New insider activity at KKR & Co ( (KKR) ) has taken place on February 18, 2026.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
KKR & Co. has seen a major show of confidence from its top leadership, with three senior insiders making substantial open-market purchases of the company’s stock. Co-CEO Scott Nuttall acquired 125,000 shares of KKR & Co., investing a total of $12,833,087. Director Matt Cohler also boosted his stake by buying 43,872 shares for $4,514,428. Adding to the buying spree, Co-CEO Joseph Y. Bae purchased another 125,000 shares, committing $12,773,530. Together, these insider transactions represent significant multimillion-dollar commitments to KKR & Co. by its own executives and board member.
Recent Updates on KKR stock
KKR shares reacted to its upbeat Q4 call, where strong fee growth, record fundraising, and robust deployment contrasted with muted reported ANI, which was pressured by carried‑interest repayment and conservative insurance cash accounting that defers about $90–$100 million of Q4 economics.
Analysts’ price target revisions centered on this gap between underlying earnings power and GAAP figures, with focus on durable, diversified fee streams, record embedded gains that support future monetizations, the growing contribution from Global Atlantic, and the strategic Arctos acquisition, while still flagging execution risk, market-driven monetization timing, and macro/AI/tariff sentiment as key uncertainties.
Spark’s Take on KKR Stock
According to Spark, TipRanks’ AI Analyst, KKR is a Neutral.
The score is driven primarily by solid financial performance (strong margins and improving free-cash-flow generation) and a positive earnings-call outlook (fee growth, fundraising momentum, and confidence in 2026 targets). These positives are moderated by expensive valuation (high P/E with low yield), mixed/neutral technical signals with high volatility (beta), and modest event-driven uncertainty from the COO departure.
To see Spark’s full report on KKR stock, click here.
More about KKR & Co
YTD Price Performance: -19.41%
Average Trading Volume: 5,273,030
Technical Sentiment Signal: Sell
Current Market Cap: $91.42B