KKR Outperforms Market by 18.3% Over Past 5 Years

KKR has outperformed the market over the past 5 years by 18.3%, producing an average annual return of 31.36%. If an investor had bought $100 of KKR stock 5 years ago, it would be worth $401.03 today, based on a price of $140.00 for KKR at the time of writing. Compounded returns can make a significant difference in cash growth over a period of time.

KKR & Co. Inc. (NYSE: KKR) has demonstrated strong performance over the past five years, outperforming the broader market by 18.3% and achieving an average annual return of 31.36%. This impressive track record has caught the attention of institutional investors and analysts alike.

As of the time of writing, an investment of $100 in KKR stock five years ago would be worth $401.03, based on a current price of approximately $140.00 per share. This significant cash growth underscores the power of compounded returns over time [1].

Institutional investors have shown confidence in KKR's prospects. HSBC Holdings PLC, for instance, increased its stake in KKR by 3.2% during the first quarter, now owning 1,274,450 shares valued at approximately $146.7 million [1]. This increase follows a series of upgrades and price target increases from various analysts, leading to an average rating of "Moderate Buy" and a price target of $157.73 [1].

Analysts have expressed optimism for KKR's future growth, with several firms upgrading their ratings and price targets. Wall Street Zen upgraded KKR from a "strong sell" to a "hold" rating, while Oppenheimer increased its price objective from $149.00 to $162.00 and gave the company an "outperform" rating [1]. Wells Fargo & Company and Citigroup also raised their price targets, reflecting a positive outlook on KKR's performance.

KKR's recent earnings report further bolstered investor confidence. The asset manager reported $1.18 earnings per share (EPS) for the quarter, surpassing analysts' consensus estimates of $1.14 by $0.04. The company also declared a quarterly dividend of $0.185, representing a $0.74 dividend on an annualized basis and a yield of 0.5% [1].

Despite the positive trends, investors should remain cautious. Market downturns can impact all investments, and it's essential to diversify portfolios to mitigate risk. While KKR has shown strong performance, it is crucial to consider other investment opportunities as well.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-hsbc-holdings-plc-boosts-holdings-in-kkr-co-inc-kkr-2025-08-20/