Form 8-K
8-K — KKR & Co. Inc.
Accession: 0001140361-26-030498
Filed: 2026-07-31
Period: 2026-07-30
CIK: 0001404912
SIC: 6282 (INVESTMENT ADVICE)
Item: Entry into a Material Definitive Agreement
Item: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
Documents
8-K — ef20079131_8k.htm (Primary)
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8-K
8-K (Primary)
Filename: ef20079131_8k.htm · Sequence: 1
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): July 30, 2026
KKR & Co. Inc.
(Exact name of registrant as specified in its charter)
Delaware
001-34820
88-1203639
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
30 Hudson Yards
New York, New York 10001
(Address of principal executive offices) (Zip Code)
(212) 750-8300
(Registrant’s telephone number, including area code)
NOT APPLICABLE
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of
the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
symbol(s)
Name of each exchange on which
registered
Common Stock
KKR
New York Stock Exchange
6.25% Series D Mandatory Convertible Preferred Stock
KKR PR D
New York Stock Exchange
4.625% Subordinated Notes due 2061 of KKR Group Finance Co. IX LLC
KKRS
New York Stock Exchange
6.875% Subordinated Notes due 2065
KKRT
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this
chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
☐ Emerging
growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with
any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 1.01.
Entry into a Material Definitive Agreement.
The information set forth in Item 2.03 is hereby incorporated by reference into this Item 1.01.
Item 2.03.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.
On July 30, 2026, KKR Group Partnership L.P. and Kohlberg Kravis Roberts & Co. L.P., indirect subsidiaries of KKR & Co. Inc. (collectively,
the “Borrowers”), entered into a Fourth Amended and Restated Credit Agreement (the “Corporate Credit Agreement”) by and among the Borrowers, the guarantors from time to time party thereto (together with the Borrowers, the “Loan Parties”), the
lending institutions from time to time party thereto, and HSBC Bank USA, National Association, as administrative agent (the “Administrative Agent”), which amends and restates in its entirety the Third Amended and Restated Credit Agreement, dated
as of July 3, 2024, by and among the Loan Parties, the lending institutions from time to time party thereto and the Administrative Agent.
The Corporate Credit Agreement provides the Borrowers with a senior unsecured multicurrency revolving credit facility (the “Corporate Credit
Facility”) in an aggregate principal amount of $3.0 billion with the option to request an increase in the facility amount of up to an additional $750 million, subject to certain conditions, including the consent of the lenders. The Corporate
Credit Facility is a five-year facility, scheduled to mature on July 30, 2031, with the Borrowers’ option to extend the maturity date, subject to the consent of the lenders, and the Borrowers may prepay, terminate or reduce the commitments under
the Corporate Credit Facility at any time without penalty. Borrowings under the Corporate Credit Facility are available for general corporate purposes and available in U.S. dollars and other currencies. Interest on borrowings in U.S. dollars
under the Corporate Credit Facility will be based on either term Secured Overnight Financing Rate (SOFR) or alternate base rate, with the applicable margin per annum based on a corporate ratings-based grid ranging from 57.5 basis points to 112.5
basis points for term SOFR borrowings. The Borrowers have agreed to pay a facility fee on the total commitments at a rate per annum also based on a corporate ratings-based grid ranging from 5 basis points to 12.25 basis points. Borrowings under
the Corporate Credit Facility are guaranteed by KKR & Co. Inc.
Certain other terms of the Corporate Credit Agreement include:
●
financial covenants that require KKR & Co. Inc. and its subsidiaries to maintain a maximum leverage ratio (excluding the indebtedness of The Global Atlantic Financial
Group LLC and its subsidiaries) of not greater than 4.0x covenant EBITDA and to maintain at least $195 billion in fee paying assets under management;
●
customary affirmative covenants and certain negative covenants, including a limitation on the ability of the Loan Parties to, among other things, pledge the stock of their
subsidiaries; and
●
customary events of default, upon the occurrence of which the lenders will have the ability to accelerate all outstanding loans thereunder and terminate the commitments.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on
its behalf by the undersigned hereunto duly authorized.
KKR & CO. INC.
Date: July 31, 2026
By:
/s/ Christopher Lee
Name:
Christopher Lee
Title:
Secretary
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Jul. 30, 2026
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Document Period End Date
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Entity File Number
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Entity Registrant Name
KKR & Co. Inc.
Entity Central Index Key
0001404912
Entity Incorporation, State or Country Code
DE
Entity Tax Identification Number
88-1203639
Entity Address, Address Line One
30 Hudson Yards
Entity Address, City or Town
New York
Entity Address, State or Province
NY
Entity Address, Postal Zip Code
10001
City Area Code
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Local Phone Number
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Security Exchange Name
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6.25% Series D Mandatory Convertible Preferred Stock [Member]
Entity Listings [Line Items]
Title of 12(b) Security
6.25% Series D Mandatory Convertible Preferred Stock
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KKR PR D
Security Exchange Name
NYSE
4.625% Subordinated Notes due 2061 of KKR Group Finance Co. IX LLC [Member]
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4.625% Subordinated Notes due 2061 of KKR Group Finance Co. IX LLC
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KKRS
Security Exchange Name
NYSE
6.875% Subordinated Notes due 2065 [Member]
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6.875% Subordinated Notes due 2065
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Security Exchange Name
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