3 Mortgage REIT Stocks to Watch If Long Term Treasury Yields Fall
With Treasury Secretary Scott Bessent floating a buyback plan targeting long-term yields, interest rate expectations are again a key focus, impacting mortgage REITs. This article highlights three U.S. mortgage and interest-rate-sensitive REIT stocks—KKR Real Estate Finance Trust (KREF), Blackstone Mortgage Trust (BXMT), and Starwood Property Trust (STWD)—that are particularly exposed to these policy shifts. It details their business models, current challenges like loan losses and nonperforming assets, and their potential responses to changes in long-term Treasury yields.
CPP Investments Partnering Up With KKR, Blackstone and BlackRock on Infra Megadeals
The Canada Pension Plan Investment Board (CPPIB) is increasingly partnering with major private capital groups like KKR, Blackstone, and BlackRock for infrastructure megadeals. This shift reflects the growing scale of infrastructure projects, driven by themes like AI and energy security, and the rising influence of private capital firms in a sector once dominated by pension funds. While CPPIB will continue direct investments, strategic partnerships are becoming crucial for accessing and underwriting larger opportunities.
Broadcom engages with lenders to secure $60B for AI chip financing: report
Broadcom is reportedly looking to raise a significant amount of funding, potentially $60 billion, to finance its artificial intelligence initiatives. The company is in discussions with major financial institutions like Blackstone and Apollo Global Management for this purpose. This move indicates a growing trend among big tech firms to secure substantial capital for AI development and expansion.
Sempra Advances Strategic Capital Recycling Program with Sale of Ecogas
Sempra (SRE) announced the successful sale of Ecogas México, a natural gas distribution network in Mexico, for approximately $500 million. This transaction is part of Sempra's strategic capital recycling program aimed at simplifying its business model, strengthening its financial position, and supporting long-term growth in its regulated utilities in Texas and California. The sale contributes to Sempra's $65 billion five-year capital plan, with over 95% of investments directed toward regulated utility infrastructure, and complements other strategic actions like the partial sale of Sempra Infrastructure Partners.
KKR’s $9B UGI Bid Headlines a Whirlwind Week of Dealmaking Rumors
This article details a busy week of dealmaking rumors on Wall Street, highlighted by KKR's reported $9 billion offer for natural gas distributor UGI Corp. Other significant developments include fast-fashion retailer Shein adjusting its valuation expectations to $25 billion ahead of a Hong Kong IPO, and Alibaba selling its gaming unit, Lingxi Games, for over $2 billion to Trustar Capital. Additionally, investment firm General Atlantic is reportedly reconsidering a public listing after previously filing IPO paperwork in 2023.
Sempra completes sale of Mexican gas distributor Ecogas By Investing.com
Sempra has completed the sale of Ecogas México, its natural gas distribution network serving over 600,000 customers, for approximately $500 million. This sale is part of Sempra's capital recycling program, which aims to support its five-year capital plan of $65 billion, predominantly directed towards regulated utility infrastructure. The proceeds will help fund investments in Texas and California, reducing reliance on future common-equity issuances and supporting credit quality.
KKR Data Center Chief Vaults to Prominence With Nvidia Pact
Waldemar Szlezak, KKR's global head of digital infrastructure, has risen to prominence after participating in a $500 billion pact with Nvidia to finance AI chips. Szlezak, an engineer by training, was instrumental in KKR's acquisition of CyrusOne and the launch of Helix Digital Infrastructure. KKR views servers as valuable assets that can generate revenue streams for financing, even amidst concerns about rapid technology obsolescence and potential industry overbuild.
United Bank Makes New $1.28 Million Investment in KKR & Co. Inc. $KKR
United Bank has made a new investment of $1.28 million in KKR & Co. Inc. by purchasing 14,006 shares. Other institutional investors have also adjusted their stakes in KKR, which has recently been involved in potential acquisitions in Indian live entertainment, U.S. natural-gas distribution, and Malaysian healthcare. The company's stock has received "Moderate Buy" ratings from analysts, with a consensus price target of $127.75.
Deutsche Bank AG Buys Shares of 1,618,481 KKR & Co. Inc. $KKR
Deutsche Bank AG has acquired a new stake of 1,618,481 shares in KKR & Co. Inc., valued at approximately $148.54 million. This purchase makes Deutsche Bank AG a 0.18% owner of KKR. Other institutional investors have also adjusted their positions in KKR, while analysts have largely given the stock a "Moderate Buy" rating with an average price target of $127.75.
777,883 Shares in KKR & Co. Inc. $KKR Bought by Algebris UK Ltd.
Algebris UK Ltd. recently purchased 777,883 shares of KKR & Co. Inc. (NYSE:KKR) valued at approximately $71.17 million, making it their 6th largest holding. Other institutional investors also adjusted their stakes in KKR, which saw an average analyst rating of "Moderate Buy" and an average price target of $127.75. KKR also reported strong Q2 earnings, beating analyst estimates, and announced a $500 million share repurchase program and a quarterly dividend of $0.195 per share.
FS KKR Capital (NYSE:FSK) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
JPMorgan Chase & Co. raised its price target for FS KKR Capital (NYSE:FSK) from $9.50 to $11.00, though it maintained a "neutral" rating, indicating a potential 8.75% downside from the previous close. Despite this, FSK shares saw a 1.2% increase to $12.05 after the company reported quarterly earnings and revenue that slightly surpassed analyst expectations. The stock currently holds a "Reduce" consensus rating from analysts, with an average price target of $11.43.
Private Equity's Return to Oil, Gas and Coal Already Tops All of 2025, Driven by One $9.7B Deal
Private equity investments in the oil, gas, and coal sectors have significantly surpassed the total for all of 2025, largely due to a $9.7 billion acquisition by KKR & Co. and Energy Capital Partners. This surge, totaling $14.7 billion through July, is attributed to rising commodity prices, energy supply concerns, and increased electricity demand from data centers and AI. Europe accounted for the majority of this investment as it seeks to reduce reliance on Russian natural gas.
KKR & Co. Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Shares of KKR & Co. Inc. rose 3.05% on Wednesday, closing at $110.46. Despite this daily gain, the stock underperformed compared to its competitors, even though the broader market, including the S&P 500 Index and the Dow Jones Industrial Average, also saw increases. This rise ended a three-day losing streak for KKR.
Ameriprise Gains 14.6% YTD: Should You Buy the Stock Now?
Ameriprise Financial (AMP) has seen a 14.6% year-to-date gain, outperforming the S&P 500 and its peers. The company's strong performance is attributed to its diversified business model, robust revenue growth, strategic portfolio optimization, solid balance sheet, and efficient capital returns. Analysts have revised earnings estimates upward, and the stock appears undervalued, suggesting a potential buying opportunity.
Ameriprise Gains 14.6% YTD: Should You Buy the Stock Now?
Ameriprise Financial (AMP) has seen a 14.6% year-to-date gain, outperforming the S&P 500 and its industry. The company's strong revenue growth, strategic portfolio optimization, solid balance sheet, and efficient capital returns suggest further upside. Analysts have also revised earnings estimates upward, and the stock currently trades at an attractive valuation compared to its peers.
Top 2 Utilities Stocks That May Crash In Q3
This article identifies two utilities stocks, York Water Co (NASDAQ: YORW) and UGI Corp (NYSE: UGI), that are currently showing overbought conditions based on their Relative Strength Index (RSI) values. York Water Co recently posted strong earnings and saw its stock rise, while UGI Corp gained after news of an unsolicited takeover bid from KKR. Investors using momentum as a trading criterion may view these high RSI values as a potential warning sign for short-term performance.
Mitsubishi UFJ Asset Management Co. Ltd. Makes New Investment in KKR & Co. Inc. $KKR
Mitsubishi UFJ Asset Management Co. Ltd. has made a new investment in KKR & Co. Inc., purchasing over 1.6 million shares valued at approximately $147.6 million. This makes Mitsubishi UFJ Asset Management Co. Ltd. an owner of 0.18% of KKR's stock. Other institutional investors have also recently adjusted their holdings in KKR, which has a market capitalization of $96.24 billion and an average analyst rating of "Moderate Buy."
Diversify Advisory Services LLC Purchases New Stake in FS KKR Capital Corp. $FSK
Diversify Advisory Services LLC has acquired a new stake in FS KKR Capital Corp. (NYSE:FSK) during the second quarter, purchasing 201,020 shares valued at approximately $2.18 million. Other institutional investors also adjusted their holdings, with BlackRock Inc. buying a significant new stake. FS KKR Capital recently reported strong earnings, exceeding analyst estimates, and increased its quarterly dividend to $0.44 per share, representing an annualized yield of 14.8%.
Element Pointe Advisors LLC Acquires New Shares in KKR & Co. Inc. $KKR
Element Pointe Advisors LLC has acquired 10,635 shares of KKR & Co. Inc., valued at approximately $976,000, during the second quarter. This move is part of a broader trend of institutional investment, with several other firms also initiating positions in KKR, leading to institutional ownership of 76.26%. KKR reported strong quarterly earnings of $1.63 per share and $5.73 billion in revenue, surpassing analyst expectations, and has declared a $0.195 quarterly dividend while authorizing a $500 million share repurchase program.
Key facts: KKR & Co Inc in megadeals; preferred for Avisena; BookMyShow
KKR & Co Inc. is involved in several significant deals, including being hired by a Canadian pension fund for large infrastructure projects. KKR is also the preferred bidder for a 20-25% stake in Malaysia’s Avisena Healthcare, a deal valued at approximately 1.5 billion ringgit. Additionally, KKR agreed to purchase about 6% of BookMyShow for $40–$50 million, an investment aimed at supporting the company's expansion.
KKR leads bidding race for minority stake in Malaysia’s Avisena, sources say
KKR & Co is reportedly the preferred bidder for a minority stake in Avisena Healthcare, a Malaysian healthcare firm, in a deal that could value the company at approximately 1.5 billion ringgit ($370 million). The agreement for a 20% to 25% stake, potentially worth 300 million to 400 million ringgit, could be finalized by early September. This interest highlights growing investor attention in Southeast Asia's healthcare sector, driven by rising incomes, aging populations, and increased demand for private medical services.
Distressed Investor Mavik Bets on KKR Mortgage REIT Liquidation Play
Mavik, a distressed commercial real estate investor, has acquired a 5.4% stake in KKR Real Estate Finance Trust (KREF), a mortgage REIT exploring strategic alternatives. Mavik anticipates that a sale or liquidation of KREF's assets at or near book value could yield an internal rate of return exceeding 30%, drawing parallels to a recent Apollo Global Management transaction. This investment highlights a growing trend among investors targeting mortgage REITs trading below book value.
Parker-Hannifin (NYSE: PH) director now holds 3,269 shares after $1.6M sale
Parker-Hannifin director James Verrier sold 1,500 shares of common stock on August 14, 2026, for approximately $1.59 million at a price of $1,058.00 per share. Following this transaction, Verrier directly holds 3,269 shares, including one acquired through a dividend reinvestment plan. The sale was reported via a Form 4 SEC filing, indicating an open market or private transaction.
UGI Shares Surge Following Unsolicited $9 Billion KKR Buyout Offer
UGI Corp's shares rallied significantly following a Wall Street Journal report detailing an unsolicited acquisition proposal from private equity giant KKR & Co Inc. KKR reportedly offered $9 billion, valuing UGI at $42.50 per share, a premium of over 20% to its previous closing price. The article notes that while there's no guarantee UGI will accept, the bid reflects increasing private equity interest in utility infrastructure driven by rising power demands.
UGI Shares Jump 14% After KKR Submits $9 Billion Unsolicited Takeover Bid
UGI Corp. shares surged over 14% after KKR & Co. submitted an unsolicited takeover bid valued at approximately $9 billion, or $42.50 per share, representing a 21% premium. This move highlights increasing private equity interest in power and natural-gas assets, fueled by the rising electricity demand from AI data centers, which are projected to double global data center power consumption by 2030. The bid underscores a broader trend of consolidation in the energy sector, although there is no guarantee the deal will be finalized.
Why Thomson Reuters (TRI) Stock Is Up Today
Thomson Reuters (TRI) stock rose 3.5% today, likely driven by positive reactions to its strong second-quarter results, which included 9% revenue growth and an increased full-year outlook. Further contributing factors include the company's capital returns program, a planned joint venture for its Global Print business with KKR, and growing optimism for its AI-enabled legal and tax products. Hedge funds have also significantly increased their holdings in TRI, with 391 institutional investors adding shares in the most recent quarter.
UGI Stock Soars 13% as KKR Eyes Takeover — Data Center Demand Makes Power Producers Prime Targets
UGI Corp. stock surged 13% after private equity firm KKR made a $9 billion unsolicited buyout proposal for the natural-gas and electricity provider. This increased interest in power producers is driven by the soaring energy demands of AI data centers, which require vast and reliable electricity supplies. The offer values UGI at $42.50 per share, highlighting a broader trend of M&A consolidation in the power sector fueled by artificial intelligence's immense power consumption.
UGI Stock Soars 13% as KKR Eyes Takeover — Data Center Demand Makes Power Producers Prime Targets
UGI Corp. stock surged 13% after KKR & Co. made an unsolicited $9 billion buyout offer, valuing the company at $42.50 per share. The increased interest in power producers like UGI, which operates gas and electric utilities and pipeline networks, is driven by the soaring energy demands of AI data centers. This trend highlights a broader consolidation in the power sector as private equity firms seek reliable energy infrastructure to meet future technological needs.
UGI Jumps As Buyout Speculation Appears to Eclipse Recent Operating Updates
UGI Corporation (UGI) experienced an 11.4% stock price jump, primarily driven by market speculation of a potential takeover bid from KKR, rather than its recent operating updates. Despite reaffirming fiscal 2026 adjusted diluted EPS guidance and highlighting a potential rate settlement, these positive updates were not considered strong enough to cause such a significant single-day rally. The company's prior disclosure of a strategic alternatives review for its LPG businesses likely contributed to the market's receptiveness to the buyout rumors.
UGI shares spike on reported KKR bid for the company
UGI Corporation's shares surged by over 14% following a Wall Street Journal report indicating that private equity firm KKR made a $9 billion takeover offer for the natural gas and electricity distributor. KKR's proposed bid was $42.50 per share, significantly above the stock's trading price before the report. Trading was briefly halted due to volatility after the announcement.
KKR makes $9B takeover bid for gas and electricity distributor UGI - WSJ (UGI:NYSE)
KKR has reportedly made a $9 billion takeover bid for UGI Corporation, a natural gas and electricity distributor. Following the news, UGI's stock price surged by 12.3% in Tuesday's trading. The report from the Wall Street Journal indicates the offer was recent, though further details are not provided.
KKR makes $9 billion takeover bid for UGI, WSJ reports
Private equity firm KKR has reportedly offered to acquire U.S. natural gas and electricity distributor UGI Corp for $9 billion, valuing the company at $42.50 per share. This offer represents a 21.1% premium to UGI's closing price on Monday, causing UGI shares to jump over 12% in early trading. The bid comes amidst increasing demand for reliable energy sources like natural gas due to a surge in electricity consumption from AI data centers.
KKR Offers to Buy UGI Corp. for $42.50 a Share, Report Says
KKR & Co. has reportedly made a $9 billion offer to acquire UGI Corp., a natural gas and electricity distributor. The private equity firm proposed a price of $42.50 per share, which is significantly higher than UGI's closing stock price of $35.09 on the day prior to the report. This potential acquisition would value UGI Corp. at approximately $9 billion, compared to its market value of around $7.53 billion based on its stock performance.
Natural gas and electricity distributor UGI Corp. (UGI) recently received a roughly USD 9bln takeover offer from KKR (KKR), according to WSJ citing sources
UGI Corp. (UGI), a natural gas and electricity distributor, has reportedly received a takeover offer of approximately USD 9 billion from KKR (KKR), as cited by the Wall Street Journal. This news places UGI in a pre-announcement phase, where such utility transactions typically see the target stock gap toward the implied consideration, with further developments depending on board receptivity, financing, and regulatory scrutiny. The offer's implication of a modest premium over current market value suggests further diligence or conditions may be involved.
Exclusive | KKR Makes $9 Billion Takeover Bid for Natural-Gas and Electricity Distributor
KKR has made a takeover offer for natural-gas and electricity distributor UGI Corp., valuing the company at approximately $9 billion. The private-equity firm offered $42.50 per share, which is significantly higher than UGI's Monday closing price of $35.09. UGI operates AmeriGas and other natural-gas and electric utilities.
Securitize And Neuberger Launch HINC High-Yield Tokenized Fund Across 4 Major Blockchains
Securitize and Neuberger have launched the Neuberger Securitize High Income Tokenized Fund (HINC) across Sui, Avalanche, Ethereum, and Solana. This marks the first time an actively managed high-yield fixed income strategy, including high-yield bonds, CLOs, and leveraged loans, has been tokenized across these four major blockchain networks. HINC broadens the scope of institutional tokenized products beyond traditional Treasury and money market strategies, with Neuberger acting as subadvisor and Securitize providing the regulated tokenization infrastructure.
OPKO Health Secures $125 Million Financing Against Mazdutide Royalties
OPKO Health has secured an additional $125 million in financing from HealthCare Royalty (HCRx) by issuing senior secured notes backed by future royalties from its mazdutide licensing agreement with Eli Lilly. This non-dilutive capital injection allows OPKO to strengthen its financial flexibility and fund operations, while retaining long-term participation in mazdutide's royalty potential after payments reach 1.5 times the funded amount. The financing highlights the attractiveness of OPKO's royalty assets, especially given mazdutide's growth prospects in the Chinese market.
Securitize and Neuberger Launch New Tokenized Fixed Income Fund
Securitize and Neuberger have partnered to launch the Neuberger Securitize High Income Tokenized Fund (HINC), offering a high-yield fixed income strategy on public blockchains like Avalanche, Ethereum, Solana, and Sui. Neuberger will serve as subadvisor, contributing its extensive fixed income expertise. The fund aims to provide eligible accredited investors and qualified purchasers access to tokenized fixed income investments, with Securitize managing the tokenization and related services.
KKR makes $9 billion takeover bid for energy distributor UGI, WSJ reports
Private equity firm KKR has reportedly offered to acquire U.S. natural gas and electricity distributor UGI Corp for $9 billion, or $42.50 per share, representing a 21.1% premium to UGI's Monday closing price. This move comes as increased electricity demand, particularly from AI data centers, highlights the need for reliable energy sources like natural gas. UGI's shares surged over 11% following the news, while KKR's stock saw a slight dip.
118,535 Shares in KKR & Co. Inc. $KKR Acquired by Cornerstone Advisors LLC
Cornerstone Advisors LLC recently acquired 118,535 shares of KKR & Co. Inc. (NYSE:KKR) valued at approximately $10.88 million. This move is part of broader institutional investor activity, with several other firms also initiating new positions in KKR during the second quarter. KKR & Co. Inc. recently announced a share repurchase plan of $500 million and a quarterly dividend of $0.195 per share.
B & T Capital Management DBA Alpha Capital Management Takes Position in KKR & Co. Inc. $KKR
B & T Capital Management DBA Alpha Capital Management has purchased a new position in KKR & Co. Inc. (NYSE:KKR), acquiring 101,903 shares valued at approximately $9.35 million during the second quarter. KKR comprises 1.2% of the fund's investment portfolio, making it their 21st largest holding. Other hedge funds also adjusted their stakes in KKR, and analysts have set new price targets, with the stock currently holding a "Moderate Buy" rating.
Microsoft, Salesforce eye Darwinbox buyout ahead of its planned IPO
HR and payroll services provider Darwinbox is attracting buyout interest from tech giants Microsoft and Salesforce, as well as ADP, ahead of its potential initial public offering (IPO) in the next couple of years. The KKR-backed firm, valued at around $1.8-2.0 billion, is exploring its options as it expands globally. Darwinbox, however, has denied talks of a stake sale, stating its focus remains on an IPO.
KKR cuts BridgeBio Pharma (NASDAQ: BBIO) stake below 5%
KKR Genetic Disorder L.P. has reduced its stake in BridgeBio Pharma (NASDAQ: BBIO) to below 5% after selling 5 million shares at $77.415 each in an underwritten offering that closed on August 17, 2026. This transaction resulted in KKR Genetic Disorder L.P. directly holding 8,260,971 common shares, with the aggregate reported interest of the KKR group now at approximately 4.7% of BridgeBio's common stock, making this an exit filing. A 30-day lock-up agreement prevents further disposal of its remaining shares or convertible securities by KKR.
KKR & Co. Inc. stock underperforms Monday when compared to competitors
Shares of KKR & Co. Inc. (KKR) fell 4.54% on Monday, closing at $108.83, significantly underperforming the broader market. This decline occurred during an overall poor trading session, with both the S&P 500 Index and the Dow Jones Industrial Average also experiencing losses. This marks the second consecutive day of losses for KKR stock.
KKR & Co Inc Stock (KKR) Moved Down by 5.44% on Aug 17: Key Drivers Unveiled
KKR & Co Inc (KKR) experienced a 5.44% decline in stock value on August 17 due to short-term profit-taking after a strong rally. Despite this, the company maintains solid fundamentals with $25.26 billion in annual revenue and positive analyst ratings. The drop is attributed to market volatility, valuation dynamics, and a general cooling of risk appetite in the alternative asset management sector, although its long-term outlook remains strong.
CB Financial Services (NASDAQ:CBFV) Director Sells $37,060.00 in Stock
CB Financial Services (NASDAQ:CBFV) Director John Swiatek sold 1,000 shares of the company's stock for $37,060.00, reducing his direct holdings by 7.33%. The sale follows a strong quarterly earnings report where the company beat analyst estimates for both EPS and revenue and declared a dividend of $0.28 per share. Analysts maintain a "Moderate Buy" consensus with a $42.50 target price for CBFV.
BridgeBio Pharma Backs $390 Million Secondary; Underwriting Deal With Goldman, William Blair, KKR
BridgeBio Pharma (BBIO) has entered into an underwriting agreement to support a $390 million secondary offering of 5,000,000 shares at $78.00 per share by stockholder KKR Genetic Disorder. The agreement is with William Blair, Goldman Sachs, and KKR Capital Markets, representing the underwriters. BridgeBio Pharma will not receive any proceeds from this sale, which is expected to close on August 17, 2026.
Northland upgrades Astera Labs stock rating on AI spending outlook
Northland upgraded Astera Labs (NASDAQ:ALAB) to Outperform from Market Perform, setting a price target of $350 due to an anticipated extended AI infrastructure spending cycle and positive earnings revisions. The firm highlighted Astera Labs' strong position in AI infrastructure signal conditioning and its significant revenue growth. Recent financial results and new funding commitments for AI infrastructure from major tech and financial players further support this optimistic outlook, suggesting the AI spending peak will extend into 2027.
69,000 Shares in KKR & Co. Inc. $KKR Bought by Privium Fund Management UK Ltd
Privium Fund Management UK Ltd recently acquired 69,000 shares of KKR & Co. Inc. (NYSE:KKR) valued at approximately $6.137 million, making it their 11th largest holding. Other institutional investors have also adjusted their positions in KKR. The asset manager reported strong quarterly earnings, beating consensus estimates, and recently declared a quarterly dividend.
Uniting Wealth Partners LLC Takes Position in KKR & Co. Inc. $KKR
Uniting Wealth Partners LLC has acquired a new position of 15,000 shares in KKR & Co. Inc., valued at approximately $1.38 million. This move is part of broader institutional investment, with various firms adjusting their stakes in KKR, which is currently rated a "Moderate Buy" by analysts with an average price target of $127.75. KKR recently surpassed earnings expectations, reporting $1.63 EPS on $5.73 billion in revenue, declared a quarterly dividend of $0.195, and authorized a $500 million share buyback program.
