Products & Services · Effect of Changes in Discount Rate Assumptions
Payout annuities — Effect of Changes in Discount Rate Assumptions
KKR & Co. Payout annuities — Effect of Changes in Discount Rate Assumptions decreased by 3.6% to -$2.36B in Q4 2025 compared to the prior quarter. Over 3 years (FY 2022 to FY 2025), Payout annuities — Effect of Changes in Discount Rate Assumptions shows an upward trend with a -4.1% CAGR.
Analysis
StatementSegment
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ1 2022
Last reportedQ4 2025
How to read this metric
Large fluctuations indicate high sensitivity to interest rate environments, which may require hedging.
Detailed definition
This metric quantifies the financial impact of adjusting the discount rate used to value annuity liabilities. It highlig...
Peer comparison
Commonly disclosed by insurers to explain balance sheet volatility under current accounting standards.
Metric ID:
kkr_segment_payout_annuities_effect_of_changes_in_discount_rate_assumptionsHistorical Data
16 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$1.56B | -$2.84B | -$3.74B | -$3.30B | -$2.72B | -$3.08B | -$3.81B | -$2.61B | -$2.93B | -$3.17B | -$2.07B | $0.00 | -$2.79B | -$2.66B | -$2.28B | -$2.36B |
| QoQ Change | — | -81.8% | -31.5% | +11.8% | +17.5% | -13.3% | -23.4% | +31.4% | -12.3% | -8.2% | +34.7% | +100.0% | — | +4.7% | +14.2% | -3.6% |
| YoY Change | — | — | — | — | -74.0% | -8.5% | -1.8% | +20.8% | -7.8% | -2.9% | +45.5% | +100.0% | +5.0% | +16.3% | -10.0% | — |
Range-$3.81B – $0.00
CAGR+11.6%
Avg YoY Growth+7.5%
Median YoY Growth-1.8%
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Frequently Asked Questions
- What is KKR & Co.'s payout annuities — effect of changes in discount rate assumptions?
- KKR & Co. (KKR) reported payout annuities — effect of changes in discount rate assumptions of -$2.36B in Q4 2025.
- What is the long-term trend for KKR & Co.'s payout annuities — effect of changes in discount rate assumptions?
- Over 3 years (2022 to 2025), KKR & Co.'s payout annuities — effect of changes in discount rate assumptions has grown at a -4.1% compound annual growth rate (CAGR), from -$11.45B to -$10.09B.
- What does payout annuities — effect of changes in discount rate assumptions mean?
- The change in annuity liability value caused by updating the discount rate assumptions.