KKR & Co. Inc. (KKR) Earnings Call Transcripts
KKR & Co. Inc.'s Latest Earnings Call - September 15, 2026
In the earnings call held on September 15, 2026, KKR & Co. Inc. highlighted significant growth in its credit business, with total assets under management (AUM) reaching $300 billion, a 35% increase since the last investor day. Management reported strong demand for private credit, driven by attractive risk-reward dynamics in a higher interest rate environment. While specific revenue and earnings figures were not disclosed, management indicated that management fees are expected to continue growing, signaling confidence in future performance. The company emphasized its strategic focus on capital solutions and diversified income streams as key growth drivers for the upcoming fiscal year.
Reported metrics
| Metric | Value |
|---|---|
| Total AUM | $300 billion (positive) |
| Management Fees Growth | 32% (positive) |
| Private IG Transactions | $80 billion (positive) |
| Direct Lending AUM | $40 billion |
Guidance from management
Management expects continued growth in management fees and credit allocations, driven by strong demand for private credit and evolving multi-asset partnerships. They indicated that the trends supporting credit growth are likely to persist in the near future.
What analysts pressed on
Analysts expressed concerns about the current capital markets backdrop, particularly regarding the uncertainty affecting M&A activity. They questioned how KKR plans to navigate these challenges and maintain origination levels in a slower deal environment.
Main topics on the call
- Credit Business Growth — KKR's credit business has reached $300 billion in AUM, with management fees up 32% since acquiring Global Atlantic. Management stated, "we're still seeing that asset class see inflows," indicating strong demand for priva...
- Tailwinds for Private Credit — Management noted that higher interest rates are making credit more attractive compared to private equity returns. They stated, "credit is just naturally going to look much more attractive from a risk-adjusted basis," sug...
- Diversification in Income Streams — KKR is witnessing a trend towards diversified income and multi-asset class partnerships. Management mentioned, "we're actually now much more seeing multi-asset class partnerships across public, private, corporate," indic...
- Origination Capabilities — Management emphasized the importance of origination in the current market, stating, "you got to make your own luck." They are focusing on improving origination processes to capitalize on market opportunities.
Read the full KKR & Co. Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About KKR & Co. Inc.
KKR & Co. Inc. (KKR) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 69 calls on record spanning January 31, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 69 KKR & Co. Inc. earnings call transcripts on record, spanning January 31, 2020 to September 15, 2026. Based on this history, KKR & Co. Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- KKR
- Exchange
- NYSE
- Country
- US
- Sector
- Financials
- Industry
- Capital Markets
- Calls on record
- 69
- First call
- January 31, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly