Here's How Much You'd Have If You Invested $1000 in KKR & Co. Inc. a Decade Ago

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well.

Another factor that can influence investors is FOMO, or the fear of missing out, especially with tech giants and popular consumer-facing stocks.

What if you'd invested in KKR & Co. Inc. (KKR) ten years ago? It may not have been easy to hold on to KKR for all that time, but if you did, how much would your investment be worth today?

KKR & Co. Inc.'s Business In-Depth

With that in mind, let's take a look at KKR & Co. Inc.'s main business drivers.

Based in New York, KKR & Co. Inc. is a global investment firm that offers alternative asset management, capital markets and insurance solutions. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of The Global Atlantic Financial Group LLC ("TGAFG" and, together with its insurance companies and other subsidiaries, "Global Atlantic"). KKR & Co. joined the S&P 500 index on June 24, 2024.

As of June 30, 2026, KKR & Co. reported total assets under management of $796 billion, fee-paying AUM of $638 billion and perpetual capital AUM of $334 billion. Perpetual capital represented 42% of AUM and 50% of fee-paying AUM. 

It operates under two segments: Asset Management and Strategic Holdings and Insurance Business.

Asset Management and Strategic Holdings: The segment offers a broad range of investment management services to fund investors worldwide. The company has expanded its investment strategies and product offerings from traditional private equity to areas such as leveraged credit, alternative credit, infrastructure, energy, real estate, growth equity, core and impact investments. Within the asset management business, the company has five business lines: Private Equity, Real Assets, Credit and Liquid Strategies, Capital Markets and Principal Activities.

Insurance: The Insurance business is operated by Global Atlantic, in which KKR & Co. acquired a majority controlling interest on Feb. 1, 2021 and the remaining equity interests on Jan. 2, 2024. Global Atlantic is a leading retirement and life insurance company that provides a broad suite of protection, legacy and savings products and reinsurance solutions to clients across individual and institutional markets. Global Atlantic primarily generates income by earning a spread between its investment income and the cost of policyholder benefits.

Bottom Line

Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in KKR & Co. Inc. a decade ago, you're probably feeling pretty good about your investment today.

According to our calculations, a $1000 investment made in September 2016 would be worth $7,416.22, or a gain of 641.62%, as of September 4, 2026, and this return excludes dividends but includes price increases.

In comparison, the S&P 500's gained 255.40% and the price of gold went up 227.42% over the same time frame.

Looking ahead, analysts are expecting more upside for KKR.

Shares of KKR & Co. have underperformed the industry over the past six months. Its second-quarter 2026 results were affected by higher expenses. The higher commission, reinsurance and compensation costs will keep the expenses elevated further. Lower return on equity (ROE) also indicates reduced efficiency in using shareholders' funds. However, its earnings beat estimates in three of the trailing four quarters and missed once. The company's continued investments and strategic acquisitions are expanding its capabilities and broadening its addressable market, supporting assets under management (AUM) growth toward its $1 trillion target by 2030. Expansion of existing and third-party businesses across key investment strategies is likely to aid revenue growth. A solid liquidity position will provide flexibility for its capital distribution.

The stock is up 6.20% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 8 higher, for fiscal 2026. The consensus estimate has moved up as well.

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This article originally published on Zacks Investment Research (zacks.com).

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