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Graded daily on value C-, growth D-, profitability D, momentum C-, revisions B-. Sector-relative, identical for every user.
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Key events, in time order
KKR joins Diamondback to acquire 70% stake in Deep Blue Midland Basin from Five Point Infrastructure, expanding energy infrastructure footprint.
KKR participates with Samsung Fire & Marine in acquiring outstanding Canopius stake, deepening insurance investment.
Fee-related earnings growth boosts profit, AUM rises YoY, confirmed by multiple sources.
Confirmed by company release and Reuters; divests railcar leasing business to raise capital
EC provisionally finds KKR gave incorrect/misleading info in $26B NetCo deal; regulatory risk
Samsung and affiliates invest in Helix, boosting KKR's AI infrastructure footprint
Company discloses monetization income for Jul 1-Sep 25, indicating active capital recycling
Company confirms sale of Japan hotel assets, part of monetization activities
Cash offer disclosed for Integer shareholders, pending stockholder and regulatory approvals with unclear progress.
KKR expands into Malaysia's healthcare sector with new investment; limited to single company announcement source.
Sale price marks significant appreciation from $4.3B purchase in 2017, showcasing value realization from Strategic Holdings
SK Telecom spins off data center unit, KKR takes 29% stake, signaling KKR's AI infrastructure push.
Strategic partnership to bolster private aviation infrastructure, expanding KKR's investment.
WSJ reports deal progress; UGI strengthens intraday, pending company confirmation
Nvidia's $500B AI infrastructure financing plan includes KKR as one of six financial partners
Deal officially announced at $127/share cash
Final closing announced today, consistent with prior event, no new facts.
KKR to buy Integer for $127/share cash, ~$4.3B, 51.8% premium.
WSJ says a deal could be announced as soon as next week after Integer launched a strategic review in April.
EPS beat Zacks consensus; profit and revenue up on asset management and insurance growth
Q2 2026 FRE per share was $1.32, up 34% year-over-year; total operating earnings per share were $1.68, up 27%; adjusted net income per share was $1.63, up 38%.
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice