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Dec 31, 2025
KKR Q4 2025 Earnings Report
KKR delivered solid fourth quarter results with strong fee-related performance and continued AUM growth.
Key Takeaways
In Q4 2025, KKR generated $1.64 billion of Asset Management segment revenues, supported by higher management fees, stable fee-related earnings, and strong capital raising activity.
Asset Management segment revenues totaled approximately $1.64 billion in Q4 2025.
Fee Related Earnings remained strong, reflecting growth in fee-paying AUM.
Assets under management reached a record level by quarter end.
Capital raising and deployment activity remained robust during the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management expects continued growth in fee-related earnings and AUM, supported by long-duration capital and diversified investment strategies.
Positive Outlook
- Sustained growth in fee-paying AUM.
- Strong fundraising momentum across strategies.
- High proportion of perpetual and long-dated capital.
- Resilient fee-related earnings base.
- Strong liquidity and balance sheet position.
Challenges Ahead
- Market volatility could impact realizations.
- Macroeconomic uncertainty may affect capital markets activity.
- Interest rate movements could pressure insurance economics.
- Geopolitical and regulatory risks.
- Execution risk on acquisitions and strategic initiatives.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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