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Non-Current Assets

Allowance for credit losses

KKR & Co. Allowance for credit losses increased by 18.0% to $717.95M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 16.0%, from $618.85M to $717.95M. Over 5 years (FY 2020 to FY 2025), Allowance for credit losses shows an upward trend with a 38.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ1 2026May 8, 2026
Parent metricNet loans

How to read this metric

An increase may signal deteriorating credit quality or a more conservative outlook on the loan portfolio.

Detailed definition

This is a valuation reserve established to account for estimated uncollectible amounts in the loan portfolio. It represe...

Peer comparison

Standard banking and credit-focused metric; peers adjust this based on macroeconomic forecasts and portfolio performance.

Metric ID: bank_allowance_for_credit_losses

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$297.93M$369.42M$374.08M$400.16M$411.89M$423.33M$560.23M$589.1M$578.05M$569.04M$602.44M$676M$601.26M$621.24M$614.41M$618.85M$574.49M$604.39M$608.49M$717.95M
QoQ Change+24.0%+1.3%+7.0%+2.9%+2.8%+32.3%+5.2%-1.9%-1.6%+5.9%+12.2%-11.1%+3.3%-1.1%+0.7%-7.2%+5.2%+0.7%+18.0%
YoY Change+38.3%+14.6%+49.8%+47.2%+40.3%+34.4%+7.5%+14.8%+4.0%+9.2%+2.0%-8.5%-4.5%-2.7%-1.0%+16.0%
Range$297.93M$717.95M
CAGR+20.3%
Avg YoY Growth+16.3%
Median YoY Growth+11.9%
Current Streak3 quarters growth

Business Segments

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Insurance$215.2M$248.5M$275.3M$265.3M$269.7M$254.6M$288.7M$317.6M
Total$601.26M$621.24M$614.41M$618.85M$574.49M$604.39M$608.49M$717.95M

Frequently Asked Questions

What is KKR & Co.'s allowance for credit losses?
KKR & Co. (KKR) reported allowance for credit losses of $717.95M in Q1 2026.
How has KKR & Co.'s allowance for credit losses changed year-over-year?
KKR & Co.'s allowance for credit losses increased by 16.0% year-over-year, from $618.85M to $717.95M.
What is the long-term trend for KKR & Co.'s allowance for credit losses?
Over 5 years (2020 to 2025), KKR & Co.'s allowance for credit losses has grown at a 38.3% compound annual growth rate (CAGR), from $120.26M to $608.49M.
What does allowance for credit losses mean?
The reserve set aside to cover expected losses from unpaid loans.