Every material Form 8-K KKR & filed with the SEC in 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 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every KKR & filing is on SEC EDGAR ↗. 8-K briefs of other companies →