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$105.65 -2.56 (-2.37%) At close · Aug 5
Market Cap
$94.87B
Shares
897.87M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$105.65 Open$108.99 Day$104.02–109.62 52W$82.51–151.29 Avg vol 30d4.4M Short int15.3M · 1.7% float · 4.4d Short vol49% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · May 8

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 8, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Neutral Fundamentals Fair Quant / Vol High
      Market backdrop VIX 15.8 · calm Equity put/call 0.46
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg −1%
      below
      Price vs 50-day avg +9%
      above
      RSI (14) 62
      neutral
      MACD trend Positive
      52-week position 34%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +13%
      trailing
      6-month return +1%
      trailing
      YTD return −17%
      this year
      Relative strength −11%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $97 › 200d $107 — 200d above 50d
      Institutional flow Distributing
      613 of 1,288 funds reported for Jun 30 · net -2.5M sh shares · +51 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      1.70% of float · ▼ -2.2% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,288 holders — mid 3-yr range
      Squeeze score 58
      elevated · 0–100
      Fundamentals
      Fair
      Revenue growth −11%
      Y/Y
      Free cash flow $283.2M
      Buyback $122.0M
      remaining
      Balance sheet $31.6B
      net debt
      Quant / Vol
      risk profile
      High
      Volatility 38%
      annualized · 1-yr
      Max drawdown −44%
      past year
      ATR 3.6%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Jun 30, 2026
      Fundraising · 2024 through 2026 at least $300B

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 5 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −1% Neutral
      Price vs 50-day avg
      +9% Bullish
      RSI (14)
      62 Neutral
      MACD trend
      Positive Bullish
      52-week position
      34% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $97 › 200d $107 — 200d above 50d
      Institutional flow Distributing
      613 of 1,288 funds reported for Jun 30 · net -2.5M sh shares · +51 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      1.70% of float · ▼ -2.2% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,288 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $83 Now $106 · 34% 52-wk high $151
      vs 200-day avg -1% vs 50-day avg +9%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      KKR
      KKR & Co. Inc.
      this stock
      $94.87B -16.8% -11.0% 1.7%
      BLK
      BlackRock, Inc.
      $369.19B +7.1% +16.2% 28.5 0.6%
      BX
      Blackstone Inc.
      $100.54B -9.0% +9.2% 34.7 3.2%
      BN
      BROOKFIELD Corp /ON/
      $99.48B -2.6% 0.7%
      BAM
      Brookfield Asset Management Ltd.
      $84.04B +2.6% +21.0% 1.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      1,286
      % held
      59.6%
      Reported
      613 of 1,288
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      753
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      15.3M
      Days to cover
      4.4d
      Change
      -337.5K sh
      View
      Short Volume
      Short vol %
      49%
      As of
      Aug 5, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      4.0K
      Value
      $374.7K
      As of
      Jul 6, 2026
      View
      Off-Exchange
      Off-exchange %
      41.2%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Alan Armstrong
      Amount
      $1.0K–$15.0K
      Traded
      Mar 27, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $19.5B
      Net income (FY)
      $2.4B
      View
      Buybacks
      Authorized
      $500.0M
      Remaining
      $122.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Sep 30, 2026
      This year
      14
      View
      Proposed Sales
      Value
      $117.1M
      Shares
      809.9K
      Filed
      Aug 7, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 4, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      KKR +6.4% +13.2% +0.9% +4.2% -16.8%
      SPY +4.1% +3.2% +11.4% +3.3% +13.1%
      vs SPY +2.3% +10.1% -10.5% +0.9% -29.9%

      Capital returns

      Latest dividend
      $0.195 / share · ex May 15, 2026
      Raised 5.4%
      Paid (TTM)
      $0.75 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.71%
      Buyback program · as of May 1, 2026
      Authorized
      $500.00M
      Spent (derived)
      $378.00M
      Remaining
      $122.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1404912 CUSIP 48251W104 13F (30d) 580 filings 550 filers Visit website Investor relations