American Century Companies Inc. lifted its holdings in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) by 35.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 726,149 shares of the company’s stock after buying an additional 191,743 shares during the period. American Century Companies Inc.’s holdings in TKO Group were worth $146,653,000 at the end of the most recent quarter.
Other large investors have also modified their holdings of the company. Golden State Wealth Management LLC lifted its holdings in shares of TKO Group by 840.0% in the 2nd quarter. Golden State Wealth Management LLC now owns 141 shares of the company’s stock valued at $26,000 after buying an additional 126 shares during the period. Cromwell Holdings LLC raised its stake in TKO Group by 1,360.0% in the 3rd quarter. Cromwell Holdings LLC now owns 146 shares of the company’s stock valued at $29,000 after purchasing an additional 136 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new stake in TKO Group in the 2nd quarter worth approximately $34,000. Atlantic Union Bankshares Corp boosted its stake in TKO Group by 1,680.0% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 178 shares of the company’s stock worth $36,000 after buying an additional 168 shares during the last quarter. Finally, MUFG Securities EMEA plc purchased a new position in TKO Group during the second quarter worth approximately $36,000. Hedge funds and other institutional investors own 89.79% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of research analysts have weighed in on the stock. Zacks Research cut shares of TKO Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. Weiss Ratings restated a “hold (c)” rating on shares of TKO Group in a research note on Monday, December 29th. Pivotal Research raised their price objective on TKO Group from $235.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday. Wolfe Research reiterated an “outperform” rating and set a $227.00 price objective on shares of TKO Group in a research note on Monday, December 15th. Finally, TD Cowen restated a “buy” rating on shares of TKO Group in a research report on Monday, December 8th. Fourteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, TKO Group has a consensus rating of “Moderate Buy” and an average target price of $231.40.
Trending Headlines about TKO Group
Here are the key news stories impacting TKO Group this week:
- Positive Sentiment: Revenue and sponsorship strength: TKO reported record revenue for 2025 with site-fee and sponsorship upside that beat expectations and helped revenue grow ~12% year-over-year. Read More.
- Positive Sentiment: WWE contribution: WWE generated ~$1.709B in revenue for 2025, a major driver of the company’s top-line strength and a key growth engine for TKO. Read More.
- Positive Sentiment: Analyst optimism: UBS and Pivotal Research raised price targets (UBS to $238, Pivotal to $250) and maintained buy ratings, signaling analyst confidence in medium-term upside. Read More. Read More.
- Neutral Sentiment: Earnings details and calls: Management hosted the Q4 call and released a transcript; revenue beat estimates but EPS swung negative versus year-ago earnings, offering mixed fundamental read-throughs. Read More.
- Neutral Sentiment: SEC disclosures: Filings revealed compensation for high-profile talent (e.g., The Rock), useful for modeling talent costs and cash flow but not an immediate market-moving item. Read More.
- Negative Sentiment: EPS miss and profitability pressure: TKO reported a Q4 loss of $0.08/sh, missing consensus (~$0.12) despite revenue beat, highlighting margin and timing pressures after a year-ago profit. Read More.
- Negative Sentiment: Lower FY26 revenue guidance: Management guided FY26 revenue to about $5.7–$5.8B versus street ~ $6.0B, introducing downside to near-term estimates and valuation assumptions. (Company guidance release)
- Negative Sentiment: Legal overhangs: Multiple reports detail potential $1B-plus legal actions (Frank Warren / Queensberry vs. Sela and TKO/Zuffa Boxing) that could create material liability, litigation costs and distraction. Read More. Read More.
- Negative Sentiment: Event-specific loss: TKO expects to lose money on the UFC White House Fight — a one-off event loss that pressures near-term cash flow and highlights event margin risk. Read More.
Insiders Place Their Bets
In related news, Director Nick Khan sold 7,744 shares of the company’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $201.98, for a total transaction of $1,564,133.12. Following the completion of the sale, the director directly owned 129,084 shares of the company’s stock, valued at approximately $26,072,386.32. This represents a 5.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Seth D. Krauss sold 2,271 shares of TKO Group stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $200.71, for a total value of $455,812.41. The disclosure for this sale is available in the SEC filing. Insiders sold 168,948 shares of company stock valued at $34,267,057 in the last three months. Company insiders own 53.80% of the company’s stock.
TKO Group Trading Down 0.1%
NYSE TKO opened at $223.48 on Monday. The firm’s 50 day moving average price is $207.72 and its two-hundred day moving average price is $197.89. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.26 and a current ratio of 1.26. TKO Group Holdings, Inc. has a twelve month low of $133.07 and a twelve month high of $226.94. The stock has a market cap of $43.60 billion, a price-to-earnings ratio of 99.32 and a beta of 0.66.
TKO Group (NYSE:TKO – Get Free Report) last released its earnings results on Wednesday, February 25th. The company reported ($0.08) earnings per share for the quarter, missing the consensus estimate of $0.12 by ($0.20). TKO Group had a net margin of 4.13% and a return on equity of 2.07%. The business had revenue of $1.04 billion for the quarter, compared to analysts’ expectations of $1.02 billion. During the same period last year, the firm earned $0.28 EPS. The company’s revenue was up 11.9% compared to the same quarter last year. Equities analysts anticipate that TKO Group Holdings, Inc. will post 3.88 EPS for the current year.
TKO Group Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Stockholders of record on Monday, December 15th were paid a dividend of $0.78 per share. This is a boost from TKO Group’s previous quarterly dividend of $0.76. The ex-dividend date was Monday, December 15th. This represents a $3.12 annualized dividend and a dividend yield of 1.4%. TKO Group’s dividend payout ratio is currently 138.67%.
TKO Group Company Profile
TKO Group Holdings (NYSE: TKO) is a global sports and entertainment company formed in 2023 through the combination of two major combat-sports businesses. The company brings together the mixed martial arts organization UFC and the sports entertainment business WWE under a single publicly traded holding company. TKO owns and manages a portfolio of live-event franchises, intellectual property, and media rights centered on combat and sports-entertainment content.
TKO’s core activities include the promotion and production of live events, the licensing and sale of broadcasting and streaming rights, and the development and commercialization of branded consumer products.
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