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.
KKR & Co. Inc. registers 1,503,670 shares of common stock for resale by certain selling securityholders. The prospectus covers offers and sales from time to time by those selling securityholders; KKR will receive no proceeds from these resale transactions. The selling holders received the shares in connection with a Transaction Agreement dated February 4, 2026, and the disclosure uses 897,872,941 shares outstanding as of May 7, 2026 as the post‑offering base for percentage calculations. The resale may occur on a continuous or delayed basis and specific terms will be provided in any prospectus supplement.
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.
Lewin Robert H reported acquisition or exercise transactions in this Form 4 filing.
KKR & Co. Inc. reported that Chief Financial Officer Robert H. Lewin received a grant of 650,000 restricted holdings units. These awards were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan as compensation, not through open-market trading.
The units vest only if both market price and service conditions are met, based on average common stock prices ranging from $200 to $250 and Lewin’s continued service through May 1, 2031, with certain exceptions. Upon vesting, and subject to five-year transfer restrictions, each restricted holdings unit may be exchanged for one share of KKR common stock. Any units not vested by May 1, 2033 will be forfeited.
Sudol Kathryn King reported acquisition or exercise transactions in this Form 4 filing.
KKR & Co. Inc. reported that Chief Legal Officer & General Counsel Kathryn King Sudol received an award of 300,000 restricted holdings units. These units were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan as part of her compensation.
The award is subject to demanding market price and cliff service vesting conditions, tied to average common stock prices ranging from $150 to $225 and her continued service through May 1, 2031, with certain exceptions if price conditions are met between May 1, 2031 and May 1, 2033. Upon vesting and subject to additional conditions, including three-year transfer restrictions, each restricted holdings unit may be exchanged for one share of KKR common stock. Any units that have not vested by May 1, 2033 will be forfeited.
KKR & Co Inc: Vanguard Capital Management reports beneficial ownership of 50,647,147 shares of Common Stock, representing 5.68% of the class as disclosed on 03/31/2026. The filing shows 6,621,249 shares with sole voting power and 50,647,147 shares with sole dispositive power. The schedule notes holdings include securities held by Vanguard funds and certain affiliates.
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.
KKR & Co Inc: The Vanguard Group filed an amendment to its Schedule 13G/A stating it beneficially owns 0 shares of KKR common stock and holds 0% of the class. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that disaggregated certain Vanguard subsidiaries and business divisions to report ownership separately.
KKR & Co. Inc. director Timothy R. Barakett reported an open-market purchase of 50,000 shares of KKR common stock on March 4, 2026, at a weighted average price of $94.47 per share. The shares are held indirectly through a limited partnership, bringing his indirect holdings to 285,000 shares. Separately, he also reports 2,771 shares of KKR common stock held directly.
KKR & Co. Inc. Co-Chief Executive Officer Scott C. Nuttall reported an open-market purchase of 50,000 shares of KKR common stock at a weighted average price of $87.81 per share on February 27, 2026. After this transaction, he directly owns 14,406,748 common shares. The filing also lists additional KKR common stock held indirectly through various trusts and a limited partnership whose general partner is a limited liability company over which he has investment discretion.