Frequently Asked Questions

What is KKR?

Founded in 1976 by Henry Kravis and George Roberts, KKR is a leading global investment firm. KKR manages assets through a variety of investment funds and accounts covering multiple asset classes. KKR seeks to create value by bringing operational expertise to its portfolio companies and through active oversight and monitoring of its investments. KKR complements its investment expertise and strengthens interactions with investors through its client relationships and capital markets platform.

What exchange does KKR trade on? What is KKR’s CUSIP number?

KKR’s common stock is listed and traded on the NYSE under the ticker symbols KKR. The CUSIP number for KKR’s common stock is 48251W 104. Please note certain websites and data providers may use different conventions for the presentation of ticker symbols. As a result, you may see different ticker symbols presented for our securities other than the ones provided on this website.

When did KKR become a public company?

KKR listed on the NYSE on July 15, 2010. Prior to that, its business was listed on Euronext Amsterdam since October 1, 2009.

When is KKR’s year-end?

December 31.

How do I get information related to my taxes?

On July 1, 2018, KKR converted from a Delaware limited partnership to a Delaware corporation. As such, dividends declared and paid by will be reported to stockholders on Form 1099-DIV, copies of which may be obtained from your broker.

On May 31, 2022, KKR & Co. Inc. (“Old Pubco”) completed merger transactions (the “Reorganization”) pursuant to which all holders of shares of Old Pubco and all holders of interests in KKR Holdings L.P. received shares of common stock of KKR Aubergine Inc. (“New Pubco”). Immediately after the Reorganization, New Pubco changed its name to ”KKR & Co. Inc.” New Pubco has the same directors, executive officers and management and, on a consolidated basis, the same assets, business and operations as Old Pubco had immediately prior to the consummation of the Reorganization. The Reorganization is intended to be a tax-free transaction for U.S. federal income tax purposes for shareholders of Old Pubco. The initial tax basis of the New Pubco shares received by each former shareholder of Old Pubco is equal to the tax basis of its Old Pubco shares immediately prior to the Reorganization.

IRS Form 8937 Related to the Reorganization

On September 15, 2023, each share of KKR & Co. Inc.’s (“KKR”) 6.00% Series C Mandatory Convertible Preferred Stock (the “Preferred Stock,” and each holder of such shares, a “Preferred Stock Shareholder”) automatically converted into shares of KKR’s common stock (the “Common Stock”). The conversion rate for each share of Preferred Stock was 1.1700 shares of Common Stock, which is intended to represent a value-for-value exchange (such exchange, the “Conversion”). Cash was paid in lieu of issuing fractional shares of Common Stock. The Conversion is intended to be treated as a reorganization under section 368(a)(1)(E) of the Internal Revenue Code of 1986, as amended

Preferred Stock Conversion Form 8937

When are dividends paid?

We expect to make quarterly dividends to the holders of our common stock and our preferred stock; however, the actual amount and timing of dividends are at the discretion of our board of directors and compliance with applicable law. If our board of directors does not declare a dividend before the scheduled record date for any dividend period for any series of our preferred stock, we will not make a dividend in that dividend period, whether or not dividends on any series of preferred stock are declared or paid for any future dividend period.

A schedule of the dividends paid to stockholders is available for viewing on the Dividend History page of this website.

Does KKR have a dividend re-investment program or a direct stock purchase plan?

We do not have a dividend re-investment program or a direct stock purchase plan. You may purchase stock directly through your broker.

Who is KKR’s transfer agent and how may I contact them?

The transfer agent is Equiniti Trust Company, LLC.

Who are the analysts covering KKR?

For analyst information, see the Analyst Coverage page on this website.

How may I receive email alerts from KKR?

You may enroll in our e-mail notification system by visiting the Email Alerts page.

Do you have another question that hasn’t been answered?

Please contact Investor Relations.

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This presentation contains certain forward-looking statements pertaining to KKR & Co. Inc. and its consolidated subsidiaries (collectively “KKR”), including certain investment funds, vehicles and accounts that are managed by KKR (each, a “fund”). Forward-looking statements relate to expectations, beliefs, projections, future plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts. The forward-looking statements are based on KKR’s beliefs, assumptions and expectations of its future performance, taking into account all information currently available to it. These beliefs, assumptions and expectations can change as a result of many possible events or factors, not all of which are known to KKR or are within its control. If a change occurs, KKR’s business, financial condition, liquidity and results of operations, including but not limited to, assets under management, fee paying assets under management, after-tax distributable earnings, capital invested, syndicated capital, uncalled commitments, cash and short-term investments, fee related earnings, fee and yield segment EBITDA, core interest expense and book value, may vary materially from those expressed in the forward-looking statements. The following factors, among others, could cause actual results to vary from the forward-looking statements: whether KKR realizes all or any of the anticipated benefits from converting to a corporation and the timing of realizing such benefits; whether there are increased or unforeseen costs associated with the conversion, including any adverse change in tax law; the volatility of the capital markets; the general volatility of the capital markets; failure to realize the benefits of or changes in KKR’s business strategies including the ability to realize the anticipated synergies from acquisitions or strategic partnerships or other transactions; availability, terms and deployment of capital; availability of qualified personnel and expense of recruiting and retaining such personnel; changes in the asset management industry, interest rates or the general economy; underperformance of KKR's investments and decreased ability to raise funds; and the degree and nature of KKR’s competition. All forward-looking statements speak only as of the date they are made. KKR does not undertake any obligation to update any forward-looking statements to reflect circumstances or events that occur after the date on which such statements were made except as required by law. In addition, KKR’s business strategy is focused on the long-term and financial results are subject to significant volatility.

Additional information about factors affecting KKR, including a description of risks that may be important to a decision to purchase or sell any common or preferred stock of KKR & Co. Inc., can be found in KKR & Co. Inc.’s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and its other filings with the SEC, which are available at www.sec.gov.

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Before viewing this presentation, please acknowledge your understanding that it has been prepared for KKR & Co. Inc. (NYSE:KKR) for the benefit of its public stockholders and is not intended to be a solicitation or sale of any of the securities, funds or services that it may discuss. Please click on "I understand" to view the presentation.

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