BAE JOSEPH Y

KKR co-CEO Joseph Y. Bae buys 50,000 shares at $88.56; stock now -40.5% from 52-week high, -28.4% in 90 days

BAE JOSEPH Y purchased 50,000 shares at $88.56 on 2026-02-27, bringing total holdings to 559.3K shares. The timing is notable given recent price momentum: KKR has declined -20.8% in the past 30 days and -28.4% over 90 days, and currently trades at $90.55, which is -40.5% from its 52-week high of $152.16. The insider made four prior purchases at KKR on 2026-02-17 (just 10 days earlier), suggesting a pattern of accumulated buying into weakness. A cluster of 3 other insiders also purchased shares within the past 14 days. However, fundamental headwinds are material: annual revenue growth stands at -11.0%, and despite a net income of $900.4M against quarterly revenue of $5.5B, the valuation carries a P/E of 49.21, which is elevated relative to growth trajectory. The repeated insider purchases during a sustained drawdown warrant attention to whether management views the price correction as an attractive entry point.

KKR Co-CEO BAE JOSEPH Y purchased 125,000 shares ($12.8M) across 4 transactions on 2026-02-17; concurrent cluster buy pattern

BAE JOSEPH Y, Co-Chief Executive Officer of KKR, executed 4 separate purchases on 2026-02-17 totaling 125,000 shares for $12,773,530.16 at prices ranging from $100.39 to $103.17, with a blended average of $102.19. This transaction increased his holdings by +32.5% from 384,257 shares to 509,257 shares. The purchase is notable in its scale—representing a material personal capital deployment at the executive level—and is reinforced by a cluster pattern: 3 other insiders at KKR also bought within the past 14 days. The stock is currently trading at $103.60, down 31.9% from its 52-week high of $152.16 and down 21.2% over the past 30 days, providing context for the timing of these open-market acquisitions. Combined with the concurrent multi-insider buy activity, this filing warrants investor attention to monitor whether management's capital allocation reflects conviction during a period of significant price decline.