billion USD[6] - ORIX sold stakes in Greenko, Ormat, ORIX Asset Management and Loan Services Corp, and Nissay Leasing[6] Segment Performance - Segment profits increased by 42% YoY to 409.4 Billion JPY[35] - Environment and Energy segment profits increased sharply by 117.3 Billion JPY due to the Greenko exit, which included a 95 Billion JPY gain on sale/valuation gains[34] - Insurance segment saw higher investment income, contributing to overall profit growth[35] Shareholder Returns - The company increased the full-year dividend forecast to 153.67 JPY per share, a 16.3% increase[6, 14] - The company anticipates a full-year total payout ratio of 73%[15]

Core Insights - Kilroy Realty (KRC) reported quarterly funds from operations (FFO) of $1.09 per share, exceeding the Zacks Consensus Estimate of $1 per share, but down from $1.17 per share a year ago, indicating a FFO surprise of +9.00% [1] - The company achieved revenues of $279.74 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.37%, although this is a decrease from year-ago revenues of $289.94 million [2] - Kilroy Realty has outperformed consensus FFO estimates three times over the last four quarters, indicating a positive trend in performance [2] Financial Performance - The FFO for the previous quarter was expected to be $1.01 per share, but the actual result was $1.13, resulting in a surprise of +11.88% [1] - The current consensus FFO estimate for the upcoming quarter is $0.98, with projected revenues of $272.75 million, and for the current fiscal year, the estimate is $4.08 on $1.1 billion in revenues [7] Market Position - Kilroy Realty shares have increased by approximately 1.1% since the beginning of the year, in contrast to the S&P 500's gain of 15.5%, indicating underperformance relative to the broader market [3] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 28% of over 250 Zacks industries, suggesting a favorable industry outlook [8] Future Outlook - The sustainability of Kilroy Realty's stock price movement will largely depend on management's commentary during the earnings call and future FFO expectations [3][4] - The estimate revisions trend for Kilroy Realty was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]