KKR US Long

🇺🇸 #Invest #KKR #US
KKR is an investment firm specializing in alternative investments, including private equity, credit, real estate, and infrastructure.

In 2025, the company completed the acquisition of a 25% stake in the Italian biofuels business Enilive for €2.94 billion, strengthening its position in the energy sector.

KKR is diversifying its operations, including insurance through its subsidiary Global Atlantic. This ensures stable cash flow.

Q2 2025 report

EPS of $1.18, 4.42% above forecast
Fees and commissions revenue (FRE): reached $887 million (or $0.98 per share), a historic high for the company and representing 17% year-over-year growth

Assets under management (AUM): increased 14% to $686 billion, while fee-based assets under management (FPAUM) also increased 14% to $556 billion

Acquisition of HealthCare Royalty Partners: added approximately $3 billion in AUM

Management reaffirmed 2026 targets, including raising $300+ billion and growing insurance operating income to $250 million per quarter

Focus on megatrends such as energy transition, reshoring, and security