Barclays Cuts KKR Price Target to $127
Key Points
- Barclays adjusted its price target on KKR from $130 to $127 while maintaining an Overweight rating on October 26, 2026.
- Barclays's $127 price target implies 37.56% upside from KKR & Co. Inc.'s ($KKR) current $92.32 share price.
- As of October 26, 2026, KKR shares recently traded at about $92.32, which is below the new price target and 36.3% below its 52-week high.
- The stock has a market cap of approximately $81.99 billion and is part of the Financial Services sector.
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On October 26, 2026, Barclays lowered its price target on KKR & Co. Inc. (NYSE: KKR) to $127 from $130, while maintaining an Overweight rating. This adjustment reflects Barclays' updated view on the stock's potential in the current market environment.
KKR's shares closed at $92.42 on the same day, with the recent trading price at about $92.32. This puts the stock around 27.3% below Barclays' new target. The shares are also significantly below their 52-week high of $144.84, indicating a challenging period for the stock.
KKR
KKR & Co. Inc.
Barclays vs. the S&P 500
Hypothetical returns from Barclays's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in KKR
Capital International Investors increased its stake in KKR by 1,254,322 shares, bringing its total to 36,389,402 shares valued at about $3.36 billion. Principal Financial Group, Inc. also raised its holdings by 169,714 shares, resulting in a total of 19,677,109 shares worth approximately $1.82 billion. Both firms have shown continued confidence in KKR despite market fluctuations.
KKR & Co. Inc. Stock Down 0.8%
KKR shares are trading below their 50-day and 200-day moving averages by about 6.4% and 7.5%, respectively. With a current price well below the mean price target of $121.43 set by analysts, investors may be watching closely for potential rebounds.
$KKR price target
KKR & Co. Inc. daily closes and this analyst's $127 target. Not advice.
Recent Earnings
KKR reported trailing twelve-month revenue of about $25.83 billion and an earnings per share (EPS) of $3.13. The company is expected to announce its next earnings on November 9, 2026.
Insider Buying and Selling at KKR & Co. Inc.
In recent insider transactions, CEO Joseph Y. Bae purchased 50,000 shares at an average price of $88.56 on February 27, 2026, totaling $4.43 million. Director Mary N. Dillon bought 22,225 shares at $90.96 on March 2, 2026, for about $2.02 million. Another director, Timothy R. Barakett, acquired 50,000 shares at $94.47 on March 4, 2026, amounting to approximately $4.72 million. These transactions indicate confidence from the company's leadership in its future performance.
Analysts Set New Price Targets
On October 26, 2026, Barclays maintained its Overweight rating on KKR while lowering the price target from $130 to $127. Other firms, such as TD Cowen and UBS, have also maintained their ratings, with targets of $103 and $122, respectively. Analysts currently have a consensus buy recommendation for KKR, with a mean price target of $121.43 based on 21 opinions.
About KKR
KKR & Co. Inc. is a private equity and real estate investment firm based in New York. It focuses on a range of investment strategies, including direct investments and fund of funds. The firm's recent target adjustments and insider purchases suggest ongoing interest in its strategic direction and market opportunities.
Bottom Line
Investors will be watching KKR closely as it approaches its next earnings announcement on November 9, 2026. The recent target change by Barclays and insider buying activity may signal future developments worth noting.
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Source: Barclays's rating change on $KKR (Oct 26, 2026). Written by software, not financial advice. How we make alerts