Products & Services · Effect of Changes in Interest Rates
Fixed Indexed Annuities — Effect of Changes in Interest Rates
KKR & Co. Fixed Indexed Annuities — Effect of Changes in Interest Rates decreased by 177.3% to -$17.62M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 132.8%, from $53.74M to -$17.62M. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryRisk
SignalHigher is better
VolatilityVolatile
First reportedQ1 2022
Last reportedQ1 2026May 8, 2026
Rolls up toEffect of changes in interest rates
How to read this metric
Positive values indicate favorable valuation adjustments due to rate shifts, while negative values indicate valuation losses.
Detailed definition
The impact of fluctuations in market interest rates on the valuation of insurance liabilities and associated derivatives...
Peer comparison
Common sensitivity metric for life and annuity insurers regarding interest rate risk.
Metric ID:
kkr_segment_fixed_indexed_annuities_effect_of_changes_in_interest_ratesHistorical Data
12 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q4 '24 | Q1 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$188.55M | -$252.29M | -$135.27M | -$38.54M | $71.74M | -$214.84M | -$68.28M | -$38.43M | -$152.21M | $53.74M | $22.79M | -$17.62M |
| QoQ Change | — | -33.8% | +46.4% | +71.5% | +286.1% | -399.5% | +68.2% | +43.7% | -296.1% | +135.3% | -57.6% | -177.3% |
| YoY Change | — | — | — | — | +138.0% | -58.8% | -195.2% | — | — | +178.7% | — | -132.8% |
Range-$252.29M – $71.74M
CAGR-57.8%
Avg YoY Growth-14.0%
Median YoY Growth-58.8%
Current Streak2 quarters decline
Similar Metrics at Other Companies
Frequently Asked Questions
- What is KKR & Co.'s fixed indexed annuities — effect of changes in interest rates?
- KKR & Co. (KKR) reported fixed indexed annuities — effect of changes in interest rates of -$17.62M in Q1 2026.
- How has KKR & Co.'s fixed indexed annuities — effect of changes in interest rates changed year-over-year?
- KKR & Co.'s fixed indexed annuities — effect of changes in interest rates decreased by 132.8% year-over-year, from $53.74M to -$17.62M.
- What does fixed indexed annuities — effect of changes in interest rates mean?
- The financial impact of interest rate changes on annuity liability valuations.