Latest news with #KKR&Co.Inc
Yahoo
26-05-2025
- Business
- Yahoo
KKR & Co. Inc. (KKR) Traded Lower due to Macroeconomic Concerns
Baron Funds, an investment management company, released its 'Baron FinTech Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities closed 5% lower in Q1, following a sharp decline in March. Markets started well with the S&P 500 Index reaching new highs. However, concerns about tariffs, inflation, and softer economic growth, along with concerns about AI secular growth, contributed to risk-off conditions. In the first quarter, the fund fell 1.31% (Institutional Shares) compared to a -7.52% return for the FactSet Global FinTech Index (Benchmark) and a -4.27% decline for the S&P 500 index. Since its inception, the fund has appreciated at an annualized rate of 11.27%, compared to a 2.22% return for the Benchmark. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron FinTech Fund highlighted stocks such as KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR) is an equity and real estate investment firm. The one-month return of KKR & Co. Inc. (NYSE:KKR) was 3.12%, and its shares gained 10.10% of their value over the last 52 weeks. On May 23, 2025, KKR & Co. Inc. (NYSE:KKR) stock closed at $117.18 per share with a market capitalization of $108.416 billion. Baron FinTech Fund stated the following regarding KKR & Co. Inc. (NYSE:KKR) in its Q1 2025 investor letter: "Shares of leading alternative asset manager KKR & Co. Inc. (NYSE:KKR) fell due to macroeconomic concerns, particularly as Trump's actions on tariffs and broader economic policy were more sweeping and volatile than expected. Alternative asset manager stocks performed well last year, especially after the November elections, on hopes that a wave of deregulation and pro-growth economic policies would spur a rise in deal activity and fees. Investors have since cooled on the prospects for a capital markets recovery, pressuring KKR and its peers. Although the near-term outlook is uncertain, we think KKR is a winner in the space, and its long-term fundraising success should be driven by its breadth of products and strong investment track record rather than the near-term economic outlook." A modern looking financial adviser sitting in front of a trading monitor, gesturing to a group of investors. KKR & Co. Inc. (NYSE:KKR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 88 hedge fund portfolios held KKR & Co. Inc. (NYSE:KKR) at the end of the first quarter compared to 83 in the last quarter. While we acknowledge the potential of KKR & Co. Inc. (NYSE:KKR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered KKR & Co. Inc. (NYSE:KKR) and shared Greenhaven Road Capital's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
22-05-2025
- Business
- Yahoo
Here's How KKR (KKR) Gets Affected by the Restructuring of Global Trade and Tariffs
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund returned around -12% net of fees and expenses, trailing the Russell 2000 by approximately 2% in large part. The Q1 letter focused on President Trump's Liberation Day and the attendant tariff policies rather than company fundamentals. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Greenhaven Road Capital highlighted stocks such as KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR) is an equity and real estate investment firm. The one-month return of KKR & Co. Inc. (NYSE:KKR) was 3.65%, and its shares gained 12.89% of their value over the last 52 weeks. On May 21, 2025, KKR & Co. Inc. (NYSE:KKR) stock closed at $117.76 per share with a market capitalization of $108.745 billion. Greenhaven Road Capital stated the following regarding KKR & Co. Inc. (NYSE:KKR) in its Q1 2025 investor letter: "KKR & Co. Inc. (NYSE:KKR) – Among our top holdings, the alternative asset manager is most impacted by the tariffs and the potential for restructuring global trade. They have hundreds of billions of dollars in current investments that will get 'marked down' as valuation multiples compress. KKR is also facing headwinds in their private equity business from the lack of liquidity. Large endowments like Harvard and Yale are issuing bonds to raise capital and are unlikely to boost private equity allocations anytime soon. However, KKR has become well diversified over the last 15 years. Only $140B of their $638B in AUM is invested in traditional private equity and, while the global trade war may delay monetization efforts, KKR will continue to earn management fees on their $638B+ in AUM. A modern looking financial adviser sitting in front of a trading monitor, gesturing to a group of investors. KKR & Co. Inc. (NYSE:KKR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held KKR & Co. Inc. (NYSE:KKR) at the end of the fourth quarter compared to 66 in the third quarter. While we acknowledge the potential of KKR & Co. Inc. (NYSE:KKR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered KKR & Co. Inc. (NYSE:KKR) and shared the list of worst blue-chip stocks to buy. In the previous quarter's investor letter, Greenhaven Road Capital highlighted KKR & Co. Inc.'s (NYSE:KKR) brand strength and its huge potential for future growth. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Insider Spends US$1.5m Buying More Shares In KKR
KKR & Co. Inc. (NYSE:KKR) shareholders (or potential shareholders) will be happy to see that the Independent Director, Robert Scully, recently bought a whopping US$1.5m worth of stock, at a price of US$113. There's no denying a buy of that magnitude suggests conviction in a brighter future, although we do note that proportionally it only increased their holding by 7.6%. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. In fact, the recent purchase by Robert Scully was the biggest purchase of KKR shares made by an insider individual in the last twelve months, according to our records. Although we like to see insider buying, we note that this large purchase was at significantly below the recent price of US$129. While it does suggest insiders consider the stock undervalued at lower prices, this transaction doesn't tell us much about what they think of current prices. You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date! See our latest analysis for KKR There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Looking at the total insider shareholdings in a company can help to inform your view of whether they are well aligned with common shareholders. We usually like to see fairly high levels of insider ownership. It's great to see that KKR insiders own 24% of the company, worth about US$27b. This kind of significant ownership by insiders does generally increase the chance that the company is run in the interest of all shareholders. It is good to see the recent insider purchase. We also take confidence from the longer term picture of insider transactions. Once you factor in the high insider ownership, it certainly seems like insiders are positive about KKR. One for the watchlist, at least! So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. While conducting our analysis, we found that KKR has 1 warning sign and it would be unwise to ignore this. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of interesting companies. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Business Wire
14-05-2025
- Business
- Business Wire
KKR to Present at the Bernstein 41 st Annual Strategic Decisions Conference 2025
NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) announced today that Scott C. Nuttall, Co-Chief Executive Officer, will present at the Bernstein 41 st A live webcast of the presentation will be available on the Investor Center section of KKR's website at For those unable to listen to the live webcast, a replay will be available on the website shortly after the event. Any questions regarding the webcast may be addressed to KKR's Investor Relations team at investor-relations@ ABOUT KKR KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR's website at For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group's website at
Yahoo
01-05-2025
- Business
- Yahoo
KKR & Co. Inc. (KKR): Among Charles Akre's and John Neff's Stock Picks With Huge Upside Potential
We recently published an article titled . In this article, we are going to take a look at where KKR & Co. Inc. (NYSE:KKR) stands against the other stocks with huge upside potential according to Charles Akre and John Neff. The current market environment of the U.S. has volatility as its new norm, and prudent investors are seeking refuge in the guidance of seasoned experts. Among these experts is Charles Akre, the founder of Akre Capital Management. Charles Akre has curated a list of stocks poised for notable appreciation using his disciplined investment approach. He stepped away from PM role in 2020, however, even today Akre Capital's 9 of the top 10 stock holdings were initiated before 2020. Only one of the top 10 stocks was picked by John Neff who is in charge of portfolio management at Akre Capital. Today, we will be looking at 10 of the stocks picked by Charles Akre and John Neff, but we will also take a look at their upside potential. Before we dive into our picks, it is necessary to understand the market context that makes these stocks more attractive. READ ALSO: and . The performance of the market indices in the recent week suggests renewed investor confidence in equities. As per a report by the Wall Street Journal, this performance reflects optimism despite the economic data releases and corporate earnings reports showing adverse growth. Such market movements stress the significance of adopting a strategy when selecting a stock. The most often used and favored strategy involves letting yourself be guided by experienced investors like Akre. The forefront of this resurgence is that many growth stocks, including small caps, have outperformed their value counterparts in 2023. It does not undermine the value equities but projects the current preferences of the market for companies with significant growth prospects. Akre Capital's selections are in a perfect position to capitalize on this growing trend. Investors must understand that such outperformance is not just a short-term phenomenon, as historical data indicate that growth stocks have been consistent deliverers of massive returns over a longer period. From 2009 onward, growth stocks have dominated many investors' portfolios, except for a short period in 2022 when interest rate hikes affected their performance. According to CNBC, this long-term trend adds value to the investment strategy of focusing on growth. Additionally, the need to identify high-quality growth stocks is further emphasized with the market gains concentrated on a select group of mega-cap stocks. For instance, the Magnificent Seven has a collective market value of $11.5 trillion. Akre Capital's investment philosophy underpins this principle of making portfolio decisions by considering high-quality growth stocks. In this context, the ten picks we have brought you here from Akre Capital's portfolio are not just random selections but a list that is put together after going through the company's fundamentals and long-term growth potential with a keen eye for details. Akre Capital's approach remarkably aligns with the current market environment, where discerning investors tend to overcome market challenges by strengthening their portfolios using growth-oriented companies. Before we take a look at our top picks, it is imperative for investors to appreciate the strategic considerations that helped us in putting together our list. Our choices are not about merely capitalizing on current market trends. We ensured that our list results from a deep understanding of the factors driving sustainable growth. We compiled our list of Akre Capital's 10 stock picks with huge upside potential by following a few criteria. All the stocks in our list are part of Akre Capital's portfolio. Following this crucial criterion, we looked for stocks with a high percentage holding in the portfolio. This is to ensure that the article covers the top picks from renowned investors. Then, we looked at the upside potential of the stocks since they represent the future appreciation value of the investors' capital. We have used this upside potential to rank our picks as well. All the data in the article was taken from financial databases and analyst reports, with all information updated as of April 26, 2025. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A modern looking financial adviser sitting in front of a trading monitor, gesturing to a group of investors. A global investment company, KKR & Co. Inc. (NYSE:KKR), specializes in private equity, credit, infrastructure, and real estate. Located in New York, the company was founded in 1976, and as of now, it manages over $500 billion in assets across diversified strategies. Leveraging its integrated capital markets business and active portfolio management, the company gains a competitive edge against dominant players like Blackstone and Apollo. The company's flexible capital model allows for strategic acquisitions and helps develop sector-specific operating expertise. KKR & Co. Inc. (NYSE:KKR), with a 13.15% portfolio weight, represents Akre's solid confidence in the company's structural ascent. Charles Akre bought KKR in 2018. In Q4 2024, the company reported fee-related EPS growth of 24% year-over-year: its second-highest quarterly figure in history. With $114 billion acquired as new capital in 2024, the company has planned to raise the annual dividend from $0.70 to $0.74 per share, demonstrating its operational confidence for the foreseeable future. KKR & Co. Inc. (NYSE:KKR) also has realized strong investment performance, indicated by a 14% appreciation in its private equity portfolio for 2024, contributing to confidence among investors. The 14.85% upside potential placed KKR & Co. Inc. (NYSE:KKR) as one of Charles Akre's best-performing stocks. The company is expanding its reach in alternative asset management, and the growth is recognized by Akre and analysts alike. Overall KKR ranks 6th on our list of Charles Akre's and John Neff's stock picks with huge upside potential. While we acknowledge the potential of KKR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than KKR but trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
