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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for KKR (KKR) is 7/10.
KKR posted Q1 2026 with management fees of $1.2 billion up 30% and adjusted net income of $1.39 per share up 20%, as fee-related earnings per share of $1.13 grew 23%. However, management indicated the 2026 ANI target of $7+ per share was more likely to land below that level due to modestly less visibility on monetizations. Strong fundraising momentum continued across asset classes, and the Arctos acquisition added sports and GP solutions capabilities. AI and digital infrastructure investment expanded, while the insurance segment faced competitive pressure.
Scored from KKR’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 26, 2026, KKR & Co. Inc. entered into a Stipulation and Order with the DOJ Antitrust Division to resolve the division's civil antitrust complaint, filed January 14, 2025, regarding certain Hart-Scott-Rodino premerger notification requirements for transactions by KKR affiliates in 2021 and 2022. Contingent on a proposed final judgment becoming effective, the Antitrust Division would release all defendants.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.20B | -26.8% | $1.18 | +3.5% | 9.1% | 35.2% |
| FY2025 Q1 | $3.05B | -68.2% | $-0.22 | -129.7% | -23.1% | -6.1% |
| FY2025 Q2 | $5.00B | +21.8% | $0.50 | -30.6% | 6.5% | 10.2% |
| FY2025 Q3 |
| $5.46B |
| +15.5% |
| $0.90 |
| +40.6% |
| 9.4% |
| 16.5% |
| FY2025 Q4 | $5.52B | +72.5% | $1.16 | -1.7% | 40.0% | 20.8% |
| FY2026 Q1 | $4.00B | +31.0% | $0.42 | +290.9% | 5.1% | 10.1% |
| FY2026 Q2 | $6.13B | +22.5% | $0.70 | +40.0% | 13.0% | 11.4% |