What is KKR stock price target for 2026?

WallStSmart's 12-month price target for KKR & Co LP is $70.18, representing 29.3% downside from the current price of $99.32.

What is KKR stock forecast?

KKR & Co LP forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

KKR

KKR & Co LP

NYSE: KKR · FINANCIAL SERVICES · ASSET MANAGEMENT

$99.32

-2.05% today

Updated 2026-04-29

Market cap

$91.98B

P/E ratio

42.44

P/S ratio

3.59x

EPS (TTM)

$2.34

Dividend yield

0.73%

52W range

$83 – $153

Volume

7.3M

Market cap

$91.98B

P/E ratio

42.44

P/S ratio

3.59x

EPS (TTM)

$2.34

Dividend yield

0.73%

52W range

$83 – $153

Volume

7.3M

KKR & Co LP (KKR) Financial Forecast & Price Target 2030

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

Price target summary

Current

$99.32

Consensus

$146.00

+47.00%

2030 Target

—

DCF

—

Current price

$99.32

Analyst consensus

$146.00

+47.00%

2030 Target

—

Intrinsic (DCF)

—

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

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$401.41

—

Base case (2030)

$237.20

—

Bear case (2030)

$164.21

—

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)
Revenue	$14.3B	$21.6B	$19.3B	$13.2B	$15.8B	$18.6B
Revenue growth	—	51.1%	-11.0%	21.1%	19.4%	17.7%
EPS	$3.42	$4.76	$4.86	$7.97	$9.56	$11.27
P/S ratio	—	—	—	12.0x	12.0x	12.0x
Implied price	—	—	—	$173.34	$200.71	$237.20

Catalysts & 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 LP's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

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