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KKR & Co. Inc. 8-K Filings

KKR NYSE

Every 8-K that KKR & Co. Inc. (KKR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow KKR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KKR filings page.

Rhea-AI Summary

KKR & Co. Inc. (KKR) reported that it has posted an investor presentation on its website titled “Sale of USI Insurance Services to Aon plc.” The presentation is available through the Investor Center on KKR’s website and is described as part of the company’s ongoing use of its site as a channel for financial and other important information. The disclosure is furnished under Regulation FD and is explicitly not deemed “filed” under the Securities Exchange Act of 1934 or incorporated by reference into Securities Act filings unless specifically stated.

Rhea-AI Summary

KKR & Co. Inc. (KKR) disclosed that on August 26, 2026 it entered into a Stipulation and Order with the U.S. Department of Justice Antitrust Division to resolve a civil antitrust complaint regarding Hart‑Scott‑Rodino premerger notification requirements for certain 2021–2022 affiliate transactions. Under the Stipulation, and if a proposed final judgment is approved by the U.S. District Court for the Southern District of New York, a KKR subsidiary would pay a $250.0 million civil penalty to the Antitrust Division, and the Antitrust Division would release all defendants from the complaint’s claims and terminate related investigations. KKR stated that the civil penalty will be fully reimbursed by outside law firms, with no financial impact on the firm, its funds, or its investors, and emphasized that it disagrees with the Antitrust Division’s characterization of the matter while preferring to avoid ongoing litigation.

Rhea-AI Summary

KKR & Co. Inc. reported that indirect subsidiaries KKR Group Partnership L.P. and Kohlberg Kravis Roberts & Co. L.P. entered into a Fourth Amended and Restated Credit Agreement providing a senior unsecured multicurrency revolving credit facility in an aggregate principal amount of $3.0 billion.

The Corporate Credit Facility is a five-year arrangement scheduled to mature on July 30, 2031, with an option to request up to an additional $750 million in capacity, subject to lender consent. Borrowings, guaranteed by KKR & Co. Inc., are available for general corporate purposes in U.S. dollars and other currencies, bear interest based on term SOFR or an alternate base rate plus a ratings-based margin, and incur a separate ratings-based facility fee. The borrowers may prepay, terminate or reduce commitments at any time without penalty and may seek maturity extensions with lender consent.

Rhea-AI Summary

KKR & Co. Inc. reported second quarter 2026 results with GAAP net income attributable to common stockholders of $660,053 thousand, or diluted EPS of $0.70, on total revenues of $5,725,891 thousand, compared with $472,387 thousand of net income and $5,088,843 thousand of revenues in 2Q 2025.

Non-GAAP performance was strong, with Fee Related Earnings of $1,214,148 thousand, Total Operating Earnings of $1,539,404 thousand and Adjusted Net Income of $1,492,694 thousand; per adjusted share figures across FRE, TOE and ANI were record levels, and management highlighted year-over-year growth of 37%, 29% and 40%, respectively. Assets Under Management reached $796 billion, up 16% year-over-year, and Fee Paying AUM was $638 billion, up 15%, supported by $34 billion of new capital raised in the quarter and $133 billion over the last twelve months.

KKR closed the strategic acquisition of Arctos Partners, a sports-focused investor with $20 billion of AUM now reported within private equity, and continued to scale its insurance platform, with Global Atlantic AUM of $220 billion and Insurance Operating Earnings of $288,220 thousand in the quarter. The board declared a quarterly common dividend of $0.195 per share and a Series D mandatory convertible preferred dividend of $0.78125 per share.

Rhea-AI Summary

KKR & Co. Inc. reported that its managing partner, KKR Management LLP, elected a slate of 11 directors to the Company’s Board. Henry R. Kravis, George R. Roberts, Joseph Y. Bae, Scott C. Nuttall and seven other current directors were re-elected under the Company’s amended charter and bylaws.

All non-employee directors will continue to receive compensation under KKR’s existing director compensation program described in its Annual Report on Form 10-K for the year ended December 31, 2025. Each director is already party to KKR’s standard indemnification agreement and any required related-party transactions are incorporated by reference from the same Annual Report.

Rhea-AI Summary

KKR & Co. Inc. reconvened its special stockholder meeting to address Proposal 1, which would eliminate the supermajority voting requirement to amend certain provisions of its charter. The proposal needs approval from holders of at least 90% of outstanding common stock.

Common stockholders cast 772,091,964 votes for Proposal 1, 17,097,954 against, and 1,035,107 abstaining, meaning 97.83% of votes cast and 86.60% of outstanding common stock supported it. However, at least 802,395,805 shares were required to be present to reach the 90% quorum threshold, which was not met.

Because a quorum was not present for Proposal 1, the company concluded the reconvened special meeting without conducting any business, and Proposal 1 was not submitted to a vote or further adjourned.

Rhea-AI Summary

KKR & Co. Inc. reported strong first quarter 2026 results, highlighted by broad-based growth and record scale. GAAP net income attributable to common stockholders was $364.8 million, or $0.41 basic EPS, compared with a loss a year earlier. Total revenues reached $4.32 billion, driven by both asset management and insurance operations.

On a non-GAAP basis, Adjusted Net Income was $1.25 billion, or $1.39 per adjusted share. Fee Related Earnings rose to $1.02 billion in the quarter and $3.9 billion over the last twelve months, with management fees of $1.19 billion. Total Operating Earnings were $1.33 billion in the quarter and $5.2 billion for the last twelve months.

Assets Under Management reached $758 billion, up 14% year over year, and Fee Paying AUM was $615 billion, up 17%. KKR raised $28 billion of new capital and invested $22 billion in the quarter, with $125 billion of uncalled commitments providing future dry powder. Perpetual capital grew to $326 billion, representing a substantial portion of AUM and FPAUM.

Capital return remained active: from year-end through May 1, KKR spent $317 million to repurchase and retire 3.5 million shares at an average price of $91.08, and increased its share repurchase authorization by $500 million. The quarterly common dividend was raised to $0.195 per share, continuing a pattern of annual increases since 2018. The company also closed the strategic acquisition of Arctos Partners, adding a sports-focused alternatives platform with $16 billion in AUM.

Rhea-AI Summary

KKR & Co. Inc. held a special stockholder meeting to vote on several amendments to its Second Amended and Restated Certificate of Incorporation and a related adjournment proposal. Four governance-related proposals and the adjournment proposal were approved, while a key voting-rights change remains pending.

Proposal 1, which would remove supermajority voting requirements to amend certain charter provisions, received support from 766,481,570 common shares, representing 85.97% of outstanding shares, but fell short of the 90% approval threshold and will be reconsidered at a reconvened virtual meeting on May 21, 2026. Proposals 2, 3, 4, and 5, covering stockholder meeting mechanics, board vacancy-filling authority, board size and charter streamlining, and adjournment authority, all passed with strong majorities. The sole Series I preferred stockholder voted in favor of each proposal, and approved charter amendments will become effective as of the Sunset Date once certificates are filed in Delaware.

Rhea-AI Summary

KKR & Co. Inc. filed a current report to note that it has released its financial results for the quarter and year ended December 31, 2025. On February 5, 2026, the company issued an earnings release, which is attached to the report as Exhibit 99.1.

The earnings release, covering both quarterly and full-year performance, is being furnished rather than filed, which affects how it is treated under securities laws. The filing also lists KKR’s currently registered securities, including its common stock and several series of subordinated notes and preferred stock traded on the New York Stock Exchange.

Rhea-AI Summary

KKR & Co. Inc. announced that its indirect subsidiary KKR Summit Holdings L.P. has entered into a definitive agreement to acquire 100% of Arctos Partners, LP, an investment firm focused on sports franchises and private investment fund sponsors. The closing is subject to regulatory, specified sports and other customary approvals.

KKR agreed to pay $1.4 billion in initial consideration, made up of $300 million in cash and $1.1 billion in equity securities. Of this equity, $900 million will be issued to existing Arctos shareholders including management, with management’s equity vesting through 2030, and $200 million will be allocated by 2028 and vest through 2033. The initial equity amount will use a KKR common stock price of $130.62 per share to calculate units.

Arctos stakeholders may also earn up to $550 million in additional equity tied to KKR share price and business-specific performance targets, vesting through 2031. A substantial portion of the equity will be issued as unregistered securities under Section 4(a)(2), including 1.504 million KKR common shares and 5.540 million KKR restricted units in the initial grant, plus unregistered restricted units tied to the performance-based component.

Rhea-AI Summary

KKR & Co. Inc. reports that Global Atlantic Limited, Global Atlantic (Fin) Company and certain insurance subsidiaries have entered into a new unsecured revolving credit agreement with Wells Fargo Bank and other lenders. The agreement provides a $3.00 billion credit facility as of January 16, 2026, with an option to request up to an additional $500 million, for a total of $3.50 billion, subject to lender commitments.

The facility is a 364-day revolving line of credit scheduled to mature on January 15, 2027, and may be extended for additional 364-day periods with lender consent. It can be prepaid, terminated or reduced at any time without penalty and is available for working capital, general corporate purposes and growth initiatives of the Global Atlantic credit parties. Borrowings accrue interest at either term SOFR plus a ratings-based margin of 1.10%–1.375% or an alternate base rate plus a margin of 0.10%–0.375%, with an additional commitment fee of 0.125%–0.225% on unused commitments. Borrowings are guaranteed by the guarantor entities.

Rhea-AI Summary

KKR & Co. Inc. reported that Chief Operating Officer Ryan Stork has stepped down from his role, effective immediately as of January 8, 2026. This represents a change in senior leadership at the firm’s operating level, which can influence how day-to-day business and strategic initiatives are coordinated across the organization. The filing does not describe any replacement or transition plan, only noting that Stork is leaving the COO position as of that date.

Rhea-AI Summary

KKR & Co. Inc. furnished an earnings release announcing financial results for the quarter and nine months ended September 30, 2025. The release is provided as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition).

Consistent with Form 8‑K General Instruction B.2, the information in Item 2.02 and Exhibit 99.1 is furnished, not filed, and is not incorporated by reference into Securities Act or Exchange Act filings unless specifically referenced.

Rhea-AI Summary

KKR & Co. Inc. reported that it has posted a new investor presentation titled “Asset-Based Finance Overview” on its website for KKR common stockholders and analysts. The presentation is available in the Investor Center section of the company’s site. KKR notes that it uses its website as a channel to share financial and other important information about the company.

Rhea-AI Summary

KKR & Co. Inc. reported the appointment of Craig Arnold to its Board of Directors effective September 23, 2025. The Board was increased to fifteen members by written consent of KKR Management LLP, the sole holder of the Series I preferred stock. Mr. Arnold will serve on the Audit Committee and will participate in the Company’s standard non-executive director cash and equity compensation arrangements, prorated from his appointment date. He also entered into the Company’s customary indemnification agreement for non-executive directors. The filing furnishes a press release as Exhibit 99.1 announcing the appointment; that exhibit is furnished and not filed, and the Item 7.01 disclosure is not deemed "filed" under the Exchange Act.

Rhea-AI Summary

KKR & Co. Inc. filed a current report to note that its subsidiary, The Global Atlantic Financial Group LLC, has posted a “2025 Global Atlantic Investor Presentation” on Global Atlantic’s investor relations website. The presentation is described as providing supplemental disclosures for Global Atlantic bondholders and is available at its investor relations page.

The company explains that Global Atlantic from time to time uses its website as a channel to distribute financial and other important information. The information related to this presentation is furnished under a disclosure item and is stated as not being deemed “filed” under securities laws, unless specifically incorporated by reference in another filing.

Rhea-AI Summary

On 7 Aug 2025, KKR & Co. Inc. closed a $900 million offering of 5.100% Senior Notes due 2035. The unsecured notes are fully and unconditionally guaranteed by KKR Group Partnership L.P. Interest accrues from 7 Aug 2025 and is paid semi-annually on 7 Feb and 7 Aug, beginning 7 Feb 2026. Prior to 7 May 2035 the notes are callable at a make-whole price; on or after that date they are callable at par. A change-of-control triggers a mandatory repurchase at 101% of principal.

The Indenture limits secured debt on subsidiary voting stock and restricts mergers or asset sales, with customary events of default enabling acceleration by holders of ≥25% of principal. Proceeds were issued under an effective S-3 shelf through an underwriting syndicate led by Morgan Stanley, Goldman Sachs, HSBC, KKR Capital Markets and UBS.

The transaction extends KKR’s maturity ladder at a fixed 5.1% cost, enhancing liquidity but modestly increasing leverage and fixed interest expense.

Rhea-AI Summary

On 31 July 2025, KKR & Co. Inc. filed a Form 8-K to furnish its Item 2.02 earnings release. The filing confirms that an earnings press release covering the quarter and six months ended 30 June 2025 was issued and is attached as Exhibit 99.1. No revenue, EPS, AUM or guidance figures are included in the body of this 8-K; investors must refer to the furnished exhibit for quantitative details. The report also lists Exhibit 104, the Inline XBRL cover-page data file, and reiterates the company’s NYSE-listed securities (KKR, KKR PR D, KKRS, KKRT). Per Item 2.02 rules, the information is deemed “furnished, not filed,” limiting its use in certain liability contexts.

Rhea-AI Summary

KKR & Co announced key board appointments and committee restructuring in a Form 8-K filing dated June 23, 2025. 14 directors were re-elected to the Board, including co-founders Henry R. Kravis and George R. Roberts, along with CEOs Joseph Y. Bae and Scott C. Nuttall.

The Board committees were reorganized as follows:

  • Audit Committee: Robert Scully (Chair), Matthew Cohler, Kimberly Ross, Patricia Russo
  • Conflicts Committee: Robert Scully (Chair), Arturo Gutiérrez Hernández, Mary Dillon, Patricia Russo
  • Nominating and Corporate Governance: Kravis (Co-Chair), Roberts (Co-Chair), Scully
  • Risk Committee: Matthew Cohler (Chair), Adriane Brown, Mary Dillon
  • Executive Committee: Kravis and Roberts

Non-employee directors will continue receiving compensation as outlined in the 2024 Annual Report. All directors maintain existing indemnification agreements.