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Fixed Rate Annuities — Capitalizations

KKR & Co. Fixed Rate Annuities — Capitalizations decreased by 32.1% to $12.54M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 78.4%, from $58.02M to $12.54M. Over 4 years (FY 2021 to FY 2025), Fixed Rate Annuities — Capitalizations shows an upward trend with a 6.9% 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 robust new business production, whereas lower levels suggest a slowdown in new policy issuance.

Detailed definition

This metric tracks the amount of costs deferred and added to the balance sheet related to the origination of new insuran...

Peer comparison

Commonly reported as deferred acquisition cost additions by insurance peers.

Metric ID: kkr_segment_fixed_rate_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$29.06M$29.06M$29.06M$28.52M$38.18M$31.98M$45.96M$59.97M$19.6M$54.91M$83.76M$75.6M$55.85M$47.14M$19.07M$58.02M$38.35M$37.21M$18.47M$12.54M
QoQ Change+0.0%+0.0%-1.9%+33.9%-16.2%+43.7%+30.5%-67.3%+180.1%+52.5%-9.7%-26.1%-15.6%-59.5%+204.2%-33.9%-3.0%-50.4%-32.1%
YoY Change+31.4%+10.0%+58.2%+110.3%-48.7%+71.7%+82.2%+26.1%+184.9%-14.2%-77.2%-23.3%-31.3%-21.1%-3.2%-78.4%
Range$12.54M$83.76M
CAGR-16.2%
Avg YoY Growth+17.3%
Median YoY Growth+3.4%
Current Streak4 quarters decline

Frequently Asked Questions

What is KKR & Co.'s fixed rate annuities — capitalizations?
KKR & Co. (KKR) reported fixed rate annuities — capitalizations of $12.54M in Q1 2026.
How has KKR & Co.'s fixed rate annuities — capitalizations changed year-over-year?
KKR & Co.'s fixed rate annuities — capitalizations decreased by 78.4% year-over-year, from $58.02M to $12.54M.
What is the long-term trend for KKR & Co.'s fixed rate annuities — capitalizations?
Over 4 years (2021 to 2025), KKR & Co.'s fixed rate annuities — capitalizations has grown at a 6.9% compound annual growth rate (CAGR), from $116.23M to $152.04M.
What does fixed rate annuities — capitalizations mean?
The total amount of acquisition costs deferred during a specific period.