KKR Stock: Analyst Estimates & Ratings

New York-based KKR & Co. Inc. (KKR) manages investments such as private equity, energy, infrastructure, real estate, credit strategies, and hedge funds. With a market cap of $127.1 billion, KKR specializes in acquisitions, LBOs, MBOs, credit funding, growth equity, mezzanine, distressed, turnaround, and other investments.
The financial sector giant has outperformed the broader market over the past year. KKR stock prices have soared 26.5% over the past 52 weeks, outpacing the S&P 500 Index’s ($SPX) 20.1% gains during the same time frame. However, in 2025, KKR is down 3.5%, lagging behind SPX’s 8.6% uptick on a YTD basis.
Narrowing the focus, KKR has also outpaced the Invesco Global Listed Private Equity ETF’s (PSP) 17.7% gains over the past year, but underperformed PSP’s 6.4% returns in 2025.
Despite delivering better-than-expected results, KKR’s stock prices dropped 2.6% following the release of its Q2 results on Jul. 31. The company reported a solid 17.6% year-over-year surge in overall revenues to $1.8 billion, beating Street estimates. Furthermore, the company’s adjusted EPS for the quarter increased 8.3% year-over-year to $1.18, surpassing the consensus estimates by 3.5%.
However, the company’s fundraising momentum has observed several hiccups recently. On an LTM basis, at the end of Q2, KKR had raised $109 billion in new capital, marking a marginal 93 bps increase year-over-year. Meanwhile, capital raised for credit & liquid strategies dropped by 19% to $51 billion, and the figure for real assets declined by 14.7% to $29 billion; this likely unsettled investor confidence.
For the full fiscal 2025, ending in December, analysts expect KKR to deliver an adjusted EPS of $5.14, up 9.4% year-over-year. Furthermore, the company has a solid earnings surprise history. It has surpassed the Street’s bottom-line estimates in each of the past four quarters.
The stock maintains a consensus “Strong Buy” rating overall. Of the 19 analysts covering the stock, opinions include 15 “Strong Buys,” two “Moderate Buys,” and two “Holds.”
This configuration is slightly less optimistic than a month ago, when 16 analysts gave “Strong Buy” recommendations.
On Aug. 4, Keefe, Bruyette & Woods analyst Kyle Voigt maintained an “Outperform” rating on KKR and raised the price target from $155 to $162.
KKR’s mean price target of $162.50 represents a premium of 13.9% to current price levels. Meanwhile, the street-high target of $187 suggests a notable upside potential of 31.1%.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.