Key Highlights

● KKR shares ended 9 October 2026 at $90.95, up 1.55%.

● Market data consensus target is $124.10.

● Targets range from $97 to $166.

● Goldman Sachs reduced its target from $127 to $125 on 2 October.

KKR (NYSE:KKR), a member of the S&P 500, finished Friday 9 October 2026 at $90.95, up 1.55% on the day. Analyst targets sit well above that level, with the consensus implying upside of about 36.4%. Recent broker revisions have mostly been upward.

What Is the Latest Analyst Price Target?

The consensus price target for KKR is $124.10 against a close of $90.95 on Friday 9 October 2026. That implies potential upside of 36.4%, calculated as target minus price, divided by price. The median target is $120.03, the highest is $166 and the lowest is $97, from roughly 23 analysts. Ratings: Buy: the second data set (third-party data) shows 12 Strong Buy, 8 Buy, 3 Hold among 23 analysts; market data shows 18 Buy, 4 Hold, 0 Sell among 22 analysts (Moderate Buy).

What Are Wall Street Analysts Saying?

Recent changes have been mostly downward. Market data records Barclays lowering its target from $135 to $130 on 8 October 2026 and Jefferies from $129 to $112 on 6 October. Goldman Sachs reduced its target from $127 to $125 on 2 October, HSBC from $121 to $115 and BNP Paribas Exane from $127 to $122 on 1 October. Wells Fargo initiated coverage with an Equal Weight rating and a $97 target. Earlier, Oppenheimer raised its target from $139 to $166 on 27 August, the highest in the data, and Argus lifted its target to $125. Deutsche Bank, BMO and Royal Bank of Canada also raised in early August, with targets of $116, $118 and $134.

What Could Help the Stock Reach the Price Target?

The positive case rests on earnings growth and the firm's asset-management platform. The second data set shows consensus 2026 non-GAAP earnings per share of $6.32, an increase of nearly 30% on $4.87 in 2025, with free cash flow of $7.88 billion. Reported revenue is expected to fall sharply from $25.65 billion because of the nature of the accounting for investment gains, so analysts focus on earnings measures. Market data also mentions a planned acquisition of Gen II Fund Services at a $5.1 billion enterprise value, which has not been verified. Successful fundraising and realisations could support the higher targets.

What Could Prevent the Stock Reaching the Target?

The pattern of reductions is the main caution, and the shares remain about 27% below the average target, which suggests investors are less convinced. Alternative asset managers are sensitive to financial-market conditions, credit spreads, exit activity and investor appetite for private-market funds. Wells Fargo's Equal Weight rating and TD Cowen's Hold show that some brokers see limited upside. The gap between the $97 low and the $166 high is wide, and the revenue forecasts are volatile because they depend on investment performance, which makes forecasting harder.

What Should Investors Watch Next?

Look for further target revisions after the recent cuts, any update on fundraising and deployment, and market conditions affecting realisations.

KKR Versus Its Analyst Targets

KKR closed at $90.95 on 9 October 2026, up 1.55% on the day, against a market data consensus target of $124.10. Goldman Sachs reduced its target from $127 to $125 on 2 October, HSBC from $121 to $115 and BNP Paribas Exane from $127 to $122 on 1 October.