Parker Hannifin to Buy CIRCOR Aerospace Business for $2.5B
Parker Hannifin announced its plan to acquire CIRCOR International's commercial and defense aerospace business for $2.55 billion in cash. This acquisition aims to significantly expand Parker's aerospace and defense footprint, adding critical motion and flow control technologies and contributing to double-digit sales growth. The transaction is expected to close in the second half of calendar 2026, pending regulatory approvals.
MSCI report details private markets’ growing pains
A new MSCI report, "The State of Private Markets 2026," highlights that years of growth in private markets have led to increasing demands for transparency from both institutional and retail investors. The report identifies key trends such as stresses in private credit due to higher interest rates, longer exit timelines for private equity, and the rise of evergreen funds, all while emphasizing a significant need for improved data quality and rigorous insights into holdings. The growth of semi-liquid evergreen funds, particularly with increased retail investor participation, has brought critical attention to valuation practices and liquidity challenges, as redemption gates illustrate a misalignment between investor expectations and market realities.
KKR's Expanding AUM Base: What it Signals About Growth Strategy
KKR & Co. Inc. has demonstrated significant growth in its assets under management (AUM), reaching $758 billion by Q1 2026, spread across diversified strategies like Credit & Liquid Strategies, Private Equity, and Real Assets. This diversification strategy aims for a $1 trillion AUM target by 2030, supported by inorganic growth initiatives and an expanding insurance platform. While near-term concerns about private credit may slightly impact AUM growth, KKR's long-term outlook remains positive with projected AUM growth of 23.5% over the next three to five years, significantly outperforming the industry average.
MSCI report details private markets’ growing pains
A new report from MSCI highlights growing pains in private markets, driven by increasing demands for transparency from both institutional and retail investors. Key trends include stresses in private credit, longer exit timelines for private equity, and the rise of evergreen funds, which have seen significant growth but are also experiencing liquidity challenges and increased redemption requests. The report emphasizes that private market infrastructure has not kept pace with capital inflows, particularly regarding valuation practices and liquidity expectations in semi-liquid structures.
Bank of New York Mellon (NYSE:BNY) - Stock Analysis
This Simply Wall St analysis of Bank of New York Mellon (NYSE:BNY) provides a detailed overview of the company's financial performance, future growth prospects, valuation, and recent news. The report highlights BNY's P/E ratio below the US market average, consistent earnings growth, and a reliable dividend. Recent developments include a partnership with Snapdocs for digital mortgage collateral and ongoing share buyback programs.
Parker-Hannifin Buys $2.55B Flight-Critical Systems Business
Parker-Hannifin Corporation is acquiring CIRCOR International's Commercial and Defense Aerospace business from KKR & Co. for $2.55 billion. This strategic cash deal, expected to close in late 2026, will enhance Parker-Hannifin's capabilities in flight-critical systems and is projected to be immediately accretive to its financial metrics. Despite the acquisition news, Parker-Hannifin shares were trading lower on Thursday.
ABN Amro Investment Solutions Buys 36,984 Shares of KKR & Co. Inc. $KKR
ABN Amro Investment Solutions significantly increased its stake in KKR & Co. Inc. by 518.1% in the fourth quarter, now holding 44,123 shares valued at approximately $5.63 million. KKR recently reported strong quarterly results with $1.24 EPS and $5.74 billion in revenue, leading to a "Moderate Buy" consensus rating from analysts with a target price of $134.53. The company also demonstrated confidence through a raised quarterly dividend of $0.195 per share and authorization of a $500 million stock buyback.
US foreign affairs chairman warns of China role in Argentina contract bid
US House Foreign Affairs Committee Chairman Brian Mast has warned Secretary of State Marco Rubio about "Chinese malign influence" in Argentina's bidding process for a major contract to dredge and operate the Parana River. Mast alleges that China is attempting to circumvent a ban on state-owned companies through a private sector proxy, specifically naming Belgian firm Jan De Nul due to its alleged ties with Chinese state-owned entities. This comes as Jan De Nul, a front-runner for the US$10 billion contract, competes against another consortium for the vital waterway.
SLM Corp’s SWOT analysis: education lender stock faces growth opportunities
SLM Corp, an education lender, is facing potential growth despite recent stock declines and credit quality challenges, according to analysts. The company's strategy includes expanding its market through PLUS loans and partnerships, alongside improving operational efficiency, which is expected to drive mid-teens earnings per share growth. While near-term EPS is projected to decline in fiscal year 2026 due to these investments, analysts see significant long-term upside potential, with the stock currently considered undervalued.
Varde Partners Joins Growing List Of Firms Launching Private Credit Funds In Asia
Varde Partners plans to launch its first Asia-focused private credit fund, aiming to raise $1 billion for investments across India, Australia, and Southeast Asia. This move positions Varde alongside other firms like Blackstone, Bain Capital, and EQT, which have also recently launched or expanded their private credit and equity funds in Asia despite a challenging fundraising environment. The market is projected for significant growth, driven by institutional and wealth investors seeking yield and diversification in the APAC region.
Parker-Hannifin Buys $2.55B Flight-Critical Systems Business
Parker-Hannifin (NYSE: PH) is acquiring CIRCOR International’s Commercial and Defense Aerospace business, owned by KKR & Co. (NYSE: KKR), for $2.55 billion. This acquisition is expected to enhance Parker-Hannifin's capabilities in flight-critical motion and flow control systems, adding proprietary technologies for commercial and defense platforms. The deal is anticipated to be immediately accretive to revenue growth, EBITDA margins, adjusted EPS, and cash flow for Parker-Hannifin.
Parker-Hannifin Corporation (NYSE:PH) agreed to acquire Commercial and Defense Aerospace Business of CIRCOR International, Inc. for $2.5 billion.
Parker-Hannifin Corporation has agreed to acquire the Commercial and Defense Aerospace Business of CIRCOR International, Inc. for $2.55 billion. The cash-free, debt-free transaction includes an estimated $75 million in tax benefits and is expected to close in the second half of 2026, pending regulatory approvals. This acquisition is anticipated to immediately boost Parker-Hannifin's sales growth, EBITDA margins, adjusted EPS, and cash flow.
KKR confirms sale of Circor Aerospace to Parker Hannifin in $2.55B deal
KKR has confirmed the sale of Circor Aerospace to Parker Hannifin for $2.55 billion. This acquisition will strengthen Parker Hannifin's position in the aerospace sector by integrating Circor's specialized aerospace and defense flow control solutions. The deal highlights the ongoing consolidation within the aerospace and defense industries.
KKR confirms sale of Circor Aerospace to Parker Hannifin in $2.55B deal
KKR has confirmed the sale of Circor Aerospace to Parker Hannifin in a deal valued at $2.55 billion. This acquisition will expand Parker Hannifin's aerospace portfolio and market presence. The transaction signifies a notable move in the aerospace components sector.
KKR Invests in Fresha, the Leading AI-Powered Platform for Beauty and Wellness, at $1bn Valuation
KKR has made an $80 million primary growth investment in Fresha, an AI-powered platform for the beauty and wellness industry, valuing the company at over $1 billion. This investment brings Fresha's total capital raised to $285 million, and the company plans to use the new funding for global expansion and further AI innovation. Fresha, already profitable and headquartered in London, serves over 130,000 businesses globally and processes more than 35 million appointments monthly, making it a significant player in the beauty and wellness economy.
CLASS ACTION NOTICE: Berger Montague Advises FS KKR Capital Corp. (FSK) Investors to Inquire About a Securities Fraud Class Action
Berger Montague PC has announced a class action lawsuit against FS KKR Capital Corp. (FSK) for alleged securities fraud during the period of May 8, 2024, through February 25, 2026. The lawsuit claims FS KKR overstated the effectiveness of its portfolio restructuring, the valuation of its portfolio investments, and the durability of its quarterly distribution strategy. Investors are advised to inquire about their rights, with a lead plaintiff deadline of July 6, 2026.
Fresha.com SV Ltd. announced that it has received $80 million in funding from KKR & Co. Inc.
Fresha.com SV Ltd. has successfully raised $80 million in funding from KKR & Co. Inc. The investment, made through convertible preferred stock, valued Fresha at a post-money valuation of $1 billion. KKR's investment aims to help Fresha scale its AI-driven beauty and wellness platform globally.
Parker-Hannifin to acquire KKR-owned Circor for $2.55 billion
Parker-Hannifin will acquire aerospace and defense company Circor from KKR for $2.55 billion. This acquisition is expected to bolster Parker-Hannifin's presence in high-margin aerospace systems. The deal is projected to close in the second half of 2026, with KKR retaining ownership of Circor's naval and industrial businesses.
KKR Sells CIRCOR Aerospace to Parker Hannifin for $2.55 Billion
KKR and CIRCOR International have announced the signing of a definitive agreement to sell CIRCOR Aerospace to Parker Hannifin Corporation for $2.55 billion. KKR, which acquired CIRCOR in 2023 for $1.8 billion, will retain ownership of CIRCOR’s Naval and Industrial businesses, furthering its focus on defense modernization and supply chain resilience. The transaction is expected to close in the second half of 2026, and all CIRCOR employees will receive a dividend distribution upon closing through a broad-based employee ownership program launched in early 2024.
Lost Money on FS KKR CAPITAL CORP. (FSK)? Join Class Action Suit Seeking Recovery - Contact SueWallSt
Investors who purchased FS KKR Capital Corp. (FSK) securities between May 2024 and February 2026 and suffered losses are encouraged to join a class action lawsuit. The deadline to seek lead plaintiff appointment is July 6, 2026, stemming from alleged $880 million in concealed portfolio losses and a significant share price drop after a dividend cut and NAV decline. Investors can contact SueWallSt to evaluate their eligibility without upfront costs.
AI salon software Fresha hits $1bn after $80M KKR backing
Fresha, an AI-powered platform for the beauty and wellness industry, has secured an $80 million primary growth investment from KKR, valuing the company at over $1 billion. This funding brings Fresha's total capital raised to $285 million and will be used to accelerate global expansion and further AI innovation. The company, founded in 2015, facilitates over 35 million appointments monthly and generates over $15 billion in annual gross merchandise value.
Rathbones Group PLC Raises Stock Position in KKR & Co. Inc. $KKR
Rathbones Group PLC significantly increased its stake in KKR & Co. Inc. by 84.3% in the fourth quarter, purchasing 686,175 additional shares to hold approximately 1.5 million shares valued at about $191.3 million. KKR & Co. Inc. also recently approved a $500 million share repurchase program and raised its quarterly dividend to $0.195 per share. Analysts generally rate KKR as a "Moderate Buy," with an average target price of $134.53, despite some firms cutting their price targets.
Leonteq Securities AG Purchases Shares of 31,536 KKR & Co. Inc. $KKR
Leonteq Securities AG initiated a new position in KKR & Co. Inc. during the fourth quarter, acquiring 31,536 shares valued at approximately $4.02 million. This move is part of broader institutional interest, as 76.26% of KKR's stock is institutionally owned, with several firms recently increasing their holdings. KKR also enhanced shareholder value by raising its quarterly dividend and authorizing a $500 million share repurchase program, while analysts maintain a "Moderate Buy" rating with a consensus target of $134.53.
Algebris UK Ltd. Purchases New Stake in KKR & Co. Inc. $KKR
Algebris UK Ltd. has purchased a new stake in KKR & Co. Inc., acquiring 157,103 shares valued at approximately $20 million, making it 1.0% of their portfolio. KKR continues to attract significant institutional investment, with major firms like Vanguard and Legal & General increasing their holdings. The company recently announced a $500 million share buyback and increased its quarterly dividend to $0.195 per share, reflecting confidence in its valuation and future prospects.
A Look at KKR & Co Inc (KKR) After 3.2% Decline -- GF Value $117.47 vs Price $92.92
KKR & Co Inc. (KKR) recently experienced a 3.2% stock price decline, continuing a year-to-date downtrend. Despite this, GuruFocus estimates the stock to be "Modestly Undervalued" with a GF Value of $117.47 against its current price of $92.92. The company boasts a strong GF Score of 86/100, particularly in growth (10/10), and notable insider buying, although its financial strength (4/10) and Altman Z-Score indicate potential vulnerabilities.
House Passes Affordable Housing Bill—With a Watered-Down Investor Ban
The House of Representatives has passed a bill aimed at addressing affordable housing, which includes provisions to make it more difficult for institutional investors to purchase homes for rental purposes. Despite its passage in the House, the bill faces an uncertain future in becoming law, according to some lawmakers.
KKR & Co. Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Shares of KKR & Co. Inc. (KKR) rose 1.53% on Wednesday, ending a three-day losing streak, despite underperforming compared to broader market indices like the S&P 500 and Dow Jones Industrial Average. The stock closed at $94.34, while the S&P 500 gained 1.08% and the Dow Jones Industrial Average increased by 1.31%. This performance indicates that while KKR saw daily gains, its growth lagged behind the general market trend.
FS KKR Capital Corp. (FSK) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
Glancy Prongay Wolke & Rotter LLP has announced a securities fraud class action lawsuit against FS KKR Capital Corp. (FSK) on behalf of investors who suffered losses. The lawsuit alleges that FS KKR Capital made materially misleading statements between May 8, 2024, and February 25, 2026, regarding its portfolio restructuring, investment valuations, and distribution strategy. Affected shareholders have until July 6, 2026, to apply to be a lead plaintiff.
FS KKR Capital Corp. (FSK) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
Glancy Prongay Wolke & Rotter LLP has announced a securities fraud class action lawsuit against FS KKR Capital Corp. (FSK). The lawsuit alleges that FS KKR Capital misrepresented the effectiveness of its portfolio restructuring, overstated asset valuations, and made misleading statements about its quarterly distribution strategy. Investors who suffered losses on FSK investments between May 8, 2024, and February 25, 2026, have until July 6, 2026, to apply to be a lead plaintiff.
James Hardie Q4 2026: Synergies Are Running Hot — Can They Outpace a $100M Inflation Headwind?
James Hardie Industries (JHX) reported strong Q4 FY2026 results with revenue up 45% year-over-year, largely driven by the AZEK acquisition, which also led to margin compression. The company faces a significant $80M to $100M inflation headwind in FY2027 but has exited FY2026 with an $80M synergy run rate from the acquisition, with expectations to reach $125M in commercial revenue synergies by the end of FY2027. The TIKR model projects a $33 price target, implying a 74% upside, based on earnings growth and successful margin expansion despite new cost pressures.
FS KKR CAPITAL CORP. INVESTORS WITH LOSSES HAVE UNTIL JULY
Bernstein Liebhard LLP reminds investors of FS KKR Capital Corp. (NYSE: FSK) with losses that they have until July 6, 2026, to join a securities fraud class action lawsuit. The lawsuit alleges that the company made false and misleading statements about its business and financial stability, leading to artificially inflated stock prices for investors who purchased shares between May 8, 2024, and February 25, 2026. Investors can contact Bernstein Liebhard LLP to discuss their legal options and potentially serve as a lead plaintiff.
Partners Group Holding AG Has $52.01 Million Stock Position in KKR & Co. Inc. $KKR
Partners Group Holding AG recently reduced its stake in KKR & Co. Inc. by 5.1% in the fourth quarter, yet still maintains a significant position worth approximately $52.01 million, making it their 7th largest holding. KKR shares experienced a 3.1% decline to $92.95, trading below its 200-day moving average, despite reporting Q4 earnings of $1.24 per share on $5.74 billion in revenue and authorizing a $500 million share repurchase program along with an increased quarterly dividend. Analysts currently rate KKR as a "Moderate Buy" with a consensus price target of $134.53.
Northwestern Mutual Wealth Management Co. Purchases 105,070 Shares of KKR & Co. Inc. $KKR
Northwestern Mutual Wealth Management Co. significantly increased its stake in KKR & Co. Inc. by 152.4% in the fourth quarter, purchasing an additional 105,070 shares. This brings their total holdings to 174,004 shares, valued at approximately $22.2 million. Other institutional investors also raised their positions, with institutions now owning 76.26% of KKR's stock, while the company recently increased its quarterly dividend and authorized a $500 million share buyback.
Kokusai Electric Announces Exit of KKR as Principal Shareholder and Temporary Stake by Nomura
Kokusai Electric announced that its principal shareholder, KKR HKE Investment L.P., will sell its entire 10.36% stake, with Nomura Securities temporarily holding about 11.55% of voting rights before reselling the shares. This move signifies KKR's full exit and a shift towards broader market ownership for Kokusai Electric, potentially improving liquidity and altering governance influence.
Handelsbanken Fonder AB Buys 42,052 Shares of KKR & Co. Inc. $KKR
Handelsbanken Fonder AB increased its stake in KKR & Co. Inc. by 17.8% in the fourth quarter, purchasing an additional 42,052 shares to bring its total holdings to 278,803 shares valued at approximately $35.5 million. KKR has received mixed analyst ratings, with an overall "Moderate Buy" consensus and an average price target of $134.53. The company also raised its quarterly dividend to $0.195 per share and authorized a $500 million share repurchase program.
Kokusai Electric slides after KKR says it will sell remaining stake
Shares of Japanese chip equipment maker Kokusai Electric Corp fell sharply after private equity firm KKR announced plans to sell its remaining 10.57% stake. This sale marks KKR's full exit from the semiconductor equipment maker, roughly two-and-a-half years after Kokusai's Tokyo listing. Kokusai Electric manufactures deposition equipment for semiconductor production and has benefited from strong investor interest in AI-linked chip suppliers.
Private Equity's Big Four Are Starting To Crack As Exits Slow, Credit Stress Mounts
The private equity industry's "Big Four" firms—Blackstone, Apollo, Carlyle, and KKR—are facing significant challenges due to slowing deal exits, increasing pressure in private credit, and investor caution, leading to their weakest collective sentiment in years. Blackstone and Carlyle are experiencing redemptions in private credit funds, while KKR's financial targets are threatened by weak exit markets and global instability. Despite these issues, Apollo Global Management surpassed $1 trillion in assets under management, yet the sector faces an uncertain future where liquidity and investor selectivity are paramount.
Major capital authorization and governance votes at Nexa Resources (NYSE: NEXA)
Nexa Resources S.A. is convening its 2026 Annual and Extraordinary General Meetings on June 25, 2026, where shareholders will vote on key items including the approval of 2025 financial accounts, reelection of directors, and determination of board remuneration. The Extraordinary Meeting will address a significant increase in authorized share capital from US$231,942,819 to US$800,000,000, and authorize the board to limit or cancel preferential subscription rights for future share issuances. Amendments to the company's articles of association to modernize governance and remove outdated references will also be proposed.
Ecolab launches $5B bond sale to fund CoolIT acquisition By Investing.com
Ecolab Inc. has initiated a $5 billion bond sale to finance its acquisition of CoolIT Systems Inc. The water and hygiene services provider initially sought to sell $4 billion in notes but increased the offering. The four-part bond offering, with maturities ranging from three to ten years, will help fund the $4.75 billion CoolIT acquisition, which is expected to close in Q3.
KKR & Co. Inc. stock underperforms Tuesday when compared to competitors
Shares of KKR & Co. Inc. (KKR) fell 3.18% to $92.92 on Tuesday, performing worse than the broader stock market. The S&P 500 Index dropped 0.67% and the Dow Jones Industrial Average fell 0.65%, making it a poor trading session overall. This marks the third consecutive day of losses for KKR's stock.
Ecolab (NYSE: ECL) links debt prospectus to $4.75B CoolIT acquisition
Ecolab Inc. is offering multiple series of senior unsecured notes to fund its pending acquisition of CoolIT Systems for approximately $4.75 billion. The prospectus details that if the acquisition is not completed by a special mandatory redemption end date, Ecolab must redeem certain series of notes at 101% of principal plus accrued interest. The notes, including floating-rate series linked to Compounded SOFR, are senior unsecured obligations and will rank equally with other senior indebtedness, but will be structurally subordinated to liabilities of subsidiaries.
Tredje AP fonden Grows Stake in KKR & Co. Inc. $KKR
Tredje AP fonden increased its holdings in KKR & Co. Inc. by 34.0% in the fourth quarter, bringing its total ownership to 637,751 shares valued at $81.3 million. This comes as other institutional investors have also adjusted their positions in KKR, and the company recently declared an increased quarterly dividend and a share buyback program. Analyst ratings for KKR are generally positive, with a consensus of "Moderate Buy."
Exclusive | JPMorgan exec Lorna Hajdini sues ex-banker Chirayu Rana for defamation over ‘sex slave’ allegations
JPMorgan Chase executive Lorna Hajdini has filed a defamation lawsuit against former banker Chirayu Rana, accusing him of fabricating "sex slave" allegations that damaged her reputation and career. Hajdini's lawsuit claims Rana orchestrated a campaign of false accusations and had previously made similar sexual harassment claims in another job. JPMorgan supports Hajdini, stating their internal investigation found no merit to Rana's initial claims, and highlights that Rana had lied about his father's death for bereavement leave.
TD Private Client Wealth LLC Decreases Stock Position in KKR & Co. Inc. $KKR
TD Private Client Wealth LLC significantly reduced its stake in KKR & Co. Inc. by 24.7% in the fourth quarter of the previous year, now holding 34,448 shares valued at approximately $4.39 million. Despite this, KKR continues to attract substantial institutional investment, with various firms increasing their holdings, leading to hedge funds and other institutions owning 76.26% of the company's stock. KKR recently reported solid financial results, including strong Q1 earnings, a new $500 million share repurchase authorization, and an increased quarterly dividend.
23,251 Shares in KKR & Co. Inc. $KKR Purchased by North Dakota State Investment Board
The North Dakota State Investment Board acquired 23,251 shares of KKR & Co. Inc. (NYSE:KKR) in the fourth quarter, a new position valued at approximately $2.96 million. Institutional ownership of KKR stands at 76.26%, with various hedge funds also adjusting their stakes. Analyst sentiment is a "Moderate Buy" with a consensus target price of $134.53, while the company also increased its quarterly dividend to $0.195 per share.
FS KKR Capital Corp. $FSK Stock Holdings Lowered by Cambridge Investment Research Advisors Inc.
Cambridge Investment Research Advisors Inc. reduced its stake in FS KKR Capital Corp. by 14.6% in Q4, selling 272,355 shares. This coincides with FS KKR Capital (FSK) reporting lower-than-expected quarterly earnings and revenue, though it declared a quarterly dividend of $0.42, representing a 15.6% yield. Analysts maintain a cautious outlook, with a consensus "Reduce" rating and an average price target of $10.58.
KKR to Sell Down Kokusai Electric Stake After AI-Fueled Recovery
KKR & Co. plans to sell its entire 10.6% stake in Kokusai Electric Corp., cashing in on the Japanese chip gear maker's strong performance since its IPO two and a half years ago. The move follows an AI-driven rally in Kokusai Electric's share price. Nomura Holdings Inc. will arrange the sale of the 24.7 million shares.
Barclays (DJP) contingent-coupon notes; $7.083 per $1,000, May 2026–2031
Barclays Bank PLC is offering contingent coupon notes linked to a basket of alternative asset managers, paying a monthly contingent coupon of $7.083 per $1,000 (8.50% per annum) if the Basket Value meets the Coupon Barrier. The notes have an issue date of May 27, 2026, and a maturity date of May 27, 2031, with automatic redemption possible from the sixth observation date if the Basket Value is at or above the Initial Basket Value. Investors face principal loss at maturity if the Final Basket Value falls below the Barrier Value, and all payments are unsecured obligations of Barclays, subject to U.K. bail-in powers.
FS KKR Capital (NYSE: FSK) to post updated investor presentations online
FS KKR Capital Corp. (FSK) announced via an 8-K filing that it will make updated investor presentations available on its website after market close on May 18, 2026. These materials will be found under the "Events & Presentations" section of its website for investors. The company clarified that these presentations are furnished under Item 7.01 of Form 8-K, not filed for liability purposes, and include cautionary language regarding forward-looking statements.
KKR Maintained by TD Cowen -- Price Target Lowered to $104
TD Cowen has maintained a 'Hold' rating for KKR, while lowering its price target from $106 to $104. Despite the lowered target, GuruFocus indicates KKR is currently undervalued by 18.2% with a GF Value™ of $117.70, and insiders have shown confidence through $15.6 million in purchases. The company boasts high growth and valuation ranks, though its financial strength is noted as weaker.
