Williams, Henry Schein, and 3 Other Bargain Stocks From a Veteran Value Fund Manager
A veteran value fund manager has identified several bargain stocks, including Williams and Henry Schein, amidst a volatile market. Value stocks have outperformed growth stocks this year, with the Vanguard Value ETF up 3.3% while the Vanguard Growth ETF has fallen 9.5%. This article highlights opportunities for investors seeking reasonably priced growth stocks.
The Goldman Sachs Group Has Lowered Expectations for KKR & Co. Inc. (NYSE:KKR) Stock Price
The Goldman Sachs Group has reduced its price target for KKR & Co. Inc. (NYSE:KKR) from $145 to $110, while maintaining a "buy" rating, indicating a potential 22% upside. Despite the lowered target, the consensus analyst rating remains a "Moderate Buy" with an average target of $141.20, and company insiders have recently purchased a significant number of shares. This news comes as KKR's stock traded down $0.88 to $90.17 on Tuesday, with a market capitalization of $80.39 billion.
UBS Adjusts Keurig Dr Pepper Price Target to $32 From $36, Maintains Buy Rating
UBS has adjusted its price target for Keurig Dr Pepper (KDP) to $32, down from the previous $36, while reaffirming a Buy rating on the stock. This adjustment comes amidst recent corporate activities, including Keurig Dr Pepper's acquisition of JDE Peet's. The article also notes other recent analyst and rating agency actions concerning Keurig Dr Pepper and JDE Peet's.
Blackstone Inc. (BX) stock price, news, quote and history
This article provides a comprehensive overview of Blackstone Inc. (BX) stock, including its current price, historical data, financial performance, and recent news. It highlights Blackstone's role as a leading alternative asset management firm with diverse investment strategies across various sectors globally. The information presented offers investors key metrics, analyst insights, and competitive comparisons to other asset management companies.
HVS Asia Pacific Hospitality Newsletter - Week Ending 3 April 2026
The HVS Asia Pacific Hospitality Newsletter for the week ending April 3, 2026, reports major hotel transactions across Japan, Australia, Singapore, and Indonesia, totaling over JPY38.5 billion. Key deals include Nomura's acquisition of the Centara Grand Hotel Osaka for JPY38.5 billion, Deltine Capital's AUD19.5 million Ipswich Motel purchase, and The Assembly Place's plan to redevelop Lian Huat Building into a 152-key hotel in Singapore. Additionally, PT Putragaya Wahana secured investment from ADFD for the Waldorf Astoria Jakarta.
Autocallable Notes Linked to KKR (AMJB) — Quarterly Coupons up to 22.70%
JPMorgan Chase Financial Company LLC is offering autocallable contingent-coupon medium-term notes linked to KKR & Co. Inc. stock, with potential quarterly coupons up to 22.70% annually. The notes have a $1,000 principal amount and a stated maturity date of April 8, 2027, but can be automatically called earlier under certain conditions. Investors risk losing their entire investment if the underlier performs poorly, and the notes are subject to JPMorgan Financial and JPMorgan Chase & Co.'s credit risks.
Private Credit's Next Cycle Will Be Defined By Recovery Rates: KKR Report
A KKR report suggests that recovery rates, not default rates, will be the defining factor of the next private credit cycle. The report, led by Kris Novell, emphasizes that broader definitions of default, including PIK interest and amend-and-extend transactions, indicate early financial stress. KKR anticipates recovery rates could drop significantly below historical averages, with effective portfolio management and quality origination being key for success in this challenging environment.
KKR to Buy 700-Unit Nothing Bundt Cakes for $2 Billion
KKR is set to acquire Nothing Bundt Cakes from Roark Capital for approximately $2 billion. This acquisition follows significant growth for Nothing Bundt Cakes under Roark Capital's ownership, expanding to 700 locations by May 2025. Roark Capital, a major player in restaurant franchises, also owns Inspire Brands and is reportedly exploring an IPO for it this year.
KKR Lowers 2026 S&P 500 Target to 7,300 Amid Energy Concerns
KKR & Co. Inc. has lowered its 2026 year-end S&P 500 target to 7,300 from 7,600, citing growing concerns over "structurally higher" operating costs and a volatile energy sector. The firm also reduced its 2026 EPS growth forecast to 8% from 11%, expecting corporate profit margins to face intense compression due to high oil prices and tight labor markets. This shift suggests a "regime change" in the macroeconomic environment, moving away from the "Goldilocks" conditions of 2025 and indicating a more challenging period for investors, particularly for small-cap companies and consumer discretionary sectors.
Sleep apnea pill developer gets $150M as U.S. filing nears
Apnimed, a pharmaceutical company, has secured up to $150 million in debt financing from HealthCare Royalty Partners. This funding will support the commercial launch of AD109, an oral pill for obstructive sleep apnea (OSA), pending FDA approval. The company plans to submit a New Drug Application (NDA) for AD109 later this quarter, following positive Phase 3 trial results.
Goldman Sachs Adjusts KKR & Co. Price Target to $110 From $145, Maintains Buy Rating
Goldman Sachs has adjusted its price target for KKR & Co. (KKR) to $110, down from $145, while reiterating a Buy rating on the stock. This update reflects a re-evaluation by the investment bank regarding KKR's future performance or valuation. The article also mentions KKR's recent closing of its largest-ever North America private equity fund, raising a record $23 billion.
Rathbones Group PLC Purchases 686,175 Shares of KKR & Co. Inc. $KKR
Rathbones Group PLC significantly increased its stake in KKR & Co. Inc. by 84.3% in the fourth quarter, acquiring an additional 686,175 shares. This raised their total holdings to 1,500,547 shares, valued at $191.29 million, representing about 0.17% of KKR. Insider buying also accelerated, with CEO Scott Nuttall and Director Timothy R. Barakett purchasing a combined 175,000 shares, contributing to a total of 393,872 insider shares bought in the last three months.
The Carlyle Group Inc. (CG) stock price, news, quote and history
This article provides a comprehensive overview of The Carlyle Group Inc. (CG) stock, including its current price, historical data, financial performance, and analyst insights. It details Carlyle's investment strategies across various sectors and regions, highlighting its focus on asset management and private equity. The report also features a performance comparison with benchmark indices and other similar companies in the asset management industry.
KKR Stock: Still A Growth Story Despite Credit Fears (NYSE:KKR)
KKR (KKR) stock has underperformed, trading near 52-week lows due to private credit fears, but the company remains a strong buy. Its business model, characterized by long-dated, gated AUM, provides stable fee revenue despite market stresses. A recent successful $23 billion fundraise for North American private equity highlights robust institutional confidence and future growth prospects, with a fair value estimate of at least $112 per share.
Could SoCalGas Savings and Wells Fargo Upgrade Reframe Sempra’s Regulated Focus and Capital Strategy (SRE)?
Southern California Gas Company recently saved customers over $120 million during a winter storm, leveraging its natural gas storage fields. Concurrently, Wells Fargo upgraded Sempra (SRE), highlighting its business simplification and capital reallocation efforts to focus on regulated utility operations. These developments could significantly influence Sempra's investment narrative, reinforcing its reliability and capital efficiency while it continues with planned asset sales and regulatory risk management.
FS KKR stock slides as Moody’s downgrade flags rising credit stress
Shares of FS KKR Capital Corp (FSK) plummeted over 31% this year, including a 4% drop recently, following Moody’s downgrade of the private credit fund to junk status (Ba1 from Baa3). This downgrade reflects concerns over deteriorating asset quality, specifically a rise in non-accrual loans to 5.5% of total investments, weaker profitability, and structural risks like higher leverage. The move highlights broader stress in the private credit market, especially given FSK's significant exposure to software loans.
KKR & Co. Announces Q1 2026 Results - NYC Today
KKR & Co. Inc., a global investment firm, announced strong financial results for the first quarter of 2026, with total assets under management reaching $500 billion. The firm reported robust performance across private equity, credit, and real estate, deploying $8 billion in capital. KKR's CFO, Henry Roberts, attributed the success to its diversified investment strategy and team.
SRE SEC Filings - Sempra Energy 10-K, 10-Q, 8-K Forms
This article provides access to Sempra Energy's official regulatory documents, including 10-K, 10-Q, 8-K forms, and insider trading reports, through Stock Titan. It highlights how these filings offer detailed financial information, risk factors, and regulatory insights for investors. Stock Titan also provides AI-powered tools to summarize and analyze these complex documents.
KKR & Co. Inc. to Announce First Quarter 2026 Results
KKR & Co. Inc. (NYSE: KKR) announced it will release its financial results for the first quarter of 2026 on Tuesday, May 5, 2026, before market open. A conference call to discuss these results will follow at 10:00 a.m. ET on the same day, accessible via dial-in or live webcast on KKR's investor website. KKR is a global investment firm offering alternative asset management, capital markets, and insurance solutions.
BMO Lowers The Carlyle Group Inc. (CG) PT Amid Rising BDC Redemptions and Credit Strains
BMO Capital reduced its price target for The Carlyle Group Inc. (CG) to $58 from $65, maintaining an Outperform rating, due to challenges like BDC redemptions, credit strains, and AI-driven performance pressures. Despite this, Carlyle and KKR were recently selected by the U.S. Army for two $2 billion data center projects, leveraging private sector expertise for AI infrastructure. Carlyle, a global investment firm managing over $350 billion, is also noted for insider buying activity.
KKR closes its largest-ever private equity fund at $23 billion amid fundraising slump
KKR has successfully closed its largest-ever private equity fund, raising an impressive $23 billion. This significant achievement comes despite a general slump in fundraising within the private equity sector. The article highlights KKR's ability to attract substantial capital in a challenging market environment.
KKR & Co. Inc. to Announce First Quarter 2026 Results
KKR & Co. Inc. (NYSE: KKR) announced it will release its first-quarter 2026 financial results on Tuesday, May 5, 2026, before the New York Stock Exchange opens. The company will also host a conference call at 10:00 a.m. ET on the same day to discuss these results. Details for accessing the conference call and a live internet broadcast are provided for interested parties.
KKR (KKR) to Privatize Taiyo Holdings via Tender Offer
KKR & Co. Inc. announced an agreement to acquire and privatize Taiyo Holdings through a tender offer, which has received unanimous support from Taiyo Holdings’ Board of Directors and key shareholders. The tender offer is priced at JPY 4,750 per common share, aiming to accelerate Taiyo Holdings' 'Beyond Imagination 2030' plan and focus on growth in GenAI, data centers, and pharmaceutical contract manufacturing. This acquisition is part of KKR’s Asia Pacific private equity strategy, with the founding family intending to reinvest in the new KKR-managed vehicle.
Blue Owl limits withdrawals in two funds after historic surge in redemption requests
Blue Owl Capital has restricted withdrawals from two of its private credit funds, Blue Owl Technology Income Corp (OTIC) and Blue Owl Credit Income Corp (OCIC), following an unprecedented volume of redemption requests in the first quarter of 2026. Investors sought to withdraw 40.7% of shares from OTIC and 21.9% from OCIC, driven by "heightened negative sentiment" towards the asset class amid AI-related worries. The firm attributed the surge to a disconnect between public sentiment and its portfolio's underlying performance, limiting payouts to 5% of shares in each fund.
KKR raises $23 billion for North America private equity fund
Investment firm KKR has successfully raised $23 billion for its North America-focused private equity fund, making it the largest such fund dedicated to the region. This significant fundraising highlights the continued robust investor demand for private market investments, as companies increasingly choose to remain private longer to avoid public market volatility. The fund, KKR North America Fund XIV (NAX4), will focus on opportunistic private equity investments across North America.
KKR Successfully Closes $23B North America Fund XIV
KKR has successfully closed its North America Fund XIV, raising approximately $23 billion, making it the largest private equity fund focused solely on North America. KKR & Co Inc, a global alternative asset manager with $723.2 billion in total managed assets, shows potential undervaluation based on its P/E ratio despite some financial challenges. The fund aims to make strategic private equity investments across North America, though investors should monitor KKR's financial metrics and market conditions.
KKR Closes $23 Billion North America Private Equity Fund
KKR has announced the final closing of its KKR North America Fund XIV (NAX4), raising approximately $23 billion for opportunistic private equity investments in North America. This marks the largest private equity fund focused solely on North America, demonstrating strong investor confidence. The fund will continue KKR's commitment to implementing broad-based employee ownership programs in its majority-owned portfolio companies, building on a track record of strong investment returns and substantial assets under management growth.
KKR Secures $23 Billion for Americas PE in Its Largest-Ever Haul
KKR & Co. has successfully raised approximately $23 billion for its latest Americas buyout fund, surpassing its $20 billion target. This achievement defies a broader industry downturn where private equity firms are struggling with asset sales. The fund, North America Fund XIV, is KKR's largest vehicle across all its strategies and the biggest North America-focused private equity fund raised by any firm to date.
The Bull Case For Apollo Global Management (APO) Could Change Following Retirement-Access Shift And Intel Exit - Learn Why
Apollo Global Management is involved in significant deals including a potential acquisition of Atlantic Aviation and a recent bond offering, alongside exiting its stake in Intel's Ireland chip factory. These activities, coupled with a proposed US Labor Department policy to open retirement accounts to alternative assets, are poised to influence Apollo's investment narrative by scaling fee-based platforms and recycling capital. The article advises investors to monitor regulatory and legal risks, which could reshape Apollo's access to new retirement capital, even as the company projects substantial future revenue and earnings growth.
Allspring Global Investments Holdings LLC Has $59.47 Million Stake in KKR & Co. Inc. $KKR
Allspring Global Investments Holdings LLC significantly reduced its stake in KKR & Co. Inc. by 58.0% in the fourth quarter, selling 638,031 shares and now owning 461,393 shares valued at approximately $59.47 million. Despite this, other institutional investors have acquired new positions, and KKR insiders have recently purchased shares, with the stock currently holding a "Moderate Buy" rating from analysts. The article also highlights recent positive and negative sentiments surrounding KKR, including successful tender offers and capital deployment into high-growth tech, alongside liquidity management steps for a non-traded private-credit retail fund.
A Look At Sempra (SRE) Valuation After Wells Fargo’s Overweight Upgrade And Planned KKR Ecogas Transactions
Wells Fargo recently upgraded Sempra (SRE) to Overweight, prompting a re-evaluation of the utility's stock given its business simplification and planned transactions with KKR and Ecogas. Sempra is trading near US$97.41, against an average analyst target of US$102.69, suggesting a 5% undervaluation based on one fair value estimate. However, its P/E ratio of 35.4x compared to an industry average of around 20x raises concerns about its current valuation.
Sempra Holds Top Volume Spot Despite 45% Drop in Trading Activity
Sempra (SRE) experienced a 0.25% stock price increase and a 45% drop in trading volume to $0.25 billion on April 1, 2026, yet maintained its top volume ranking. The company faces legal scrutiny and past financial underperformance but recently received an "Overweight" rating from Wells Fargo due to anticipated strategic transactions, including the sale of stakes in Sempra Infrastructure Partners and Ecogas México, aimed at streamlining operations and enhancing capital efficiency. These developments present a mixed outlook, balancing regulatory risks with potential long-term growth.
CME Group (NasdaqGS:CME) Stock Forecast & Analyst Predictions
CME Group is forecast to grow earnings by 3.7% and revenue by 4.8% annually, with EPS expected to increase by 3.9% per annum and future return on equity forecast at 15.9%. Despite these growth projections, the company's valuation is considered 21% overvalued after a recent price rise. Analyst consensus estimates and historical financial data, extending to 2015, are provided, along with a timeline of recent company developments and insider transactions.
KKR caps redemptions at one of its private credit funds
KKR's non-traded business development company, KKR FS Income Trust (K-FIT), has limited redemptions after withdrawal requests surged in the first quarter of 2026, totaling about 6.3% of outstanding shares. K-FIT plans to satisfy approximately 80% of these requests, while its counterpart, KKR FS Income Trust Select (K-FITS), repurchased all requested redemptions. This action reflects a broader trend in the $2 trillion private credit sector where funds, including those managed by BlackRock, Ares, and Morgan Stanley, are enforcing redemption limits due to investor concerns over valuations and liquidity.
Apollo Global Management reports estimated $205 million alternative investment income for Q1 By Investing.com
Apollo Global Management (NYSE:APO) has provided preliminary estimates for its first-quarter 2026 alternative net investment income, projecting approximately $205 million pre-tax, representing an estimated 6% annualized return. This performance occurred as the S&P 500 saw an approximately (17)% annualized total return for the quarter. The company emphasized that these figures exclude non-controlling interests and are preliminary, with full earnings scheduled for May 6, 2026.
KKR Curbs Redemptions in Non-Traded Private Credit Retail Fund
KKR & Co.'s non-traded private credit fund for retail investors, KKR FS Income Trust (K-FIT), has limited redemptions following a surge in repurchase requests. The fund received requests totaling 6.3% of outstanding shares during the recent repurchase period, necessitating the move to curb redemptions. This action indicates increased investor demand to exit the fund.
Coder Technologies, Inc. announced that it has received $90 million in funding from KKR & Co. Inc., Uncork Capital, Inc., Qube Research & Technologies Ltd, other investors
Coder Technologies, Inc. has secured $90 million in funding, led by new investor KKR & Co. Inc. The funding round also saw participation from Qube Research & Technologies Ltd and returning investor Uncork Capital, Inc., along with other existing investors. This investment was made through the issuance of convertible preferred shares.
Tidemark Capital, Inc., General Atlantic Service Company, L.P., Hg Saturn 1 managed by HgCapital LLP completed the acquisition of OneStream, Inc. (NasdaqGS:OS) from Tidemark Capital, Inc. and KKR & Co. Inc..
Tidemark Capital, Inc., General Atlantic Service Company, L.P., and Hg Saturn 1 (managed by HgCapital LLP) have completed their acquisition of OneStream, Inc. for approximately $6 billion. Hg will become the majority shareholder, with OneStream's stock delisted. The acquisition was supported by a $1.4 billion loan from Blue Owl Capital and received unanimous approval from OneStream's Board and KKR & Co. Inc.
KKR & Co. Inc. stock underperforms Wednesday when compared to competitors
Shares of KKR & Co. Inc. (KKR) fell 1.23% on Wednesday, closing at $91.36, despite an overall positive trading day for the stock market. The decline broke a two-day winning streak for the company's stock. The S&P 500 Index and Dow Jones Industrial Average both saw gains, rising 0.72% and 0.48% respectively.
KKR, Taiyo agree to privatization; KKR enters into agreements with DIC, Kowa
KKR and Taiyo Holdings announced a tender offer for KKR-managed investment funds to acquire all common shares of Taiyo Holdings, which Taiyo Holdings' Board supports. DIC Corporation, Kowa Co., Ltd., and Oasis Management Company Ltd. have agreed to participate, securing support from shareholders representing approximately 42.2% of outstanding shares. The tender offer price is set at JPY 4,750 per common share, with KKR having also finalized agreements with DIC and Kowa for share sales and Taiyo Holdings' founding family planning to re-invest after privatization.
Coder Raises $90M Series C Led by KKR
Coder, a leader in AI development infrastructure, has announced a $90 million Series C funding round led by KKR, with participation from Qube Research & Technologies (QRT) and other existing investors. The investment will fuel platform innovation focusing on enterprise AI workflows and strengthen governance capabilities, while also expanding Coder's global presence. The company's platform helps enterprises securely build and run software development environments in the cloud, enabling consistent and controlled AI-assisted development.
Wall Street Turns Bullish on Sempra Energy: Wells Fargo Sets $115 Price Target
Wells Fargo has upgraded Sempra (SRE) to "Overweight" with a $115 price target, adding it to their Q2 Tactical Ideas List. The upgrade is driven by Sempra's simplification efforts, regulatory clarity, and upcoming catalysts like a KKR partnership and Ecogas sale, which are expected to re-rate the stock above its current $98 level. These strategic moves are projected to redirect capital towards regulated utility operations and support a 7%-9% long-term EPS growth, making the stock's current 17x forward P/E appear undervalued compared to its earning potential and rising dividend.
Coder Secures $90M Series C Led by KKR to Advance Secure Enterprise AI Development
Coder, a leader in AI development infrastructure, has secured $90 million in Series C funding led by KKR, with participation from QRT and Uncork Capital. This investment will fuel platform innovation, focusing on enterprise AI workflows and enhanced governance capabilities, as well as scaling global operations. The company's platform provides secure, cloud-based development environments, enabling businesses like KKR and QRT to integrate AI coding tools securely and consistently, driving significant growth in bookings and net dollar retention.
New Era Energy signs LOI for Texas data center joint venture
New Era Energy & Digital, Inc. (NASDAQ:NUAI) has signed a non-binding letter of intent to form a joint venture for its Texas Critical Data Centers campus. The venture will involve Stream Data Centers and an institutional investor, with New Era contributing site control and relationships, the investor providing equity and debt financing, and Stream managing development and operations. The project aims for over 1 gigawatt of total capacity across three phases, with a significant portion of the financing expected to be debt-based.
Keurig Dr Pepper Raises $8.5 Billion via Preferred Stock and Pod JV; Terminates Bridge Loan
Keurig Dr Pepper (KDP) has secured $8.5 billion in new funding for its JDE Peet's acquisition, consisting of a $4.5 billion convertible preferred stock issuance led by KKR and Apollo, and approximately $4 billion from a pod manufacturing joint venture with an investor group including Apollo, KKR, and Goldman Sachs Asset Management. This new financing allowed the company to terminate its 364-day bridge credit agreement, removing short-term debt from its capital structure.
KKR Moves To Take Taiyo Private In High-Premium Buyout Bet
KKR & Co. (NYSE: KKR) announced a tender offer to acquire all outstanding shares of Japanese electronic materials maker Taiyo Holdings, planning to take the company private. The proposed price of 4,750 Japanese yen per share represents a significant premium, gaining support from Taiyo's board and major shareholders, and aims to bolster Taiyo's growth strategy in electronics and pharmaceuticals. KKR's shares are trading higher premarket following the announcement.
KKR Plans to Take Japan’s Taiyo Private in $3.2 Billion Deal
KKR & Co. plans to take Japanese firm Taiyo Holdings Co. private in a tender offer valuing the company at approximately ¥500 billion ($3.2 billion). KKR intends to pay ¥4,750 per share, representing a 117% premium over the six-month average unaffected closing price. This move comes after Bloomberg News reported on a bidding process for Taiyo.
Coder Secures $90M Series C Led by KKR to Advance Secure Enterprise AI Development
Coder, a leader in AI development infrastructure, announced a $90 million Series C investment led by KKR, with participation from QRT, Uncork Capital, and other existing investors. The funding will support platform innovation, focusing on enterprise AI workflows and strengthening governance capabilities, and will scale Coder's presence in Europe, Asia, and North America. This investment highlights the growing demand for secure, cloud-based developer infrastructure to enable the next generation of AI-powered software development.
BTSGU SEC Filings - Brightspring Health Services Inc 10-K, 10-Q, 8-K Forms
This page on StockTitan provides a comprehensive resource for investors to access Brightspring Health Services (BTSGU) SEC filings, including annual reports, quarterly earnings, material events, and insider trading forms. Each filing is accompanied by an AI-generated summary, sentiment and impact scores from Rhea-AI, and end-of-day stock performance data. Recent filings detail KKR's secondary sale of BrightSpring shares, a secondary stock offering, an outline of BrightSpring's $835M divestiture, and several insider tax-related share withholdings.
KKR to take Japanese electronics materials maker Taiyo Holdings private in $3.3bn deal
KKR has announced its agreement to acquire all outstanding shares of Taiyo Holdings, a Japanese manufacturer of printed circuit board materials, in a tender offer valuing the company at approximately $3.3 billion. The offer price of ¥4,750 per share represents a significant premium of 117% over Taiyo Holdings' six-month average closing price as of May 27, 2025. This deal marks a significant private equity transaction in the Japanese electronics materials sector.
