Welcome to our dedicated page for KKR Income Opportunities SEC filings (Ticker: KIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Searching through KKR Income Opportunities Fund’s dense loan schedules and leverage tables can feel overwhelming. Form 10-Ks run hundreds of pages, 8-Ks announce sudden leverage adjustments, and Form 4 insider trades surface without warning — all while income-focused investors need clarity now. Stock Titan’s AI-powered analysis turns that complexity into clear talking points in seconds.
You’ll find every disclosure the fund files with the SEC, from the annual report 10-K simplified to each quarterly earnings report 10-Q filing. Want to track management’s confidence? Our dashboard streams KKR Income Opportunities Fund insider trading Form 4 transactions in real time, complete with concise context. If the fund adjusts its credit facility or distribution policy, the related 8-K material events explained section flags the exact impact on net investment income. Investors routinely ask, “How do I read KIO’s leverage notes?” or “Where can I see KKR Income Opportunities Fund proxy statement executive compensation?” — those answers are already summarized, footnoted and linked.
Every document is paired with AI-powered summaries that explain filing meanings in simple terms, highlight leverage ratios, sector concentration shifts, and interest-rate sensitivity. Receive alerts on KKR Income Opportunities Fund Form 4 insider transactions real-time, compare coupon trends across quarters, and export tables for your models. Whether you’re focused on dividend sustainability or looking for KKR Income Opportunities Fund earnings report filing analysis, Stock Titan delivers the insights — so you can spend your time making decisions, not scrolling through PDFs.
KKR Income Opportunities Fund reports results for the year ended October 31, 2025, showing modest gains and benchmark underperformance. The Fund’s net asset value (NAV) total return was 4.54%, while the market price return was -2.53%, compared with 8.11% for the ICE BofA US High Yield Index and 6.30% for the Morningstar LSTA US Leveraged Loan Index. Management attributes the lag mainly to pressure on lower-rated loan positions as defaults rose and an underweight to high yield bonds during a period when falling rates supported bond performance.
The Fund generated $43.5 million in net investment income and paid $52.9 million in ordinary income distributions, ending the period with $520.6 million in net assets and a NAV of $12.70 per share. An asset acquisition of Insight Select Income Fund added about 13.7 million shares and significantly increased asset size.
The portfolio remains heavily focused on leveraged credit, with investments (excluding cash) allocated roughly 40.5% to leveraged loans, 39.8% to high yield securities, 9.2% to asset-backed securities (primarily CLO tranches) and 2.0% to equities and other investments, plus a 12.5% position in a U.S. government money market fund. About 84.8% of risk exposure is in North America and 15.2% in Europe. Leverage is significant, including a $172.9 million credit facility and $49.7 million in mandatory redeemable preferred shares, contributing to a high expense ratio of 4.09% and a net investment income yield of 9.08% on average net assets.
KKR Income Opportunities Fund (KIO) insider filed an initial Form 3 disclosing beneficial ownership. The reporting person, serving as Treasurer, CAO & CFO, reported 20,404.39 common shares owned directly.
The filing reflects the date of event: 11/01/2025. This is an administrative disclosure of insider holdings and establishes the baseline ownership for future Section 16 reports.
KKR Income Opportunities Fund announced a leadership change. Thomas Murphy resigned as Treasurer, Chief Accounting Officer, and Chief Financial Officer, effective November 1, 2025. The Board appointed Justin Takao to the same roles, also effective November 1, 2025, to serve until a successor is elected and qualified or until resignation or removal.
Takao, age 44, is a Principal at KKR Credit Advisors (US) LLC, joined in 2021, and is a Certified Public Accountant. His background includes senior roles at KPMG US and W. P. Carey Inc., and a B.B.A. in Accounting from the University of Hawaii at Manoa.
KKR Income Opportunities Fund (KIO) is offering up to $75,000,000 of common shares pursuant to a prospectus supplement. The filing states the fund's NAV was $12.82 per share and the last NYSE sale price was $12.49, a 2.6% discount to NAV, with 40,870,580 shares outstanding as of August 29, 2025. The distributor may be paid up to 1.00% of gross proceeds; the adviser charges a monthly management fee at an annual rate of 1.10% of Managed Assets. The prospectus describes leverage usage including a credit facility and mandatory redeemable preferred stock (MRPS) with stated interest/dividend costs of 3.9% (interest) and 3.81% (MRPS dividend). The DRIP administrator charges $20 per lot for open-market purchases. The filing includes estimated proceeds (up to $74,202,500 net) and notes that sales under the program are not guaranteed and that forward-looking statements involve risks.
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