Ares, KKR Among Lenders Seeking to Capitalize on Barings Fallout

Written by Emily J. Thompson, Senior Investment Analyst

KKR-0.68%

ARES-0.51%

Source: Bloomberg

Updated: Mar 22 2024

0mins

Source: Bloomberg

KKR

$123.48+Infinity%1D

Analyst Views on KKR

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

9 Buy

0 Hold

0 Sell

Strong Buy

Current: 124.330

Low

145.00

Averages

159.67

High

176.00

Current: 124.330

Low

145.00

Averages

159.67

High

176.00

Oppenheimer

Outperform

maintain

$166 -> $190

2026-01-20

New

Reason

Oppenheimer

Price Target

$166 -> $190

AI Analysis

2026-01-20

New

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.

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Keefe Bruyette

Market Perform

downgrade

2026-01-08

Reason

Keefe Bruyette

Price Target

2026-01-08

downgrade

Market Perform

Reason

Keefe Bruyette lowered the firm's price target on KKR Real Estate Finance to $8.25 from $8.75 and keeps a Market Perform rating on the shares.

Barclays

Overweight

maintain

$154 -> $169

2025-12-12

Reason

Barclays

Price Target

$154 -> $169

2025-12-12

maintain

Overweight

Reason

Barclays raised the firm's price target on KKR to $169 from $154 and keeps an Overweight rating on the shares. The firm adjusted targets in the brokers, asset managers and exchanges group as part of its 2026. Market conditions "look constructive" going into 2026, particularly for the alternative asset managers and wealth brokers, the analyst tells investors in a research note. Barclays sees a more mixed outlook for the exchanges and traditional asset managers.

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.