DEFA14A ·Filed Mar 2, 2026

KKR

KKR & Co. Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed7mo ago SEC0001140361-26-007237
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the outcome of the shareholder vote on the governance proposals, as approval would represent a significant governance change aligning KKR with S&P 500 standards, though it has no immediate financial impact.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
KKR ▲ +4.83% at T+60d
NEUTRAL call ✓ call won +4.83% · α vs SPY -4.49% · entry $90.61 → $94.99
Entry anchored
Feb 27, 03:59 PM ET
via exchange tick
T+1d
-0.07%
call -0.07% · α +0.85%
$90.55
settled 7mo ago
T+5d
+0.36%
call +0.36% · α +1.57%
$90.94
settled 7mo ago
T+20d
-0.28%
call -0.28% · α +7.66%
$90.36
settled 6mo ago
T+60d
+4.83%
call +4.83% · α -4.49%
$94.99
settled 4mo ago

Price Chart

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Executive Summary

KKR & Co. Inc. is holding a special meeting of stockholders to vote on corporate governance amendments that will transition the company to a one-share, one-vote structure by December 31, 2026. The proposals include eliminating supermajority voting requirements, requiring stockholder actions to occur at meetings, granting the board authority to fill vacancies, and streamlining the charter. The board unanimously recommends approval of all proposals.

Key Facts

  • Special meeting scheduled for April 21, 2026 to vote on corporate governance amendments
  • Proposals aim to transition KKR to a one-share, one-vote structure by December 31, 2026
  • Proposals include eliminating supermajority voting, requiring actions at meetings, board vacancy authority, and charter streamlining
  • Board unanimously recommends approval of all proposals
  • Filing is a proxy statement for a shareholder vote on governance changes

Financial Impact

No direct financial impact from the governance changes themselves

governancevoting rights

Risk Factors

  • Failure to achieve required shareholder approval for the governance changes
  • Potential for activist shareholder activity if governance changes are not approved

Market Snapshot

Exchange
NYSE

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-007237
Document: 0001140361-26-007237-index-headers.html0001140361-26-007237
Document: 0001140361-26-007237-index.html0001140361-26-007237
Document: 0001140361-26-007237.txt0001140361-26-007237
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%$90.29 (−17.71%)
Aug 27, 2026
5w ago
8-K
BULLISH ★ 6/10
$109.32 $95.64▼ −12.51%▼ −12.01%$90.29 (−17.41%)
Jul 30, 2026
9w ago
8-K
BULLISH ★ 7/10
$100.98 $109.32▲ +8.26%▲ +4.29%$90.29 (−10.59%)
May 29, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$95.01 $91.78▼ −3.40%▼ −2.10%$90.29 (−4.97%)
Apr 27, 2026
22w ago
DEFA14A
NEUTRAL ★ 3/10
$43.91 $40.95▼ −6.75%▼ −12.21%$90.29 (+105.63%)
Mar 23, 2026
27w ago
DEFA14A
NEUTRAL ★ 2/10
$90.91 $105.92▲ +16.51%▲ +7.61%$90.29 (−0.68%)
Mar 13, 2026
28w ago
DEFA14A
NEUTRAL ★ 2/10
$86.10 $100.43▲ +16.64%▲ +12.86%$90.29 (+4.87%)
Mar 2, 2026
30w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.36▼ −0.28%▲ +7.66%$90.29 (−0.35%)
Feb 28, 2026
30w ago
Institutional Cluster
BULLISH ★ 8/10
$90.61 $90.36▼ −0.28%▲ +7.66%$90.29 (−0.35%)
Feb 27, 2026
30w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.36▼ −0.28%▲ +7.66%$90.29 (−0.35%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (64h 22m)

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