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KKR KKR & Co. Inc.

NYSE, CIK 0001404912, fiscal year ends 12/31. Last price 91.34 on 2026-10-23, market value 82.0 billion dollars.

Machine-readable: KKR.json, KKR.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	33 partial, missing 2, 5, 6	partial: 2, 5, 6	2025-12-31 stale: Revenue	2016–2025	2026-10-23	10 verified, 12 unverified	method
Magic Formula	n/a	insufficient data (no operating income in XBRL)	—	—	—	—	method
Momentum	26	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	ok	2026-10-23	—	—	—	method
Buffett Quality	43 partial, missing 4, 5, 6, 7	partial: 4, 5, 6, 7	—	2016–2025	2026-10-23	0 verified, 26 unverified	method
Lynch GARP	0 partial, missing 1, 2, 3, 4, 5, 6	partial: 1, 2, 3, 4, 5, 6	—	—	2026-10-23	0 verified	method
Graham Enterprising	22 partial, missing 1, 2, 5, 7	partial: 1, 2, 5, 7	2026-06-30	2021–2025	2026-10-23	0 verified, 6 unverified	method
Piotroski F-Score	22 partial, missing 5, 6, 8	partial: 5, 6, 8	—	2024–2026	—	0 verified, 15 unverified	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	91.34	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	897,635,601	underlying shares	2026-08-05	SEC cover page 10-Q 0001404912-26-000027 (897,635,601 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1404912/000140491226000027/kkr-20260630.htm 0001404912-26-000027
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	81,990,035,795	USD	2026-10-23 shares at 2026-08-05	91.34 (price 2026-10-23) / 1 x 897,635,601 (shares at 2026-08-05) = 81,990,035,795

Graham Defensive

33 of 100. partial: 2, 5, 6. How this is scored.

Test or factor	Value	Threshold	Points
1 Adequate size	19.46 revenue $B	>= 1	5.0 / 5
2 Debt <= equity (unclassified balance sheet fallback) no long-term debt or total liabilities reported in the last 18 months; no AssetsCurrent/LiabilitiesCurrent in any filing	—	<= 1.0	None / 30
3 Positive earnings each of 10 years	9 of 10	10 of 10	13.5 / 15
4 Dividends every year for 20 years	16 of 20 missing 2006, 2007, 2008, 2009 XBRL check: 9 years agree, 11 unverified	20 of 20	12.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago	— missing 2023, 2024, 2025, 2014, 2015, 2016	>= +33%	None / 10
6 P/E on 3-year average EPS needs the last three fiscal years of EPS	—	<= 15	None / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5	P/B 2.64	<= 1.5 or <= 22.5	2.4 / 10

Inputs, 24 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	91.34	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Revenue	19464307000.0	2025-12-31 stale	SEC XBRL Revenues 0001404912-26-000007	unverified
equity	31047399000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001404912-26-000027	unverified
Net income FY2016	309307000.0	2016-12-31 history	SEC XBRL NetIncomeLoss 0001404912-19-000006	unverified
Net income FY2017	1018305000.0	2017-12-31 history	SEC XBRL NetIncomeLoss 0001404912-20-000006	unverified
Net income FY2018	1131063000.0	2018-12-31 history	SEC XBRL NetIncomeLoss 0001404912-21-000008	unverified
Net income FY2019	2005049000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001404912-22-000004	unverified
Net income FY2020	2002509000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001404912-23-000005	unverified
Net income FY2021	4732406000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001404912-24-000005	unverified
Net income FY2022	-521664000.0	2022-12-31 history	SEC XBRL NetIncomeLoss 0001404912-25-000015	unverified
Net income FY2023	3732261000.0	2023-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Net income FY2024	3076245000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Net income FY2025	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Dividend years (Yahoo)	[2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	verified (partly: XBRL covers 9 of 20 years)
Dividends per share FY2017 (XBRL)	0.67	2017-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-20-000006	verified
Dividends per share FY2018 (XBRL)	0.295	2018-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-21-000008	verified
Dividends per share FY2019 (XBRL)	0.5	2019-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-21-000008	verified
Dividends per share FY2020 (XBRL)	0.53	2020-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-21-000008	verified
Dividends per share FY2021 (XBRL)	0.58	2021-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-22-000004	verified
Dividends per share FY2022 (XBRL)	0.61	2022-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-25-000015	verified
Dividends per share FY2023 (XBRL)	0.65	2023-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-26-000007	verified
Dividends per share FY2024 (XBRL)	0.69	2024-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-26-000007	verified
Dividends per share FY2025 (XBRL)	0.73	2025-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001404912-26-000007	verified
Shares outstanding	897635601.0	2026-08-05	SEC cover page 10-Q 0001404912-26-000027 (897,635,601 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1404912/000140491226000027/kkr-20260630.htm 0001404912-26-000027	not cross-checked

Magic Formula

insufficient data (no operating income in XBRL). How this is scored.

insufficient data (no operating income in XBRL).

Momentum

26 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-19.1 % (percentile 15.9)	8.0 / 50
6 month return	-9.8 % (percentile 22.0)	4.4 / 20
Price / 52-week high	0.643	9.7 / 15
Volatility penalty (60d annualised)	35.9 %	4.2 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	91.34	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.13 bp	-2.9 / 0

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Form 4 S HOLMES DANE E 2026-09-03	1085800.0	2026-09-03	SEC Form 4 (insider transactions data set)	not cross-checked

Buffett Quality

43 of 100. partial: 4, 5, 6, 7. How this is scored.

Test or factor	Value	Threshold	Points
1 Average return on equity (net income / year-end equity)	13.4% over 8 yrs	>= 15%	19.4 / 25
2 Profitable every year	9 of 10	all years	13.5 / 15
3 Net income growth, 3-yr average now vs start of window	+20.7% a year	>= +10%	10.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) debt unknown: no debt concept reported in the last 18 months	—	<= 4	None / 15
5 Operating margin, 5-yr average needs at least 4 of the last 5 years	0 years with operating income and revenue	>= 20%	None / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex) needs operating cash flow and capex for at least 4 of the last 5 years	0 years	>= 1.0	None / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap) needs three years of free cash flow	—	>= 7%	None / 15

Inputs, 27 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	91.34	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2018	1131063000.0	2018-12-31 history	SEC XBRL NetIncomeLoss 0001404912-21-000008	unverified
Equity at FY2018 end	8649610000.0	2018-12-31 history	SEC XBRL StockholdersEquity 0001404912-20-000006	unverified
Net income FY2019	2005049000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001404912-22-000004	unverified
Equity at FY2019 end	10807490000.0	2019-12-31 history	SEC XBRL StockholdersEquity 0001404912-21-000008	unverified
Net income FY2020	2002509000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001404912-23-000005	unverified
Equity at FY2020 end	13716818000.0	2020-12-31 history	SEC XBRL StockholdersEquity 0001404912-22-000004	unverified
Net income FY2021	4732406000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001404912-24-000005	unverified
Equity at FY2021 end	17582164000.0	2021-12-31 history	SEC XBRL StockholdersEquity 0001404912-22-000015	unverified
Net income FY2022	-521664000.0	2022-12-31 history	SEC XBRL NetIncomeLoss 0001404912-25-000015	unverified
Equity at FY2022 end	18807767000.0	2022-12-31 history	SEC XBRL StockholdersEquity 0001404912-24-000005	unverified
Net income FY2023	3732261000.0	2023-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Equity at FY2023 end	22858694000.0	2023-12-31 history	SEC XBRL StockholdersEquity 0001404912-25-000015	unverified
Net income FY2024	3076245000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Equity at FY2024 end	23651568000.0	2024-12-31 history	SEC XBRL StockholdersEquity 0001404912-26-000007	unverified
Net income FY2025	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Equity at FY2025 end	30902561000.0	2025-12-31 history	SEC XBRL StockholdersEquity 0001404912-26-000027	unverified
Net income FY2016	309307000.0	2016-12-31 history	SEC XBRL NetIncomeLoss 0001404912-19-000006	unverified
Net income FY2017	1018305000.0	2017-12-31 history	SEC XBRL NetIncomeLoss 0001404912-20-000006	unverified
Net income FY2018	1131063000.0	2018-12-31 history	SEC XBRL NetIncomeLoss 0001404912-21-000008	unverified
Net income FY2019	2005049000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001404912-22-000004	unverified
Net income FY2020	2002509000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001404912-23-000005	unverified
Net income FY2021	4732406000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001404912-24-000005	unverified
Net income FY2022	-521664000.0	2022-12-31 history	SEC XBRL NetIncomeLoss 0001404912-25-000015	unverified
Net income FY2023	3732261000.0	2023-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Net income FY2024	3076245000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Net income FY2025	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified

Lynch GARP

0 of 100. partial: 1, 2, 3, 4, 5, 6. How this is scored.

Test or factor	Value	Threshold	Points
1 PEG: P/E divided by 5-yr EPS growth (in % points) needs diluted EPS for the last fiscal year and five years earlier	—	<= 1.0	None / 30
2 EPS growth, 5-yr compound rate needs diluted EPS for the last fiscal year and five years earlier	—	12% to 35% a year	None / 20
3 P/E on latest annual EPS no usable diluted EPS for the latest fiscal year	—	<= 25	None / 10
4 Borrowings / equity debt unknown: no debt concept reported in the last 18 months	—	<= 0.5	None / 15
5 Years of the last 5 in which EPS rose needs six consecutive fiscal years of diluted EPS	—	5 of 5	None / 15
6 Net cash (cash minus borrowings) / market cap needs market cap, cash and debt	—	>= +10%	None / 10

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	91.34	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked

Graham Enterprising

22 of 100. partial: 1, 2, 5, 7. How this is scored.

Test or factor	Value	Threshold	Points
1 Current ratio no fresh current assets/liabilities (unclassified balance sheet)	—	>= 1.5	None / 15
2 Borrowings vs working capital debt unknown: no debt concept reported in the last 18 months	—	<= 1.1x	None / 15
3 No earnings deficit in the last 5 years	4 of 5 profitable	5 of 5	12.0 / 15
4 Pays a current dividend	yes	yes	10.0 / 10
5 EPS higher than five years earlier needs diluted EPS for the last fiscal year and five years earlier	—	higher	None / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)	2.64	<= 1.2	0.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count	—	<= 0.67	None / 15

Inputs, 9 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	91.34	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2021	4732406000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001404912-24-000005	unverified
Net income FY2022	-521664000.0	2022-12-31 history	SEC XBRL NetIncomeLoss 0001404912-25-000015	unverified
Net income FY2023	3732261000.0	2023-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Net income FY2024	3076245000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Net income FY2025	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
Dividend years (Yahoo)	[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	not cross-checked
equity	31047399000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001404912-26-000027	unverified
Shares outstanding	897635601.0	2026-08-05	SEC cover page 10-Q 0001404912-26-000027 (897,635,601 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1404912/000140491226000027/kkr-20260630.htm 0001404912-26-000027	not cross-checked

Piotroski F-Score

22 of 100. partial: 5, 6, 8. How this is scored.

Test or factor	Value	Threshold	Points
1 Return on assets is positive	0.6%	pass = 1	11.11111111111111 / 11.11111111111111
2 Operating cash flow is positive	478M	pass = 1	11.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year	0.9% -> 0.6%	pass = 1	0.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)	478M vs 2,370M	pass = 1	0.0 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
6 Current ratio improved an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
7 No new shares issued (share count did not rise)	891M -> 898M	pass = 1	0.0 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
9 Asset turnover (revenue / assets) improved	0.06 -> 0.05	pass = 1	0.0 / 11.11111111111111

Inputs, 15 numbers with their sources

Input	Value	Period	Source	Check
net_income 2025-12-31	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
total_assets 2025-12-31	410144072000.0	2025-12-31 history	SEC XBRL Assets 0001404912-26-000027	unverified
cfo 2025-12-31	477760000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001404912-26-000007	unverified
net_income 2025-12-31	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
net_income 2024-12-31	3076245000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
total_assets 2025-12-31	410144072000.0	2025-12-31 history	SEC XBRL Assets 0001404912-26-000027	unverified
total_assets 2024-12-31	360099411000.0	2024-12-31 history	SEC XBRL Assets 0001404912-26-000007	unverified
cfo 2025-12-31	477760000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001404912-26-000007	unverified
net_income 2025-12-31	2370463000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001404912-26-000007	unverified
shares_out 2026-08-05	897635601.0	2026-08-05 history	SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) 0001404912-26-000027	unverified
shares_out 2025-08-07	890948725.0	2025-08-07 history	SEC XBRL EntityCommonStockSharesOutstanding 0001404912-25-000032	unverified
revenue 2025-12-31	19464307000.0	2025-12-31 history	SEC XBRL Revenues 0001404912-26-000007	unverified
revenue 2024-12-31	21878698000.0	2024-12-31 history	SEC XBRL Revenues 0001404912-26-000007	unverified
total_assets 2025-12-31	410144072000.0	2025-12-31 history	SEC XBRL Assets 0001404912-26-000027	unverified
total_assets 2024-12-31	360099411000.0	2024-12-31 history	SEC XBRL Assets 0001404912-26-000007	unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	Dividend	Filing
2013	2013-12-31		691	paid	0001404912-16-000009
2014	2014-12-31		478	paid	0001404912-17-000005
2015	2015-12-31		488	paid	0001404912-18-000005
2016	2016-12-31	2,040	309	paid	0001404912-19-000006
2017	2017-12-31	3,557	1,018	paid	0001404912-20-000006
2018	2018-12-31	2,396	1,131	paid	0001404912-21-000008
2019	2019-12-31	4,221	2,005	paid	0001404912-22-000004
2020	2020-12-31	4,231	2,003	paid	0001404912-23-000005
2021	2021-12-31	16,226	4,732	paid	0001404912-24-000005
2022	2022-12-31	5,704	-522	paid	0001404912-25-000015
2023	2023-12-31	14,499	3,732	paid	0001404912-26-000007
2024	2024-12-31	21,879	3,076	paid	0001404912-26-000007
2025	2025-12-31	19,464	2,370	paid	0001404912-26-000007

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-09-03	Holmes Dane E	officer	sale	10,000	108.58	1,085,800

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/KKR; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.