KKR & Co. Inc. to Announce Second Quarter 2025 Financial Results: What Investors Need to Know

NEW YORK – KKR & Co. Inc. (NYSE: KKR), a leading global investment firm with a diverse portfolio spanning private equity, credit, and real assets, announced today its plans to release financial results for the second quarter of 2025. The highly anticipated announcement is scheduled for Thursday, July 31, 2025, before the opening of trading on the New York Stock Exchange. This release will provide crucial insights into the firm's performance over the past quarter, offering transparency into its investment strategies, asset management growth, and overall financial health.

Following the earnings release, KKR will host a conference call to discuss these results. The call is set for Thursday, July 31, 2025, at 9:00 a.m. ET. This event is a critical opportunity for investors, analysts, and media to gain a deeper understanding of KKR's operational highlights, strategic initiatives, and future outlook directly from the company's leadership. Participants can access the conference call by dialing (877) 407-0312 for U.S. callers or +1 (201) 389-0899 for non-U.S. callers; a pass code is not required, simplifying access for all interested parties.

Market Context and Investor Implications

KKR's second-quarter 2025 earnings report comes at a pivotal time for the alternative asset management industry. Global economic conditions, including inflation trends, interest rate policies by central banks, and geopolitical developments, continue to shape investment landscapes. Investors will be keenly watching KKR's report for several key metrics:

• Assets Under Management (AUM): Growth in AUM is a primary indicator of an alternative asset manager's success and ability to attract and retain capital.
• Fee-Related Earnings (FRE): This metric reflects the stability and predictability of KKR's revenue streams from management fees.
• Realized Performance Income: This segment captures the gains from successful exits and dispositions of investments, providing insight into the profitability of their private equity and real asset portfolios.
• Balance Sheet Strength: KKR's liquidity and capital deployment strategies will be scrutinized, especially in light of potential market volatility.
• Fundraising Activity: Updates on new fund closes and capital commitments will signal future growth potential.

The firm's performance in its private equity segment, particularly its ability to generate strong returns on exited investments, will be a significant focus. Furthermore, the growth of its credit and real assets platforms, which have become increasingly important diversification drivers, will also be closely monitored. Any commentary on the deployment of capital into new investments, especially in sectors like technology, healthcare, and infrastructure, will provide clues about KKR's strategic priorities.

Actionable Insights for Investors

For current and prospective investors in KKR (NYSE: KKR), the upcoming earnings call presents several opportunities:

• Evaluate Growth Trajectory: Assess whether KKR is maintaining its growth momentum in AUM and fee-related earnings, which are crucial for long-term shareholder value.
• Understand Investment Strategy: Listen for management's commentary on current market opportunities and challenges, and how these are influencing KKR's investment thesis and capital allocation decisions.
• Assess Dividend Sustainability: While KKR's dividend policy is influenced by its distributable earnings, strong quarterly results can reinforce confidence in future payouts.
• Monitor Share Buyback Programs: Any updates on share repurchase authorizations could signal management's confidence in the stock's valuation and commitment to returning capital to shareholders.
• Look for Forward Guidance: Pay close attention to any forward-looking statements or guidance provided by KKR's executives regarding future performance, fundraising targets, and investment pipelines. This guidance can significantly impact analyst ratings and investor sentiment.

Investors should also consider KKR's competitive positioning within the alternative asset management space, comparing its performance against peers like Blackstone (BX), Carlyle Group (CG), and Apollo Global Management (APO). The firm's ability to navigate a complex macroeconomic environment and continue delivering strong returns will be key to its ongoing success.

This earnings announcement and subsequent conference call are essential events for anyone tracking KKR's financial trajectory and the broader alternative investment landscape.