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Products & Services · Capitalizations

Fixed Indexed Annuities — Capitalizations

KKR & Co. Fixed Indexed Annuities — Capitalizations decreased by 35.4% to $74.01M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.9%, from $79.46M to $74.01M. Over 4 years (FY 2021 to FY 2025), Fixed Indexed Annuities — Capitalizations shows an upward trend with a 22.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2021
Last reportedQ1 2026May 8, 2026
Rolls up toCapitalization

How to read this metric

Higher capitalizations indicate aggressive growth in new policy acquisition, while lower levels suggest a more conservative or mature growth phase.

Detailed definition

This represents the total amount of costs deferred and added to the balance sheet during the period related to the acqui...

Peer comparison

Common in insurance accounting; peers report this as part of their DAC roll-forward.

Metric ID: kkr_segment_fixed_indexed_annuities_capitalizations

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$46.83M$46.83M$46.83M$51.77M$56.7M$66.54M$45.86M$52.47M$36.48M$40.95M$45.98M$58.37M$100.37M$133.38M$112.06M$79.46M$111.96M$109.44M$114.6M$74.01M
QoQ Change+0.0%+0.0%+10.6%+9.5%+17.4%-31.1%+14.4%-30.5%+12.3%+12.3%+26.9%+72.0%+32.9%-16.0%-29.1%+40.9%-2.3%+4.7%-35.4%
YoY Change+21.1%+42.1%-2.1%+1.4%-35.7%-38.5%+0.3%+11.2%+175.2%+225.7%+143.7%+36.1%+11.6%-17.9%+2.3%-6.9%
Range$36.48M$133.38M
CAGR+10.1%
Avg YoY Growth+35.6%
Median YoY Growth+6.8%

Frequently Asked Questions

What is KKR & Co.'s fixed indexed annuities — capitalizations?
KKR & Co. (KKR) reported fixed indexed annuities — capitalizations of $74.01M in Q1 2026.
How has KKR & Co.'s fixed indexed annuities — capitalizations changed year-over-year?
KKR & Co.'s fixed indexed annuities — capitalizations decreased by 6.9% year-over-year, from $79.46M to $74.01M.
What is the long-term trend for KKR & Co.'s fixed indexed annuities — capitalizations?
Over 4 years (2021 to 2025), KKR & Co.'s fixed indexed annuities — capitalizations has grown at a 22.0% compound annual growth rate (CAGR), from $187.3M to $415.46M.
What does fixed indexed annuities — capitalizations mean?
The total amount of acquisition costs deferred during the period.