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Dividend Capture for KKR & Co. (KKR)

KKR dividend capture — median 1d pre-ex touch, 95% /30d touch rate over 19 ex-dates. Next ex-date, event history, after-tax calculator & simulator.

Updated Jun 20, 202619 eventshigh

KKR & Co. (KKR) has touched its pre-ex close within 30 trading days in 95% of the last 19 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.06), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, KKR sits roughly in line with the Financial Services sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next ex-dividend date is estimated at Aug 14, 2026 (±6 days), based on the historical pattern; the company has not yet declared a dividend.

Touch rate (30d)
95%in line with sector
Median days-to-touch
1din line with sector
Signal-to-noise
0.06-0.24 vs sector

Recovery engine

TL;DR over the most recent 19 events.

MetricValuevs sector
30-day touch rate
95%
in line with sector
Median days-to-touch
1d
in line with sector
Signal-to-noise (div / ATR)
0.06
-0.24 vs sector
Avg gap on ex-date
0.67%
+1.24pp vs sector
Win rate at MOC exit
55%
Median drawdown during hold
-3.82%
+0.56pp vs sector
Best / worst touch (days)
1 / 28

Next ex-dividend

Estimated from historical pattern ±6 days.

in 54 days
Dividend$0.20
Per-event yield0.19%
Annualized yield0.77%
Previously paidFeb 17, 2026 ($0.18)
Last record dateFeb 17, 2026
Last payment dateMar 3, 2026

KKR Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for KKR & Co. (KKR). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • -5.73%
  • -1.57%
  • -0.90%
  • +6.43%
  • -5.70%
  • +13.44%
  • +5.70%
  • +2.54%
  • +0.02%
  • +4.45%
  • -0.11%
  • +3.75%
  • -6.31%
  • +3.16%
  • -4.26%
  • +7.48%
  • -1.68%
  • +0.45%
  • -4.00%
  • +0.48%

KKR Pre-Ex Touch Time Distribution

First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.

Touch windowDistributionCountShare
≤ 1 day1785%
2–3 days00%
4–5 days15%
6–10 days00%
11–30 days15%
30+15%
85% within 1d · 90% within 5d · 95% within 30d(20 events analyzed)

KKR Dividend Capture Calculator — After-Tax Yield

Pre-filled with KKR's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.

Slippage preset
Display
Gross dividend
$40.00
After-tax dividend
$26.00
Slippage round-trip
-$20.35

Net if price returns to pre-ex
+$5.65
Required recovery to break even
0.00%

Per-event after-tax yield
+0.03%
Annual if all succeed
~1.4%
Scenariosbase rate 95%
Best (limit fills)+$5.65
Average (base rate)+$3.55
Worst (no recovery)$34.35

Open in full calculator →

KKR Dividend Capture Backtest Simulator

Replay every historical KKR ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)-0.21%
Win rate (20 trades)
90%
Cumulative P&L
i
-4.19%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
+92.04%Span: May 14, 2021 → Feb 17, 2026 · long-horizon total return vs repeating capture cycles
Best event
+0.33%
Worst event
-6.31%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+0.7%+0.0%-6.4%May 14, 2021 · cumulative +0.26% (sum of returns through this event)Aug 13, 2021 · cumulative +0.48% (sum of returns through this event)Nov 12, 2021 · cumulative +0.67% (sum of returns through this event)Feb 17, 2022 · cumulative -1.01% (sum of returns through this event)May 13, 2022 · cumulative -0.69% (sum of returns through this event)Aug 12, 2022 · cumulative -0.42% (sum of returns through this event)Nov 10, 2022 · cumulative -0.11% (sum of returns through this event)Feb 16, 2023 · cumulative -6.42% (sum of returns through this event)May 19, 2023 · cumulative -6.09% (sum of returns through this event)Aug 16, 2023 · cumulative -5.81% (sum of returns through this event)Nov 16, 2023 · cumulative -5.57% (sum of returns through this event)Feb 15, 2024 · cumulative -5.39% (sum of returns through this event)May 10, 2024 · cumulative -5.22% (sum of returns through this event)Aug 12, 2024 · cumulative -5.07% (sum of returns through this event)Nov 4, 2024 · cumulative -4.94% (sum of returns through this event)Feb 14, 2025 · cumulative -4.82% (sum of returns through this event)May 12, 2025 · cumulative -4.66% (sum of returns through this event)Aug 11, 2025 · cumulative -4.53% (sum of returns through this event)Nov 17, 2025 · cumulative -4.38% (sum of returns through this event)Feb 17, 2026 · cumulative -4.19% (sum of returns through this event)
May 14, 2021Feb 17, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

1
<-3%
1
-3..-1%
 
-1..0%
 
0%
18
0..1%
 
1..3%
 
>3%

Scenario P&L by event · KKR (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-dateP&L
+0.26%
+0.22%
+0.19%
-1.68%
+0.32%
+0.27%
+0.31%
-6.31%
+0.33%
+0.27%
+0.25%
+0.17%
+0.17%
+0.15%
+0.13%
+0.13%
+0.16%
+0.13%
+0.15%
+0.18%

Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.

Frequently asked questions