KKR

KKR & Co. Inc.

NYSE: KKR · FINANCIAL SERVICES · ASSET MANAGEMENT

$96.24

+0.99% today

Updated 2026-06-12

Market cap

$88.07B

P/E ratio

32.13

P/S ratio

3.47x

EPS (TTM)

$2.94

Dividend yield

0.79%

52W range

$83 – $153

Volume

5.1M

Market cap

$88.07B

P/E ratio

32.13

P/S ratio

3.47x

EPS (TTM)

$2.94

Dividend yield

0.79%

52W range

$83 – $153

Volume

5.1M

KKR & Co. Inc. (KKR) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Research-backed KKR price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.

Current price

$96.24

Today

Analyst consensus

$146.00

+51.70% · 12M

2030 Base

—

— future

NPV today

—

@ — WACC

16 analysts:

9 Buy2 Hold0 Sell

Management guidance

No specific revenue targets disclosed in available guidance. KKR reported Q1 2026 AUM of $500B with $8B capital deployment. CEO/management commentary focuses on diversified investment strategy and fundraising success ($23B for NAX4 fund) rather than explicit revenue forecasts through 2030.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

KKR · KKR & Co. Inc. · Revenue & price projection · 2023–2030E

Actual / 2030 target Projected revenue Base case price Bull to bear range

Bear case (2030)

—

NPV today: —

Base case (2030)

—

NPV today: —

Bull case (2030)

—

NPV today: —

WallStSmart.com

KKR financial forecast · Research-backed projections

Metric	2025	2026 (E)	2027 (E)	2028 (E)
Revenue	$19.3B	$13.2B	$15.8B	$18.6B
Revenue growth	-11.0%	21.1%	19.4%	17.7%
Net margin	—	—	—	—
EPS	$4.86	$7.97	$9.56	$11.27
Diluted shares	—	—	—	—
Net debt	—	—	—	—
P/S multiple	—	2.0x	2.0x	2.0x
Implied price (base)	—	$173.34	$200.71	$237.20

★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.

KKR catalysts and risks

Growth catalysts

+ Record $23B North America PE Fund XIV closing demonstrates strong capital raising momentum despite sector headwinds

+ AUM growth targeting $500B+ with deployment acceleration expected in 2026-2027 from accumulated dry powder

+ Strategic acquisitions (Nothing Bundt Cakes $2B, Taiyo Holdings privatization) expand portfolio revenue streams

+ Potential regulatory tailwind from US Labor Dept policy enabling retirement account access to alternative assets

+ Private credit fund stabilization as sector sentiment normalizes post-Q1 2026 redemption spike

Key risks

- Private credit sector stress and redemption requests (KKR capped K-FIT redemptions at 80% in Q1 2026) could pressure fee revenue

- Macroeconomic headwinds: KKR lowered 2026 S&P 500 target to 7,300, cited structurally higher operating costs and margin compression

- Valuation concern: Current P/E of 39.0x is elevated; Goldman Sachs cut target from $145 to $110 in April 2026

- Asset-light AUM model creates revenue volatility tied to management fee rates, performance fees, and capital deployment pace

- Competitive pressure from Blackstone, Apollo, and Ares in fundraising and deployment

Methodology · KKR & Co. Inc. 2030 stock forecast model

KKR & Co. Inc. 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:

1. Share dilution	Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (-100% cumulative for KKR by 2030)
2. Net debt	EV minus net debt yields equity value; debt projected from capex cycle trajectory (— by 2030)
3. Time value	NPV calculated using — WACC (sector fallback)
4. Multiple framework	P/S compresses with scale: bear — / base — / bull —
5. Scenario design	Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently

WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.

KKR price target FAQ

What is the analyst consensus on KKR stock?

16 analysts cover KKR with an average 12-month price target of $146.00. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.