Why KKR lags the market
Down 18% in a year while the S&P 500 rose 12%.
- Revenue fell 11.0% a year from fiscal 2024 to fiscal 2025; its 4 peers' median grew 5.4% a year.
−3Long-term trend
KKR's Quality Score rose 2 points on Tue, Nov 10, to 5. Buying reached its highest in 20 days (3 chart checks started).
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Down 18% in a year while the S&P 500 rose 12%.
−3Long-term trend
| Since its 2025 high | Down 41% |
| Latest filing | 8-K, Nov 9 |
After its last 4 reports it closed -0.8% on average, higher 2 of 4 times.
KKR is #20 of 35 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 20 |
Net income over four quarters: KKR $3.41B, BX $3.56B, ARES $433M, CG $355M.
Expected to report Thu Feb 4, before the open (in 86 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“TOE increased 23% over the last 12 months primarily driven by the growth in Fee Related Earnings.”
KKR's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Capital returned to clients | more than $40 billion |
“Over time, we expect Strategic Holdings Operating Earnings to contribute more meaningfully to Total Operating Earnings”
From its results filing (SEC filing · Nov 9)
Pays $0.78 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 9, 2026 | +1.3% | +1.7% | not yet |
| Jul 30, 2026 | +1.4% | +1.7% | +6.4% |
| May 5, 2026 | -0.3% | -1.3% | -3.8% |
Sales fell in 2025, to $19B. It made a profit in both years.
RSI 60.9, MACD above signal, above both averages. Not scored.
One insider sold $1.1M across 1 filing in the last 6 months. No open-market buys on record. The newest:
15 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: KKR is 0.3% of SCHG, 0.1% of DGRO, and 0.1% of VOO, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
KKR is one of the world's largest alternative-asset managers, with $796.5 billion in total managed assets, including $638.4 billion in fee-earning assets under management, at the end of June 2026. The company has two core segments: asset management (which includes private markets—private equity, credit, infrastructure, energy, and real estate—and public markets—primarily credit and hedge/investment fund platforms) and insurance (following the firm's initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance).
“Our asset management and capital markets businesses operate in an intensely competitive industry.”
KKR scores 5 today, which Breakaway calls Below Average. It is #20 of 35 in Investment Advice by Quality Score, with 4 of 14 chart checks firing. Down 18% in a year while the S&P 500 rose 12%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
KKR scores 5 today, which Breakaway calls Below Average (0 to 5). That is #20 of 35 in Investment Advice by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind KKR's 5.
One insider sold $1.1M across 1 filing in the last 6 months. No open-market buys on record. The newest is Dane E. Holmes, Chief Administrative Officer, who sold $1.1M on Sep 3.
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Insider and Congress trades, the chart, and the financials, in one score.
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