KKR & Co. Inc. (KKR) earnings on July 30, 2026

KKR price around the earnings

100.98

Change: +1.7%

Start of the measured window End of the measured window

95.69 98.06 100.43 102.80 99.28

July 30, 2026

Price: green if it ends above the starting price; red if it ends below
Start of the measured window
End of the measured window
Market open
Starting price

Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Accurate

Thesis published: 2026-07-30, 09:59 UTC
Results released: 2026-07-30, 10:50 UTC

M&A catalysts and analyst conviction drive an optimistic scenario; negative revenue growth and trend strength inflection create execution risk.

Context analyzed before publication

Trend: Pullback from 83.7 peak to 70.3; strong conviction persists but trend strength loss evident.

Analysts

Evidence

Analyst consensus: Buy
Consensus average (1-5): 1.59
Analysts covering the stock: 20
Average price target: 123.48
Lowest price target: 105
Highest price target: 147
Upside to price target: 24.4%
Revenue growth: -6.6%
Forward EPS: 7.35
Trailing EPS: 2.84
Analyst moves in the last 60 days: 7

Strong buy: 7
Buy: 12
Hold: 3
Sell: 0
Strong sell: 0

Strong buy: 7
Buy: 12
Hold: 3
Sell: 0
Strong sell: 0

July 21, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
July 20, 2026 · HSBC: Maintains rating (Buy → Buy)
July 17, 2026 · Oppenheimer: Maintains rating (Outperform → Outperform)
July 13, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
July 13, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
July 13, 2026 · BMO Capital: Maintains rating (Outperform → Outperform)
July 10, 2026 · Barclays: Maintains rating (Overweight → Overweight)

News and sentiment

Evidence

Sentiment

Sentiment: Constructive
Mention volume: Low
Normalized volume: 33%

News

Sources (7)

Reported Saturday, Kuwait Oil Company To Lease Pipeline Network In $16B JV, Blackstone, Brookfield And KKR Take 49% Combined Stake (opens in a new tab) — Benzinga
Kuwait Signs $16 Billion Pipeline Deal With Blackstone, KKR, Brookfield Despite Rising Regional Tensions (opens in a new tab) — Benzinga
KKR Infrastructure Conglomerate Sells Shares For $238.954M (opens in a new tab) — Benzinga
QUICK SPARK: KKR Moves Toward Exit from TSMC Supplier LCY after $1.56B Investment (opens in a new tab) — Benzinga
32,000 Private Companies, $4 Trillion In Value — All Still Waiting to Be Sold (opens in a new tab) — Benzinga
Reported Earlier, KKR Brings On Roy Gori, Who Led Manulife From 2017 To 2025, As Senior Advisor Across Global Financial Services (opens in a new tab) — Benzinga
Morgan Stanley Maintains Overweight on KKR, Lowers Price Target to $147 (opens in a new tab) — Benzinga

Technicals

Evidence

Price when the context was analyzed: 99.29
Average true range (ATR): 3%
Distance to 52-week high: -33.6%
14-day change (14d): -1.6%
30-day change (30d): +11.6%
30-day relative strength: +13.1%
SPY change (30d): -1.5%
Nearest support: 98.61
Distance to nearest support: 0.7%
Nearest resistance: 99.88
Distance to nearest resistance: 0.6%
Volume accumulation ratio (14d / 46d): 0.62

Mid: 98.61 (0.7% away, 0.23 ATR, 19 touches)
Mid: 98.02 (1.3% away, 0.42 ATR, 15 touches)
Major: 96.47 (2.8% away, 0.94 ATR, 36 touches)

Mid: 99.88 (0.6% away, 0.2 ATR, 27 touches)
Minor: 100.65 (1.4% away, 0.45 ATR, 9 touches)
Mid: 101.75 (2.5% away, 0.82 ATR, 25 touches)

Trends

Evidence

Average earnings surprise: +5.2%

May 5, 2026: actual EPS 1.39 vs estimate 1.26 (surprise +10.3%)
February 5, 2026: actual EPS 1.12 vs estimate 1.14 (surprise -1.6%)
November 7, 2025: actual EPS 1.41 vs estimate 1.3 (surprise +8.6%)
July 31, 2025: actual EPS 1.18 vs estimate 1.14 (surprise +3.6%)

Expected move

Implied move: +6.2%
Source: Options chain

Reactions over its last 20 earnings

Median move: 3.1%
75th percentile move: 5.2%
90th percentile move: 6%
Up / down moves: 13 / 7
Average up move: +3.0%
Average down move: -4.9%

Monitoring and close

What KKR & Co. Inc. reported

Status: Finished

Actual EPS	1.63
EPS estimate	1.41
EPS surprise	+15.6%
Revenue	$2,763 million
Revenue estimate	$2,569 million
Revenue surprise	+7.6%

KKR posts record asset sales despite private-equity slowdown, beating estimates. Shares rise nearly 1%.

Sources (13)

KKR’s Asset Sales Defy Private-Equity Exit Slowdown (opens in a new tab) — The Wall Street Journal
Investment Giants Shake Off Upheaval in Private-Credit Industry (opens in a new tab) — The Wall Street Journal
KKR Downplays Software Risk, Flags Record Credit Fundraising (opens in a new tab) — Benzinga
KKR & Co. Shares Gain as Q2 Earnings Beat Estimates, AUM Rises Y/Y (opens in a new tab) — Zacks
KKR Beats Q2 Estimates, Posts Highest-Ever Monetization Quarter (opens in a new tab) — Benzinga
KKR & Co. (KKR) Reports Q2 Earnings: What Key Metrics Have to Say (opens in a new tab) — Zacks
KKR (NYSE:KKR) Beats Earnings but Misses Revenue in Q2 2026 (opens in a new tab) — ChartMill
KKR & Co. Inc. (KKR) Q2 Earnings and Revenues Top Estimates (opens in a new tab) — Zacks
KKR Profit, Revenue Up on Asset Management, Insurance Growth (opens in a new tab) — The Wall Street Journal
KKR reported adjusted earnings of $1.63 per share, beating the $1.41 estimate, and revenue of $2.763B, above the $2.569B expected. — Benzinga
KKR & Co Q2 Adj. EPS $1.63 Beats $1.41 Estimate, Sales $2.763B Beat $2.569B Estimate (opens in a new tab) — Benzinga
KKR Earnings Hit Record With Best-Ever Quarter for Asset Sales (opens in a new tab) — Bloomberg
KKR & Co. Inc. Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo

Pre-market second reading after the results

Verdict: Beat expectations

Heading into the open, results beat expectations on both earnings and revenue and the price is indicating +1.1% pre-market, a move below the stock's usual reaction (about 3%). The figures confirm the optimistic scenario. Across our market history, in the 1,580 similar cases the close held that direction 75% of the time.

How the stock reacted

Outcome: Accurate
Consolidated: +1.7%
Max favorable move (MFE): 2.3%
Max adverse move (MAE): 3.7%