What is Wall Street analysts’ target price for KKR & Co. stock?

KKR & Co. Inc. (KKR), headquartered in New York, is a global investment firm providing alternative asset management, capital markets expertise and insurance solutions. With a market capitalization of approximately $93.4 billion, it allocates capital across real assets, credit and liquid strategies while serving institutional and individual clients with tailored retirement, life, reinsurance and capital solutions.

However, market performance has tested investors’ patience. Over the past 52 weeks, KKR & Co. shares have fallen nearly 35.5%, even as the S&P 500 Index ($SPX) has advanced 12.2%. Year to date (YTD), the stock is down 22.2%, while the broader benchmark index saw only a modest pullback.

The sector comparison sharpened the contrast as the State Street Financial Select Sector ETF SPDR (XLF) gained 3.1% over the past year and fell 2.7% year to date. While not stellar, the results are still better than KKR & Co.’s steeper declines.

On February 5, KKR & Co. shares fell 5.4% after the company revealed its fourth-quarter 2025 results, in which adjusted EPS declined 15.2% year over year to $1.12, missing Street forecasts of $1.16.

There was also good news. Management capped 2025 as a record fundraising year, raising $129 billion, nearly double what it raised two years earlier. Credit strategies alone set a record of $68 billion. Infrastructure rose from $17 billion to $100 billion and private equity assets under management doubled, mocking the gloomy headlines.

The long-term outlook is much better than the quarter suggests. With $118 billion in dry powder, management believes KKR & Co. is uniquely positioned to shape its future portfolio.

Analysts also see an acceleration ahead. For fiscal year 2026, which ends in December, Wall Street projects diluted EPS of $6.11, implying year-over-year growth of 38.9%. Notably, KKR & Co. has surpassed earnings per share expectations in two of the last four quarters, but not in the remaining two.

Wall Street is bullish despite the recent pressure on KKR stock, giving it an overall “Strong Buy” rating. Of 20 analysts, 15 recommend a “strong buy”, one favors a “moderate buy” and four advise a “hold”.

Current sentiment reflects views from three months ago, when 15 analysts also rated the stock a “Strong Buy.”

That context of firm conviction from analysts and management’s growth prospects has strengthened the bullish narrative. KKR’s average price target of $157.89 implies a potential upside of 59.2%. Meanwhile, the street high target of $190 suggests a 91.6% gain from current levels.

On the date of publication, Aanchal Sugandh had no (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are for informational purposes only. This article was originally published on Barchart.com