KKR is set to report fourth-quarter results on February 5, 2026, with analysts projecting earnings per share of $1.21 and revenue of $1.78 billion. The firm anticipates a 20.4% increase in management fees, driven by higher fee-related earnings in its private equity and credit businesses, and a 16.1% rise in assets under management year-over-year. A conference call to discuss results will be held at 9:00 a.m. ET the same day, accessible by phone and via live webcast on KKR’s Investor Center.

In a bid to bolster its infrastructure platform, KKR agreed to acquire Arctos in a cash deal valued at $1.4 billion, expanding its data-center footprint in North America. Separately, the firm led a $10.9 billion consortium with Singtel to acquire the remaining stake in ST Telemedia Global Data Centres across Asia. These transactions are expected to add over 300 MW of operational capacity and position KKR to capitalize on surging demand for AI-optimized facilities.

KKR is reportedly preparing Wella Company, the owner of OPI nail polish, for an initial public offering in the United States as soon as this year. Sources indicate the beauty business could command a valuation notably above the $4.3 billion KKR paid in its 2020 acquisition. The potential IPO would showcase KKR’s ability to enhance operational performance and drive growth in consumer-focused portfolio companies.

KKR’s current price-to-earnings ratio stands at 39.14, reflecting investor willingness to pay for future growth, while its price-to-sales ratio of 5.50 underscores strong revenue multiple. The firm’s debt-to-equity ratio of 1.83 indicates moderate leverage relative to peers, and a current ratio of 4.20 demonstrates ample liquidity to cover short-term obligations. Going forward, investors will watch expense trends and fee-related earnings as key drivers of profitability.