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Sign InAmid shifting dynamics in global alternative asset management, KKR & Co. Inc. moved to reassure investors regarding its portfolio stability. During its second-quarter earnings call, the firm addressed Wall Street's concerns over software sector risks, characterizing them as overblown. Simultaneously, the company highlighted achieving record levels in fundraising for its credit business, demonstrating the resilience of its private credit operations despite broader market volatility.
Financial data reveals a significant expansion in KKR's credit platform, with assets growing from approximately $80 billion to $300 billion, while annual management fees have tripled to roughly $1.2 billion. Per market data, software exposure accounts for only about 6% of the firm's total assets under management, with the segment maintaining high-single-digit revenue and EBITDA growth. Furthermore, the private wealth business surged 70% over the past 12 months, reinforcing the firm's growth trajectory.
As of the close on July 28, 2026, KKR stock stood at $102.66, having fluctuated between a day high of $102.95 and a low of $100.57. Looking ahead, investors should monitor the German Ifo Business Climate index and U.S. Durable Goods Orders, both scheduled for July 27, as these macroeconomic catalysts may influence global risk sentiment and the broader environment for large-scale asset managers.