KKR Sinks Its Teeth Into Henry Schein With Additional Investment And Board Seats: Details
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2025
0mins
Should l Buy KKR?
Source: Benzinga
Investment and Shareholder Changes: Henry Schein, Inc. announced a $250 million strategic investment from KKR & Co. Inc., making KKR the largest non-index fund shareholder with a 12% stake, and allowing for potential increase to 14.9%. Additionally, KKR will have representation on the Board of Directors.
Financial Outlook: The company reported preliminary fourth-quarter revenue of $3.2 billion, slightly below consensus estimates, and projected low to mid-single-digit growth in revenues and adjusted EPS for 2025, with plans to release full financial results on February 25, 2025.
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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: 90.910
Low
145.00
Averages
159.67
High
176.00
Current: 90.910
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.
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- Significant Transaction: KKR announced the sale of CoolIT Systems to Ecolab for $4.75 billion, marking one of KKR's largest realizations, with an expected return of approximately 15 times the original equity invested, showcasing the success of their investment strategy.
- Employee Cash Payouts: Upon closing, CoolIT's 650 employees will receive substantial cash payouts ranging from about one year to over eight years of annual salary, reflecting KKR's commitment to an ownership culture that aligns employee interests with company success.
- Energy Savings Achievement: In 2025, CoolIT's solutions delivered an estimated 2.18 billion kWh in energy savings, enough to power approximately 200,000 homes for a year, underscoring its significance in enabling sustainable data center growth amid rising AI-driven compute demand.
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- Significant Transaction Size: KKR has entered into a definitive agreement to sell CoolIT to Ecolab for $4.75 billion, which is expected to yield approximately 15x return on investment, marking one of KKR's largest realizations and showcasing its successful investment strategy in the liquid cooling market.
- Employee Payouts: All 650 CoolIT employees will receive substantial cash payouts ranging from approximately one year to over eight years of annual pay, reflecting KKR's commitment to employee ownership programs and enhancing employee engagement and motivation.
- Energy Efficiency Gains: CoolIT's liquid cooling systems can reduce energy consumption by 30-40% compared to traditional air-cooled data centers, with an estimated 2.18 billion kWh in energy savings projected by 2025, enough to power around 200,000 homes, highlighting its contribution to sustainability.
- Future Growth Potential: With KKR's support, CoolIT is positioned to achieve approximately 4x revenue growth and 10x EBITDA growth by 2026, indicating strong growth potential in the high-density AI infrastructure market and further solidifying its leadership position.
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Acquisition Announcement: The company KKRA has agreed to sell to EcoLab, marking a major development in the industry.
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