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KKR & Co (DE:KR51)
FRANKFURT:KR51
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.02Last Year’s EPS
0.96Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -30.95%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a strong financial performance with significant capital raising and robust global operations. However, there are concerns about the impact of tariffs on existing portfolios and the volatility in the market environment. The insurance segment is also facing near-term pressures. Overall, while there are significant achievements, the challenges in the broader economic environment balance out the sentiment.Company Guidance
During KKR's First Quarter 2025 Earnings Conference Call, the guidance provided highlighted several key financial metrics. Fee-related earnings per share increased by 22% year-over-year to $0.92. Total operating earnings per share rose 16% to $1.24, while adjusted net income per share grew 19% to $1.15. The quarter's management fees reached $917 million, up 13% from the previous year, and total fee-related revenues were $1.2 billion, showing a 22% year-over-year increase. Fee-related earnings totaled $823 million, with an FRE margin of 69%. Insurance segment operating earnings were $259 million, and strategic holdings operating earnings were $31 million. Within the investment segment, realized performance income was $348 million, and realized investment income was $218 million, totaling $566 million in monetization activity, up nearly 40% year-over-year. KKR also noted its private equity portfolio was up 4% for the quarter and 11% over the last twelve months. Finally, the company increased its dividend to $0.74 per share on an annualized basis, marking the sixth consecutive year of dividend increase.Strong Financial Performance
Fee-related earnings per share increased by 22% year-over-year to $0.92. Total operating earnings per share rose 16% year-over-year to $1.24, and adjusted net income per share grew by 19% to $1.15. These figures are among the highest reported as a public company.
Significant Capital Raising
$31 billion of new capital was raised in Q1, with $64 billion committed but not yet earning fees, indicating strong future growth potential.
Record Embedded Gains
Gross unrealized performance income stands at $8.7 billion, marking a 25% increase year-over-year, showcasing the maturity and strength of the portfolio.
Resilient Global Operations
Nearly 80% of pretax earnings over the last 12 months were driven by recurring earnings streams, with management fees growing at a high teens CAGR over the past three years.
Positive Outlook on Infrastructure and Private Wealth
Infrastructure and private wealth segments showing strong momentum, with the K-Series suite of vehicles reaching $22 billion in AUM, up from $9 billion a year ago.
DE:KR51 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:KR51 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2025 | €156.96 | €146.15 | -6.89% |
Oct 24, 2024 | €130.07 | €132.72 | +2.04% |
Jul 31, 2024 | €111.09 | €114.25 | +2.85% |
Feb 06, 2024 | €82.47 | €86.23 | +4.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does KKR & Co (DE:KR51) report earnings?
KKR & Co (DE:KR51) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is KKR & Co (DE:KR51) earnings time?
KKR & Co (DE:KR51) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of KKR & Co stock?
The P/E ratio of KKR & Co is N/A.
What is DE:KR51 EPS forecast?
DE:KR51 EPS forecast for the fiscal quarter 2025 (Q2) is 1.02.
