KKR & Co. management check
KKR · Financials · Asset Management & Custody Banks · CEO Joseph Y Bae
Filings as of
2 good · 1 to watch · 0 flagged, across the seven questions below. Too few of them could be scored to rank this company.
- n/a
Have owners done well?
Not enough dataNo shareholder-return figures in the latest proxy.
- n/a
Does pay follow performance?
Not enough dataToo few years of pay and return figures to compare.
- n/a
What does the CEO cost owners?
Not enough dataNo pay or net income figure for the latest year.
- n/a
Do they own the stock?
No recent CEO filingLight activity: no buys, $1.1m sold in six months.
- Watch
Are owners being diluted?
Stock pay 3.7% of revenueStock-based pay was 3.7% of revenue in the latest year.
- Good
Is leadership stable?
7 leadership filings in 3 years7 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Financials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | — | — | 49 |
| Pay for performance | — | — | 83 |
| CEO cost | — | — | 67 |
| Skin in the game | — | — | 51 |
| Dilution | 75 | 69 | |
| Stable leadership | 90 | 80 | |
| Clean books | 100 | 100 |
Closest peers
Others in Asset Management & Custody Banks, by management score.
- 48STTState Street Corporation80
- 65APOApollo Global Management79
- 66NTRSNorthern Trust79
- 165BNYBNY Mellon71
- 171AMPAmeriprise Financial71
- 243BLKBlackRock65
- 268ARESAres Management63
- 329TROWT. Rowe Price59
- 390IVZInvesco55
- 420BENFranklin Resources50
Pay versus performance
From the proxy statement filed February 27, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
The latest proxy carries no tagged pay-versus-performance table. Read it on EDGAR.
Insiders and the CEO's stake
Joseph Y Bae (Co-Chief Executive Officer) held 3,818,754 shares directly after their latest Form 4 on Sep 8, 2026.
Light activity: no buys, $1.1m sold in six months.
- SoldDane E HolmesChief Administrative Officer$1.1mSep 3, 2026
Leadership and governance on file
- May 29, 2026Leadership change8-K 5.02
- Jan 9, 2026Leadership change8-K 5.02
- Sep 24, 2025Leadership change8-K 5.02
- Jun 23, 2025Leadership change8-K 5.02
- Mar 13, 2025Leadership change8-K 5.02
- Jul 22, 2024Leadership change8-K 5.02
- Dec 14, 2023Leadership change8-K 5.02
- Sep 25, 2023Leadership change8-K 5.02
- Aug 7, 2023Leadership change8-K 5.02
- Jun 15, 2023Leadership change8-K 5.02
- Dec 9, 2022Leadership change8-K 5.02
- Jul 13, 2022Leadership change8-K 5.02
Latest shareholder vote results: May 29, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $3.5bn returned to owners in buybacks and dividends, 26% of net income, and $3.3bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $16.2bn | $5.7bn | $14.5bn | $21.9bn | $19.5bn |
| Net income | $4.7bn | −$521.7m | $3.7bn | $3.1bn | $2.4bn |
| Stock-based pay | $529.8m | $730.2m | $618.5m | $746.4m | $722.1m |
| Buybacks | $269.7m | $346.7m | $289.8m | $0 | $3.4m |
| Dividends | $331.4m | $444.3m | $563.3m | $612.1m | $649.9m |
| Diluted shares | — | — | — | — | — |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.