KKR KKR & Co.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Global alternative asset manager with integrated insurance (Global Atlantic), capital markets, and Strategic Holdings segments; earns management fees, carried interest, and insurance spread income
• • Capital Group partnership launched two fixed income public-private solutions in April 2025; additional offerings in development targeting retirement savers via target date funds and public-private model portfolios
• • Strategic Holdings segment (first reported Q1 2024) now holds stakes in 19 companies with $4.4B adjusted revenue and $1.1B adjusted EBITDA (LTM as of Sept 30, 2025)
• • AUM reached $744B at year-end 2025; infrastructure AUM grew from $17B (2020) to $100B; ABF AUM grew from $7B (2020) to $85B; K-Series AUM reached $34B
• • KKR employees own ~30% of outstanding common stock; corporate governance "Sunset Date" no later than Dec 31, 2026 will convert Series I preferred to one-share-one-vote structure

Risk Factors

• • NAIC/state insurance regulators intensifying scrutiny of CLO capital charges, affiliated investments, and investment management agreements tied to alternative asset manager-owned insurers
• • Ongoing Russia-Ukraine war, China geopolitical tensions, and rising tariffs threaten cross-border capital flows and portfolio company margins globally
• • Key-person provisions in fund agreements allow LPs to reduce capital commitments if Co-CEOs or key managers depart, with no guaranteed waiver
• • OECD Pillar Two 15% global minimum tax adopted by all 27 EU states; Bermuda also enacted corporate income tax, raising compliance costs and effective tax rates
• • OBBBA enacted July 4, 2025, amending 2017 Tax Cuts and Jobs Act with uncertain impact on carried interest taxation and deductibility under Section 162(m)

Management Discussion & Analysis

• • Asset Management revenue $7.84B, up $623M YoY; management fees surged $639M to $4.1B driven by North America Fund XIV and infrastructure K-Series
• • Asset Management Segment Earnings $4.55B vs $4.33B; FRE margin not explicitly stated but FRE rose $447M to $3.71B; Insurance Operating Earnings $1.11B vs $1.01B; net income attributable to KKR common stockholders fell to $2.25B from $3.08B due to higher insurance realized losses
• • Best segment: Credit & Liquid Strategies AUM +$45.8B to $322B; worst: Strategic Holdings Operating Earnings modest at $162M, though up from $76M
• • Operating cash flow collapsed to $0.5B from $6.6B; capex $160.8M; common dividends $649.9M; Series D preferred stock issued raising $2.5B; no share buyback amounts disclosed
• • Management flagged $900M+ in pending realized performance/investment income expected H1 2026; key risks include tariff-driven market volatility, elevated geopolitical uncertainty, and trade tensions impacting deal pace and valuations

What are the latest KKR SEC filings in 2026?

KKR & Co. (KKR) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on July 31, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did KKR file its most recent 10-K annual report?

KKR & Co. (KKR) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view KKR 10-Q quarterly reports?

KKR & Co. (KKR)'s most recent 10-Q quarterly report was filed on May 8, 2026. SignalX displays every KKR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has KKR filed recently?

KKR & Co. (KKR)'s most recent 8-K was filed on July 31, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find KKR insider trading activity (Form 4)?

The most recent KKR Form 4 insider transaction on SignalX was filed on March 10, 2026. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock. SignalX aggregates every KKR Form 4 with transaction code, share count, and price per share.

How often does KKR file with the SEC?

KKR & Co. (KKR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new KKR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for KKR & Co. (KKR).

What is KKR's SEC CIK number?

KKR & Co. (KKR)'s SEC CIK (Central Index Key) number is 1404912. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1404912 to look up all KKR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find KKR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from KKR & Co. (KKR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.