Dec 31, 2021

KKR Q4 2021 Earnings Report

KKR reported record quarterly and annual figures, driven by significant fundraising and the addition of Global Atlantic, resulting in an 87% increase in AUM.

Key Takeaways

KKR reported strong fourth-quarter results, marked by record quarterly and annual figures in key metrics such as Fee Related Earnings per share and After-tax Distributable Earnings per share. The acquisition of Global Atlantic significantly boosted Assets Under Management (AUM), which rose by 87% to $471 billion. The company also highlighted its momentum and conviction in long-term growth prospects entering 2022.

Fee Related Earnings (FRE) reached $606 million, or $0.69 per adjusted share, showing a 45% year-over-year increase.

After-tax Distributable Earnings (DE) totaled $1.4 billion, or $1.59 per adjusted share, up 158% year-over-year.

Assets Under Management (AUM) increased to $471 billion, representing an 87% increase year-over-year.

The company repurchased $363 million of common stock in the open market since November 2, 2021.

Total Revenue
$2.22B
Previous year: $1.07B
+107.7%
EPS
$1.59
Previous year: $0.49
+224.5%

KKR

KKR

Forward Guidance

Beginning with the dividend to be announced with the results for the quarter ending March 31, 2022, KKR intends to increase its regular annualized dividend per share of common stock from $0.58 to $0.62.