Massachusetts Financial Services Co. MA Decreases Stock Position in KKR & Co. Inc. $KKR

11 Apr 2026, 10:46 by Tristan Rich · The Markets Daily

Massachusetts Financial Services Co. MA lowered its stake in KKR & Co. Inc. (NYSE:KKR – Free Report) by 4.4% during the 4th quarter, Holdings Channel reports. The firm owned 18,652,960 shares of the asset manager’s stock after selling 853,878 shares during the quarter. KKR & Co. Inc. makes up about 0.8% of Massachusetts Financial Services Co. MA’s holdings, making the stock its 22nd biggest position. Massachusetts Financial Services Co. MA’s holdings in KKR & Co. Inc. were worth $2,377,879,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of KKR. ESL Trust Services LLC purchased a new stake in KKR & Co. Inc. in the 3rd quarter worth $26,000. Asset Dedication LLC purchased a new stake in KKR & Co. Inc. in the 3rd quarter worth $26,000. GGM Financials LLC purchased a new stake in KKR & Co. Inc. in the 3rd quarter worth $27,000. Richardson Financial Services Inc. lifted its stake in KKR & Co. Inc. by 2,150.0% in the 3rd quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager’s stock worth $29,000 after purchasing an additional 215 shares in the last quarter. Finally, Atlantic Union Bankshares Corp bought a new stake in shares of KKR & Co. Inc. in the 3rd quarter worth about $33,000. Hedge funds and other institutional investors own 76.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. UBS Group decreased their target price on shares of KKR & Co. Inc. from $168.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. The Goldman Sachs Group decreased their target price on shares of KKR & Co. Inc. from $145.00 to $110.00 and set a “buy” rating on the stock in a research report on Tuesday. Piper Sandler decreased their target price on shares of KKR & Co. Inc. from $135.00 to $117.00 and set an “overweight” rating on the stock in a research report on Tuesday. Barclays decreased their target price on shares of KKR & Co. Inc. from $136.00 to $127.00 and set an “overweight” rating on the stock in a research report on Monday, March 2nd. Finally, Weiss Ratings upgraded shares of KKR & Co. Inc. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $141.20.

Read Our Latest Stock Analysis on KKR

Insider Activity

In other news, CEO Scott C. Nuttall purchased 125,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were bought at an average cost of $102.66 per share, for a total transaction of $12,832,500.00. Following the acquisition, the chief executive officer owned 15,503,748 shares of the company’s stock, valued at approximately $1,591,614,769.68. This trade represents a 0.81% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Matt Cohler purchased 43,872 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were purchased at an average price of $102.90 per share, for a total transaction of $4,514,428.80. Following the completion of the acquisition, the director directly owned 45,477 shares in the company, valued at $4,679,583.30. The trade was a 2,733.46% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have purchased 393,872 shares of company stock valued at $40,090,679. 23.20% of the stock is currently owned by company insiders.

KKR & Co. Inc. Stock Down 1.6%

Shares of NYSE KKR opened at $91.31 on Friday. The firm’s 50-day moving average price is $94.70 and its 200-day moving average price is $114.95. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $81.41 billion, a price-to-earnings ratio of 39.02, a P/E/G ratio of 0.72 and a beta of 1.93. KKR & Co. Inc. has a 12-month low of $82.67 and a 12-month high of $153.87.

KKR & Co. Inc. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were issued a dividend of $0.185 per share. This represents a $0.74 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, February 17th. KKR & Co. Inc.’s dividend payout ratio is presently 31.62%.

KKR & Co. Inc. Company Profile

(Free Report)

KKR & Co Inc is a global investment firm headquartered in New York City that specializes in private markets and alternative asset management. Founded in 1976 by Jerome Kohlberg Jr., Henry Kravis and George R. Roberts, the firm built its reputation in leveraged buyouts and has since expanded into a multi-strategy asset manager. KKR operates across private equity, credit, real assets (including real estate and infrastructure), growth equity and hedge fund strategies, offering a range of investment products and strategies for institutional and private investors.