KKR
FY2026 Q1 · Calendar Q2 2026
KKR & Co. Inc.
KKR delivered a strong Q1 FY2026, beating EPS estimates by 10.3% and revenue by 7.6% on the back of 30% management-fee growth and record capital raising. However, the narrative shifted from the prior quarter's raised guidance to a lowered outlook: management cautioned that the full-year $7+ adjusted net income (ANI) per share target may fall short as some monetizations are deferred to 2027. The stock's -2.09% abnormal move on the report session and -11.25% subsequent drift reflect investor focus on the guidance cut rather than the quarterly beat. With the bullish score declining from 85 to 78, the market is weighing slower monetization timing against still-robust fee growth and fundraising momentum.
EPS surprise+10.3%
Market move-1.3%
