KKR stock price target maintained at $148 by TD Cowen on growth outlook

Published 20/06/2025, 16:16
KKR stock price target maintained at $148 by TD Cowen on growth outlook

Investing.com - TD Cowen has reiterated its Buy rating and $148.00 price target on KKR & Co. (NYSE:KKR) following meetings with the company’s CFO in Canada.

The meetings, which took place on June 17-18 as part of TD Securities’ second annual US Corporate Access Day, reinforced the research firm’s structurally bullish stance on the alternative asset manager.

TD Cowen noted a slight improvement in investor sentiment toward KKR compared to its recent visit with Apollo Global Management (NYSE:APO) in the same region earlier this month.

The firm highlighted three key positive factors supporting its outlook: structural growth vectors, platform operating leverage and durability, and KKR’s ability to meet its key performance indicators.

TD Cowen believes KKR is well-positioned to navigate tactically volatile markets while remaining leveraged to attractive secular growth, with investor tone in the region appearing to improve.

In other recent news, Assura has supported a sweetened cash bid from U.S. private equity firms KKR and Stonepeak, valuing the company at nearly £1.7 billion, or 52.1 pence per share, including dividends. Primary Health Properties (PHP) has urged Assura to reconsider its support for this bid, arguing that its own offer, which implies a value of 53 pence per share, presents better prospects. Meanwhile, Japanese auto supplier Marelli Corp, owned by KKR, has filed for Chapter 11 bankruptcy in the United States. The company secured $1.1 billion in financing from its lenders, with 80% of them supporting its restructuring plan. Marelli assured that its operations would not be disrupted and plans to eliminate 100% of its secured debt as part of the restructuring. Additionally, KKR has launched an offering of subordinated notes due in 2065 to raise capital for general corporate needs. Morgan Stanley (NYSE:MS) has upgraded KKR’s stock rating to Overweight and increased the price target to $150, citing improved macroeconomic conditions and a more favorable environment for the company’s earnings growth.

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