KKR's stock has hit a 20-day low, reflecting a challenging market environment despite broader market gains in the Nasdaq-100 and S&P 500.
The company has completed an additional investment in Sylvan, a leading fungal biotechnology company, with Novo Holdings increasing its stake, reflecting confidence in Sylvan's future growth potential. This investment will support Sylvan's business expansion across 65 countries, particularly in Asia's rapidly growing mushroom and bio-products markets, significantly enhancing the company's production and R&D capabilities. KKR's strategic partnership with Sylvan continues to deepen, with both parties committed to enhancing Sylvan's leadership in the global fungal biotechnology sector.
This investment not only strengthens KKR's portfolio but also positions Sylvan for significant growth in the biotech sector, indicating a positive outlook for both companies despite the current stock price decline.
Wall Street analysts forecast KKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KKR is 159.67 USD with a low forecast of 145.00 USD and a high forecast of 176.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast KKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KKR is 159.67 USD with a low forecast of 145.00 USD and a high forecast of 176.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 116.770
Low
145.00
Averages
159.67
High
176.00
Current: 116.770
Low
145.00
Averages
159.67
High
176.00
Morgan Stanley
Overweight
maintain
$166 -> $176
2026-01-27
New
Reason
Morgan Stanley
Price Target
$166 -> $176
AI Analysis
2026-01-27
New
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on KKR to $176 from $166 and keeps an Overweight rating on the shares. Ramping deal activity should be supportive for the alternative asset managers into Q4 and 2026, says the analyst, who raised EPS estimates by 4% and 1% ahead of consensus on average among the group as part of the firm's Q4 earnings preview.
HSBC
Hold
to
Buy
upgrade
$144
2026-01-27
New
Reason
HSBC
Price Target
$144
2026-01-27
New
upgrade
Hold
to
Buy
Reason
HSBC upgraded KKR to Buy from Hold with a $144 price target.
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Oppenheimer
Oppenheimer
Outperform
maintain
$166 -> $190
2026-01-20
Reason
Oppenheimer
Oppenheimer
Price Target
$166 -> $190
2026-01-20
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on KKR to $190 from $166 and keeps an Outperform rating on the shares. The firm adjusted targets in the alternative asset manager group as part of a Q4 preview.
Barclays
Overweight -> NULL
downgrade
$169 -> $159
2026-01-09
Reason
Barclays
Price Target
$169 -> $159
2026-01-09
downgrade
Overweight -> NULL
Reason
Barclays lowered the firm's price target on KKR to $159 from $169 and keeps an Overweight rating on the shares. The firm adjusted targets in the alternative asset manager group as part of its Q4 outlook. Barclays expect realizations to pick up meaningfully across the board. The market-wide concerns around credit performance are overblown, the analyst tells investors in a research note.
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.
