StockData
KKR & Co. Inc. logo

KKR & Co. Inc.

KKRNYSEInvestment AdviceFiscal year ends December 31Also trades as KKR.PD, KKRS, KKRT
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 13/3014% below fair value
$98.01+3.62 (+3.84%)

Close on Nov 2, 2026Market cap $87.98BP/E –Yield 0.74%

KKR Average Surrender Charge % by Quarter

Average Surrender Charge % (%)

KKR Average Surrender Charge %: 5.0% in Q2 2026, unchanged from a year earlier.

Latest, Q2 2026
5.0%
Period ended Jun 30, 2026
Change on a year earlier
0.0 pts
5.0% in Q2 2025
History
19 quarters
Since Q4 2021
Sources
18
Documents cited below

Where the Q2 2026 figure comes from

Source: Global Atlantic Limited Financial Supplement (FY2026Q2) ↗

Reported in Global Atlantic Limited Quarterly Financial Supplements (globalatlantic.com).

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedAverage Surrender Charge % (%)Year on yearSource
Q2 2026Jun 30, 20265.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2026Q2) ↗
Q1 2026Mar 31, 20265.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2026Q1) ↗
Q4 2025Dec 31, 20255.1%+0.1 ptsGlobal Atlantic Limited Financial Supplement (FY2026Q2) ↗
Q3 2025Sep 30, 20255.1%+0.1 ptsGlobal Atlantic Limited Financial Supplement (FY2025Q3) ↗
Q2 2025Jun 30, 20255.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2025Q2) ↗
Q1 2025Mar 31, 20255.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2025Q1) ↗
Q4 2024Dec 31, 20245.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2025Q4) ↗
Q3 2024Sep 30, 20245.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2024Q3) ↗
Q2 2024Jun 30, 20245.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2024Q2) ↗
Q1 2024Mar 31, 20245.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2024Q1) ↗
Q4 2023Dec 31, 20235.0%0.0 ptsGlobal Atlantic Limited Financial Supplement (FY2024Q4) ↗
Q3 2023Sep 30, 20235.0%+0.3 ptsGlobal Atlantic Limited Financial Supplement (FY2023Q3) ↗
Q2 2023Jun 30, 20235.0%+0.3 ptsGlobal Atlantic Limited Financial Supplement (FY2023Q2) ↗
Q1 2023Mar 31, 20235.0%+0.4 ptsGlobal Atlantic Limited Financial Supplement (FY2023Q1) ↗
Q4 2022Dec 31, 20225.0%+0.4 ptsGlobal Atlantic Limited Financial Supplement (FY2023Q4) ↗
Q3 2022Sep 30, 20224.7%–Global Atlantic Limited Financial Supplement (FY2022Q3) ↗

Cite this data

StockData. (2026). KKR Average Surrender Charge % (%), quarterly Q4 2021–Q2 2026 [Data set]. Compiled from KKR SEC filings and investor materials. https://stockdatahq.com/stocks/kkr/kpis/ga-ann-avg-surr

See every metric in the KKR KPI table. Data updated Nov 1, 2026.