Barclays Lowers KKR & Co. Inc. (KKR) Target Amid Updated Sector Estimates

KKR & Co. Inc. (NYSE:KKR) is among the 10 Best Affordable Stocks to Invest In for the Long Term.

On March 2, Barclays analyst Benjamin Budish lowered the firm’s price target on KKR & Co. Inc. (NYSE:KKR) to $127 from $136 while maintaining an Overweight rating. The firm updated its estimates across the alternative asset management sector, noting that while the ultimate impact of artificial intelligence on portfolio companies remains uncertain, it has reduced business development company-related earnings assumptions due to lower projected flows and realizations.

On February 5, KKR & Co. Inc. (NYSE:KKR) reported fourth-quarter 2025 results, including fee-related earnings per share of $1.08, total operating earnings per share of $1.42, and adjusted net income per share of $1.12, or $1.30 excluding the carried interest repayment obligation. The firm raised $28 billion of new capital during the quarter and a record $129 billion for full-year 2025, marking the strongest fundraising year in its history. Its credit platform secured a record $68 billion in 2025, while K Series private-wealth products raised $4.5 billion in the fourth quarter and over $16 billion for the year, nearly doubling 2024 levels. KKR also announced an increase in its annual dividend from $0.74 to $0.78 per share, representing its seventh consecutive year of dividend growth since converting to a C corporation.

KKR & Co. Inc. (NYSE:KKR), formerly known as Kohlberg Kravis Roberts & Co., is a global investment firm founded in 1976. The company is headquartered in New York City and maintains major regional offices worldwide. Seventh on the list of 10 best affordable stocks to invest in for the long term, KKR manages a broad range of alternative asset classes, including private equity, credit, infrastructure, real estate, and energy.

While we acknowledge the potential of KKR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

.

Disclosure: None.