KKR · Full Picture

KKR & Co. Inc. — the full picture

Trailing window · 2026-05-12 to 2026-08-10

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Capital Return Program · Buybacks & dividendsPriority 63
    1 forward row(s); quote_verified
    The Czech National Bank increased its stake in KKR by 5.3% in the second quarter, bringing its total holdings to 196,788 shares valued at $18.1 million, and noted that KKR authorized a $500 million share repurchase program.
  2. FS KKR Capital Support Plan · UnclassifiedPriority 62
    2 forward row(s); quote_verified
    KKR is participating in a $600 million support plan with FS KKR Capital to enhance shareholder value and improve its balance sheet.
  3. Medicover India Acquisition · M&A and divestituresPriority 62
    1 forward row(s); quote_verified
    Medicover has agreed to sell its India hospital business to KKR for €1.2 billion ($1.39 billion), and the transaction is expected to be completed in the fourth quarter of 2026.
  4. Integer Holdings Acquisition · M&A and divestituresPriority 60
    3 forward row(s); quote_verified
    KKR & Co Inc. has agreed to acquire Integer for $5.7 billion in an all-cash transaction.
  5. European Renewable Asset Acquisition · M&A and divestituresPriority 59
    quote_verified
    TotalEnergies agreed to sell a 50% stake in a 1.2 GW European onshore solar and wind asset portfolio to an insurance account managed by KKR in a transaction valued at €1.8 billion, covering assets in Germany, Spain, France, and Poland, with the deal expected to close in 2026.
  6. Revenue Performance and Mix · Revenue growth & mixPriority 47
    quote_verified
    KKR & Co. Inc. reported second-quarter 2026 revenue of $5.726 billion and diluted EPS of $0.7, with net income attributable to common stockholders rising to $660.1 million.
  7. Digital Infrastructure Partnership · Partnerships & JVsPriority 39
    quote_verified
    Vistra launched Helix Digital Infrastructure, a rack-to-grid platform partnership with KKR, NVIDIA, and the Kuwait Investment Authority, where Vistra will commit up to $1 billion to the venture.
  8. Crowe Strategic Investment · UnclassifiedPriority 27
    quote_verified
    Crowe LLP announced that KKR has closed its equity investment in Crowe Advisory LLC as a strategic partnership to accelerate investments in talent, technology, and innovation, with Crowe Advisory LLC handling tax and advisory services while Crowe LLP continues to provide attest services and both operate as part of the Crowe Global network.

Threads by pillar

Revenue & Demand Priority 47 · 1 thread

Capital & Balance Sheet Priority 63 · 1 thread

Strategy & Portfolio Priority 70 · 4 threads

Unclassified Priority 63 · 2 threads