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Weighted average crediting rate

KKR & Co. Weighted average crediting rate increased by 2.1% to 3.9% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.8%, from 3.6% to 3.9%. Over 3 years (FY 2022 to FY 2025), Weighted average crediting rate shows an upward trend with a 21.5% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryProfitability
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 8, 2026

How to read this metric

Higher rates increase the cost of funds but may attract more capital; lower rates improve margins but may reduce product attractiveness.

Detailed definition

The weighted average interest rate credited to policyholder account balances over a specific period. This rate is a key...

Peer comparison

Commonly disclosed by annuity and life insurance providers to demonstrate product pricing and interest rate sensitivity.

Metric ID: other_policyholder_account_balance_weighted_average_cred_52960d

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value2%2.1%2.2%2.1%2.5%2.6%2.7%2.9%3.2%3.3%3.5%3.6%3.7%3.7%3.8%3.8%3.9%
QoQ Change+4.6%+4.9%-0.9%+18.8%+2.4%+5.0%+8.1%+7.1%+6.0%+4.8%+1.7%+2.5%+1.1%+2.7%+0.8%+2.1%
YoY Change+29.1%+26.3%+26.5%+38.0%+24.5%+29.0%+28.7%+21.1%+15.9%+10.5%+8.3%+7.3%+6.8%
Range2%3.9%
CAGR+18.8%
Avg YoY Growth+20.9%
Median YoY Growth+24.5%
Current Streak13 quarters growth

Product Breakdown

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25
Funding Agreements4%4.1%4.2%4.3%
Fixed Rate Annuities3.8%4%4.1%4.2%
Other3.3%3.3%3.3%3.3%
Interest Sensitive Life3.3%3.3%3.3%3.3%
Fixed Indexed Annuities2.5%2.7%2.7%2.8%
Total3.3%3.5%3.6%3.7%

Frequently Asked Questions

What is KKR & Co.'s weighted average crediting rate?
KKR & Co. (KKR) reported weighted average crediting rate of 3.9% in Q1 2026.
How has KKR & Co.'s weighted average crediting rate changed year-over-year?
KKR & Co.'s weighted average crediting rate increased by 6.8% year-over-year, from 3.6% to 3.9%.
What is the long-term trend for KKR & Co.'s weighted average crediting rate?
Over 3 years (2022 to 2025), KKR & Co.'s weighted average crediting rate has grown at a 21.5% compound annual growth rate (CAGR), from 2.1% to 3.8%.
What does weighted average crediting rate mean?
The average interest rate the insurance company pays to policyholders on their account balances.