KKR & Co. is scheduled to report its fourth-quarter results on February 5, 2026, with analysts forecasting earnings per share of $1.21 and consolidated revenue of $1.78 billion. The firm expects management fees to climb by 20.4 percent versus the prior-year period, while assets under management (AUM) are projected to increase by 16.1 percent for Q4 2025. Over the last four quarters, KKR has outperformed the Zacks Consensus Estimate, driven by robust transaction fees in its capital markets business. Investors will also be watching expense growth; rising compensation and administrative costs weighed on margins in the prior quarter despite strong AUM expansion.

KKR has agreed to participate in a $10.9 billion consortium deal to acquire the remaining stake in ST Telemedia Global Data Centres from its parent company. Partnering with Singapore’s largest telecommunications operator, the transaction significantly expands KKR’s footprint in the Asia–Pacific hyperscale data-center market. The deal is expected to close in mid-2026, adding over 2 million square feet of commissioned capacity across Singapore, India and Indonesia. KKR’s commitment underscores its strategic push into digital infrastructure, which management has identified as a high-growth pillar alongside private equity and credit.

KKR is gearing up to take OPI nail polish owner Wella Company public in the United States later this year, with potential valuation well above the $4.3 billion purchase price paid in 2020. Sources indicate that KKR has assembled a syndicate of banks and legal advisors to structure the offering, conduct investor roadshows and finalize regulatory filings. Wella’s global beauty platform generated approximately $3.5 billion in revenue in the last twelve months, driven by strong growth in Latin America and Asia Pacific. A successful IPO would mark KKR’s largest floatation since its own 2010 listing and could unlock significant value for private-equity investors.