KKR Partners with HMC Capital for Energy Transition Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Should l Buy KKR?
Source: Benzinga
- Strategic Investment Partnership: KKR has announced a strategic partnership with HMC Capital, planning to invest up to $603 million into HMC's Energy Transition Platform to support the expansion of renewable energy projects in Australia, highlighting KKR's proactive positioning in sustainable development.
- Asset Support and Growth Potential: This investment will bolster the Platform's existing 652MW operational assets and its 5.7GW battery storage and wind development pipeline, which is expected to accelerate the scaling of the Platform and identify new growth opportunities, further advancing Australia's transition to net zero carbon by 2050.
- Optimistic Financial Outlook: KKR anticipates that its earnings report on April 30, 2026, will show an EPS of $1.31, up from last year, with revenue expected to reach $1.96 billion, demonstrating the company's strong commitment to climate and environmental sustainability investments.
- Analyst Ratings and Targets: While KKR's stock trades at a premium P/E of 42.4x, analysts believe the expected 14% earnings growth justifies a 55% upside potential, reflecting a positive market outlook on its future performance.
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Analyst Views on KKR
Wall Street analysts forecast KKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KKR is 159.67 USD with a low forecast of 145.00 USD and a high forecast of 176.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 99.170
Low
145.00
Averages
159.67
High
176.00
Current: 99.170
Low
145.00
Averages
159.67
High
176.00
About KKR
KKR & Co. Inc. is a global investment firm that offers alternative asset management as well as capital markets and insurance solutions. The Company’s segments include Asset Management, Insurance and Strategic Holdings. Asset Management segment offers a range of investment management services to investment funds, vehicles and accounts and provides capital markets services to portfolio companies and third parties. Asset Management segment includes five business lines: Private Equity, Real Assets, Credit and Liquid Strategies, Capital Markets and Principal Activities. Insurance segment is operated by Global Atlantic, which is a United States retirement and life insurance company that provides a suite of protection, legacy and savings products and reinsurance solutions to clients across individual and institutional markets. Global Atlantic offers individuals fixed-rate annuities and others. Strategic Holdings segment represents its participation in its core private equity strategy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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