KKRS — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-05-08

• The following discussion and analysis should be read in conjunction with the unaudited condensed consolidated financial

• statements of KKR & Co. Inc., together with its consolidated subsidiaries, and the related notes included elsewhere in this

• report and our Annual Report, including the audited consolidated financial statements and the related notes and

• "Management's Discussion and Analysis of Financial Condition and Results of Operations" and “Business” section contained

• therein. In addition, this discussion and analysis contains forward-looking statements and involves numerous risks and

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• The following discussion and analysis should be read in conjunction with the unaudited condensed consolidated financial statements of KKR & Co. Inc., together with its consolidated subsidiaries, and the related notes included elsewhere in this report and our Annual Report, including the audited cons…

• The unaudited condensed consolidated financial statements and the related notes included elsewhere in this report are hereafter referred to as the "financial statements." Additionally, the condensed consolidated statements of financial condition are referred to herein as the "consolidated statements…

• We are a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. We aim to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in our…

• Our asset management business offers a broad range of investment management services to fund investors around the world. Throughout our history, we have consistently been a leader in the private equity industry, having completed more than 810 private equity investments in portfolio companies with a …

• Our insurance business is operated by our wholly-owned subsidiary Global Atlantic, which is a leading retirement and life insurance company that provides a broad suite of protection, legacy and savings products, and reinsurance solutions to clients across individual and institutional markets. Global…

Text added vs the prior filing · source: 10-Q · 2026-05-08

• We believe there were no material changes to our market risks during the three months ended March 31, 2026. For a

• discussion of our market risks in general, please refer to our Annual Report on Form 10-K for the year ended December 31,

• 2025. In addition, for a discussion of current risks, uncertainties, and other market and economic conditions, see

• "Management's Discussion and Analysis of Financial Condition and Results of Operations—Business Environment."

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• Except for the item disclosed below, there was no material change to our market risks during the three months ended September 30, 2025. For a discussion of our market risks in general, please refer to our Annual Report on Form 10-K for the year ended December 31, 2024. In addition, for a discussion …

• In the table below, we estimate the impact of a 50 basis point increase/(decrease) in interest rates, for a parallel shift in the yield curve, from levels as of September 30, 2025, and December 31, 2024, to Global Atlantic's AOCI.

• +50 Basis points-50 Basis points+50 Basis points-50 Basis points

• The estimated point in time impact is primarily driven by a (i) net (decrease)/increase in the value of Global Atlantic's available-for-sale fixed maturity securities which are carried at fair value with unrealized gains and losses, (ii) the effect of changes in the discount rates used to measure tr…

• The effect of interest rate sensitivity on AOCI increased from December 31, 2024, primarily as a result of the overall increase in market value of the available-for-sale fixed maturity security portfolio due to a decrease in market interest rates and positive net inflows into Global Atlantic’s avail…

Text added vs the prior filing · source: 10-Q · 2026-05-08

• We maintain disclosure controls and procedures (as such term is defined in Rules 13a-15(e) and 15d-15(e) under the

• Exchange Act) that are designed to ensure that the information required to be disclosed by us in the reports filed or submitted

• by us under the Exchange Act is recorded, processed, summarized and reported within the time periods specified in the SEC's

• rules and forms and such information is accumulated and communicated to management, including the Co-Chief Executive

• Officers and the Chief Financial Officer, as appropriate, to allow timely decisions regarding required disclosure. Any controls

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• We maintain disclosure controls and procedures (as such term is defined in Rules 13a-15(e) and 15d-15(e) under the Exchange Act) that are designed to ensure that the information required to be disclosed by us in the reports filed or submitted by us under the Exchange Act is recorded, processed, summ…

• We carried out an evaluation, under the supervision and with the participation of our management, including the Co-Chief Executive Officers and the Chief Financial Officer, of the effectiveness of the design and operation of our disclosure controls and procedures as of September 30, 2025. Based upon…

• No changes in our internal control over financial reporting (as such term is defined in Rule 13a-15(f) of the Exchange Act) occurred during the three months ended September 30, 2025, that materially affected, or are reasonably likely to materially affect, our internal control over financial reportin…

Text added vs the prior filing · source: 10-Q · 2026-05-08

• Other than as set forth in "Management's Discussion and Analysis of Financial Condition and Results of Operations—

• Business Environment" in this report, there were no material changes to the risk factors disclosed in our Annual Report.

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• Other than as set forth in "Management's Discussion and Analysis of Financial Condition and Results of Operations—Business Environment" in this report, there were no material changes to the risk factors disclosed in our Annual Report.