Kkr & Co Inc Stock Price, News & Analysis

KKR (NYSE: KKR) announced that Scott C. Nuttall, Co-Chief Executive Officer, will present at the Goldman Sachs 2025 Financial Services Conference on Tuesday, December 9, 2025 at 8:40 AM ET.

A live webcast will be available on KKR’s Investor Center at https://ir.kkr.com/events-presentations/, and a replay will be posted shortly after the event. Questions about the webcast can be directed to KKR Investor Relations at investor-relations@kkr.com or +1 (877) 610-4910 (U.S.).

KKR is described as a global investment firm offering alternative asset management, capital markets and insurance solutions, including activities of sponsored funds and insurance subsidiaries such as Global Atlantic Financial Group.

Global Atlantic (KKR) commenced an any-and-all cash tender offer to purchase all outstanding 4.70% Fixed-to-Fixed Rate Subordinated Debentures due 2051, with $750,000,000 principal outstanding and a purchase price of $1,000 per $1,000 principal plus accrued interest.

The offer launched on November 17, 2025, is scheduled to expire at 5:00 p.m. ET on November 21, 2025, and, if not extended, expects settlement on November 26, 2025 (guaranteed delivery expected November 25, 2025).

The tender is conditioned on a Proposed Debt Financing closing on acceptable terms (the Financing Condition). Dealer managers include Wells Fargo, BNP Paribas, BofA, Morgan Stanley and SMBC Nikko; GBSC is information and tender agent.

KKR (KKR) announced a $750 million bespoke financing package arranged by KKR Capital Markets and anchored by KKR’s private credit and insurance platforms to support Chandra Asri Group on its acquisition of ExxonMobil’s Esso-branded retail fuel station network in Singapore on November 17, 2025.

The financing is intended to support Chandra Asri’s downstream expansion and its broader transformation into a connected energy infrastructure ecosystem across Southeast Asia. KKR said the investment comes from its Asia Pacific Credit strategy and insurance platform; since 2019 KKR has committed more than $8 billion across about 60 credit investments, with total transaction volume exceeding $21 billion.

Sallie Mae (Nasdaq: SLM) announced a multi-year strategic partnership with KKR (NYSE: KKR) on November 12, 2025 to expand private education loan originations.

KKR will purchase an initial seed portfolio and commit to a minimum of $2 billion in newly originated private education loans annually for an initial three-year term, investing via KKR-managed credit funds and accounts. Sallie Mae will retain customer relationships and servicing for loans sold to KKR and will earn ongoing fees for servicing, program management, and industry expertise. Morgan Stanley served as sole structuring advisor.

KKR (KKR) and Arcline Investment Management announced on November 10, 2025 that Arcline will acquire Novaria Group for $2.2 billion. Novaria is a provider of engineered aerospace components and specialty processes that, since KKR’s 2020 investment, has more than tripled in size and completed 13 add-on acquisitions. The company serves 3,000+ customers and employs over 1,600 people in the U.S.

KKR highlighted operational gains: total recordable incident rate down over 60% since 2021, voluntary turnover reduced by ~20%, and top‑quartile Ownership Works results. All employees will receive cash payouts from Novaria’s ownership program at closing. The deal is subject to customary closing conditions and regulatory approvals.

KKR (KKR) will launch a tender offer for Forum Engineering (TSE:7088) commencing November 11, 2025 and expected to run until December 23, 2025. The offer price is JPY 1,710 per share, a 40.74% premium to the six‑month simple average closing price through November 7, 2025. KKR plans the purchase via KJ003 Co., Ltd., funded predominantly from Global Impact Fund II. Forum’s board recommends tendering; founder Izumi Okubo and affiliated parties have agreements to tender combined stakes and key shareholders (including La Terre Holdings) support a subsequent self-tender and take‑private. Forum employs 4,500 full‑time engineers; KKR intends to expand AI matching, training, and a broad‑based employee ownership program after acquisition.

KKR (NYSE: KKR) reported third quarter 2025 results and posted the full release and materials to its Investor Center.

A conference call to discuss results is scheduled for November 7, 2025 at 9:00 a.m. ET; the call is accessible by phone and via a live webcast on KKR’s Investor Center, with a replay available about one hour after the broadcast.

Contact information for investor relations and media is provided for follow-up.

FS KKR Capital Corp (NYSE: FSK) reported results for the quarter ended September 30, 2025 and a declared Q4 2025 distribution of $0.70 per share payable ~Dec 17, 2025. The company reported net investment income of $0.57 per share, earnings per share of $0.76, and net asset value of $21.99 per share. Total purchases were $1,142 million vs. sales/repayments of $1,483 million (including $450 million sold to its JV).

Portfolio fair value was $13.4 billion with 63.2% in senior secured securities, weighted average yield on accruing debt of 10.6%, investments on non-accrual at 2.9% (fair value), net debt-to-equity of 116%, total debt of $7.4 billion, cash of $155 million and financing availability of $3.5 billion.

Keurig Dr Pepper (NASDAQ: KDP) announced updated strategy, leadership and financing for its pending acquisition of JDE Peet's and a planned separation into two public companies.

Key financing: a $7 billion strategic investment co-led by Apollo and KKR (a $4B Pod Manufacturing JV and a $3B convertible preferred), projected net leverage ~4.6x at close (about 1.0x lower) and estimated ~10% adjusted EPS accretion in the first full year. Targeted separation leverage: Beverage Co. 3.5–4.0x and Global Coffee Co. 3.75–4.25x. Separation operational readiness targeted by end of 2026. Other items: conversion price $37.25, preferred dividend 4.75%, and a Board nomination of Brian Driscoll.