KKR & Co LP

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  • uploads///kkr post
    Earnings Report

    KKR Posts Q2 2018 Results: AUM Rises Sequentially

    KKR & Co. (KKR) reported its second-quarter earnings on July 26. Its EPS was $0.49, which beat analysts’ expectation of $0.45.

    By Raymond Anderson
  • uploads///analysts
    Earnings Report

    Could Investor Interest in Alternatives Change Analysts’ Ratings?

    Apollo Group Management has “strong buy” ratings from the five of the 15 analysts covering the stock in July.

    By Raymond Anderson
  • uploads///rel val
    Earnings Report

    Here’s What Led to Apollo Global Management’s Premium Valuation

    Apollo Global Management’s (APO) PE ratio is 13.29x on an NTM (next-12-month) basis.

    By Raymond Anderson
  • uploads///RA
    Earnings Report

    Apollo Global: How Investor Interest in Real Estate Could Help

    In H2 2018, Apollo Global Management’s (APO) real estate business could see a negative impact due to expectations of interest rate hikes.

    By Raymond Anderson
  • uploads///credit
    Earnings Report

    How Monetary Policy Could Impact Apollo’s Credit Segment

    The credit segment of Apollo Global Management generated management fees of $183 million in the first quarter, which reflects a rise of 15.6% YoY.

    By Raymond Anderson
  • uploads///apo pre
    Earnings Report

    Can Apollo Global Management’s Q2 2018 Impress Investors?

    On August 2, Apollo Global Management (APO) is expected to report its second-quarter results. It’s expected to report EPS of $0.54.

    By Raymond Anderson
  • uploads///Division wise assets
    Earnings Report

    Investors Await Berkshire Hathaway’s Next Acquisition in 2018

    Berkshire Hathaway (BRK.B) had liquidity of $118 billion at the end of the first quarter.

    By Robert Karr
  • uploads///BHE
    Earnings Report

    How Volatile Oil Prices Could Affect Berkshire Hathaway Energy

    Oil prices (USO) corrected ~10% before WTI crude oil made a high of $75 per barrel.

    By Robert Karr
  • uploads///BX pre
    Earnings Report

    Can the US-China Trade Battle Impact Blackstone’s Q2 2018?

    On July 19, The Blackstone Group (BX) is expected to report its Q2 2018 earnings. Analysts expect EPS of $0.74, a YoY rise of 25.4%.

    By Raymond Anderson
  • uploads///AUM by product
    Earnings Report

    BlackRock’s Diversified Offerings Can Benefit from Rate Hikes

    In the first quarter, BlackRock managed ~$1.9 trillion in fixed income offerings, up from ~$1.6 trillion in the first quarter of 2017.

    By Robert Karr
  • uploads///rel val
    Company & Industry Overviews

    How Blackstone’s Valuations Compare to Peers

    The Blackstone Group (BX) has a price-to-earnings ratio of 10.40x on an NTM (next-12-month) basis, while the peer average is 10.17x.

    By Raymond Anderson
  • uploads///RA
    Company & Industry Overviews

    Here’s What Could Affect Blackstone’s Real Estate Segment

    The real estate segment of Blackstone Group (BX) garnered total revenues of $641 million in the first quarter, a decline of 17% on a YoY (year-over-year) basis.

    By Raymond Anderson
  • uploads///PE
    Company & Industry Overviews

    What Could Impact Blackstone’s Private Equity Business?

    In the first quarter, Blackstone Group’s (BX) private equity division garnered total revenues of $681.1 million, a substantial rise on a YoY basis.

    By Raymond Anderson
  • uploads///credit
    Company & Industry Overviews

    What’s Expected for Carlyle’s Global Credit Platform

    In Q1 2018, The Carlyle Group’s (CG) global credit AUM (assets under management) rose 15% YoY (year-over-year) to $33.8 billion due to foreign exchange translation and fundraising offset by realizations.

    By Raymond Anderson
  • uploads///private eq
    Company & Industry Overviews

    What 2018 Could Hold for Carlyle’s Corporate Private Equity Unit

    The Carlyle Group’s (CG) corporate private equity segment saw fundraising of $3.9 billion in the first quarter, compared with $0.2 billion in Q1 2017.

    By Raymond Anderson
  • uploads///Chart
    Company & Industry Overviews

    Envision Healthcare to Be Acquired by KKR

    On June 11, Envision entered into a definitive acquisition agreement with KKR.

    By Mike Benson
  • uploads///people _
    Financials

    Why Envision Healthcare Stock Rose ~2.4% Last Week

    Healthcare service provider Envision Healthcare (EVHC) announced its agreement to be acquired by KKR (KKR) last week.

    By Mike Benson
  • uploads///PE
    Company & Industry Overviews

    What to Expect from Apollo’s Private Equity Segment

    Apollo Global Management’s (APO) Private Equity segment ended the first quarter with total AUM (assets under management) of $69 billion.

    By Raymond Anderson
  • uploads///apo
    Company & Industry Overviews

    What Could Affect Apollo Global’s Performance in Q2 2018?

    Apollo Global Management (APO) underperformed in the first quarter mainly because of its private equity segment.

    By Raymond Anderson
  • uploads///feit
    Company & Industry Overviews

    KKR to Acquire Envision Healthcare

    On June 11, KKR entered into an agreement with Envision Healthcare. KKR will acquire Envision Healthcare in an all-cash transaction.

    By Daniel Collins
  • uploads///BHE
    Company & Industry Overviews

    How High Oil Prices Are Impacting Berkshire’s BHE Business

    Berkshire Hathaway (BRK.B) operates in the energy sector with stakes in utilities, transmission, and marketing companies.

    By Robert Karr
  • uploads///credit
    Company & Industry Overviews

    Blackstone’s Credit Division: Outlook amid Rising Rates

    The performance of the Blackstone Group’s (BX) credit division is affected mainly by outflows. In the first quarter, the debt markets witnessed outflows primarily because of expectations for higher interest rates.

    By Raymond Anderson
  • uploads///Inv management
    Company & Industry Overviews

    How Prudential’s Investment Management Division Performed in 1Q18

    Prudential Financial’s (PRU) Investment Management division generated adjusted operating income of $232 million in 1Q18.

    By Raymond Anderson
  • uploads///credit
    Company & Industry Overviews

    Apollo’s Credit Assets under Management Rose in 1Q18

    Apollo Global Management’s (APO) Credit segment reported economic income amounting to $47.7 million in 1Q18.

    By Raymond Anderson
  • uploads///money _
    Company & Industry Overviews

    A Look at Apollo’s Private Equity Segment

    On May 3, Apollo Global Management (APO) released its earnings report for 1Q18.

    By Raymond Anderson
  • uploads///Rel Val
    Company & Industry Overviews

    Understanding Carlyle’s Valuation

    Carlyle’s (CG) NTM (next-12-month) PE (price-to-earnings) ratio of 8.1x is lower than peers’ average of 11.4x, implying that its valuation is lower.

    By Raymond Anderson
  • uploads///credit
    Company & Industry Overviews

    How Carlyle’s Global Credit Segment Performed

    In 1Q18, Carlyle’s (CG) global credit segment’s carry funds rose 2%, and it generated economic income of $8 million.

    By Raymond Anderson
  • uploads///CG
    Company & Industry Overviews

    Carlyle’s Corporate Private Equity Assets Rise

    Carlyle (CG) released its 1Q18 results last week. Let’s look at how each of its segments did.

    By Raymond Anderson
  • uploads///zach miles  unsplash
    Earnings Report

    KKR Reports Strong 1Q18 Results

    KKR & Company (KKR) reported earnings for 1Q18 this morning. The company’s earnings per share or EPS stood at $0.42, beating expectations.

    By Raymond Anderson
  • uploads///CG
    Earnings Report

    Carlyle Group’s 1Q18 Results Beat Expectations

    The Carlyle Group (CG) reported its earnings for 1Q18 this morning. Here’s what you need to know!

    By Raymond Anderson
  • uploads///total rev pvt eq
    Earnings Report

    How Blackstone’s Private Equity Division Did in 1Q18

    In 1Q18, The Blackstone Group’s (BX) corporate private equity division grew 6.4% thanks to its private portfolio.

    By Raymond Anderson
  • uploads///rel val
    Company & Industry Overviews

    Why Carlyle Has a Lower Valuation

    Discounted valuation The Carlyle Group’s (CG) NTM (next-12-month) PE (price-to-earnings) ratio is 7.7x, lower than competitors’ average of 9.6x. Peers Ameriprise Financial (AMP), Ares Management (ARES), and KKR (KKR) have NTM PE ratios of 9.5x, 11.4x, and 7.9x, respectively. Carlyle has a lower valuation because of its expected results for 1Q18. Wall Street analysts expect the company’s […]

    By Raymond Anderson
  • uploads///total seg rev
    Company & Industry Overviews

    What’s Expected for Carlyle’s Total Segment Revenue

    The Carlyle Group (CG) generates fee revenue from net portfolio advisory, fund management, and net transaction fees.

    By Raymond Anderson
  • uploads///BX
    Company & Industry Overviews

    Blackstone to Acquire Minor Stake in Rockpoint

    On March 13, 2018, the Blackstone Group (BX) announced that it is acquiring a minority equity stake in Rockpoint, a private equity giant.

    By Raymond Anderson
  • uploads///analysts
    Company & Industry Overviews

    Understanding Analysts’ Views on KKR

    KKR & Company (KKR) is being covered by 14 analysts as of March 2018, five of which have suggested “strong buys” on the stock.

    By Raymond Anderson
  • uploads///Rel Val
    Company & Industry Overviews

    What Are KKR’s Valuations Leading Up to Its 1Q18 Results?

    KKR & Company’s (KKR) next-12-month PE (price-to-earnings ratio) stands at 8.81x compared to its competitors’ average of 19.28x.

    By Raymond Anderson
  • uploads///ROIC
    Company & Industry Overviews

    KKR to Provide Funds to Qui! Group

    KKR & Company announced on February 27, 2018, that it would be advancing funds to Qui! Group in order to support the company so that it would experience growth.

    By Raymond Anderson
  • uploads///FCF
    Company & Industry Overviews

    What’s Expected of KKR’s Private Equity Segment in 1Q18?

    KKR & Company’s (KKR) Private Markets segment generated net management, monitoring, and transaction fees of $724.6 million in 2017.

    By Raymond Anderson
  • uploads///DY
    Company & Industry Overviews

    A Look at KKR’s Investments in Copper Foil and Autos

    On March 4, 2018, KKR & Company (KKR) and LS Group made an announcement with respect to KKR’s investment in LS Group’s auto business.

    By Raymond Anderson
  • uploads///KKR
    Company & Industry Overviews

    How Will KKR & Company Perform Moving Forward?

    Wall Street analysts expect KKR & Company (KKR) to have EPS (earnings per share) of $0.56 in 1Q18, an improvement compared to its 4Q17 EPS.

    By Raymond Anderson
  • uploads///BUSINESS POSITIONING
    Company & Industry Overviews

    UnitedHealth Group Drops Out of the Bid to Acquire Envision

    On March 14, 2018, it was reported that UnitedHealth Group is no longer interested in acquiring Envision Healthcare

    By Sarah Collins
  • uploads///Rel val
    Earnings Report

    What’s Apollo’s Valuation?

    Apollo Global is expected to recover from the discounted valuations mainly because of the strong 4Q17 results.

    By Raymond Anderson
  • uploads///Total AUM
    Earnings Report

    How Apollo’s Total Assets under Management Trended in 2017

    Apollo Global Management (APO) reported total assets under management of $248.9 billion.

    By Raymond Anderson
  • uploads///Total AUM
    Earnings Report

    How Apollo’s Credit Segment Performed

    Apollo Global Management’s (APO) credit segment witnessed a substantial rise in the total revenues from $214.9 million in 4Q16 to $296.9 million in 4Q17.

    By Raymond Anderson
  • uploads///Private Eq
    Earnings Report

    How Apollo’s Private Equity Segment Performed in 4Q17

    The private equity division of Apollo Global Management (APO) posted economic income of $381.6 million in 4Q17.

    By Raymond Anderson
  • uploads///Q Rev
    Earnings Report

    What Led to Rise in Apollo’s Total Revenues in 2017?

    Apollo Global Management (APO) generated total revenues of $2.6 billion in 2017 compared to $1.9 billion in 2016, a 32.5% rise.

    By Raymond Anderson
  • uploads///APO
    Earnings Report

    Apollo Global Beat Revenue and EPS Estimates

    In 4Q17, Apollo Global Management reported earnings per share of $1.22, which exceeded Wall Street analyst projections by $0.56.

    By Raymond Anderson
  • uploads///analysts
    Earnings Report

    What Analysts Recommend for Carlyle

    Of the 12 analysts covering Carlyle (CG) in February 2018, four are suggesting a “hold.”

    By Raymond Anderson
  • uploads///Investment Solu
    Earnings Report

    What Drove Carlyle’s Investment Solutions Segment?

    The carry funds of The Carlyle Group’s (CG) Investment Solutions segment saw appreciation of 3% in 4Q17 and 10% in 2017.

    By Raymond Anderson
  • uploads///RA
    Earnings Report

    Carlyle’s Real Asset Segment’s Fee-Related Earnings Rose Sharply

    The Carlyle Group’s (CG) Real Asset segment’s carry funds witnessed an appreciation of 4% in 4Q17, which led to the generation of net performance fees amounting to $63 million.

    By Raymond Anderson
  • uploads///CPE
    Earnings Report

    How Carlyle’s Private Equity Segment Performed in 4Q17

    Carlyle Group’s (CG) Corporate Private Equity segment generated net performance fees of $260 million in 4Q17.

    By Raymond Anderson
  • uploads///PS ratio
    Earnings Report

    What Carlyle Group Projects for the Stock Market in 2018

    The Carlyle Group (CG) is of the view that the increasing interest rates as well as volatility surrounding the markets might negatively impact the company’s performance.

    By Raymond Anderson
  • uploads///Carlyle Group
    Earnings Report

    Carlyle Group Reports Strong 4Q17 Results

    Carlyle Group (CG) posted earnings per share (or EPS) of $1.01 in 4Q17, which was significantly above analysts’ estimates.

    By Raymond Anderson
  • uploads///Rel val
    Earnings Report

    How Blackstone’s Valuation Compares

    Lower price-to-earnings ratio The Blackstone Group (BX) has an NTM (next-12-month) price-to-earnings ratio of 11.1x, lower than competitors’ average of 11.4x, indicating that it has a lower valuation. Peers (XLF) Ares Management (ARES), KKR (KKR), and Oaktree Capital (OAK) have NTM price-to-earnings ratios of 12.2x, 9.3x, and 12.8x, respectively. Blackstone may have a lower valuation due to the expectation […]

    By Raymond Anderson
  • uploads///DY
    Earnings Report

    How Blackstone’s Asset Management Experience May Benefit Insurers

    Chris Blunt joins Blackstone Insurance Solutions On January 8, 2018, The Blackstone Group (BX) announced that Chris Blunt would be joining Blackstone Insurance Solutions. Blunt, New York Life Investments Group’s former president, will be the CEO and senior managing director of Blackstone’s insurance business. The company’s insurance business helps insurers address the obligations of policyholders. The company, through […]

    By Raymond Anderson
  • uploads///operating margin
    Earnings Report

    What Blackstone’s Private Equity Division Could Expect in 4Q17

    Carrying value The Blackstone Group’s (BX) corporate private equity division’s carrying value is expected to rise in 4Q17. The company’s private portfolio is forecast to witness favorable momentum, boosting the division’s total AUM (assets under management). Since AUM and base fees are directly related to each other, higher AUM could lead to a rise in the […]

    By Raymond Anderson
  • uploads///ROA
    Earnings Report

    What to Expect from Blackstone in 4Q17

    The Blackstone Group (BX) is expected to report its 4Q17 earnings on February 1, 2018.

    By Raymond Anderson
  • uploads///Liquidity
    Company & Industry Overviews

    Berkshire’s Payouts Are Expected to Remain Weak

    Stringent conditions for payouts Berkshire Hathaway (BRK.B) is sitting on a cash pile of $100 billion. Whereas the company had long kept a policy of no dividends, repurchases, or stock splits, Buffett and Munger altered their strategies to accommodate repurchases for the first time in 2011. Shareholders expect the company to either invest existing liquidity or return rewards […]

    By Robert Karr
  • uploads///Valuations
    Company & Industry Overviews

    Prospect Capital’s Valuation: Fair or Discounted in Long Term?

    Prospect Capital (PSEC) stock has fallen 14.5% over the past six months and 16.9% over the past year.

    By Robert Karr
  • uploads///Rel val
    Financials

    Which Alternative Asset Manager Has Higher Valuations?

    Blackstone Group (BX) has a forward PE (price-to-earnings) ratio of ~10.6x—the highest among major peers in the alternative asset management industry.

    By Raymond Anderson
  • uploads///beta
    Financials

    Behind Apollo’s and Blackstone’s Credit Businesses

    Apollo Global’s (APO) Credit Division saw investments of $1.4 billion in 3Q17.

    By Raymond Anderson
  • uploads///ROIC
    Earnings Report

    Carlyle’s Global Market Strategies Division: What Happened?

    In 3Q17, the Carlyle Group’s (CG) Global Market Strategies division reported fee-related earnings (or FRE) of $75 million, which was a substantial YoY rise.

    By Raymond Anderson
  • uploads///total debt
    Earnings Report

    Carlyle Group’s Corporate Private Equity Division

    In 3Q17, the Carlyle Group’s (CG) Corporate Private Equity division saw a marginal decline in distributable earnings, from $209 million in 3Q16 to $207 million in 3Q17.

    By Raymond Anderson
  • uploads///diluted eps
    Earnings Report

    A Look at Blackstone’s Assets Under Management

    Strong inflows In 3Q17, The Blackstone Group’s (BX) total AUM (assets under management) rose 7% YoY (year-over-year) to $387.4 billion due to strong inflows. Of the total AUM, private equity AUM and credit AUM amounted to $102.5 billion and $99.5 billion, respectively. The real estate and hedge fund solution divisions had AUM of $111.3 billion and $74.2 billion. […]

    By Raymond Anderson
  • uploads///ROE
    Earnings Report

    Understanding Blackstone’s Private Equity Division

    Corporate private equity funds rise The Blackstone Group’s (BX) corporate private equity funds rose 3.3% in 3Q17, thanks to its private portfolio. However, the company’s public portfolio fell in 3Q17, impacting its private equity division. Over the last twelve months, corporate private equity funds rose 16%. Blackstone’s TTM (trailing-12-month) ROE (return on equity) was 25.4%. Peers (XLF) KKR (KKR), […]

    By Raymond Anderson
  • uploads///Energy
    Company & Industry Overviews

    Berkshire Hathaway’s Energy Earnings Could Rise on Power, Oil

    In 2Q17, Berkshire’s BHE saw revenues of ~$4.6 billion compared with $4.3 billion in the prior year.

    By Robert Karr
  • uploads///AUM of asset managers
    Financials

    Assets under Management of Alternative Asset Managers

    On June 30, 2016, Carlyle Group (CG) reported total assets under management (or AUM) of $175.6 billion.

    By Raymond Anderson
  • uploads///revenues in Q
    Company & Industry Overviews

    What Led to Blackstone’s Premium Valuation

    Higher valuation Blackstone Group’s (BX) one-year price target is $40.00 per share, implying an increase of 23.72% from the current price of $32.33 per share. As of June 30, 2017, Blackstone’s total capital available for investment stood at $90.0 billion, of which the company’s private equity division has available capital of $37.5 billion, and the […]

    By Raymond Anderson
  • uploads///expected net income
    Company & Industry Overviews

    A Peek at Blackstone’s Hedge Fund Solutions

    Increase in total revenue Blackstone’s (BX) hedge fund solutions division saw total revenue of $264.2 million in 1H16 and $380.9 million in 1H17, reflecting a 44% rise. This substantial rise was due to investment income and performance fees. The division’s total investment income rose from -$8.2 million in 1H16 to $29.4 million in 1H17, due […]

    By Raymond Anderson
  • uploads///Analysts rating on ARES
    Financials

    How Wall Street Analysts View Alternative Asset Managers

    Six of 14 analysts currently covering Blackstone stock gave “strong buy” ratings. Six analysts gave “buy” ratings, and the remaining two analysts gave “hold” ratings.

    By Raymond Anderson
  • uploads///APO credit div management fees
    Financials

    Rebounding Energy Prices Could Boost Alternative Managers’ Credit Divisions

    Apollo Global Management’s Credit division reported management fees of $169.8 million in 2Q17 compared to $158.3 million in 1Q17.

    By Raymond Anderson
  • uploads///KKR inv income
    Financials

    Apollo, Carlyle, and Blackstone’s Private Equity Divisions

    KKR reported net unrealized gains of $307.9 million in 2Q17, which is mainly due to strong performance in its Private Equity division.

    By Raymond Anderson
  • uploads///APO and comp
    Earnings Report

    How Apollo’s Total Assets under Management Compare

    Assets under management in individual divisions Apollo Global Management’s (APO) private equity division had total AUM (assets under management) of $68 billion in 2Q17, of which $44.5 billion were AUM on March 31, 2017. In 2Q17, its AUM net flow was $24 billion. Net flow is mean inflow after deducting outflow. The division witnessed realizations of […]

    By Raymond Anderson
  • uploads///CG inv solution div
    Earnings Report

    Inside Carlyle’s Investment Solutions Division in 2Q17

    In 2Q17, Carlyle Group’s (CG) Investment Solutions division saw a YoY (year-over-year) decline in its FRE (fee-related earnings).

    By Raymond Anderson
  • uploads///CG and comp
    Earnings Report

    Carlyle’s Real Estate Division in 2H17

    Carlyle Group’s (CG) Real Estate division saw a YoY (year-over-year) decline in its FRE (fee-related earnings) in 2Q17.

    By Raymond Anderson
  • uploads///CG private equity ENI
    Earnings Report

    What Happened with Carlyle’s Private Equity Division in 2Q17?

    In 2Q17, Carlyle Group’s (CG) Private Equity division saw its carry funds appreciate by 8%.

    By Raymond Anderson
  • uploads///CG and comp
    Earnings Report

    Behind Carlyle Group’s Rising ENI

    In 2Q17, Carlyle Group (CG) posted strong ENI (economic net income) of $300 million, which reflects a substantial increase over its $158 million in 2Q16.

    By Raymond Anderson
  • uploads///ARCC and comp
    Earnings Report

    Ares Capital Corporation Missed Analysts’ Estimates in 2Q17

    Ares Capital Corporation (ARCC) posted its 2Q17 earnings report on August 2. ARCC reported its core earnings of $0.34 per share, missing the analysts’ estimate of $0.36 per share.

    By Raymond Anderson
  • uploads///KKR cap markets transaction fees
    Earnings Report

    Insights on KKR’s Capital Market Segment

    KKR & Co. (KKR) has delivered a return of ~1.3% on its invested capital.

    By Raymond Anderson
  • uploads///KKR market cap
    Earnings Report

    KKR’s Private Equity Division’s Deployments

    KKR & Co.’s (KKR) Private Equity division reported monitoring, management, and transaction fees of $178.2 million in 2Q17, reflecting a 29.3% increase year-over-year.

    By Raymond Anderson
  • uploads///KKR ENI
    Earnings Report

    KKR & Co.: Investment Performance Led to Strong Numbers

    KKR & Co. (KKR) posted strong numbers in 2Q17 on the back of operating fundamentals and investment performance. KKR posted earnings per share of $0.89, beating the analysts’ estimate of $0.67.

    By Raymond Anderson
  • uploads///BX and comp
    Earnings Report

    Insights into Blackstone’s Dividend Distribution

    Blackstone Group (BX) announced a quarterly dividend of $0.54 per share in July 2017, to be paid in August 2017.

    By Raymond Anderson
  • uploads///BX credit division total revenues
    Earnings Report

    Blackstone’s Credit Division Impacted by Falling Commodity Prices

    In 2Q17, Blackstone Group (BX) had a gross return of 1.5% in performing credit and a gross return of -1.2% in distressed strategies.

    By Raymond Anderson
  • uploads///BX hedge fund solution
    Earnings Report

    Blackstone’s Hedge Fund Solutions See Inflows

    In 2Q17, Blackstone Group (BX) saw inflows of $2.0 billion to its hedge fund solutions division.

    By Raymond Anderson
  • uploads///BX fee related earnings
    Earnings Report

    Blackstone Group: What Led to Strong Numbers in 2Q17?

    Blackstone Group (BX) reported economic net income of $705.0 million in 2Q17, which reflects a substantial rise of 36.0% on a YoY (year-over-year) basis.

    By Raymond Anderson
  • uploads///CG and comp
    Earnings Report

    Behind Carlyle Group’s Investment Solutions Division

    In 1Q17, Carlyle Group’s total realized proceeds stood at $3.5 billion, out of which more than 50.0% was contributed by the Investment Solutions division.

    By Raymond Anderson
  • uploads///CG and comp
    Earnings Report

    Carlyle Group: New Funds Coming in Private Equity Division

    On a trailing-12-month basis, Carlyle Group (CG) delivered a return on assets of ~5.1%.

    By Raymond Anderson
  • uploads///KKR and comp
    Earnings Report

    Insights on KKR’s Dividend Distribution

    After reporting dividends of $0.64 per share in 2016, KKR & Company (KKR) is expected to report dividends of $0.68 in 2017, reflecting a rise of 6.3%.

    By Raymond Anderson
  • uploads///KKR and comp
    Earnings Report

    KKR’s Capital Market Division to Witness Growth in 2Q17

    KKR & Company (KKR) generated total transaction fees of $243 million in 1Q17, reflecting a significant rise compared to the total transaction fees it generated in 4Q16.

    By Raymond Anderson
  • uploads///KKR and comp
    Earnings Report

    KKR to Benefit from Acquisition of USI Insurance Services

    In May 2017, KKR & Company (KKR) and CDPQ completed their acquisition of USI Insurance Services.

    By Raymond Anderson
  • uploads///KKR and comp AUM in public market
    Earnings Report

    KKR’s Public Market Division to See a Rise in Fee-Paying AUM

    In 2Q17 and 3Q17, KKR & Company (KKR) is expected to witness a rise in the fee-paying assets under management (or AUM) in its public market division.

    By Raymond Anderson
  • uploads///KKR and comp
    Earnings Report

    KKR to Experience a Rise in Management Fees in 2Q17

    Wall Street analysts expect KKR & Company (KKR) to report its 2Q17 earnings on July 27, 2017. Analysts expect KKR to post earnings per share of $0.66 in 2Q17.

    By Raymond Anderson
  • uploads///BX Relative Valuation
    Company & Industry Overviews

    Why Blackstone’s Valuations Could Ride On Realizations

    In 1Q17, Blackstone (BX) reported strong economic net income or ENI of $986 million, mainly due to appreciation in funds and growth in FRE or fee-related earnings.

    By Raymond Anderson
  • uploads///Analysts ratings for BX
    Company & Industry Overviews

    Blackstone: Analysts’ ‘Buy’ Ratings amid Rising Valuations

    Wall Street analysts have given a price target of $36.73 for Blackstone (BX), a rise of 10.13% from the stock’s current price.

    By Raymond Anderson
  • uploads///BX and comp
    Company & Industry Overviews

    Blackstone’s Distributions to Rise in 2017

    Blackstone (BX) is expected to report dividend of $2.47 for 2017. Management has a positive outlook for distributable earnings, which should, in turn, lead to rising distributions.

    By Raymond Anderson
  • uploads///BX and comp
    Company & Industry Overviews

    Why Blackstone’s Credit Segment Could See Subdued Growth

    After raising interest rates in 1H17, further rate hikes from the Fed are also expected in 2H17. More rate hikes could negatively impact Blackstone’s (BX) credit business.

    By Raymond Anderson
  • uploads///BX and comp
    Company & Industry Overviews

    Blackstone’s Private Equity Division: 2 Important Deals

    Blackstone’s (BX) private equity division is expected to benefit from two major transactions—namely, the acquisition of EagleClaw Midstream Ventures and the acquisition of Ascend Learning.

    By Raymond Anderson
  • uploads///APO share repurchases
    Company & Industry Overviews

    Behind Apollo’s Rising Distributions

    In 1Q17, Apollo Global (APO) declared a cash distribution amounting to $0.49 per Class A share, as compared to $0.45 per Class A share in 4Q16.

    By Raymond Anderson
  • uploads///APO RE segment AUM
    Company & Industry Overviews

    Inside Apollo’s Real Estate Segment

    As of March 31, 2017, Apollo Global Management (APO) was managing $12 billion in its Real Estate division, of which $8.4 billion was fee-generating.

    By Raymond Anderson
  • uploads///Athenes AUM
    Company & Industry Overviews

    Apollo’s Credit Segment to Benefit from Mid-Cap Acquisition

    Apollo Global Management (APO) made a big move by acquiring MidCap Financial.

    By Raymond Anderson
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