KKR & Co. Inc. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
KKR reported Q2 2026 net income of $0.7B and record Fee Related Earnings of $1.2B ($1.32/adj. share, +37% YoY). On May 4, 2026, KKR closed its acquisition of Arctos Partners, a sports franchise investment manager with $20B AUM as of June 30, 2026, for an unspecified purchase price. AUM grew 16% YoY to $796B; FPAUM rose 15% to $638B. ANI reached record $1.5B ($1.63/adj. share, +40% YoY); TOE hit record $1.5B ($1.68/adj. share, +29% YoY). New capital raised: $34B in Q2, $133B LTM. Company declared $0.195/share dividend.
Why this rating
Strong organic growth in recurring revenues and AUM (each ~0.2% of company value) positive; Arctos deal adds ~2% AUM but value/strategic impact unclear from filing.
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