Analysts expect KKR & Co. Inc. to report Q3 2026 consensus revenue of $2.66 billion and EPS of $1.58, with the current stock price of $97.36 trading below the average analyst target of $123.58.
The primary story for investors is the sustained expansion of Assets Under Management (AUM), as market participants look for proof that KKR can maintain its trajectory toward long-term scaling targets.
Performance is anticipated to benefit from strong fundraising and steady net inflows despite a volatile environment for private equity realizations. Investors will also be closely monitoring the scaling of Global Atlantic as it continues to drive the firm's strategic insurance and capital markets integration.