Stocks / Investment Banking
KKRInvestment Banking
KKR & Co. Inc.
$97.821d +1.0%5d -2.7%settled close · 2026-09-17
Mkt cap $81B (3/25)β 1.5352w $84–149Shares 891.6MInd. Investment AdviceNYSE since 2010Emp. 4,200HQ New York, NYkkr.com
The tape, with the calls on it
Who said what, and what KKR did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about KKR
1 long4 shortlatest 2026-04-14
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-14 | Ryan IsraelCIO, Pershing Square | Bearish | Bill Ackman | Peer alt managers face headwinds from private credit exposure and non-permanent capital bases subject to… |
| 2026-03-24 | Brad Pilcher | Bearish | Bloomberg Open Interest | Unlike most assets that have overreacted to the downside, large listed alt managers' share prices have not —… |
| 2026-03-20 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | Share prices of major alternative asset managers have already fallen 25-40% as hidden distress in private… |
| 2025-05-14 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bearish | The Compound | Evergreen and interval PE funds pitched to retail/401k investors are forced to deploy capital immediately —… |
| 2023-08-16 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Morningstar, Inc. | KKR retains and reinvests earnings in its own funds creating a large investment-holdings division whose asset… |
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Earnings
Next report: 5 Nov 2026 before the open
Confirmed date · consensus EPS 1.63. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where KKR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-14 | ||||||
| 2026-08-13 | ||||||
| 2026-08-11 | ||||||
| 2026-08-03 | ||||||
| 2026-07-30 | ||||||
| 2026-07-29 | ||||||
| 2026-07-20 | ||||||
| 2026-04-16 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
KKR is in this morning’s Brief.
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