Every material Form 8-K KKR & has filed with the SEC since March 13, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
KKR & Co. Inc. posted a presentation titled "Asset-Based Finance Overview" on its investor website, furnished under Regulation FD. The filing gives no financial figures, guidance, or deal terms, so it does not by itself change the company's financial outlook for shareholders.
Presentation titled "Asset-Based Finance Overview" posted on the KKR Investor Center at ir.kkr.com.
Filing contains no financial results, guidance, or deal figures.
Information is furnished under Item 7.01 and is not deemed filed under the Exchange Act.
Filing dated November 4, 2026, signed by Christopher Lee, Secretary.
KKR & Co. Inc. appointed Brian J. Lee to its Board of Directors on October 26, 2026, expanding the Board to twelve seats. Mr. Lee will also serve on the Audit and Risk Committees, and his director pay will be prorated from his appointment date.
Appointed to the Board effective October 26, 2026; the Board increases to twelve directors
Mr. Lee is the former Chief Risk Officer of The Goldman Sachs Group, Inc. and will serve on the Audit and Risk Committees
Independent directors rise to eight of twelve Board seats, according to the press release
Approved by written consent of the sole holder of the Series I preferred stock, KKR Management LLP
KKR's indirect subsidiaries KKR Group Partnership L.P. and Kohlberg Kravis Roberts & Co. L.P. signed a Fourth Amended and Restated Credit Agreement on July 30, 2026, with HSBC Bank USA as administrative agent. It replaces the prior agreement dated July 3, 2024 and provides a $3.0 billion senior unsecured multicurrency revolving facility, guaranteed by KKR & Co. Inc., with an option to increase it by up to $750 million subject to lender consent.
Facility size: $3.0 billion, with an option to increase by up to an additional $750 million subject to lender consent
Maturity: five years, scheduled for July 30, 2031, with an extension option subject to lender consent
Pricing: term SOFR margin of 57.5 to 112.5 basis points and facility fee of 5 to 12.25 basis points, based on a corporate ratings-based grid
Financial covenants include a maximum leverage ratio of 4.0x covenant EBITDA (excluding Global Atlantic debt) and at least $195 billion in fee paying assets under management
KKR & Co. reported second quarter 2026 results, with GAAP net income attributable to common stockholders of $660 million, up from $472 million a year earlier. Fee Related Earnings rose 37% year over year to $1.2 billion, and the company said its per-share FRE, TOE and ANI were records for a public company on both quarterly and trailing twelve-month bases.
GAAP net income attributable to KKR common stockholders was $660 million in Q2 2026, versus $472 million in Q2 2025; diluted EPS was $0.70 versus $0.50.
Fee Related Earnings were $1.2 billion ($1.32 per adjusted share), up 37% year over year; Total Operating Earnings were $1.5 billion, up 29%.
Assets under management were $796 billion, up 16% year over year, with $34 billion of new capital raised in the quarter.
KKR declared a regular dividend of $0.195 per share and closed its acquisition of Arctos Partners on May 4, 2026.
On May 29, 2026, KKR & Co. Inc. disclosed that KKR Management LLP elected 11 named individuals to its Board of Directors under Section 3.02 of the company's bylaws. Each was already serving as a director at the time of election, so the filing describes a formal confirmation rather than a change in board membership.
Election date: May 29, 2026, by KKR Management LLP under Section 3.02 of the Amended and Restated Bylaws
Directors named include Henry R. Kravis, George R. Roberts, Joseph Y. Bae, Scott C. Nuttall and Patricia F. Russo
Non-employee directors continue to receive compensation under the existing program described in the 2025 Form 10-K
The filing does not report any shareholder vote results under Item 5.07
KKR reported first-quarter 2026 GAAP net income attributable to common stockholders of $364.8 million, compared with a loss of $185.9 million a year earlier, and diluted EPS of $0.38 versus a loss of $0.22. Fee Related Earnings reached $1.0 billion, up 24% year over year, and the board approved a $500 million increase to the share repurchase program.
Total revenues were $4.32 billion in Q1 2026, up from $3.11 billion in Q1 2025.
Fee Related Earnings were $1.0 billion ($1.13 per adjusted share), up 24% year over year; Total Operating Earnings were $1.3 billion, up 19%.
KKR used $317 million to repurchase 3.5 million shares at an average $91.08 from year-end through May 1, and approved a $500 million increase to the repurchase program.
KKR declared a quarterly dividend of $0.195 per share and closed its acquisition of Arctos Partners on May 5, 2026.
KKR reported fourth quarter 2025 results on February 5, 2026, with fee related earnings of $1.0 billion, up 15% year over year, and total operating earnings of $1.3 billion, up 17%. Adjusted net income per share fell to $1.12 from $1.32 a year earlier, which the company says reflects a previously disclosed carried interest repayment obligation; excluding that impact, it would have been $1.30. The company also announced an agreement to acquire Arctos Partners and plans to raise its annualized dividend from $0.74 to $0.78 per share starting with the quarter ending March 31, 2026.
Fee related earnings of $1.0 billion ($1.08 per adjusted share) in Q4 2025, up 15% year over year; full-year fee related earnings were $3.7 billion, up 14%.
Adjusted net income of $1.0 billion ($1.12 per adjusted share) in Q4 2025, versus $1.32 in Q4 2024; excluding the carried interest repayment obligation, it would have been $1.30.
GAAP net income attributable to KKR common stockholders was $1.1 billion in Q4 2025, compared with $1.1 billion in Q4 2024; full-year 2025 was $2.3 billion, versus $3.1 billion in 2024.
Definitive agreement to acquire Arctos Partners, which has $15 billion in assets under management; KKR plans to create a new investing business called KKR Solutions.
KKR & Co. Inc. disclosed that subsidiary Global Atlantic and affiliated insurance companies entered a $3.00 billion unsecured revolving credit facility with Wells Fargo Bank, N.A. as administrative agent. The facility can be increased by up to $500 million, and it is guaranteed by the parent-level guarantors, which adds a direct financial obligation for the group.
Facility size is $3.00 billion as of January 16, 2026, with an option to increase to $3.50 billion subject to conditions.
The facility is a 364-day term maturing January 15, 2027, extendable at the borrowers' option with lender consent.
Interest is based on term SOFR plus 1.10% to 1.375%, or an alternate base rate plus 0.10% to 0.375%, depending on ratings.
Covenants include a debt to total capitalization ratio of no more than 35% and a minimum net worth test for Global Atlantic Limited and its subsidiaries.
KKR & Co. Inc. announced on January 8, 2026 that Chief Operating Officer Ryan Stork is stepping down, effective immediately. The filing does not state a successor, the reason for the departure, or any financial impact, so shareholders have limited detail on how the change will affect operations.
Ryan Stork is stepping down as Chief Operating Officer of KKR & Co. Inc.
The departure was announced on January 8, 2026 and is effective immediately.
The filing does not name a replacement or give a reason for the departure.
KKR reported third quarter 2025 results on November 7, 2025. GAAP net income attributable to KKR common stockholders was $859.9 million, or $0.90 per diluted share, compared with $600.6 million, or $0.64, a year earlier, while total revenues rose to $5.53 billion from $4.79 billion. Fee Related Earnings reached a record $1.0 billion, and new capital raised was $43 billion.
GAAP net income to KKR common stockholders of $859.9 million, or $0.90 diluted per share, versus $600.6 million, or $0.64, in 3Q'24
Total revenues of $5.53 billion, up from $4.79 billion a year earlier
Fee Related Earnings of $1.0 billion ($1.15 per adjusted share), a record for KKR and up 3% year over year
Regular dividend of $0.185 per share declared for the quarter; assets under management of $723 billion, up 16% year over year
KKR & Co. Inc. appointed Craig Arnold, former Chairman and Chief Executive Officer of Eaton Corporation, to its Board of Directors effective September 23, 2025, and to the Audit Committee. The board expanded to fifteen seats, and the filing says the appointment brings independent directors to eleven of fifteen.
Craig Arnold appointed to KKR's Board effective September 23, 2025, and will serve on the Audit Committee
Board size increased to fifteen directors; independent directors rise to eleven of fifteen
Arnold will receive non-executive director compensation, prorated from his appointment date, and entered KKR's standard indemnification agreement
KKR & Co. Inc. completed a $900 million offering of 5.100% senior notes maturing August 7, 2035, guaranteed by KKR Group Partnership L.P. The notes add $900 million of long-term debt to the company's obligations, with interest payable semi-annually.
Principal amount: $900 million of 5.100% Senior Notes due August 7, 2035
Interest payable February 7 and August 7 each year, starting February 7, 2026
Notes can be redeemed before May 7, 2035 at a make-whole price; holders can require repurchase at 101% of principal on a change of control
Underwriters include Morgan Stanley, Goldman Sachs, HSBC, KKR Capital Markets and UBS, under an agreement dated August 4, 2025
KKR reported second-quarter 2025 results on July 31, 2025. GAAP net income attributable to KKR common stockholders fell to $472.4 million from $667.9 million a year earlier, and diluted EPS fell to $0.50 from $0.72, while total revenues rose to $5.09 billion from $4.17 billion and fee-related earnings, adjusted net income and assets under management all grew. The mix of lower GAAP profit and higher adjusted and fee-based measures is the key point for shareholders.
GAAP net income attributable to KKR common stockholders was $472.4 million in Q2 2025, versus $667.9 million in Q2 2024; diluted EPS was $0.50 versus $0.72.
Total revenues rose to $5.09 billion from $4.17 billion year over year.
Fee Related Earnings were $887 million ($0.98 per adjusted share), up 17%; adjusted net income was $1.1 billion ($1.18 per adjusted share), up 9%.
Assets under management reached $686 billion, up 14% year over year; a majority stake in HealthCare Royalty Partners closed on July 30, 2025, adding about $3 billion of AUM. The board declared a regular dividend of $0.185 per share.
KKR & Co. Inc. completed an offering of $590 million in 6.875% subordinated notes due June 1, 2065, including $40 million from partial exercise of the underwriters' over-allotment option. The notes are unsecured, subordinated obligations guaranteed by KKR Group Partnership L.P., adding long-term debt to KKR's balance sheet, which shareholders should weigh against the company's obligations.
Principal amount: $590 million, including $40 million from partial exercise of the underwriters' option to buy up to an additional $82.5 million
Interest rate of 6.875% per year, paid quarterly starting September 1, 2025; maturity June 1, 2065
Redeemable at the issuer's option on or after June 1, 2030; trustee is The Bank of New York Mellon Trust Company, N.A.
KKR reported a first-quarter 2025 GAAP net loss attributable to common stockholders of $185.9 million, or $0.22 per basic share, compared with net income of $682.2 million a year earlier. Adjusted net income rose 20% year-over-year to $1.0 billion ($1.15 per adjusted share), and fee related earnings rose 23% to $823 million, so shareholders face a split picture between the GAAP loss and the stronger adjusted measures.
GAAP net loss attributable to KKR common stockholders was $(185.9) million, or $(0.22) per basic share, versus $682.2 million, or $0.77 per basic share, in Q1 2024.
GAAP total revenues were $3.1 billion, down from $9.7 billion in Q1 2024; insurance revenues were $1.1 billion versus $7.7 billion.
Adjusted net income was $1.0 billion ($1.15 per adjusted share), up 20% year-over-year; fee related earnings were $823 million, up 23%.
Assets under management reached $664 billion at March 31, 2025, up 15% year-over-year; the quarterly regular dividend was $0.185 per common share.
KKR & Co. Inc. appointed Timothy R. Barakett, founder and CEO of TRB Advisors, to its Board of Directors effective March 13, 2025. The board size was increased to fourteen directors, and the appointment was approved by written consent of the sole holder of the company's Series I preferred stock. The filing contains no financial results or guidance, so the change is a governance update rather than a financial one.
Barakett's appointment brings independent directors to ten of fourteen board seats, per the press release.
He will receive a prorated annual cash retainer of $130,000 for non-executive directors.
He received an equity award of 1,166 shares of common stock, which vests on December 1, 2025, subject to exceptions.
KKR Management LLP approved the board expansion and appointment by written consent on March 13, 2025.
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