Comparative Investment Analysis of KKR and T. Rowe Price
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 09 2026
0mins
Source: Fool
- KKR Financial Performance: KKR's total revenue for FY 2025 reached nearly $19.3 billion, reflecting an 11% decrease year-over-year, with net income at approximately $2.3 billion and a net margin of 12.3%, highlighting its sensitivity to transaction volumes and market timing, which impacts profitability.
- Asset Management Growth: Despite the revenue decline, KKR's assets under management (AUM) rose 17% year-over-year to $744 billion, indicating its ongoing ability to attract investors, which will generate more management fee income in the future.
- Stability of T. Rowe Price: T. Rowe Price generated revenue of about $7.3 billion in FY 2025, representing a 3% growth, with net income close to $2.2 billion and a robust net margin of 28.5%, reflecting its ability to maintain high service levels amid a changing investment landscape.
- Competition and Valuation: T. Rowe Price's AUM reached nearly $1.77 trillion in 2025, up 8.3%, and its forward P/E of 11.2 is below the industry average, showcasing its attractiveness as an investment management company, especially in a highly competitive market.
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Analyst Views on KKR
Wall Street analysts forecast KKR stock price to rise
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 97.170
Low
145.00
Averages
159.67
High
176.00
Current: 97.170
Low
145.00
Averages
159.67
High
176.00
About KKR
KKR & Co. Inc. is a global investment firm that offers alternative asset management as well as capital markets and insurance solutions. The Company’s segments include Asset Management, Insurance and Strategic Holdings. Asset Management segment offers a range of investment management services to investment funds, vehicles and accounts and provides capital markets services to portfolio companies and third parties. Asset Management segment includes five business lines: Private Equity, Real Assets, Credit and Liquid Strategies, Capital Markets and Principal Activities. Insurance segment is operated by Global Atlantic, which is a United States retirement and life insurance company that provides a suite of protection, legacy and savings products and reinsurance solutions to clients across individual and institutional markets. Global Atlantic offers individuals fixed-rate annuities and others. Strategic Holdings segment represents its participation in its core private equity strategy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
KKR in Talks to Acquire Majority Stake in Medicover's Indian Operations
- Deal Size: KKR is in advanced talks to acquire a majority stake in Medicover's Indian operations for at least $1 billion, which would significantly enhance KKR's healthcare investment footprint in the world's most populous nation.
- Business Background: Medicover has operated in India since 2016, managing a network of 26 hospitals with around 6,000 beds, and its Indian unit accounts for over half of the group's global hospital network, underscoring its market significance.
- Market Dynamics: The Indian hospital sector is attracting strong investor interest due to rising incomes, expanding health insurance coverage, and increasing demand for quality healthcare, driving consolidation and capacity expansion across the industry.
- Financial Performance: Medicover's Indian unit reported annual revenue of $234.6 million in 2025, reflecting a nearly 1% increase from the previous year, indicating stable growth in a competitive market, which has drawn KKR's interest.
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- Significant Investment: KKR has disclosed a $1.4 billion investment in aircraft leasing with Altavair, highlighting the strong demand for funding in the aircraft leasing market amid ongoing supply shortages from Airbus and Boeing.
- Market Trend Shift: With airlines facing rising costs and recovering travel demand, approximately 50% of the global fleet is now leased rather than owned, and KKR has invested over $12 billion in aviation since 2015, demonstrating its long-term confidence in the sector.
- Capital Allocation Plan: KKR plans to allocate most of its capital over the next four years to airlines, sourcing aircraft directly from those seeking to free up cash, as well as from manufacturers like Airbus and Boeing, aiming to provide financial support through multi-year leasing contracts.
- Risk Management Strategy: KKR focuses on long-term leases with established airlines and cargo operators, avoiding distressed or bankrupt companies to ensure investment stability and predictable cash flows, despite limited near-term impacts from fuel price volatility and geopolitical tensions.
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- Stable Income Attracts Investors: Analyst Julia Ostian has selected Ares (ARES) as her top private credit pick due to its stability and an attractive 11% dividend yield, appealing to income-seeking investors in uncertain market conditions.
- Interest Rate Outlook Favoring Private Credit: Ostian noted that while rates may remain unchanged, there is still a chance of a hike by year-end, which could provide a significant tailwind for private credit investments, enhancing their market appeal.
- Hedging Against Tech Sector Volatility: By increasing her position in Ares while trimming AI-related holdings, Ostian strategically positions her portfolio to hedge against potential volatility in the technology sector, highlighting the importance of diversification.
- Concerns Over Industry Transparency: While Ostian remains optimistic about Ares, analyst Jack Bowman expressed concerns regarding the transparency and complex financial structures of the private credit industry, advising investors to focus on general partners rather than limited partner funds to mitigate risks.
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KKR Commits $1.4 Billion to Expand Aircraft Leasing Portfolio
- Investment Scale: KKR announced a commitment of $1.4 billion to expand its aircraft leasing portfolio, with funding primarily sourced from its Infrastructure and Asset-Based Finance strategies, reflecting the company's confidence and commitment to the aviation leasing market.
- Strategic Partnership: This marks KKR's third collaboration with Altavair, having jointly acquired 188 commercial aircraft and engine assets since 2018, leasing them to 67 airlines and cargo operators worldwide, thereby strengthening their strategic partnership.
- Market Demand: As airlines face significant fleet funding needs in the coming years, KKR's expanded commitment positions it to be a stronger partner and supporter across the aviation ecosystem, indicating a positive outlook on industry growth potential.
- Stock Performance: On the NYSE, KKR's shares closed Tuesday's trading up 0.91% at $98.97, suggesting a favorable market reaction to its investment plans, which may further drive the company's stock price upward.
See More
KKR Invests $1.4B to Expand Aircraft Leasing Portfolio
- Significant Investment: KKR has announced a $1.4 billion investment to expand its global portfolio of leased commercial aircraft, primarily funded through its infrastructure and asset-based finance strategies, indicating strong confidence in the aviation leasing market.
- Deepening Partnership: This investment builds on existing collaborations with aviation leasing and financing company Altavair, further solidifying their strategic partnership in the aircraft leasing sector, which is expected to enhance their competitive positioning.
- Continued Industry Commitment: Since 2015, KKR has invested over $12 billion in the aviation sector, including investments in Altavair, AV AirFinance, and Atlantic Aviation, showcasing its deep commitment to the aviation industry.
- Optimistic Market Outlook: By making this investment, KKR not only strengthens its position in the aviation leasing market but also potentially increases returns through an expanded asset portfolio, reflecting its optimistic outlook on future growth in the aviation sector.
See More
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- Acquisition Deal: Montagu has agreed to acquire a majority stake in BMC Helix, marking a strategic expansion in the technology sector that is expected to accelerate Helix's independent growth and enhance its market competitiveness.
- KKR's Continued Involvement: KKR will retain ownership of BMC and a minority stake in Helix, indicating confidence in Helix's future growth potential while ensuring synergies between BMC and Helix.
- Market Opportunities: As a leading AI ServiceOps platform, Helix operates in a rapidly growing market driven by enterprise digitization and increasing IT complexity, which is expected to propel its applications across various industries.
- Strategic Investment: Montagu demonstrates deep expertise in partnering with mission-critical software and technology businesses through this acquisition, which is anticipated to further enhance Helix's market leadership via ongoing product innovation and a customer-centric culture.
See More
KKR in Talks to Acquire Majority Stake in Medicover's Indian Operations
- Deal Size: KKR is in advanced talks to acquire a majority stake in Medicover's Indian operations for at least $1 billion, which would significantly enhance KKR's healthcare investment footprint in the world's most populous nation.
- Business Background: Medicover has operated in India since 2016, managing a network of 26 hospitals with around 6,000 beds, and its Indian unit accounts for over half of the group's global hospital network, underscoring its market significance.
- Market Dynamics: The Indian hospital sector is attracting strong investor interest due to rising incomes, expanding health insurance coverage, and increasing demand for quality healthcare, driving consolidation and capacity expansion across the industry.
- Financial Performance: Medicover's Indian unit reported annual revenue of $234.6 million in 2025, reflecting a nearly 1% increase from the previous year, indicating stable growth in a competitive market, which has drawn KKR's interest.
See More
KKR Partners with Altavair for $1.4 Billion Aircraft Leasing Investment
- Significant Investment: KKR has disclosed a $1.4 billion investment in aircraft leasing with Altavair, highlighting the strong demand for funding in the aircraft leasing market amid ongoing supply shortages from Airbus and Boeing.
- Market Trend Shift: With airlines facing rising costs and recovering travel demand, approximately 50% of the global fleet is now leased rather than owned, and KKR has invested over $12 billion in aviation since 2015, demonstrating its long-term confidence in the sector.
- Capital Allocation Plan: KKR plans to allocate most of its capital over the next four years to airlines, sourcing aircraft directly from those seeking to free up cash, as well as from manufacturers like Airbus and Boeing, aiming to provide financial support through multi-year leasing contracts.
- Risk Management Strategy: KKR focuses on long-term leases with established airlines and cargo operators, avoiding distressed or bankrupt companies to ensure investment stability and predictable cash flows, despite limited near-term impacts from fuel price volatility and geopolitical tensions.
See More
Analyst Picks Ares as Top Private Credit Choice
- Stable Income Attracts Investors: Analyst Julia Ostian has selected Ares (ARES) as her top private credit pick due to its stability and an attractive 11% dividend yield, appealing to income-seeking investors in uncertain market conditions.
- Interest Rate Outlook Favoring Private Credit: Ostian noted that while rates may remain unchanged, there is still a chance of a hike by year-end, which could provide a significant tailwind for private credit investments, enhancing their market appeal.
- Hedging Against Tech Sector Volatility: By increasing her position in Ares while trimming AI-related holdings, Ostian strategically positions her portfolio to hedge against potential volatility in the technology sector, highlighting the importance of diversification.
- Concerns Over Industry Transparency: While Ostian remains optimistic about Ares, analyst Jack Bowman expressed concerns regarding the transparency and complex financial structures of the private credit industry, advising investors to focus on general partners rather than limited partner funds to mitigate risks.
See More
KKR Commits $1.4 Billion to Expand Aircraft Leasing Portfolio
- Investment Scale: KKR announced a commitment of $1.4 billion to expand its aircraft leasing portfolio, with funding primarily sourced from its Infrastructure and Asset-Based Finance strategies, reflecting the company's confidence and commitment to the aviation leasing market.
- Strategic Partnership: This marks KKR's third collaboration with Altavair, having jointly acquired 188 commercial aircraft and engine assets since 2018, leasing them to 67 airlines and cargo operators worldwide, thereby strengthening their strategic partnership.
- Market Demand: As airlines face significant fleet funding needs in the coming years, KKR's expanded commitment positions it to be a stronger partner and supporter across the aviation ecosystem, indicating a positive outlook on industry growth potential.
- Stock Performance: On the NYSE, KKR's shares closed Tuesday's trading up 0.91% at $98.97, suggesting a favorable market reaction to its investment plans, which may further drive the company's stock price upward.
See More
KKR Invests $1.4B to Expand Aircraft Leasing Portfolio
- Significant Investment: KKR has announced a $1.4 billion investment to expand its global portfolio of leased commercial aircraft, primarily funded through its infrastructure and asset-based finance strategies, indicating strong confidence in the aviation leasing market.
- Deepening Partnership: This investment builds on existing collaborations with aviation leasing and financing company Altavair, further solidifying their strategic partnership in the aircraft leasing sector, which is expected to enhance their competitive positioning.
- Continued Industry Commitment: Since 2015, KKR has invested over $12 billion in the aviation sector, including investments in Altavair, AV AirFinance, and Atlantic Aviation, showcasing its deep commitment to the aviation industry.
- Optimistic Market Outlook: By making this investment, KKR not only strengthens its position in the aviation leasing market but also potentially increases returns through an expanded asset portfolio, reflecting its optimistic outlook on future growth in the aviation sector.
See More
Montagu Acquires Majority Stake in BMC Helix
- Acquisition Deal: Montagu has agreed to acquire a majority stake in BMC Helix, marking a strategic expansion in the technology sector that is expected to accelerate Helix's independent growth and enhance its market competitiveness.
- KKR's Continued Involvement: KKR will retain ownership of BMC and a minority stake in Helix, indicating confidence in Helix's future growth potential while ensuring synergies between BMC and Helix.
- Market Opportunities: As a leading AI ServiceOps platform, Helix operates in a rapidly growing market driven by enterprise digitization and increasing IT complexity, which is expected to propel its applications across various industries.
- Strategic Investment: Montagu demonstrates deep expertise in partnering with mission-critical software and technology businesses through this acquisition, which is anticipated to further enhance Helix's market leadership via ongoing product innovation and a customer-centric culture.
See More
