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The median of 6 price targets is $137[FMP target], stock is $103, +33.6% vs the analyst consensus median. Q1 FY26 EPS $1.39 vs $1.26 estimate: beat (+10.3%)[FMP earnings]. Stock move on D+1: -1.2%.
D+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerKKR & Co. Inc. (KKR) Q2 consensus: revenue $2.8B[FMP est], EPS $1.40[FMP est]. 1 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $1.39 vs $1.26 estimate: beat (+10.3%)[FMP]. Stock move on D+1: -1.2%[FMP D+1].
Watchlist
Capital Raising Success
capital_raising_success
KKR raised $28 billion of new capital in Q1, with a notable $15 billion raised in credit.
"We raised $28 billion of new capital in the quarter with demand really widespread across asset classes and geographies. A real bright spot for us this quarter was in credit where we raised $15 billion across our platform."
- Robert Lewin, Chief Financial Officer - Q1 FY26 Earnings Call - May 5, 2026
Share Repurchases
share_repurchases
KKR leaned into share repurchases, repurchasing $317 million of stock this year through May 1 at an average price of approximately $91, and increased its share repurchase program by an additional $500 million.
"We repurchased or retired $317 million of stock this year through May 1 at an average price of approximately $91. And our Board recently authorized an increase to our share repurchase program by an additional $500 million."
- Robert Lewin, Chief Financial Officer - Q1 FY26 Earnings Call - May 5, 2026
North America 14 Fund
north_america_14_fund
KKR's North America 14 fund had its final closing at $23 billion, eclipsing the prior $19 billion fund.
"Another milestone for us this quarter was the final closing of our North America 14 fund at $23 billion, eclipsing the prior $19 billion fund."
- Robert Lewin, Chief Financial Officer - Q1 FY26 Earnings Call - May 5, 2026
Management Fee Growth
management_fee_growth
KKR's management fees were $1.2 billion in Q1, up 30% year-over-year.
"Management fees in the quarter were $1.2 billion. That's up 30% on a year-over-year basis."
- Craig Larson, Partner and Head of Investor Relations - Q1 FY26 Earnings Call - May 5, 2026
Fee Related Earnings Growth
fee_related_earnings_growth
KKR reported fee-related earnings per share of $1.13 in Q1, up 23% year-over-year.
"Fee-related earnings per share came in at $1.13. That's up 23% year-over-year."
- Craig Larson, Partner and Head of Investor Relations - Q1 FY26 Earnings Call - May 5, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: KKR stock page
multi-pillar methodology. Gross Margin and Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Ken Griffin, Klarman, Munger), 0 bearish (none), 2 neutral (Jim Simons, Buffett).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (May 5, 2026) EPS $1.39 vs $1.26 estimate: beat (+10.3%)[FMP]. Stock move on D+1: -1.2%[FMP D+1].
Q1 FY26 EPS $1.39 vs $1.26 estimate: beat (+10.3%)[FMP]. Stock move on D+1: -1.2%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $27.4M[FMP cashflow]. Q1 op margin 5.1%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q2 EPS threshold $1.40[FMP], CapEx threshold "below $27.4M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This KKR & Co. Inc. (KKR) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
KKR & Co. Inc. (KKR): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
KKR & Co. Inc. (KKR): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
KKR & Co. Inc. (KKR): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.