| KKR |
Report |
ANI per Adjusted Share (Q2 2026) |
BEAT |
pred ~$1.60 vs. cons $1.42 |
HIGH |
| KKR |
Report |
FRE per Adjusted Share (Q2 2026) |
BEAT |
pred ~$1.19 vs. cons $1.16 |
MEDIUM |
| KKR |
Report |
AUM End of Period (Q2 2026) |
IN-LINE |
pred ~$790B vs. cons $788B |
MEDIUM |
| KKR |
Guide |
ANI per Share — FY 2026 (FY 2026) |
BETTER |
guide ~$6.75 vs. cons $6.09 |
MEDIUM |
| KKR |
Guide |
FRE per Share — FY 2026 (FY 2026) |
UNCHANGED |
guide $4.50+ reiterated vs. cons $4.83 |
HIGH |
| KKR |
Guide |
Strategic Holdings OE (FY 2026) |
UNCHANGED |
guide $350M+ reiterated vs. cons $348M |
HIGH |
| KKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
HIGH |
| KKR |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side estimate revisions on ANI guidance upgrade drive continued buying; short covering extends over multiple sessions |
MEDIUM |