Discontinued — last reported Q3 '23

Non-Current Assets

Allowance for credit losses

KKR & Co. Allowance for credit losses increased by 0.7% to $608.49M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 1.0%, from $614.41M to $608.49M. 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 2017
Last reportedQ3 2023
Parent metricNet loans

How to read this metric

An increase often signals management's expectation of deteriorating credit quality or economic headwinds, while a decrease may suggest improved borrower health.

Detailed definition

A contra-asset account representing the bank's estimate of uncollectible amounts within its loan portfolio. This reserve...

Peer comparison

Required by accounting standards (e.g., CECL or IFRS 9) for all banks; essential for comparing risk-adjusted performance.

Metric ID: bank_allowance_for_credit_losses

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$297.93M$369.42M$374.08M$400.16M$411.89M$423.33M$560.23M$589.10M$578.05M$569.04M$602.44M$676.00M$601.26M$621.24M$614.41M$618.85M$574.49M$604.39M$608.49M
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%
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%
Range$297.93M$676.00M
CAGR+17.2%
Avg YoY Growth+16.4%
Median YoY Growth+9.2%
Current Streak2 quarters growth

Frequently Asked Questions

What is KKR & Co.'s allowance for credit losses?
KKR & Co. (KKR) reported allowance for credit losses of $608.49M in Q4 2025.
How has KKR & Co.'s allowance for credit losses changed year-over-year?
KKR & Co.'s allowance for credit losses decreased by 1.0% year-over-year, from $614.41M to $608.49M.
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 amount of money the bank has set aside to cover potential losses from loans that may not be repaid.