KKR Posts Record Q2 Earnings Across FRE, TOE, and ANI; AUM Hits $796B
KKR sits 24% above its 52-week low of $82.67.
Summary
KKR reported record second-quarter 2026 results, with Fee Related Earnings of $1.2 billion, Total Operating Earnings of $1.5 billion, and Adjusted Net Income of $1.5 billion — all quarterly and LTM records. Assets under management climbed 16% to $796 billion, fueled by $34 billion in new capital raised during the quarter.
Key Events · Earnings and Guidance · KKR
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Record Earnings Across Key Metrics
Fee Related Earnings reached $1.2B ($1.32/adj. share), Total Operating Earnings hit $1.5B ($1.68/adj. share), and Adjusted Net Income was $1.5B ($1.63/adj. share) — all quarterly and LTM records.
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AUM Surges to $796B
Assets Under Management grew 16% year-over-year to $796B, with Fee Paying AUM up 15% to $638B. New capital raised totaled $34B in the quarter and $133B over the last twelve months.
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Strong GAAP Profitability
GAAP net income attributable to common stockholders was $0.7B for the quarter ($0.74 per diluted share) and $1.0B year-to-date ($1.08 per diluted share).
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Dividend and Capital Return
A regular quarterly dividend of $0.195 per common share was declared, payable August 25, 2026. The company also repurchased $352M in shares year-to-date through July 24.
Analysis · KKR · Finance
KKR delivered its strongest quarter as a public company, with Fee Related Earnings, Total Operating Earnings, and Adjusted Net Income all reaching record highs on both a quarterly and trailing twelve-month basis. The results were driven by 37% growth in FRE, a 29% jump in TOE, and a 40% surge in ANI year-over-year, alongside robust capital raising that pushed AUM to $796 billion. The earnings release underscores the firm's ability to scale its asset management and insurance platforms while returning capital to shareholders through a regular dividend and ongoing buybacks.
How filings like this one have moved
In the 30 days to Sep 13, 2026, 35.6% of the 1216 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, KKR was trading at $102.51 on NYSE in the Finance sector, with a market capitalization of approximately $89.1B. The 52-week trading range was $82.67 to $153.87. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.