Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

KKR & Co. LP (KKR-N) is consistently raising new capital to generate strong returns in the future. The sector as a whole is performing well, with the stock hitting 52-week highs and showing significant momentum. The company is also adapting to the current higher interest rate environment by doing fewer leveraged deals and maintaining a substantial amount of dry powder to capitalize on market opportunities. Additionally, KKR has a unique geographical footprint in China, which further strengthens its position in the market.

Consensus
Positive
Valuation
Fair Value
Unspecified
KKR & Co. LP

It is in the private lending business and there are more opportunities in the private market now. It has a good outlook in spite of the run-up. He prefers Brookfield which hasn't had a big run-up. Both are good companies.

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BUY
KKR & Co. LP

Great company with proven track record. Would recommend buying. 

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HOLD
KKR & Co. LP

Private equity, has done well. IPO market has been really tough, and higher rates have limited leverage. Good business, good yield. Buys cheap assets, grows them, then sells. Risk is that now many more competitors for assets, so they might overpay to seal a deal.

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HOLD
KKR & Co. LP

Continually raises new capital to generate great returns down the road. Generally, the sector is quite strong. Hitting 52-week highs today, so there's lots of momentum.

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PAST TOP PICK
KKR & Co. LP
(A Top Pick Aug 17/22, Up 5%)

Doing fewer leveraged deals in this higher interest rate environment. Lots of dry powder to take advantage of opportunities in the market. Unique geographical footprint, as they're in China.

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BUY
KKR & Co. LP

Looks at distressed situations and makes investments. $500B in assets. Fair pile of cash, about 22%, which is timely given the situation we're in. Trades at market multiple, 15x earnings. Bright people. Charging fees on increasing AUM is the name of the game.

0
BUY
KKR & Co. LP
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

We think the risk of “domino effects” between financial institutions is low given the backstop of the US government. Most names in the Financial sector are now quite attractively priced. We think the asset managers could do well in the next few years as the Fed stops hiking interest rates. Although things could change, we think the current drawdown should not be concerning for long-term investors. 
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BUY
KKR & Co. LP

Prefers it to BRK.B. One of the new Berkshire Hathaways, with a better succession plan.

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TOP PICK
KKR & Co. LP
Global private equity operator. More than 90% of the money they manage has a duration of over 8 years. $115B in dry powder, so they have the capital to swoop in and get assets at great prices. Low valuation. Great long-term grower. Yield is 1.10%. (Analysts’ price target is $67.67)
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PAST TOP PICK
KKR & Co. LP
(A Top Pick Aug 17/21, Down 23%) Aspects of its business have fallen out of favour. Strong balance sheet, very attractive business model, strong outlook for earnings growth, still firing on all cylinders.
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DON'T BUY
KKR & Co. LP
Private equity business is booming and getting more competitive. Really smart people, long history of success. Problem is high wages. "Your biggest asset goes up and down the elevator every day." Buy when there's blood in the streets. Long-term viability is a concern.
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WAIT
KKR & Co. LP
Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.
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TOP PICK
KKR & Co. LP
A private equity company with sticky assets. Institutional investors buy this for yield. Their unique portfolio is skewed to carve-outs and corporate buy-outs. They recently bought an insurer. One third of their assets are permanent capital; he thinks KKR are evolving to become a future Berkshire Hathaway. It's fine combo of growth and value, trading at 17x forward PE. Earnings growth outlook is very strong. (Analysts’ price target is $76.21)
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BUY
KKR & Co. LP

Blackstone vs. KKR Both good and both are global players. She likes the private equity space, and the way to invest here is through stocks like these. She plays this space through BAM. All have a strong global presence. Private equity will see continued secular growth with interest rates staying near zero. Large institutions are seeking returns in private equity and infrastructure and will invest more here.

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COMMENT
KKR & Co. LP

They suffer from lumpy revenues, receiving a cut of sales when they liquidate their properties, a system that the street doesn't industry. This pressures KKR stock. Prefers BAM who are more diversified internationally.

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KKR & Co. LP(KKR-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for KKR & Co. LP is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

KKR & Co. LP(KKR-N) Frequently Asked Questions

What is KKR & Co. LP stock symbol?

KKR & Co. LP is a American stock, trading under the symbol KKR-N on the New York Stock Exchange (KKR). It is usually referred to as NYSE:KKR or KKR-N

Is KKR & Co. LP a buy or a sell?

In the last year, 4 stock analysts published opinions about KKR-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for KKR & Co. LP.

Is KKR & Co. LP a good investment or a top pick?

KKR & Co. LP was recommended as a Top Pick by on . Read the latest stock experts ratings for KKR & Co. LP.

Why is KKR & Co. LP stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is KKR & Co. LP worth watching?

4 stock analysts on Stockchase covered KKR & Co. LP In the last year. It is a trending stock that is worth watching.

What is KKR & Co. LP stock price?

On 2024-05-29, KKR & Co. LP (KKR-N) stock closed at a price of $103.2.