Analysts expect KKR to report consensus revenue of $1.43 billion and adjusted EPS of $1.28, while the stock currently trades at $103.68 against an average analyst price target of $137.20.
Investors are primarily focused on Assets Under Management (AUM) growth and the firm's progress toward its $300 billion fundraising target for the 2024-2026 cycle.
Recent performance has been bolstered by significant capital inflows and the strategic integration of Global Atlantic's insurance operations, which now contribute roughly $1 billion annually to earnings.
However, market participants are also monitoring elevated compensation and placement expenses associated with the Arctos acquisition and the launch of the new KKR Solutions platform.