Earnings call briefThird-quarter 2026
KKR expects over $40 billion returned in 2026, including announced deals
Chief Financial Officer Robert Lewin said KKR repurchased or retired $567 million of stock from the start of the third quarter through November 4.
GetSignal
On its third-quarter call, KKR said it expects to return over $40 billion to clients in 2026, including announced transactions, exceeding its previous annual level by more than 50%.
Chief Financial Officer Robert Lewin said the company has returned $31 billion to clients so far this year, including announced transactions and activity completed since September 30.
Quotes from the call
“Year-to-date, we have returned $31 billion to our clients across private equity, real assets and credit and including announced transactions and activity completed since September 30. We expect that figure to reach over $40 billion in 2026, exceeding our previous annual record by more than 50%.”
“Looking at activity from the beginning of Q3 through November 4, we have repurchased or retired $567 million of stock. And since the start of the year, that number is over $900 million with an average price of $92 per share.”
Key facts from the call
- Expected 2026 capital returned to clients
- over $40 billion, including announced transactions
- Returned to clients year to date
- $31 billion, including announced transactions and activity completed since September 30
- Stock repurchased or retired, third quarter to November 4
- $567 million
- Stock repurchased or retired, year to date
- over $900 million at an average price of $92 per share
Source: KKR's third-quarter 2026 earnings call, November 9, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
