Director at $KKR purchases 43,872 shares in insider transaction

Matt Cohler, a director at $KKR, recently made a significant purchase of 43,872 shares of the company on February 17, 2026, totaling approximately $4,514,428. This transaction, disclosed in an SEC filing and reported by Quiver Quantitative, resulted in Mr. Cohler increasing his holdings by 2733.5%, bringing his total shares of $KKR stock to 45,477.

Over the past six months, insiders at $KKR have been actively trading the company’s stock, with a total of 9 transactions recorded. All 9 of these transactions were purchases, indicating bullish sentiment among insiders. Key executives such as SCOTT C NUTTALL (Co-Chief Executive Officer), JOSEPH Y BAE (Co-Chief Executive Officer), and TIMOTHY R BARAKETT have been involved in acquiring shares of $KKR stock, signaling confidence in the company’s future growth prospects.

Institutional investors have also been closely monitoring $KKR stock, with 636 adding shares to their portfolios and 710 reducing their positions in the most recent quarter. Notable movements include UBS AM, which significantly decreased its holdings by 75.2% in Q4 2025, while T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 5,879,512 shares, representing a 7554.7% increase in their position. These dynamic shifts in institutional investor activity reflect diverse perspectives on the company’s performance and potential.

With revenues of $5.9B in Q4 2025, $KKR experienced an impressive 82.15% year-over-year growth, underscoring the company’s strong financial performance and strategic initiatives. Analysts have shown confidence in $KKR, with 3 firms issuing buy ratings on the stock and none issuing sell ratings. Notable recent analyst ratings include TD Cowen’s “Buy” rating on November 10, 2025, and Morgan Stanley’s “Overweight” rating on October 21, 2025, further supporting positive market sentiment towards $KKR.

Multiple analysts have provided price targets for $KKR, with a median target of $150.0 based on 7 price estimates over the last 6 months. Analysts such as Chris Kotowski from Oppenheimer and Benjamin Budish from Barclays have set target prices of $187.0 and $136.0, respectively, emphasizing varying perspectives on the potential value of $KKR stock. These price targets offer investors valuable insights into market expectations and potential investment opportunities in $KKR.

In conclusion, the recent insider purchase by Matt Cohler, alongside active trading by executives and positive analyst ratings, indicates growing confidence in $KKR’s future performance. Institutional investor activity and strong revenue growth further contribute to the overall positive outlook surrounding $KKR, highlighting the company’s position for potential growth and value creation in the market.