KKRS KKR Group Finance Co. IX LLC 4.625% Subordinated Notes due 2061

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

KKRS — —
Key stats
About
Industry (SIC)
INVESTMENT ADVICE (6282) · industry map
Exchange
XNYS
List Date
2021-04-21
CIK
0001404912
Headquarters
New York, NY
Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---5.43%15.89%3.50%2.59%-1.19%3.07%
Feb---7.82%-5.57%2.16%1.95%0.40%-1.78%
Mar---4.19%-0.11%-2.35%-7.68%-9.66%-4.80%
Apr-0.97%-12.25%2.20%-5.50%-3.42%5.27%-2.44%
May0.23%9.63%-7.50%2.91%1.10%-3.97%0.40%
Jun0.47%-9.02%2.05%-0.93%-1.20%-0.37%-1.50%
Jul1.08%10.05%0.66%1.05%3.32%-0.18%2.66%
Aug-0.50%-9.13%-2.67%4.97%2.06%0.19%-0.85%
Sep-0.61%-2.14%-1.66%-0.29%-0.81%-5.42%-1.82%
Oct0.50%-5.68%-2.30%-5.27%-3.01%-3.51%*-3.21%
Nov-3.66%6.45%4.97%1.30%-2.35%--1.34%
Dec2.43%-11.00%4.76%-6.35%0.87%---1.86%
Total-1.14%-36.07%9.16%-5.45%-6.92%-17.62%-9.67%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $15.28
SMA 50: $15.64
SMA 200: $16.48
Current: $14.83
EMA 12: $15.18
EMA 26: $15.35
MACD: -0.1672 | Signal: -0.0289
BEARISH
ADX (14): 13.86
RANGE
+DI: 11.78
−DI: 21.11

Momentum Oscillators

RSI (14): 29.72
OVERSOLD
Stoch %K: 6.30
Stoch %D: 9.24
Williams %R: -92.77

Volume & Volatility

BB Upper: $15.63
BB Lower: $14.93
OVERSOLD
OBV: -673,036
Vol SMA 20: 31,967
Vol ROC: 125.70%
ATR: $0.28
True Range: $0.37
HV 20: 13.5%
HV 30: 13.6%
HV 60: 11.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: KKRS CURRENT PRICE: $16.35

Executive Summary: BULLISH (Confidence Level: 6/10)

Key drivers: KKR's recent initiatives, such as the Helix Digital Infrastructure launch and Parker-Hannifin's acquisition, have boosted sentiment. The company's low volatility profile and historical stability also contribute to this assessment.

Primary risks: The stock's beta is relatively low compared to the market, indicating it may not react significantly to broader market movements. However, the RSI reading suggests some underlying momentum could be building.

Investment thesis: KKRS has a strong foundation for growth, with recent initiatives and acquisitions driving expansion. The company's low volatility profile and stable historical performance make it an attractive option for investors seeking relative stability in their portfolios.

Recent news sentiment impact: The recent positive headlines have contributed to the bullish assessment, highlighting KKR's strategic moves and potential for growth.

Technical Analysis:

Trend Direction: Neutral (Short-term), Bullish (Medium-term)

Support/Resistance Levels: SMA 20 ($16.30) - key support; Upper Bollinger Band ($16.43) - potential resistance

Momentum Signals:

  • RSI interpretation: Neutral (46.93)
  • MACD signal: Bearish (-0.06 / Signal: 0.03 / Histogram: -0.09)
  • Bollinger Bands position: Squeeze (Upper: $16.43, Middle: $16.30, Lower: $16.17)

Volume Analysis: Moderate volume trend; institutional interest signals moderate buying pressure.

News & Sentiment Analysis:

Recent Headlines Summary: Positive headlines from KKR's recent initiatives and acquisitions have driven sentiment.

Sentiment Assessment: Positive (60%)

Catalyst Identification: Upcoming earnings reports, potential deal announcements

Market Narrative: The positive news has aligned with the technical signals, reinforcing the bullish assessment.

Risk & Volatility Assessment:

Beta Interpretation: Low risk relative to market (beta 0.28)

Volatility Regime: Low volatility - stock moves less than market

Options Market Signals: No options data available

Downside Protection: Support levels and risk management considerations based on SMA 20 ($16.30) and Bollinger Bands.

Market Context & Positioning:

Sector Performance: KKRS outperforms the sector/market

Institutional Activity: Moderate institutional interest signals buying pressure

Correlation Analysis: Low correlation with market (R-squared interpretation)

Relative Valuation: Position within trading range

Key Levels & Action Items:

  • Critical price levels: SMA 20 ($16.30) - key support; Upper Bollinger Band ($16.43) - potential resistance
  • Breakout/Breakdown Levels: $16.17 (lower Bollinger Band) - potential breakdown level
  • Time-sensitive catalysts: Upcoming earnings reports, potential deal announcements
  • Risk management: Stop-loss levels and position sizing considerations based on SMA 20 ($16.30) and Bollinger Bands.

By analyzing the provided data, I conclude that KKRS has a bullish trend with a confidence level of 6/10. The company's recent initiatives, low volatility profile, and stable historical performance contribute to this assessment. However, investors should consider the potential risks, including the stock's relatively low beta compared to the market.

Generated

KKRS Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.2133
Alpha: -23.61%
Correlation: 0.2579
R-Squared: 6.7%
Stock Volatility: 10.5%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

KKRS Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1 filers36,940 shares$558.61K value
# Filer Shares Value % of Total % of Float Period
1 Sterling Capital Management LLC 36,940 $558.61K 100.00% — 2026-09-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

KKRS Insider Trading (Form 4)

Latest: 2024-12-13
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2024-12-13 Adriane M Brown Director Award (A) +1,238 — EDGAR
2024-12-13 Matt Cohler Director Award (A) +1,238 — EDGAR
2024-12-13 Mary N Dillon Director Award (A) +1,238 — EDGAR
2024-12-13 Arturo Gutierrez Director Award (A) +1,238 — EDGAR
2024-12-13 Xavier Bruno Niel Director Award (A) +1,238 — EDGAR
2024-12-13 Kimberly A. Ross Director Award (A) +1,238 — EDGAR
2024-12-13 Patricia F Russo Director Award (A) +1,238 — EDGAR
2024-12-13 Robert W Scully Director Award (A) +1,238 — EDGAR
2024-12-13 Evan Spiegel Director Award (A) +1,238 — EDGAR
2024-12-02 Scott C Nuttall Co-Chief Executive Officer Gift (G) — — EDGAR
2024-11-26 Joseph Y Bae Co-Chief Executive Officer Gift (G) — — EDGAR
2024-08-30 Scott C Nuttall Co-Chief Executive Officer Gift (G) — — EDGAR
2024-08-16 Joseph Y Bae Co-Chief Executive Officer Gift (G) — — EDGAR
2024-03-08 Henry R Kravis Co-Executive Chairman Gift (G) −500,000 — EDGAR
2024-01-03 Dane E Holmes Chief Administrative Officer Grant (A) +400,000 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

KKRS Insider Holdings

11 insiders · @ $14.83
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Scott C Nuttall Co-Chief Executive Officer 17,572,748 $260.60M $0 2 2024-12-02
2 Joseph Y Bae Co-Chief Executive Officer 5,768,327 $85.54M $0 2 2024-11-26
3 Robert W Scully Director 119,859 $1.78M $0 2 2024-12-13
4 Matt Cohler Director 97,568 $1.45M $0 2 2024-12-13
5 Patricia F Russo Director 86,859 $1.29M $0 2 2024-12-13
6 Xavier Bruno Niel Director 30,273 $448.9K $0 2 2024-12-13
7 Mary N Dillon Director 27,385 $406.1K $0 2 2024-12-13
8 Arturo Gutierrez Director 12,780 $189.5K $0 2 2024-12-13
9 Adriane M Brown Director 11,665 $173.0K $0 2 2024-12-13
10 Evan Spiegel Director 10,880 $161.4K $0 2 2024-12-13
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
5 ETFs hold KKRS
5 shown · $19.14M total exposure · 0.28% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 FPE First Trust Preferred Securities and Income ETF First Trust 0.26% $14.7M $5.7B 2026-10-23
2 PSK State Street® SPDR® ICE Preferred Securities ETF SPDR (State Street) 0.45% $2.8M $620.8M 2026-10-23
3 JHPI John Hancock Preferred Income ETF Nport 0.40% $835,728 — 2026-06-30
4 PFFA Virtus InfraCap U.S. Preferred Stock ETF Nport 0.03% $761,589 — 2026-07-31
5 VPFF Virtus InfraCap Preferred and Income Securities ETF Nport 0.95% $11,895 — 2026-07-31
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.