• KKR held First Quarter 2026 earnings conference call on May 5, 2026, attended by Partner and Head of Investor Relations Craig Larson, Chief Financial Officer Robert Lewin, Co-Chief Executive Officer Scott Nuttall.
• Fee Related Earnings per share $1.13, up 23% year-over-year; Total Operating Earnings per share $1.47, up 18%; Adjusted Net Income per share $1.39, up 20%.
• $28 billion raised in quarter; management fees $1.2 billion, up 30% year-over-year; North America XIV final close at $23 billion.
• Share repurchases of $317 million through May 1 at average price about $91; board increased authorization by $500 million; annualized dividend raised to $0.78 per share.
• Management flagged lower visibility on 2026 Adjusted Net Income target of $7-plus per share despite $1.2 billion of exits since March 31 plus signed deals; insurance origination pulled back in Q1 amid tight asset spreads and elevated liability competition, with focus on positioning for volatility using $6 billion of equity dry powder.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. KKR & Co. Inc. published the original content used to generate this news brief on May 08, 2026, and is solely responsible for the information contained therein.