KKR Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.42
$1.32 – $1.55
Revenue Estimate
$2.3B
Current Price
$104.45
Our Position
bullishKKR insiders buy $15.6M as fund caps redemptions
structured data
est. revisions falling
(-10.0pp / 30d)
Heavy insider buying amidst capped fund withdrawals and acquisition interest shows KKR balancing internal confidence with liquidity pressures and growth opportunities in private equity.
Watch: Watch KKR's upcoming Q1 earnings for insight on asset quality and private credit risk amid sector challenges.
Data Signal Summary
1 bullish
2 bearish
Estimates down -12%
Insider buying cluster
Put/call 4.8 (bearish skew)
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
mixed
1-Month Return
+14.7%
From 52w High
0.0%
P/E Ratio
44.2
Est. Revisions (30d)
-11.6% 0up/10dn
Analyst Target (mean)
$122 $102–$153 +17%
Options P/C Ratio
4.81
Est. Dispersion
13% 15 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater
Recent Activity
insider trades
47 transactions
Award
·
NIEL XAVIER BRUNO (Director)
·1,238 shares
Buy
·
DILLON MARY N (Director)
·22,225 shares
·$2,021,586
Buy
·
BAE JOSEPH Y (Chief Executive Officer)
·50,000 shares
·$4,428,000
Buy
·
NUTTALL SCOTT C (Chief Executive Officer)
·50,000 shares
·$4,390,500
Buy
·
COHLER MATTHEW R (Director)
·43,872 shares
·$4,514,429
42 more
Buy
·
BAE JOSEPH Y
·125,000 shr
·$12,773,530
Buy
·
NUTTALL SCOTT C
·125,000 shr
·$12,833,087
Buy
·
BARAKETT TIMOTHY R.
·50,000 shr
·$5,246,500
Award
·
ROSS KIMBERLY A
·1,605 shr
Award
·
COHLER MATTHEW R
·1,605 shr
Award
·
SPIEGEL EVAN
·1,605 shr
Award
·
NIEL XAVIER BRUNO
·1,605 shr
Award
·
GUTIERREZ ARTURO
·1,605 shr
Award
·
RUSSO PATRICIA F
·1,605 shr
Award
·
BARAKETT TIMOTHY R.
·1,605 shr
Award
·
DILLON MARY N
·1,605 shr
Award
·
SCULLY ROBERT W
·1,605 shr
Award
·
ARNOLD CRAIG
·1,605 shr
Award
·
BROWN ADRIANE M
·1,605 shr
Other
·
KRAVIS HENRY R
·350,000 shr
Award
·
ARNOLD CRAIG
·242 shr
Other
·
NUTTALL SCOTT C
·194,000 shr
Other
·
BAE JOSEPH Y
·398,335 shr
Other
·
LEWIN ROBERT H
·2,500 shr
Sell
·
ROBERTS GEORGE R.
·809,906 shr
·$116,828,940
Sell
·
KRAVIS HENRY R
·1,281,394 shr
·$153,755,831
Sell
·
ROBERTS GEORGE R.
·1,190,094 shr
·$142,573,261
Buy
·
BARAKETT TIMOTHY R.
·35,000 shr
·$4,127,319
Other
·
ROBERTS GEORGE R.
·200,000 shr
Other
·
LEWIN ROBERT H
·10,000 shr
Other
·
NUTTALL SCOTT C
·47,001 shr
Buy
·
SCULLY ROBERT W
·13,250 shr
·$1,503,733
Award
·
BARAKETT TIMOTHY R.
·1,166 shr
Other
·
KRAVIS HENRY R
·208,676 shr
Award
·
ROSS KIMBERLY A
·1,238 shr
Award
·
COHLER MATTHEW R
·1,238 shr
Award
·
SPIEGEL EVAN
·1,238 shr
Buy
·
BARAKETT TIMOTHY R.
·50,000 shr
·$4,723,500
Award
·
GUTIERREZ ARTURO
·1,238 shr
Award
·
RUSSO PATRICIA F
·1,238 shr
Award
·
DILLON MARY N
·1,238 shr
Award
·
SCULLY ROBERT W
·1,238 shr
Award
·
BROWN ADRIANE M
·1,238 shr
Other
·
NUTTALL SCOTT C
·569,200 shr
Other
·
BAE JOSEPH Y
·1,069,162 shr
Other
·
NUTTALL SCOTT C
·372,670 shr
Other
·
BAE JOSEPH Y
·485,405 shr
analyst ratings
3 ratings
Morgan Stanley
→Overweight
17h ago
Evercore ISI Group
→Outperform
20h ago
Oppenheimer
→Outperform
8d ago
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