STOCKWATCH
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Investment Managers
Quarterly ResultMay 5, 2026, 06:57 AM

KKR Q1 FRE +24%, ANI +21%; AUM $758B; Acquires Arctos

AI Summary

KKR & Co. Inc. reported strong first-quarter 2026 financial results, with Fee Related Earnings growing 24% and Adjusted Net Income per share increasing 21% year-over-year. The company's Assets Under Management reached $758 billion, a 14% increase from the prior year. KKR also announced the closing of its acquisition of Arctos Partners, adding $16 billion in AUM, and increased its share repurchase program by $500 million.

Key Highlights

  • Acquired Arctos Partners, adding $16 billion in AUM.
  • Increased share repurchase program by $500 million.
  • Q1 2026 Fee Related Earnings (FRE) grew 24% year-over-year to $1.0 billion.
  • Q1 2026 Adjusted Net Income (ANI) per share increased 21% year-over-year to $1.39.
  • Assets Under Management (AUM) rose 14% year-over-year to $758 billion.
  • Fee Paying Assets Under Management (FPAUM) increased 17% year-over-year to $615 billion.
  • Declared a regular dividend of $0.195 per share for Q1 2026, up 5% annualized.
  • North America Fund XIV held its final close, bringing total commitments to $23 billion.
KKR
Investment Managers
KKR & Co. Inc.

Price Impact