“Buy Rating for KKR & Co: Strong Market Positioning and Attractive Entry Point Amid Tariff De-escalation and Growth Prospects”

KKR & Co (KKR – Research Report), the Financial sector company, was revisited by a Wall Street analyst today. Analyst Michael Cyprys from Morgan Stanley upgraded the rating on the stock to a Buy and gave it a $150.00 price target.

Michael Cyprys has given his Buy rating due to a combination of factors that highlight KKR & Co’s strong positioning in the market. The recent tariff de-escalation with China is expected to boost market confidence, which could lead to a recovery in capital markets. This environment positions KKR as a key beneficiary due to its high-quality and diversified alternative asset management platform.
Additionally, KKR’s shares have declined by 15% year-to-date, presenting an attractive entry point compared to its peers and the broader market. The company’s diverse business mix and scaled platform are well-positioned to capitalize on secular growth trends in private markets, such as private credit, infrastructure, and insurance. Cyprys anticipates a significant growth trajectory for KKR, with projected increases in earnings per share and fee-related earnings over the next few years.

In another report released on May 5, Evercore ISI also maintained a Buy rating on the stock with a $130.00 price target.

Based on the recent corporate insider activity of 20 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of KKR in relation to earlier this year.