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KKR Group Finance Co. IX LLC 4. (KKRS)

USD16.25 +0.08 (+0.49%)
US NYSE Financial Services Financial - Credit Services
Address 30 Hudson Yards 10001
New York, NY, US
CEO Joseph Bae
Website kkr.com
IPO 2021-04-21
CIK 1404912 ISIN US48253M1045

Explore sections of this company profile

Description

This organization operates as a dedicated financial unit, primarily established to facilitate specific funding initiatives or other specialized objectives within the larger corporate structure.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
SHARE REPURCHASES KFN 2014-01-14 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD16.25 +0.08 (+0.49%)
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Volume Profile
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Liquidity & share structure
Average Volume
32.1K
Beta
0.85
Free Float %
0.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.55% -0.86% -4.48% -7.79% -6.94% -7.16% -7.42% -5.92% -36.86% -37.25% -37.25%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
16.25
DCF (Unlevered) 135.83 +735.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
0.17
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    -11.0% Q1'26: +38.8% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    -100.0% Q1'26: -100.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    -1.5% Q1'26: +39.8% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    +0.0% Q1'26: -100.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.85) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 135.83 Current price: 16.25
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-18 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-14 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-13 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-12 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
76.86M
OE per share TTM
0.08
Owner's Yield
0.53%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
6.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
29
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Henry R. Kravis 289.59M 34.20% 9.28M 280.31M 9.28M 280.31M IN 2021-02-12
2 George R. Roberts 287.49M 33.90% 7.19M 280.30M 7.19M 280.30M IN 2021-02-12
3 KKR Holdings L.P. 275.63M 32.50% 275.63M 275.63M PN 2021-02-12
4 Edward C. Johnson 3d 41.39M 9.66% 41.39M IN United States of America 2015-02-13
5 (1) BlackRock, Inc. 36.10M 4.20% 32.55M 36.10M HC Delaware 2022-09-08
6 The Vanguard Group - 23-1945930 33.02M 5.64% 464.3K 31.87M 1.15M IA Pennsylvania 2022-02-09
7 Jackson Square Partners, LLC 27.96M 5.21% 8.73M 6.49M 27.96M IA Delaware 2019-02-12
8 VA Partners I, LLC 25.44M 4.40% 25.44M 25.44M OO 2021-09-01
9 ValueAct Capital Management, L.P. 25.44M 4.40% 25.44M 25.44M PN 2021-09-01
10 ValueAct Capital Master Fund, L.P. 25.44M 4.40% 25.44M 25.44M PN 2021-09-01
11 ValueAct Holdings GP, LLC 25.44M 4.40% 25.44M 25.44M OO 2021-09-01
12 ValueAct Holdings II, L.P. 25.44M 4.40% 25.44M 25.44M PN 2021-09-01
13 ValueAct Holdings, L.P. 25.44M 4.40% 25.44M 25.44M PN 2021-09-01
14 KKR & Co. L.P. 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M PN Delaware 2015-06-22
15 KKR Associates China Growth L.P. 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M PN Cayman Islands 2015-06-22
16 KKR China Growth Fund L.P. 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M PN Cayman Islands 2015-06-22
17 KKR China Growth Limited 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M CO Cayman Islands 2015-06-22
18 KKR Fund Holdings GP Limited 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M CO Cayman Islands 2015-06-22
19 KKR Fund Holdings L.P. 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M PN Cayman Islands 2015-06-22
20 KKR Group Holdings L.P. 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M PN Cayman Islands 2015-06-22
21 KKR Group Limited 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M CO Cayman Islands 2015-06-22
22 KKR Management LLC 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M OO Delaware 2015-06-22
23 Talent Fortune Holdings Limited 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M CO Cayman Islands 2015-06-22
24 Talent Fortune Investment Limited 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M CO Cayman Islands 2015-06-22
25 Talent Wise Investment Limited 23.05M 54.40% 6.83M 16.22M 6.83M 16.22M CO Cayman Islands 2015-06-22
26 KKR China Healthcare Investment Limited 22.90M 28.60% 22.90M 22.90M OO Cayman Islands 2015-05-04
27 Abigail P. Johnson 18.38M 3.43% 18.38M IN United States of America 2019-02-13
28 FMR LLC 18.38M 3.43% 336.6K 18.38M HC Delaware 2019-02-13
29 Waddell & Reed Financial Services, Inc. Tax ID No. 43-1414157 11.00% HC NAME OF REPORTING PERSON (S.S. or I.R.S. Identification No. of Above Person) 2015-02-13

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 13 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 BMO US Preferred Share Index ETF ZUP.TO 0.62% 197.6K 0.50%
2 State Street SPDR ICE Preferred Securities ETF PSK 0.47% 3.28M 0.45%
3 John Hancock Investments - Preferred Income ETF JHPI 0.41% 862.7K 0.85%
4 Invesco Preferred Shares UCITS ETF PRAC.L 0.32% 595.4K 0.50%
5 Invesco Preferred Shares UCITS ETF EUR Hedged Dist PDSE.DE 0.32% 593.8K 0.55%
6 Invesco Preferred Shares UCITS ETF PRFD.L 0.32% 595.4K 0.50%
7 Invesco Preferred ETF PGX 0.31% 12.18M 0.50%
8 First Trust Preferred Securities and Income ETF FPE 0.26% 16.63M 0.83%
9 iShares Preferred and Income Securities ETF PFF 0.15% 20.36M 0.45%
10 Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF GPRF 0.10% 133.0K 0.45%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
0.34
Bearish
Buys
12
Sells
3
Shares acquired
3.08M
Shares disposed
9.00M
Cash buys
Cash sales
1.00
Net activity
-5,917,271
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2023-12-29 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 105,913 27.00 2.86M 7,430,497
2023-12-29 HOLMES DANE E Officer A-Award A Restricted Holdings Units 400,000 0.00 400,000
2023-11-30 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 50,810 27.65 1.40M 7,324,585
2023-11-15 KKR Group Partnership L.P. 10% Owner C-Conversion D Crescent Energy OpCo LLC Units 3,000,000 0.00 51,234,496
2023-10-31 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 52,439 28.21 1.48M 7,273,775
2023-10-02 Spiegel Evan Director A-Award A Common Stock 3,029 0.00 9,642
2023-10-02 SCULLY ROBERT W Director A-Award A Common Stock 3,029 0.00 92,621
2023-10-02 Ross Kimberly A. Director A-Award A Common Stock 3,029 0.00 3,029
2023-10-02 RUSSO PATRICIA F Director A-Award A Common Stock 3,029 0.00 85,621
2023-10-02 NIEL XAVIER BRUNO Director A-Award A Common Stock 3,029 0.00 29,035
2023-10-02 HOLMES DANE E Director A-Award A Common Stock 3,029 0.00 11,542
2023-10-02 Gutierrez Arturo Director A-Award A Common Stock 3,029 0.00 11,542
2023-10-02 Dillon Mary N Director A-Award A Common Stock 3,029 0.00 3,029
2023-10-02 Cohler Matt Director A-Award A Common Stock 3,029 0.00 3,029
2023-10-02 Brown Adriane M Director A-Award A Common Stock 3,029 0.00 10,427
2023-09-30 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 101,672 28.52 2.90M 7,221,336
2023-09-20 Ross Kimberly A. 0 0.00 0
2023-08-31 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 53,174 28.55 1.52M 7,119,664
2023-08-21 KKR Group Partnership L.P. 10% Owner G-Gift D Class A Common Stock 6,546 0.00 0
2023-08-14 KKR Group Partnership L.P. 10% Owner S-Sale D Class A Common Stock 10,000,000 37.00 370.00M 19,644,896
2023-08-04 Sudol Kathryn King Officer A-Award A Restricted Holdings Units 100,000 0.00 100,000
2023-08-04 Stork Ryan Officer A-Award A Restricted Holdings Units 200,000 0.00 200,000
2023-08-04 Lewin Robert H Officer A-Award A Restricted Holdings Units 500,000 0.00 500,000
2023-07-31 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 53,480 28.71 1.54M 7,066,490
2023-07-21 KKR Phorm Investors L.P. 10% Owner P-Purchase A Common Stock 1,735,988 3.30 5.73M 24,411,968
2023-07-03 KKR Group Partnership L.P. 10% Owner J-Other D Class A Common Stock 27,597,199 0.00 0
2023-06-30 KKR Group Partnership L.P. 10% Owner J-Other D Class B Common Stock 27,597,199 0.00 54,234,496
2023-06-30 KKR Alternative Assets LLC 10% Owner P-Purchase A Common Shares of Beneficial Interest 459,348 27.99 12.86M 943,806
2023-06-01 KKR Group Partnership L.P. 10% Owner S-Sale D Class A Common Stock 15,000,000 23.00 345.00M 29,782,619
2023-05-31 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 55,244 29.26 1.62M 6,898,962
2023-05-30 KKR Alternative Assets LLC 10% Owner P-Purchase A Common Shares of Beneficial Interest 27,315 26.15 714.3K 484,458
2023-05-29 KKR Alternative Assets LLC 10% Owner I Common Shares of Beneficial Interest 0 0.00 457,143
2023-05-17 KKR Group Partnership L.P. 10% Owner S-Sale D Class A Common Stock 15,952,381 21.00 335.00M 44,782,619
2023-04-30 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 53,597 30.11 1.61M 6,843,718
2023-03-31 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 116,154 30.56 3.55M 6,790,120
2023-03-07 KKR Group Partnership L.P. 10% Owner C-Conversion A Common Stock 7,600,037 21.50 163.40M 7,600,037
2023-03-02 Sorkin David Officer S-Sale D Common Stock 39,900 55.44 2.21M 1,434,244
2023-02-28 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 49,666 30.01 1.49M 6,673,966
2023-02-01 KKR Group Partnership L.P. 10% Owner D-Return D Class A Common Stock 12,048,193 24.90 300.00M 0
2023-01-31 KKR Alternative Assets LLC 10% Owner J-Other A Class I Common Stock, par value $0.001 per share 54,873 30.42 1.67M 6,624,300
2022-12-31 ROBERTS GEORGE R Director / Officer / 10% Owner I Common Stock 0 0.00 257,635
2022-12-31 NUTTALL SCOTT C Director / Officer I Common Stock 0 0.00 2,000,000
2022-12-31 KKR Alternative Assets LLC Director J-Other A Class I Common Stock, par value $0.001 per share 116,329 30.39 3.54M 6,569,427
2022-12-31 BAE JOSEPH Y Director / Officer I Common Stock 0 0.00 7,166
2022-12-07 Sorkin David Director / Officer D-Return D Restricted Holdings Units 150,000 0.00 150,000
2022-12-01 KKR Group Partnership L.P. Director C-Conversion A Class A Common Stock 12,048,193 0.00 12,048,193
2022-11-30 KKR Alternative Assets LLC Director J-Other A Class I Common Stock, par value $0.001 per share 52,818 30.84 1.63M 6,453,098
2022-10-31 KKR Alternative Assets LLC Director J-Other A Class I Common Stock, par value $0.001 per share 52,184 31.33 1.63M 6,400,280
2022-10-20 Spiegel Evan Director A-Award A Common Stock 4,134 0.00 6,613
2022-10-20 SCULLY ROBERT W Director A-Award A Common Stock 4,134 0.00 89,592
2022-10-20 RUSSO PATRICIA F Director A-Award A Common Stock 4,134 0.00 82,592
2022-10-20 NIEL XAVIER BRUNO Director A-Award A Common Stock 4,134 0.00 26,006
2022-10-20 McGuire Raymond J Director A-Award A Common Stock 4,134 0.00 5,336
2022-10-20 HOLMES DANE E Director A-Award A Common Stock 4,134 0.00 8,513
2022-10-20 HESS JOHN B Director A-Award A Common Stock 4,134 0.00 17,592
2022-10-20 Gutierrez Arturo Director A-Award A Common Stock 4,134 0.00 8,513
2022-10-20 GRUNDFEST JOSEPH Director A-Award A Common Stock 4,134 0.00 89,592
2022-10-20 Dillon Mary N Director A-Award A Common Stock 4,134 0.00 23,118
2022-10-20 Cohler Matt Director A-Award A Common Stock 4,134 0.00 6,464
2022-10-20 Brown Adriane M Director A-Award A Common Stock 4,134 0.00 7,398
2022-09-06 Sudol Kathryn King 0 0.00 0
2022-06-15 McGuire Raymond J 0 0.00 0
2021-12-03 KKR Group Partnership L.P. 10% Owner C-Conversion D Class B Common Stock 793,103 0.00 4,494,249
2021-10-06 Spiegel Evan 0 0.00 0
2021-06-16 Brown Adriane M 0 0.00 0
2021-03-04 HOLMES DANE E 0 0.00 0
2021-03-04 Gutierrez Arturo 0 0.00 0
2018-09-06 Dillon Mary N 0 0.00 0
2018-03-01 NIEL XAVIER BRUNO 0 0.00 0
2012-12-12 KKR Fund Holdings L.P. S-Sale D Ordinary Shares, no par value 390,665 34.43 13.45M 0

Executive team

Top executives

Executive team data is not available for this company yet.

Shares Outstanding
887.39M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-09 DEFA14A
2026-03-23 DEFA14A
2026-03-13 DEFA14A
2026-03-02 DEFA14A
2026-02-27 DEFA14A
2026-02-27 DEFA14A
2026-02-27 DEF 14A
2026-02-06 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-28 8-K
2026-05-11 S-3ASR
2026-05-08 10-Q
2026-05-05 8-K
2026-05-04 4
2026-05-01 4
2026-05-01 4
2026-04-30 SC 13G
2026-04-27 SC 13G/A
ESG Rating
B+
FINANCIAL - CREDIT SERVICES
Rank: 22 out of 88
2026
E (Environmental)
70.1 / 60.0
Company / Sector avg.
S (Social)
72.5 / 63.1
Company / Sector avg.
G (Governance)
73.6 / 59.1
Company / Sector avg.
ESG Total
72.1 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings reports

Stock splits