Matt Cohler, a director at KKR & Co. Inc. (NYSE: KKR), completed purchases totaling 43,872 shares of the firm’s common stock on February 17, 2026, according to regulatory filings. The aggregate consideration for those transactions was $4,514,428.
The shares were acquired in multiple tranches at prices between $102.76 and $103.01, producing a weighted average purchase price of $102.90 per share. After the trades settled, Cohler directly holds 45,477 shares of KKR common stock. In addition to his direct stake, filings show Cohler also has an indirect interest of 97,568 shares through a trust.
The stock purchases come against a backdrop of recent corporate results and strategic activity at the firm. KKR reported fourth-quarter 2025 adjusted net income per share of $1.12, narrowly missing the consensus forecast of $1.14. At the same time, the company reported revenue of $5.74 billion, which exceeded the forecasted $2.11 billion.
Separately, SK Group is reported to be exploring a renewable energy joint venture with KKR. The discussions are described as an effort to consolidate SK Group’s renewable energy assets and project development capabilities into an alliance with the global investment firm.
Market analysts have reacted to KKR’s latest results and strategic developments with revisions to price targets. Barclays trimmed its price objective on KKR from $159 to $136 while retaining an Overweight rating, citing the earnings shortfall as a key factor. Goldman Sachs likewise reduced its target from $159 to $145 but kept a Buy rating, noting concerns related to capital markets and revenue streams.
Those events - the insider purchase, quarterly results, potential strategic tie-up in renewables, and analyst adjustments - form the immediate context around Cohler’s purchases. The filings provide a snapshot of the director’s increased direct ownership and the company-level developments that may be influencing market participants and observers.