KKR & Co. (KKR) Stock Analysis: Expansion Strategy Amid Sector Volatility
KKR reported Q4 2025 adjusted EPS of $1.12, slightly below the $1.14 consensus estimate. The firm raised a record $129 billion in 2025, surpassing 80% of its $300 billion fundraising goal for 2024–2026. Strategic initiatives include a $1.4 billion acquisition of Arctos and a $600 million energy transition partnership with HMC Capital. Shares trade near $100, well below the 52-week high of $153.87, reflecting broader alternative asset manager volatility.
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