How this company measures up on the fundamentals that matter
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, cybersecurity, fintech, data and information, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental servi
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $103 against a fair value of $150, a 32% discount. Fails ethical screen (Business activity screen). Ranks better than 64% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | BARAKETT TIMOTHY R. | Director | 50,000 | $4,723,500 | |
| 2026-03-02 | DILLON MARY N | Director | 22,225 | $2,021,586 | |
| 2026-02-27 | BAE JOSEPH Y | Chief Executive Officer | 50,000 | $4,428,000 | |
| 2026-02-27 | NUTTALL SCOTT C | Chief Executive Officer | 50,000 | $4,390,500 | |
| 2026-02-17 | BAE JOSEPH Y | Chief Executive Officer | 125,000 | $12,773,530 | |
| 2026-02-17 | NUTTALL SCOTT C | Chief Executive Officer | 125,000 | $12,833,087 | |
| 2026-02-17 | COHLER MATTHEW R | Director | 43,872 | $4,514,429 | |
| 2026-02-09 | BARAKETT TIMOTHY R. | Director | 50,000 | $5,246,500 | |
| 2025-12-11 | DILLON MARY N | Director | 1,605 | — | |
| 2025-12-11 | SCULLY ROBERT W | Director | 1,605 | — |
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-04-24 | Ro Khanna | Democrat | Purchase | 1K–15K |
| 2026-04-13 | Ro Khanna | Democrat | Purchase | 1K–15K |
Data sourced from public filings and market feeds. Not financial advice. Updated: