DEFA14A ·Filed Apr 27, 2026

KKR

KKR & Co. Inc.
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago SEC0001140361-26-017158
Proxy solicitation materials
Actionable Insight • Neutral

The outcome hinges on a small number of holdout shareholders; passage seems likely given overwhelming support among votes cast. Monitor the May 21 meeting results for final approval.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
KKR-PD ▼ -4.52% at T+60d
NEUTRAL call ✗ call lost -4.52% · α vs SPY -8.51% · entry $43.91 → $41.93
Entry anchored
Apr 27, 2026
via day open
T+1d
-1.05%
call -1.05% · α -1.04%
$43.45
settled 5mo ago
T+5d
+0.11%
call +0.11% · α -1.58%
$43.96
settled 5mo ago
T+20d
-6.75%
call -6.75% · α -12.21%
$40.95
settled 4mo ago
T+60d
-4.52%
call -4.52% · α -8.51%
$41.93
settled 2mo ago

Price Chart

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Executive Summary

KKR & Co. Inc. filed DEFA14A soliciting support for a charter amendment to replace the current 90% supermajority vote standard with a majority standard. The special meeting on April 21 was adjourned to May 21, 2026, because the proposal received 85.97% support from outstanding shares (97.69% of votes cast), just shy of the 90% threshold. Management is urging a shareholder who voted against to switch to for to enable passage.

Key Facts

  • Proposal 1: replace supermajority vote standard (90% of outstanding shares) with majority standard
  • At adjournment on April 21, 2026, proposal had 85.97% support from outstanding shares and 97.69% of votes cast
  • Special meeting adjourned to May 21, 2026, to allow more time for voting
  • Glass Lewis and ISS recommend voting for Proposal 1
  • Other proposals (requiring majority vote) were approved and polls closed

Financial Impact

No direct financial impact; governance change with no monetary effect

Risk Factors

  • If proposal fails, the supermajority standard remains, which could impede future governance changes

Market Snapshot

Exchange
NYSE
Sector
Investment Advice

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-017158
Document: 0001140361-26-017158-index-headers.html0001140361-26-017158
Document: 0001140361-26-017158-index.html0001140361-26-017158
Document: 0001140361-26-017158.txt0001140361-26-017158
12 reports for KKR
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +8.34%Feb 27, 2026
Filters
Rows
Reports for KKR — sortable, filterable
TypeNow
Aug 31, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$109.72 $93.18▼ −15.07%▼ −14.89%$91.56 (−16.56%)
Aug 27, 2026
5w ago
8-K
BULLISH ★ 6/10
$109.32 $95.64▼ −12.51%▼ −12.01%$91.56 (−16.25%)
Jul 30, 2026
9w ago
8-K
BULLISH ★ 7/10
$100.98 $109.32▲ +8.26%▲ +4.29%$91.56 (−9.33%)
May 29, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$95.01 $91.78▼ −3.40%▼ −2.10%$91.56 (−3.64%)
Apr 27, 2026
22w ago
DEFA14A
NEUTRAL ★ 3/10
$43.91 $40.95▼ −6.75%▼ −12.21%$91.56 (+108.51%)
Mar 23, 2026
27w ago
DEFA14A
NEUTRAL ★ 2/10
$90.91 $105.92▲ +16.51%▲ +7.61%$91.56 (+0.71%)
Mar 13, 2026
28w ago
DEFA14A
NEUTRAL ★ 2/10
$86.10 $100.43▲ +16.64%▲ +12.86%$91.56 (+6.34%)
Mar 2, 2026
30w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.36▼ −0.28%▲ +7.66%$91.56 (+1.04%)
Feb 28, 2026
30w ago
Institutional Cluster
BULLISH ★ 8/10
$90.61 $90.36▼ −0.28%▲ +7.66%$91.56 (+1.04%)
Feb 27, 2026
30w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.36▼ −0.28%▲ +7.66%$91.56 (+1.04%)
Showing 10 of 12

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