{ "ok": true, "cik": "1404912", "ticker": "KKR", "name": "KKR & CO. INC.", "filings": [ { "form": "8-K", "filed": "2026-08-31", "items": [ "7.01 Regulation FD Disclosure" ], "url": "https://www.sec.gov/Archives/edgar/data/1404912/000114036126034930/0001140361-26-034930-index.htm" }, { "form": "8-K", "filed": "2026-08-27", "items": [ "7.01 Regulation FD Disclosure", "8.01 Other Events" ], "url": "https://www.sec.gov/Archives/edgar/data/1404912/000114036126034520/0001140361-26-034520-index.htm" }, { "form": "10-Q", "filed": "2026-08-06", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/1404912/000140491226000027/0001404912-26-000027-index.htm" }, { "form": "8-K", "filed": "2026-07-31", "items": [ "1.01 Entry into a Material Definitive Agreement", "2.03 Creation of a Direct Financial Obligation" ], "url": "https://www.sec.gov/Archives/edgar/data/1404912/000114036126030498/0001140361-26-030498-index.htm" }, { "form": "8-K", "filed": "2026-07-30", "items": [ "2.02 Results of Operations and Financial Condition", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1404912/000140491226000022/0001404912-26-000022-index.htm" }, { "form": "8-K", "filed": "2026-05-29", "items": [ "5.02 Departure or Election of Directors; Appointment of Officers", "5.07 Submission of Matters to a Vote of Security Holders" ], "url": "https://www.sec.gov/Archives/edgar/data/1404912/000114036126023322/0001140361-26-023322-index.htm" } ], "events12m": 14, "healthWatch": { "window": "last 12 months", "since": "2025-09-26", "signals": [ { "code": "5.02", "label": "Director or officer change", "count": 2, "latest": { "filed": "2026-05-29", "url": "https://www.sec.gov/Archives/edgar/data/1404912/000114036126023322/0001140361-26-023322-index.htm" } } ], "note": "Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt." }, "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001404912.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1404912" }, "license": "Figures as filed with the SEC. Card text CC BY 4.0, POPS4.", "notAdvice": "Reporting, not investment advice. No price targets and no trading recommendations.", "edgar": "🫧 Edgar looked up KKR & CO. INC. ($KKR). Last filing: 8-K (7.01 Regulation FD Disclosure), 2026-08-31. 14 event filings (8-K) in the past twelve months.", "auditor": { "changes": [], "nonReliance": [], "restatedSince": null }, "metrics": { "fiscalYearEnd": "2025-12-31", "revenue": 19464307000, "revenueGrowth1y": -0.11035350458240245, "revenueGrowthPerYear": 0.04654185228188279, "yearsOfData": 5, "operatingMargin": null, "operatingMarginPrior": null, "netMargin": 0.3157272437184637, "operatingCashFlow": 477760000, "capitalSpending": null, "freeCashFlow": null, "researchAndDevelopment": null, "researchShareOfRevenue": null, "cash": 17151790000, "longTermDebt": null, "longTermDebtChange": null, "revenueHistory": [ { "fiscalYearEnd": "2021-12-31", "revenue": 16226040000 }, { "fiscalYearEnd": "2022-12-31", "revenue": 5704180000 }, { "fiscalYearEnd": "2023-12-31", "revenue": 14499312000 }, { "fiscalYearEnd": "2024-12-31", "revenue": 21878698000 }, { "fiscalYearEnd": "2025-12-31", "revenue": 19464307000 } ], "totalEquity": 30902561000, "totalAssets": 410144072000, "equityRatio": 0.0753456239152958, "returnOnEquity": 0.19886416533568205, "dividendsPaid": 649942000, "payoutRatio": 0.10576052508765889, "dividendPerShare": 0.73, "dividendYearsRising": 7, "dividendCut": false, "priceBased": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown.", "earningsPerShare": null, "sharesOutstanding": null, "bookValuePerShare": null, "revenuePerShare": null, "range80": { "low": 9653858005.219324, "high": 49213565968.15948, "baseline": 23309972086.858467, "n": 1471, "band": "b10", "bandLabel": "$10B+", "method": "v4.1", "credibility": 0.5, "growthYears": 4, "ownVolatility": 0.8441682754132791, "classVolatility": 0.06659579566308972, "volatility": 0.5987716915545649 }, "ifPaceHeld": { "low": 9653858005.219324, "high": 49213565968.15948 } }, "edgarette": "🔖 Exposure: revenue $19.5B (FY2025). Experience: revenue down 11.0% on the year, up 4.7% a year over 4 years. Soundness: equity 7.5% of assets, return on equity 19.9%, payout 10.6% of profit, dividend per share up 7 years running. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $9.7B and $49.2B next year (method v4.1: its own 4-year record of growth weighed at 50% against $10B+ filers; on a year the method never saw, 83.4% landed inside). In a shock year the stress range is $4.7B to $94.5B. A statistical range, not company guidance. Against peers (22 filers, $50M+ revenue, investment advice): growth -11.0% against 7.5%.", "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "summary": "Kkr & Co. Inc. (KKR) saw revenue fall 11.0% in FY2025 to $19.5 billion, equity 7.5% of assets, and dividend per share up 7 years running. Every figure is from the company’s own annual report filed with the SEC.", "chart": "
KKR & CO. INC. against its own record and its peers
Revenue, on the yearPeer median 7.5%-11.0%Equity of assetsPeer median 27.8%7.5%Return on equityPeer median 14.5%19.9%Payout of profitPeer median 54.8%10.6%Gold tick: the median of 26–29 peers with $50M+ revenue in investment advice
", "chartHorizon": "
Handed back now, or kept to compound
Of each dollar of profit10.6% paid out89.4% keptHanded back per share$0.73up 7 years runningGrowth its own profit can fund17.8%retained x return on equityRevenue growth it managed-11.0%last year, for comparison

Gold is paid out to shareholders; navy is kept in the business. Retained profit times return on equity is the pace a company can fund from itself. Facts from the filings, not a recommendation.

", "backtest": { "tests": 6, "hits": 3, "rate": 0.5, "method": "v4", "byYear": { "2020": [ 1, 1 ], "2021": [ 0, 1 ], "2022": [ 0, 1 ], "2023": [ 0, 1 ], "2024": [ 1, 1 ], "2025": [ 1, 1 ] }, "note": "hindsight: the same credibility-weighted range on the company's own past years. Years 2018-2023 were used to fit or tune the method, so only 2025 outcomes are fully out of sample." }, "registry": { "logged": "2026-09-26T16:00:30.844Z", "hash": "451d61452167ec6c", "status": "open" }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "schema": "pops4.edgarette.card/1", "card": { "summary": "Kkr & Co. Inc. (KKR) saw revenue fall 11.0% in FY2025 to $19.5 billion, equity 7.5% of assets, and dividend per share up 7 years running. Every figure is from the company’s own annual report filed with the SEC.", "exposure": { "fiscalYearEnd": "2025-12-31", "revenue": 19464307000, "totalDebt": null, "cash": 17151790000 }, "experience": { "revenueGrowth1y": -0.11035350458240245, "revenueGrowthPerYear": 0.04654185228188279, "operatingMargin": null, "operatingMarginPrior": null, "netMargin": 0.3157272437184637, "freeCashFlow": null }, "soundness": { "equityRatio": 0.0753456239152958, "returnOnEquity": 0.19886416533568205, "payoutRatio": 0.10576052508765889, "dividendPerShare": 0.73, "dividendYearsRising": 7, "dividendCut": false, "note": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown." }, "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "credibility": { "auditedYears": 5, "weight": "reasonable", "standard": "ASOP No. 25", "nonReliance": null, "auditorChange": null }, "healthWatch": { "window": "last 12 months", "since": "2025-09-26", "signals": [ { "code": "5.02", "label": "Director or officer change", "count": 2, "latest": { "filed": "2026-05-29", "url": "https://www.sec.gov/Archives/edgar/data/1404912/000114036126023322/0001140361-26-023322-index.htm" } } ], "note": "Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt." }, "range": { "low": 9653858005.219324, "high": 49213565968.15948, "baseline": 23309972086.858467, "coverage": 0.8, "method": "v4.1", "basis": "next fiscal year revenue: baseline = revenue x (1 + mean of one-year and three-year pace); width = the company's own volatility of yearly growth, credibility-weighted against its size class (Buhlmann), scaled to the 80% target on 2023 and tested on 2024", "calibratedOn": { "companyYears": 1471, "sizeBand": "$10B+", "fitYears": [ 2018, 2022 ], "tuneYear": 2023, "testYear": 2024, "coverageOnTestYear": 0.8341 }, "credibility": { "weightOnOwnRecord": 0.5, "growthYears": 4, "ownVolatility": 0.8441682754132791, "classVolatility": 0.06659579566308972, "pricedVolatility": 0.5987716915545649, "k": 3 }, "stress": { "low": 4720159456.598635, "high": 94524219037.437, "basis": "the same range with widths set to hold 80% across 2018-2023, pandemic years included" }, "kind": "a statistical range, not company guidance; no view on the share price", "track": { "backtest": { "tests": 6, "hits": 3, "rate": 0.5, "method": "v4", "byYear": { "2020": [ 1, 1 ], "2021": [ 0, 1 ], "2022": [ 0, 1 ], "2023": [ 0, 1 ], "2024": [ 1, 1 ], "2025": [ 1, 1 ] }, "note": "hindsight: the same credibility-weighted range on the company's own past years. Years 2018-2023 were used to fit or tune the method, so only 2025 outcomes are fully out of sample." }, "registry": { "logged": "2026-09-26T16:00:30.844Z", "hash": "451d61452167ec6c", "status": "open" }, "scorecard": "https://www.pops4.com/boards/scorecard" } }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001404912.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1404912" }, "speedCash": { "fiscalYear": 2025, "cashConversion": 0.0245, "growth3y": 0.5055, "volatility": 0.8442, "paysDividend": true, "raisedDividend": true, "equityRatio": 0.0753, "quadrant": { "code": "fj", "label": "Fast and jumpy", "plain": "growing faster than its size class, with revenue that swings more" }, "compass": { "code": "notyet", "inside": "Turns 2.5% of revenue into operating cash; revenue growing 50.5% a year over three years; pays and raised its dividend.", "outside": "Among $10B+ companies: 9th percentile for cash, 99th for growth.", "emoji": "⚡", "label": "Fast, cash not yet", "plain": "growing fast, but little cash arriving so far" }, "band": "$10B+", "cashPctInClass": 9, "growthPctInClass": 99, "source": "SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class" }, "harbor": { "signs": [ { "key": "range", "text": "revenue is hard to predict: its 80% range is ±67%" } ], "rule": "Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an 80% revenue range of ±25% or wider.", "level": 1, "name": "Sound ship", "plain": "one warning sign" }, "cashFlow": { "fiscalYearEnd": "2025-12-31", "operating": 477760000, "investing": -16281797000, "financing": 17432306000, "capitalSpending": null, "free": null, "trend": [ { "fiscalYearEnd": "2021-12-31", "operating": -7176708000, "free": null }, { "fiscalYearEnd": "2022-12-31", "operating": -5279259000, "free": null }, { "fiscalYearEnd": "2023-12-31", "operating": -1493812000, "free": null }, { "fiscalYearEnd": "2024-12-31", "operating": 6649878000, "free": null }, { "fiscalYearEnd": "2025-12-31", "operating": 477760000, "free": null } ], "note": "Annual, as filed in 10-K cash flow statements; negative investing/financing = cash going out (capital spending, buybacks, dividends, debt repaid)." }, "investments": { "fiscalYearEnd": "2025-12-31", "cash": 17151790000, "shortTerm": 793191000, "longTerm": 55570176000, "equityHoldings": null, "totalAssets": 410144072000, "ladder": { "within1y": 793191000, "y1to5": 11894493000, "y5to10": 15448054000, "y10plus": 28227629000, "noSingleDate": null }, "note": "Balance-sheet cash and investment securities at fiscal year end, as filed; short-term = due or saleable within a year. Insurers and banks hold most of their book here." } }, "definitions": { "operatingMargin": "Operating income divided by revenue.", "netMargin": "Net income divided by revenue.", "freeCashFlow": "Cash from operations minus spending on property and equipment.", "researchShareOfRevenue": "Research and development expense for the year as a share of revenue, both as filed.", "equityRatio": "Shareholders equity as a share of total assets, both as filed. Higher means less of the company is owed to someone else.", "returnOnEquity": "Net income for the year against shareholders equity at year end.", "payoutRatio": "Dividends paid as a share of net income, in the year the cash went out.", "dividendYearsRising": "Consecutive years, counted back from the last on record, in which dividend per share rose. A fall ends the run and is reported as dividendCut.", "revenueGrowthPerYear": "Compound annual growth between the first and latest fiscal years shown.", "credibility": "How much weight a record deserves, in the actuarial sense (ASOP No. 25): more audited years, more weight.", "peers": "Medians of SEC filers with $50M+ revenue in the same industry code (SIC), narrowest group with at least 8 filers, calendar-year figures from SEC XBRL frames.", "backtest": "The same range method applied to the company's own past years, scored against what it actually reported next. Hindsight, and labelled so.", "healthWatch": "Distress-type events the company filed in the last 12 months (late-filing notices; 8-K items 1.03, 3.01, 2.04, 4.02, 4.01, 2.05, 2.06, 1.05, 5.02), each with its count and newest filing. Display only: they do not change the range or its receipt." }, "speedCash": { "fiscalYear": 2025, "cashConversion": 0.0245, "growth3y": 0.5055, "volatility": 0.8442, "paysDividend": true, "raisedDividend": true, "equityRatio": 0.0753, "quadrant": { "code": "fj", "label": "Fast and jumpy", "plain": "growing faster than its size class, with revenue that swings more" }, "compass": { "code": "notyet", "inside": "Turns 2.5% of revenue into operating cash; revenue growing 50.5% a year over three years; pays and raised its dividend.", "outside": "Among $10B+ companies: 9th percentile for cash, 99th for growth.", "emoji": "⚡", "label": "Fast, cash not yet", "plain": "growing fast, but little cash arriving so far" }, "band": "$10B+", "cashPctInClass": 9, "growthPctInClass": 99, "source": "SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class" }, "harbor": { "signs": [ { "key": "range", "text": "revenue is hard to predict: its 80% range is ±67%" } ], "rule": "Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an 80% revenue range of ±25% or wider.", "level": 1, "name": "Sound ship", "plain": "one warning sign" }, "cashFlow": { "fiscalYearEnd": "2025-12-31", "operating": 477760000, "investing": -16281797000, "financing": 17432306000, "capitalSpending": null, "free": null, "trend": [ { "fiscalYearEnd": "2021-12-31", "operating": -7176708000, "free": null }, { "fiscalYearEnd": "2022-12-31", "operating": -5279259000, "free": null }, { "fiscalYearEnd": "2023-12-31", "operating": -1493812000, "free": null }, { "fiscalYearEnd": "2024-12-31", "operating": 6649878000, "free": null }, { "fiscalYearEnd": "2025-12-31", "operating": 477760000, "free": null } ], "note": "Annual, as filed in 10-K cash flow statements; negative investing/financing = cash going out (capital spending, buybacks, dividends, debt repaid)." }, "investments": { "fiscalYearEnd": "2025-12-31", "cash": 17151790000, "shortTerm": 793191000, "longTerm": 55570176000, "equityHoldings": null, "totalAssets": 410144072000, "ladder": { "within1y": 793191000, "y1to5": 11894493000, "y5to10": 15448054000, "y10plus": 28227629000, "noSingleDate": null }, "note": "Balance-sheet cash and investment securities at fiscal year end, as filed; short-term = due or saleable within a year. Insurers and banks hold most of their book here." } }