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KKR (KKR) Stock May Be Cheap Following Its 61% 3 Year Gain
Simply Wall St.23d agoneutral
KKR (KKR) Stock May Be Cheap Following Its 61% 3 Year Gain

KKR stock has fallen sharply over the past year, yet the current Excess Returns intrinsic value estimate still sits above the market price, creating a clear tension with traditional earnings multiples that lean more expensive. Over the past 3 years, KKR has delivered a total return of about 60.8%, which puts the recent share price weakness into a longer track record of gains. Large commitments to areas such as AI focused digital infrastructure and private market transactions can support long...

KKR (KKR) After Qiagen Interest And Allyntra Launch Has Valuation Back In Focus
Simply Wall St.23d agoneutral
KKR (KKR) After Qiagen Interest And Allyntra Launch Has Valuation Back In Focus

KKR stock in focus after Qiagen interest and medtech platform launch KKR (KKR) is back in the spotlight after reports linked the firm to potential takeover interest in Qiagen and it announced Allyntra, a new precision engineered medtech platform. See our latest analysis for KKR. Despite the Qiagen interest and the launch of Allyntra, KKR’s share price has been under pressure, with a year to date share price return down 25.89% and a 1 year total shareholder return down 35.14%, although the 3...

KKR (KKR) Launches Allyntra While Chasing DStelecom And Qiagen
Simply Wall St.24d agoneutral
KKR (KKR) Launches Allyntra While Chasing DStelecom And Qiagen

KKR (NYSE:KKR) has launched Allyntra, a precision-engineered solutions platform focused on advanced surgical technologies in medical technology. The company is pursuing a controlling stake in Portuguese fiber operator DStelecom, aiming to expand its presence in digital infrastructure. KKR has also been identified as a potential bidder in early takeover discussions for healthcare-focused Qiagen. KKR, trading at around $97.11 per share, is adding fresh moves in medtech and infrastructure to...

Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Insider Monkey24d agoneutral
Should You Add KKR & Co.’s (KKR) to Your Portfolio?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

Bloomberg26d agoneutral
UBS Trading Desk Says Buy Momentum Stocks as Selloff Nears End

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Bloomberg31d agobullish
KKR Markets Debt Backed by PayPal’s Buy Now, Pay Later Loans

(Bloomberg) -- KKR Inc. has started marketing a debt deal tied to PayPal Holdings Inc.’s buy now, pay later business in Germany, the first of its kind in Europe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companion‘We Faltered’: IBM Plunges Most Since at Least 1968 o

KKR (KKR) On Korea Renewables Deal While Fair Value Views Still Split
Simply Wall St.38d agoneutral
KKR (KKR) On Korea Renewables Deal While Fair Value Views Still Split

KKR (KKR) is back in focus after agreeing with SK Inc. to form a large Korean renewable energy platform valued at about US$1.3b, consolidating solar, wind and fuel cell assets into a single operator. See our latest analysis for KKR. KKR’s latest renewable energy move comes after a volatile stretch for the stock, with the share price at US$95.14 and year to date share price return down 26.19%, while the 3 year total shareholder return of 72.53% contrasts with a 1 year total shareholder return...

KKR (KKR) Launches Korea Renewable Platform With 10,000MW Pipeline
Simply Wall St.38d agoneutral
KKR (KKR) Launches Korea Renewable Platform With 10,000MW Pipeline

KKR and SK Inc. have launched Korea's largest renewable energy platform, consolidating key solar and wind assets. The new platform includes a 10,000MW development pipeline aimed at supplying clean power to major industrial users. The initiative targets energy needs for sectors such as AI data centers and semiconductor manufacturing across the region. For investors tracking NYSE:KKR, this move adds a large Asian renewables and infrastructure platform to an already diversified global...

KKR & Co. (KKR) Fell 27% Despite a Strong Recovery in March
Insider Monkey40d agoneutral
KKR & Co. (KKR) Fell 27% Despite a Strong Recovery in March

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. Markets started the year positively but became volatile mainly due to increased tensions with Iran. The Federal Reserve kept rates unchanged […]

Bloomberg40d agoneutral
Software Markdowns at Mutual Funds Hint at Private Markets’ Pain

(Bloomberg) -- Executives at some of Wall Street’s biggest names have faced a barrage of recent questions about whether artificial intelligence has crippled the value of their software investments.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trum

The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
24/7 Wall St.45d agobullish
The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

Does KKR’s (KKR) India Hospital Deal And Fee Shift Reveal A New Earnings Playbook?
Simply Wall St.49d agoneutral
Does KKR’s (KKR) India Hospital Deal And Fee Shift Reveal A New Earnings Playbook?

KKR recently entered advanced talks to acquire Sweden-based Medicover’s 66.9% stake in its Indian hospital business for at least US$1.05 billion, while also reporting quarter-to-date monetization income above US$900 million, mostly from realized performance fees. Alongside these moves, KKR is aligning its reporting of realized performance fees with industry practice, a shift that may help investors better assess the quality and sustainability of its earnings. We’ll now examine how KKR’s...

KKR (KKR) Eyes $1 Billion Plus Medicover Hospitals India Deal
Simply Wall St.49d agoneutral
KKR (KKR) Eyes $1 Billion Plus Medicover Hospitals India Deal

KKR is reported to be in advanced talks to acquire a majority stake in Medicover Hospitals India. The potential deal could be valued at more than $1b and would expand KKR's healthcare platform in India. If completed, the transaction would add a large Indian hospital network to KKR's global private equity portfolio. Investors watching KKR (NYSE:KKR) are seeing the company explore a sizeable healthcare transaction in India at a time when its stock trades around $90.13. Over the past year, the...