Kkr & Co Inc Stock Price, News & Analysis

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.

KKR (NYSE: KKR) changed the time of its third quarter 2025 earnings conference call to Friday, November 7, 2025 at 9:00 a.m. ET (previously 10:00 a.m. ET).

The call is accessible by phone at (877) 407-0312 (U.S.) or +1 (201) 389-0899 (non-U.S.) with no pass code required, and will be broadcast live on KKR’s Investor Center at https://ir.kkr.com/events-presentations/. A replay will be available on the website about one hour after the broadcast.

Investor relations contact: Craig Larson, +1 (877) 610-4910 (U.S.) / +1 (212) 230-9410; investor-relations@kkr.com.

Peak Re announced that funds managed by KKR (symbol: KKR) and Quadrantis Capital will acquire minority stakes via Peak Reinsurance Holdings Limited, expected to close in Q4 2025 subject to customary regulatory approvals.

Upon completion, KKR will hold ~11.27%, Quadrantis ~1.80%, and the majority shareholder Fosun will hold ~86.71%; Prudential divested an approximate 13.07% minority stake following signing. The company said the partnership is not anticipated to affect financial stability, operations, leadership, or ratings.

KKR (NYSE: KKR) launched Galaxy Container Solutions, a global container leasing and financing platform, anchored by a $500 million commitment from KKR-managed credit funds via its Asset-Based Finance (ABF) strategy on October 20, 2025. Galaxy will offer container leasing and financing to shipping companies, backed by KKR’s $75 billion ABF assets under management and an experienced leadership team led by CEO Jeffrey Gannon and COO Adrian Dunner, who previously co-founded and scaled Global Container International (GCI).

The platform expands KKR’s ABF footprint into container leasing and leverages captive origination, sector specialists, and long-term capital for asset-backed contractual cash flows.

KKR (NYSE:KKR) announced that funds managed by KKR have completed the acquisition of OSTTRA from S&P Global and CME Group for a total enterprise value of $3.1 billion on October 10, 2025. OSTTRA, formed in 2021 as a joint venture between CME Group and S&P Global, provides post‑trade solutions across interest rates, FX, credit and equity asset classes, serving banks, broker‑dealers and asset managers.

Guy Rowcliffe and John Stewart will remain as OSTTRA co‑heads. KKR said it will back OSTTRA’s customer growth by increasing investments in technology and innovation and will support a broad‑based equity ownership program to offer roughly 1,500 employees participation. Financial and legal advisors to the parties were also named.