Capital Markets PerformanceKKR is benefiting from increased activity across capital markets which drove stronger investing and realization activity while fundraising is getting easier too.
Strategic DiversificationAnalysts have increased confidence in KKR as a relatively durable source of long-term financial sector exposure due to diversification moves, strategic shifts, and improved shareholder base stability.
Strong Financial MetricsKKR reported 2Q24 ANI/share of $1.09, 3% ahead of both GSe and Consensus, with FRE of $755mn coming in 4% above Consensus, highlighting robust forward momentum.