KKR Co Ownership
| KKR Stock | USD 166.30 0.75 0.45% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 932 M | Current Value 942 M | Avarage Shares Outstanding 489.8 M | Quarterly Volatility 223.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
KKR |
KKR Stock Ownership Analysis
About 24.0% of the company outstanding shares are owned by corporate insiders. The company has Price/Earnings To Growth (PEG) ratio of 0.74. KKR Co LP last dividend was issued on the 4th of November 2024. The entity had 1:1 split on the 1st of June 2022. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia. KKR Co operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 3238 people. To find out more about KKR Co LP contact Henry Kravis at 212 750 8300 or learn more at https://www.kkr.com.Besides selling stocks to institutional investors, KKR Co also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different KKR Co's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align KKR Co's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
KKR Co Quarterly Liabilities And Stockholders Equity |
|
KKR Co Insider Trades History
About 24.0% of KKR Co LP are currently held by insiders. Unlike KKR Co's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against KKR Co's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of KKR Co's insider trades
KKR Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as KKR Co is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading KKR Co LP backward and forwards among themselves. KKR Co's institutional investor refers to the entity that pools money to purchase KKR Co's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Akre Capital Management, Llc | 2024-09-30 | 11.4 M | Brown Advisory Holdings Inc | 2024-09-30 | 11.3 M | Fmr Inc | 2024-09-30 | 11.3 M | Bank Of America Corp | 2024-09-30 | 10 M | First Manhattan Co. Llc | 2024-09-30 | 8.7 M | Norges Bank | 2024-06-30 | 8.4 M | Manufacturers Life Insurance Co | 2024-09-30 | 7.6 M | Legal & General Group Plc | 2024-09-30 | 5.6 M | Northern Trust Corp | 2024-09-30 | 5.5 M | Vanguard Group Inc | 2024-09-30 | 56.2 M | Blackrock Inc | 2024-09-30 | 44.2 M |
KKR Co LP Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific KKR Co insiders, such as employees or executives, is commonly permitted as long as it does not rely on KKR Co's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases KKR Co insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Dane Holmes over three weeks ago Acquisition by Dane Holmes of 3029 shares of KKR Co subject to Rule 16b-3 | ||
Evan Spiegel over a year ago Acquisition by Evan Spiegel of 3029 shares of KKR Co subject to Rule 16b-3 | ||
David Sorkin over a year ago Sale by David Sorkin of 900 shares of KKR Co |
KKR Co's latest congressional trading
Congressional trading in companies like KKR Co LP, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in KKR Co by those in governmental positions are based on the same information available to the general public.
| 2024-12-06 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-12-05 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-11-11 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-11-07 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2022-03-07 | Representative Cynthia Axne | Acquired Under $15K | Verify | ||
| 2022-02-16 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2021-11-01 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2020-10-29 | Representative Francis Rooney | Acquired Under $15K | Verify |
KKR Co Outstanding Bonds
KKR Co issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. KKR Co LP uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most KKR bonds can be classified according to their maturity, which is the date when KKR Co LP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US48252MAA36 Corp BondUS48252MAA36 | View | |
| US48252DAA37 Corp BondUS48252DAA37 | View | |
| KKR 485 17 MAY 32 Corp BondUS48255GAA31 | View | |
| KKR 325 15 DEC 51 Corp BondUS48255BAA44 | View | |
| KFC Holding 475 Corp BondUS48250NAC92 | View | |
| US48250AAA16 Corp BondUS48250AAA16 | View | |
| US482588AC48 Corp BondUS482588AC48 | View | |
| US48252AAA97 Corp BondUS48252AAA97 | View |
KKR Co Corporate Filings
8K | 14th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 3rd of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 5th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with KKR Co
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if KKR Co position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in KKR Co will appreciate offsetting losses from the drop in the long position's value.Moving together with KKR Stock
| 0.81 | BN | Brookfield Corp Earnings Call This Week | PairCorr |
| 0.84 | BX | Blackstone Group Sell-off Trend | PairCorr |
| 0.79 | CG | Carlyle Group Earnings Call This Week | PairCorr |
| 0.85 | ECPG | Encore Capital Group | PairCorr |
Moving against KKR Stock
The ability to find closely correlated positions to KKR Co could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace KKR Co when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back KKR Co - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling KKR Co LP to buy it.
The correlation of KKR Co is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as KKR Co moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if KKR Co LP moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for KKR Co can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for KKR Stock Analysis
When running KKR Co's price analysis, check to measure KKR Co's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy KKR Co is operating at the current time. Most of KKR Co's value examination focuses on studying past and present price action to predict the probability of KKR Co's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move KKR Co's price. Additionally, you may evaluate how the addition of KKR Co to your portfolios can decrease your overall portfolio volatility.