KKR & Co. · Financials
KKR
$100.94
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American investment firm that serves institutional investors, wealth investors, family offices, and companies across a variety of industries and markets.KKR&Co.Inc.（KKR公司，亦称科尔伯格-克拉维斯-罗伯茨公司）是一家美国投资公司，服务于机构投资者、财富投资者、家族办公室以及跨行业和市场的公司。
Financial金融股
Large cap大盘
$90B
Engine stance引擎立场2026-07-20
Neutral — no clear edge中性 — 无明显优势
Trend intact — hold; add on dips toward the 10-day average.趋势完好——持有；可在回调至 10 日均线附近时加仓。
Key Statistics关键统计
Price价格
$100.94
33.2% below 52-week high低于52周高点 33.2%
Market Cap市值
$90B
Normal volume正常成交量
P/E Ratio市盈率
38.0x
15.0x sector median
Beta贝塔
1.48
Moves about 1.5x the market波动幅度约为市场的 1.5 倍
RSI (14)RSI（14）
61
Elevated偏高
Next Earnings下次财报
2026-07-30 (11d)
Volatility Rank波动率分位
44th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
1.8% of float
Performance价格表现
| Period周期 | KKR | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +4.1% | -1.5% | Beat the index by 5.6 points跑赢指数 5.6 个百分点 |
| 1 Month近1月 | +3.9% | +0.6% | Beat the index by 3.3 points跑赢指数 3.3 个百分点 |
| 3 Months近3月 | -2.4% | +4.7% | Lagged the index by 7.1 points落后指数 7.1 个百分点 |
| 6 Months近6月 | -22.9% | +7.8% | Lagged the index by 30.7 points落后指数 30.7 个百分点 |
| Year to date年初至今 | -21.4% | +9.1% | Lagged the index by 30.5 points落后指数 30.5 个百分点 |
| 1 Year近1年 | -31.2% | +19.4% | Lagged the index by 50.6 points落后指数 50.6 个百分点 |
Technicals技术面
RSI (14)RSI（14）
61
Elevated偏高
vs 50-day相对50日均线
+5.3% vs 50-day avg
vs 200-day相对200日均线
-6.7% vs 200-day avg
Volatility rank波动率分位
44th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$96.45
Don't chase above不追高于
$100.90
Stop止损
$88.94
Hold — don't add here持有 — 此处不宜加仓
Earnings财务业绩
11
days until next report天后公布财报
2026-07-30
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | KKR | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 37.96x | 14.99 | 6% |
| P/B市净率 | 2.91x | 1.52 | 19% |
| P/S市销率 | 4.62x | 2.87 | 29% |
| Earnings yield盈利收益率 | 2.63% | 6.58 | 9% |
| Shareholder yield股东收益率 | 0.73% | 3.91 | 9% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 35.7%
Margins利润率
7.7%Return on Equity股本回报率
0.6%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $3.4M |
| Stock-based comp股权薪酬 | $722.1M |
| Share count change (1y)股数变化（1年） | +0.4% |
Piotroski皮奥特罗斯基 2/6
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 18% of its sector on blended multiples综合估值倍数低于行业内 18% 的公司
Beta市场敏感度
1.48×
0.21×3×
Moves about 1.5× the market波动幅度约为市场的 1.5 倍
Financial Health财务健康
2/6
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
Options Positioning期权持仓
Market makers are net short gamma — price moves may amplify做市商净持有负伽玛，价格波动可能被放大
Expected daily move预期日波动
±2.74%
Expected weekly move预期周波动
±6.13%
Call wall看涨密集区
$105
Put wall看跌密集区
$90
25d risk reversal25d风险逆转
-2.6%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: +$50.9M net (5 buyers, 0 sellers)+$50.9M 净值（5 买家，0 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| ValueAct Capital | A | New position新建仓 | 5.3% | 2026-03-31 |
| Soros Fund Management | B | New position新建仓 | 0.3% | 2026-03-31 |
| Basswood Capital Management | B | Holding持有 | 0.1% | 2026-03-31 |
| Akre Capital Management | C | trimtrim | 10.1% | 2026-03-31 |
| Lone Pine Capital | B | trimtrim | 0.1% | 2026-03-31 |
Signal History信号历史
RALLY ON
UPTREND
Jul 9, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 8, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 8, 2026
KKR broke down vs the marketKKR 相对市场走弱
Relative strength vs SPY crossed below the 10th percentile of the last 90 days — weakness often leads price. $93.30.相对标普500的强弱下穿近90日的第10百分位 — 走弱常先于价格。$93.30。
Jul 6, 2026
KKR daily MACD crossed upKKR 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $95.97.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$95.97。
Jul 1, 2026
KKR StochRSI turned up from oversoldKKR StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $92.56.StochRSI重回20上方 — 下行动量趋缓的最早预警。$92.56。
Jun 30, 2026
DOWNTREND → NEARING A LOW下跌趋势 → 接近低点
GET READY准备
Jun 30, 2026
DOWNTREND → BOTTOMING下跌趋势 → 筑底中
BUY SETUP买入预备
Jun 29, 2026
KKR printed a daily-cycle lowKKR 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $88.94.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$88.94。
Jun 26, 2026
TOPPING → DOWNTREND做顶中 → 下跌趋势
AVOID回避
Showing last 15 of显示最近15条，共 80 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: -0.48
Value价值
-0.5
Quality质量
-0.8
Investment资本投入
-0.3
Shareholder payout股东回报
-0.8
Low volatility低波动
+0.1
Low market beta低市场敏感度
-0.9
Earnings quality盈利质量
-0.9
Short interest空头兴趣
+0.8
Company Profile公司档案
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American investment firm that serves institutional investors, wealth investors, family offices, and companies across a variety of industries and markets.KKR&Co.Inc.（KKR公司，亦称科尔伯格-克拉维斯-罗伯茨公司）是一家美国投资公司，服务于机构投资者、财富投资者、家族办公室以及跨行业和市场的公司。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。