43/100BKKR & Co stock forecast 2026–2029What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for KKR & Co is 121.44, 22.8% above the current price of 98.92. Their targets range from 105.00 to 138.00.
Of the 12 firms that rated KKR & Co in the past 12 months, 11 rate it buy or strong buy, 1 hold and 0 sell or strong sell (each firm at its latest rating): a Strong buy consensus.
Analysts' 1-year price targets range from 105.00 to 138.00, with an average of 121.44.
| Buy | 11 | |
| Hold | 1 | |
| Sell | 0 |
12-month price target
| Highest target | 138.00 |
| Average target | 121.44 |
| Lowest target | 105.00 |
| Current price | 98.92 |
KKR & Co price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their KKR & Co price target and rating?
How analysts rate KKR & Co, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
11 of 12 firms rate it buy now, against 10 of 11 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
KKR & Co analyst upgrades, downgrades and price targets
The latest rating change came on 14 January 2026, when TD Cowen downgraded KKR & Co from Buy to Hold. The most recent new target came from Wells Fargo on 10 November 2026: 105.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 10 Nov 2026 | Wells Fargo Daniel Welden | — | 97.00 → 105.00 | +8.2% | 98.09 |
| 27 Oct 2026 | BMO Capital | Reiterated · Outperform | 118.00 → 109.00 | -7.6% | 91.61 |
| 26 Oct 2026 | Barclays | Reiterated · Overweight | 130.00 → 127.00 | -2.3% | 91.34 |
| 19 Oct 2026 | Piper Sandler | Reiterated · Overweight | 128.00 → 121.00 | -5.5% | 86.21 |
| 16 Oct 2026 | Morgan Stanley | — | 147.00 → 138.00 | -6.1% | 89.00 |
| 13 Oct 2026 | UBS | Reiterated · Buy | 123.00 → 122.00 | -0.8% | 89.14 |
| 8 Oct 2026 | Barclays | Reiterated · Overweight | 135.00 → 130.00 | -3.7% | 89.67 |
| 1 Oct 2026 | Wells Fargo Daniel Welden | — | 97.00 | — | 91.24 |
| 1 Sept 2026 | UBS Michael Brown | — | 126.00 → 123.00 | -2.4% | 106.88 |
| 14 Aug 2026 | Piper Sandler Crispin Love | — | 155.00 → 128.00 | -17.4% | 114.98 |
| 3 Aug 2026 | Deutsche Bank Brian Bedell | — | 116.00 | — | 102.80 |
| 3 Aug 2026 | BMO Capital Brennan Hawken | Reiterated · Outperform | 112.00 → 118.00 | +5.4% | 101.43 |
| 31 Jul 2026 | RBC Capital | Reiterated · Outperform | 137.00 → 134.00 | -2.2% | 100.62 |
| 31 Jul 2026 | Barclays Benjamin Budish | Reiterated · Overweight | 124.00 → 135.00 | +8.9% | 100.98 |
| 21 Jul 2026 | Morgan Stanley | Reiterated · Overweight | 153.00 → 147.00 | -3.9% | 97.21 |
| 20 Jul 2026 | HSBC | Reiterated · Buy | 144.00 → 121.00 | -16.0% | 100.94 |
| 13 Jul 2026 | BMO Capital Brennan Hawken | Reiterated · Outperform | 112.00 | — | 96.80 |
| 10 Jul 2026 | Barclays | Reiterated · Overweight | 122.00 → 124.00 | +1.6% | 96.27 |
| 6 May 2026 | UBS | Reiterated · Buy | 125.00 → 126.00 | +0.8% | 101.40 |
| 6 May 2026 | Barclays | Reiterated · Overweight | 136.00 → 122.00 | -10.3% | 102.00 |
| 21 Apr 2026 | Morgan Stanley | Reiterated · Overweight | 177.00 → 153.00 | -13.6% | 106.76 |
| 21 Apr 2026 | Evercore ISI | Reiterated · Outperform | 125.00 → 119.00 | -4.8% | 106.68 |
| 23 Feb 2026 | RBC Capital | — | 137.00 | — | 92.19 |
| 20 Feb 2026 | UBS | Reiterated · Buy | 168.00 → 125.00 | -25.6% | 102.33 |
| 6 Feb 2026 | Morgan Stanley | — | 176.00 → 177.00 | +0.6% | 102.46 |
| 6 Feb 2026 | Evercore ISI | — | 125.00 | — | 102.58 |
| 6 Feb 2026 | Oppenheimer Chris Kotowski | Reiterated · Outperform | 190.00 → 187.00 | -1.6% | 102.04 |
| 6 Feb 2026 | Barclays | Reiterated · Overweight | 159.00 → 136.00 | -14.5% | 99.17 |
| 27 Jan 2026 | HSBC | — | 119.00 → 144.00 | +21.0% | 116.00 |
| 27 Jan 2026 | Morgan Stanley | — | 166.00 → 176.00 | +6.0% | 118.65 |
| 20 Jan 2026 | Oppenheimer | — | 190.00 | — | 125.76 |
| 14 Jan 2026 | TD Cowen | Downgraded · Buy → Hold | — | — | — |
| 13 Jan 2026 | UBS | Reiterated · Buy | 176.00 → 168.00 | -4.5% | 129.61 |
| 9 Jan 2026 | Barclays | Reiterated · Overweight | 169.00 → 159.00 | -5.9% | 133.64 |
| 12 Dec 2025 | Barclays | Reiterated · Overweight | 154.00 → 169.00 | +9.7% | 142.75 |
| 11 Dec 2025 | UBS Michael Brown | — | 176.00 | — | 141.54 |
| 11 Nov 2025 | Barclays Benjamin Budish | Reiterated · Overweight | 151.00 → 154.00 | +2.0% | 120.11 |
KKR & Co EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect KKR & Co's EPS to grow 74.4% a year until 2027.
Analysts expect KKR & Co's revenue to fall 7.3% a year until 2028. Over the last 5 years it grew 35.3% a year, and over the last 3 years it grew 51.1%.
Revenue
EPS
Does KKR & Co beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 6.9% off the result, either way, and their revenue estimate 127.3%, over the last 12 quarters.
- EPS beats
- 55 / 69
- Revenue beats
- 51 / 69
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +6.6%
- Since
- August 2009
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 9 Nov 2026 | 1.58 | 1.78 | +12.7% | 2.66B | 2.61B | -1.8% |
| Q2 FY2026 | 30 Jul 2026 | 1.43 | 1.63 | +14.0% | 2.55B | 2.76B | +8.4% |
| Q1 FY2026 | 5 May 2026 | 1.26 | 1.39 | +10.3% | 2.18B | 2.35B | +7.6% |
| Q4 FY2025 | 5 Feb 2026 | 1.14 | 1.12 | -1.8% | 1.82B | 1.64B | -10.2% |
| Q3 FY2025 | 7 Nov 2025 | 1.30 | 1.41 | +8.5% | 2.16B | 5.46B | +153.3% |
| Q2 FY2025 | 31 Jul 2025 | 1.14 | 1.18 | +3.5% | 1.78B | 5.00B | +181.3% |
| Q1 FY2025 | 1 May 2025 | 1.13 | 1.15 | +1.8% | 1.71B | 3.05B | +78.6% |
| Q4 FY2024 | 4 Feb 2025 | 1.30 | 1.32 | +1.5% | 1.99B | 3.20B | +60.7% |
| Q3 FY2024 | 24 Oct 2024 | 1.20 | 1.38 | +15.0% | 1.79B | 4.73B | +164.1% |
| Q2 FY2024 | 31 Jul 2024 | 1.06 | 1.09 | +2.8% | 1.67B | 4.11B | +146.5% |
| Q1 FY2024 | 1 May 2024 | 0.96 | 0.97 | +1.0% | 1.49B | 9.60B | +544.0% |
| Q4 FY2023 | 6 Feb 2024 | 0.91 | 1.00 | +9.9% | 1.61B | 4.37B | +171.2% |
KKR & Co stock price 2026–2029: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If KKR & Co's earnings grow at the 21.0% a year analysts expect to FY2027, then 15.0% a year, it would earn about 9.41 a share in FY2029. At the P/E it has traded at over the last five years (9.4 to 50.8) that is 88.19 to 477.97 a share, or 281.39 at its average P/E of 29.9. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 8.23 | 77.12 | 246.06 | 417.95 |
| FY2027 | 7.12 | 66.68 | 212.77 | 361.41 |
| FY2028 (extrapolated) | 8.18 | 76.69 | 244.68 | 415.62 |
| FY2029 (extrapolated) | 9.41 | 88.19 | 281.39 | 477.97 |
Each year's EPS is the analysts' consensus to FY2027; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (9.4, 29.9, 50.8).
Is KKR & Co stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
KKR & Co's P/E of 27.2 is below the middle of its 5-year range (6.1 to 66.1, median 30.3). Analysts do not expect slower growth than in recent years, so it is cheaper than its usual level. Its forward P/E, on the consensus for FY2026, is 12.0.
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 27.18
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 30.32
- Five-year P/E range
- 6.1 – 66.1
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 12.02
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 1.29
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +22.8%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 97.350 | 194.84146Price 97.35244 | +100.1% | |
| 119.980 | 236.63177Price 119.98296 | +97.2% | |
| 197.050 | 384.58163Price 197.052,644 | +95.2% | |
| 157.530 | 305.52161Price 157.53396 | +93.9% | |
| 43.270 | 82.9546Price 43.27165 | +91.7% | |
| 214.470 | 405.52304Price 214.47507 | +89.1% | |
| 163.700 | 308.95212Price 163.70442 | +88.7% |
Furthest below the fair value on each stock's page, updated every day.