
KKR (KKR) Stock Forecast & Price Target
KKR (KKR) Analyst Ratings
Bulls say
KKR is well-positioned for future growth and success due to its strong and diversified asset management segments, successful insurance acquisition, and favorable revenue and EBITDA growth in key sectors. However, there are potential risks such as declining capital markets, changing interest rates, and heightened competition that could impact their growth and earnings targets. Despite some declines in consensus estimates, their current valuation and target price show promising returns for investors.
Bears say
KKR is facing macro volatility, insurance competition, and potential underperformance in their insurance operating earnings and carried interest realizations. Q1/26 proved impressive YoY growth in metrics such as FBC, management fees, and FRE/share, but their 2026 ANI guide was reduced and $220B AUM remained flat QoQ. In the upside scenario, fundraising and FRE margins improve and KKR re-rates to 21x NTM ANI, while in the downside scenario, fundraising slows, insurance operating earnings decline, and carried interest realizations slow to $500M, resulting in a lowered valuation of $76/sh.
This aggregate rating is based on analysts' research of KKR and is not a guaranteed prediction by Public.com or investment advice.
KKR (KKR) Analyst Forecast & Price Prediction
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