KKR & Co. Aims for $1 Trillion AUM by 2030, Forecasts EPS over $7
At its 2024 investor day, KKR & Co. outlined a strategy to reach $1 trillion in assets under management by 2030. Management projects fee-related earnings per share above $4.50, total operating earnings per share over $7, and adjusted net income per share of $7–$8 in 2026.
1. 2030 AUM Growth Target
At its 2024 investor day, KKR outlined a comprehensive plan to expand assets under management from its current level to at least $1 trillion by 2030. The strategy focuses on scaling asset management platforms, insurance operations and strategic holdings, leveraging diversified fee streams and accelerated fundraising across private market strategies.
2. 2026 Earnings Projections
Management expects fee-related earnings per share to exceed $4.50 in 2026, driven by rising management fees and transaction revenues. Total operating earnings per share are forecast above $7, with adjusted net income per share of $7–$8, reflecting anticipated fee margin expansion and sustained capital deployment momentum.