---
title: KKR (KKR) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/kkr
ticker: KKR
as_of: 2026-10-17
sector: Financial Services
industry: Asset Management
---
# KKR (KKR)

KKR (KKR) closed at $86.21 on Oct 16, 2026, undervalued by 17% vs its model value of $104.09 (from its peers' median P/E).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $86.21 (Oct 16, 2026) |
| Model value (from its peers' median P/E) | $104.09 |
| Price vs model | undervalued by 17% vs model |
| Range of that model | $87.30 – $183.13 |
| Market value | $77.4B |
| P/E (fiscal 2025) | — |
| Net margin (fiscal 2025) | 12.3% |
| Free cash flow (fiscal 2025) | $317.0M |
| Dividend yield (trailing twelve months) | 0.88% |
| Beta | 1.83 |
| Cost of capital (WACC) | 11.52% |
| Business classification | Mature & Stable (Moderate growth (~16% recent), Moderate margins (12% net margin), Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Near 52-week lows | #15 | +2.8% | https://sweetvaluelab.com/lists/near-52-week-lows |
| Worst performing this year | #29 | −32.4% | https://sweetvaluelab.com/lists/worst-performing-this-year |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 0.88% |
| Dividends per share, last 12 months | $0.76 |
| Dividends / earnings (fiscal 2025) | 27.4% |
| Raised | 6 years in a row |
| Growth over 5 years | 6.3% a year |
| Latest payment | $0.195, ex-date Aug 10, 2026, paid Aug 25, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Aug 13, 2021 | $0.56 |
| To Aug 12, 2022 | $0.60 |
| To Aug 16, 2023 | $0.64 |
| To Aug 12, 2024 | $0.68 |
| To Aug 11, 2025 | $0.72 |
| Trailing twelve months (to Aug 10, 2026) | $0.76 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| P/E · peers | primary | $104.09 | $87.30 | $183.13 |
| P/E · own history | cross check | $181.22 | $104.66 | $201.69 |
| PEG | sanity check | $0.00 | $0.00 | $0.00 |
| Dividend discount | cross check | $8.94 | $6.68 | $12.73 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 1 open-market sale ($1.1M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Sep 8, 2026 | BAE JOSEPH Y | Co-Chief Executive Officer | Bona fide gift | 122,403 | $0 |
| Sep 8, 2026 | BAE JOSEPH Y | Co-Chief Executive Officer | Bona fide gift | 345,849 | $0 |
| Sep 2, 2026 | Lewin Robert H | Chief Financial Officer | Bona fide gift | 10,000 | $0 |
| Sep 2, 2026 | HOLMES DANE E | Chief Administrative Officer | Option/RSU exercise | 10,000 | — |
| Sep 3, 2026 | HOLMES DANE E | Chief Administrative Officer | Open-market sell | 10,000 | $1.1M |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Aug 31, 2026 | 8-K | 7.01 Regulation FD Disclosure | https://www.sec.gov/Archives/edgar/data/1404912/000114036126034930/ef20081331_8k.htm |
| Aug 27, 2026 | 8-K | 7.01 Regulation FD Disclosure; 8.01 Other Events | https://www.sec.gov/Archives/edgar/data/1404912/000114036126034520/ef20081051_8k.htm |
| Aug 6, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1404912/000140491226000027/kkr-20260630.htm |
| Jul 31, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation | https://www.sec.gov/Archives/edgar/data/1404912/000114036126030498/ef20079131_8k.htm |
| Jul 30, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1404912/000140491226000022/kkr-20260730.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Dodge & Cox | 2026-06-30 | 8,060,515 | $739.8M |
| Akre | 2026-06-30 | 4,981,486 | $457.2M |
| ValueAct | 2026-06-30 | 3,558,200 | $326.6M |
| Thomas Gayner | 2026-06-30 | 1,451,800 | $133.2M |

8 tracked managers in all.

## About

KKR & Co. Inc. is a prominent global investment powerhouse, deeply engaged in both private equity and real estate. The firm's diverse investment strategies encompass direct capital deployment as well as fund-of-funds approaches, specializing in corporate acquisitions, leveraged and management buyouts, growth equity, and a range of special situations including credit, distressed assets, and turnarounds. They also target mature and mezzanine financing opportunities, spanning companies across the lower and middle market segments. While opportunistic across all industries, KKR exhibits a keen focus on technology sectors, including software, cybersecurity, semiconductors, consumer electronics, the Internet of Things (IoT), internet services, IT infrastructure, and FinTech. Their extensive portfolio also encompasses energy, infrastructure, and a broad array of real estate ventures. Furthermore…

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Source: https://sweetvaluelab.com/stocks/kkr (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.