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Compared to Estimates, KKR & Co. (KKR) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, KKR & Co. Inc. (KKR - Free Report) reported revenue of $1.86 billion, up 26.7% over the same period last year. EPS came in at $1.78, compared to $1.41 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.75 billion, representing a surprise of +5.96%. The company delivered an EPS surprise of +12.66%, with the consensus EPS estimate being $1.58.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how KKR & Co. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Assets Under Management - New Capital Raised: $25.17 billion compared to the $27.85 billion average estimate based on three analysts.
  • Private Equity - Assets Under Management: $256.09 billion compared to the $261.97 billion average estimate based on three analysts.
  • Fee Paying Assets Under Management: $647.89 billion versus the three-analyst average estimate of $654.61 billion.
  • Real Assets Segment- Ending AUM - Fee-paying AUM: $176.49 billion compared to the $180 billion average estimate based on three analysts.
  • Fee Related Earnings- Management Fees: $1.2 billion compared to the $1.23 billion average estimate based on three analysts. The reported number represents a change of +12.9% year over year.
  • Credit and Liquid Strategies- Ending AUM - Fee-paying AUM: $300.8 billion versus $302.52 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.
  • Revenues- Fee Related Earnings: $1.32 billion compared to the $1.24 billion average estimate based on three analysts. The reported number represents a change of +27.4% year over year.
  • Private Equity- Management Fees: $466.11 million versus the three-analyst average estimate of $476.22 million. The reported number represents a year-over-year change of +18.2%.
  • Net Transaction and Monitoring Fees: $327.86 million versus the three-analyst average estimate of $287.53 million. The reported number represents a year-over-year change of -0.1%.
  • Credit and Liquid Strategies- Segment-AUM- end of period: $336.58 billion versus the three-analyst average estimate of $339.23 billion. The reported number represents a year-over-year change of +7%.
  • Credit and Liquid Strategies- Realized Performance Income: $9.55 million compared to the $51.49 million average estimate based on three analysts. The reported number represents a change of -68.8% year over year.
  • Credit and Liquid Strategies- Total Fee Related Revenue: $347.19 million versus $375.8 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.6% change.

View all Key Company Metrics for KKR & Co. here>>>

Shares of KKR & Co. have returned +6.1% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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