| KKR |
Report |
Adjusted net income per share |
BEAT |
pred ~$1.48 vs. cons $1.43 |
MEDIUM |
| KKR |
Report |
Fee-related earnings per adjusted share |
IN-LINE |
pred ~$1.18 vs. cons $1.17 |
MEDIUM |
| KKR |
Report |
Assets under management |
IN-LINE |
pred ~$794B vs. cons $788B |
MEDIUM |
| KKR |
Guide |
2026 adjusted net income per share / monetization outlook |
LOWER |
guide ~$6.85 vs. cons $6.95 (FY2026) |
MEDIUM |
| KKR |
Guide |
Strategic Holdings operating earnings |
UNCHANGED |
guide ~$350M vs. cons $350M (FY2026) |
HIGH |
| KKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| KKR |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A modest reported EPS beat (~$1.48 vs. $1.43) is likely outweighed by an implied FY2026 ANI reset (~$6.85 vs. $6.95 consensus): delayed realizations shift earnings power into 2027, prompting out-period estimate cuts despite resilient FRE and AUM. |
MEDIUM |