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13F +14% · CORBETS Institutional Filing Alert

Corbets Capital (Balyasny L/S Arm) (Balyasny Dedicated Equities Unit) added to KKR (+14% shares QoQ · 15.5% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-16

Corbets Holdings › All Filing Alerts › SEC Filing ↗

KKR

KKR & Co. Inc.
$91.62
+$0.28 (0.31%)Oct 26 close
FinancialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-32%-19%-6%+7%+19%Oct 2025Oct 2026Apr 202652w high $144.8452w low $82.67
KKRSPY
Wall St. Highest PT $163.00 (+77.9%) Wall St. Avg PT $121.57 (+32.7%)
$84$116$149$181$214POC $102Hi $163Avg $122
Underwater Drawdown %Max DD -41.1%Current -35.5%
0.0%-41.1%
Relative Strength vs SPY-37.4% vs SPYUnderperforming
+49%0%-49%
1W
+$4.62 (5.31%)
1M
−$5.05 (5.22%)
3M
−$9.82 (9.68%)
6M
−$8.69 (8.67%)
YTD
−$35.14 (27.72%)
1Y
−$28.75 (23.88%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
21 analysts · mean score 1.61
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$91.62
Average target$121.57
+$29.95 (+32.7%) upsideaverage target vs current price
CurrentAverageMedian
Low$97.00
Median$121.57
High$163.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$83.0B
P/E (last 12 months)28.7
P/E (next 12 months, estimated)12.4
52-week range$82.67 – $144.84
Revenue growth (latest quarter vs a year ago)+7.8%
Dividend yield0.87%
Analyst consensusBuy (21)
Average analyst price target$121.57 (+33%)

What they do

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround. The firm considers investments in all industries with a focus on software, cybersecurity, fintech, data and information, security, semiconductors, consumer electronics.

Financial Services · Asset Management
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
10th percentile in sector
D-
12-1 return: -22.3%
Percentile within its GICS sector across the S&P 1500.
Growth
34th percentile in sector
C-
Revenue growth (YoY): +7.8%
Percentile within its GICS sector across the S&P 1500.
Value
36th percentile in sector
C-
Forward E/P: 8.5% · EBITDA/EV: –
Percentile within its GICS sector across the S&P 1500.
Profitability
20th percentile in sector
D
Profit margin: +12.2% · Return on equity: +7.3%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 1 of 7 live models: SURVYR. Barbell Momentum & T-Bill Shield.

SURVYR. Barbell Momentum & T-Bill Shield
5.0% of the book · Mid-Cap RS & EPS Leaders (75%) sleeve · ranked 10 of 160
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 421 of 499 · 12-month momentum -15.0%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book
Why it's in the SURVYR. Barbell Momentum & T-Bill Shield #10 of 160

Qualified on +36% 6M RS, fee-related earnings compounding + Global Atlantic scale. Ranked 10th of 160 at the 2026-10-01 rebalance.

What would knock it out: Drops out if it falls outside the top 16 at the next rebalance (Oct 30).

Earnings & events

KKR earningsNext report in 13 days
Next report · quarter Sep 2026
Mon Nov 9, 2026Before the open
EPS consensus$1.58
Revenue consensus–
Last 4 quarters · EPS vs estimate
Jul 30, 2026$1.63est $1.43+14.2%Above estimates
May 5, 2026$1.39est $1.26+10.3%Above estimates
Feb 5, 2026$1.12est $1.14−1.6%Below estimates
Nov 7, 2025$1.41est $1.30+8.6%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-26 18:21:46 ET
24-1025-0225-0525-0725-1126-0226-0526-070.001.63
EstimateActual (beat)Actual (miss)

News & catalysts

More news
KKR To Sell Infinity Transportation To Ares Management For About $2.9 Bln
Nasdaq · Oct 19
KKR charged with misleading EU regulators over Telecom Italia network deal
Investing.com · Oct 19
KKR to sell railcar-leasing company Infinity to Ares for $2.9 billion
Investing.com · Oct 19

Research

Coteau Barbell Momentum & T-Bill Shield: rebalance of Oct 1, 2026Oct 26, 2026
Insider trades
Holmes Dane E
Chief Administrative Officer · 2026-09-03
Sell
$1.1M
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-26 18:21:46 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026