Principal Financial Group Inc. Lowers Stock Position in TKO Group Holdings, Inc. $TKO

Key Points

• Principal Financial Group reduced its TKO Group stake by 3.7% in the fourth quarter, selling 14,975 shares and leaving it with 384,398 shares worth about $80.3 million.
• TKO’s latest quarter was strong: the company reported $1.12 EPS on $1.60 billion in revenue, topping estimates and posting revenue growth of 25.9% year over year.
• Insider selling and shareholder activity stood out, with director Nick Khan selling 9,518 shares in May and insiders selling 31,272 shares over the last three months, even as analysts remain mostly positive on the stock.

Principal Financial Group Inc. cut its holdings in TKO Group Holdings, Inc. (NYSE:TKO - Free Report) by 3.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 384,398 shares of the company's stock after selling 14,975 shares during the quarter. Principal Financial Group Inc. owned approximately 0.20% of TKO Group worth $80,339,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of TKO. Amundi boosted its stake in TKO Group by 338.7% during the first quarter. Amundi now owns 1,360 shares of the company's stock worth $205,000 after acquiring an additional 1,050 shares in the last quarter. AQR Capital Management LLC increased its stake in shares of TKO Group by 10.7% during the first quarter. AQR Capital Management LLC now owns 7,222 shares of the company's stock valued at $1,083,000 after purchasing an additional 696 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of TKO Group by 4,722.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 8,777 shares of the company's stock valued at $1,341,000 after purchasing an additional 8,595 shares during the last quarter. United Services Automobile Association purchased a new position in shares of TKO Group during the first quarter valued at approximately $218,000. Finally, Geneos Wealth Management Inc. boosted its position in shares of TKO Group by 127.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 510 shares of the company's stock worth $78,000 after purchasing an additional 286 shares in the last quarter. 89.79% of the stock is currently owned by institutional investors.

Insider Activity at TKO Group

In related news, CFO Shane Kapral sold 616 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $221.91, for a total value of $136,696.56. Following the sale, the chief financial officer owned 353 shares in the company, valued at approximately $78,334.23. This trade represents a 63.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Nick Khan sold 9,518 shares of TKO Group stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $185.99, for a total transaction of $1,770,252.82. Following the completion of the sale, the director directly owned 91,100 shares of the company's stock, valued at approximately $16,943,689. This trade represents a 9.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 31,272 shares of company stock valued at $6,332,236 over the last three months. 61.30% of the stock is owned by corporate insiders.

Trending Headlines about TKO Group

Here are the key news stories impacting TKO Group this week:

• Positive Sentiment: Q1 beat and strong top‑line momentum — TKO reported ~ $1.597B revenue, net income ~$249.8M and $1.12 EPS (vs. roughly $1.11 consensus); revenue rose ~26% YoY, driven by WWE and UFC strength. This supports near‑term fundamentals. TKO Reports First Quarter 2026 Results
• Positive Sentiment: $1B added to buyback — the board increased the share‑repurchase authorization by $1B, a direct EPS‑accretive capital allocation move that often supports the share price. Repurchase Authorization
• Positive Sentiment: Paramount rights deal lifting UFC results — analysts and management pointed to the Paramount rights agreement as a contributor to UFC revenue and margin momentum. Paramount/UFC Impact
• Positive Sentiment: Saudi partners remain committed — public comments and reporting indicate continued Saudi funding/partnerships, removing a headline risk that had worried some investors. Shapiro on Saudi Funding
• Positive Sentiment: Leadership stability: Nick Khan extension — TKO extended WWE president Nick Khan through 2030, preserving continuity at the top of the WWE business. Nick Khan Extension
• Positive Sentiment: Analyst support — BTIG reaffirmed a "buy" with a $237 price target (~26% above current), which can help buyer sentiment. BTIG Rating
• Neutral Sentiment: FY‑2026 revenue guidance set at $5.675B–$5.775B — management reaffirmed full‑year outlook but the range sits slightly below consensus, which may cap upside until execution is visible. Guidance Range
• Neutral Sentiment: Earnings call and details available — the full call transcript and filings give segment detail (IMG/WWE/UFC) and margin drivers for investors doing deeper due diligence. Earnings Call Transcript
• Negative Sentiment: Insider selling — director Nick Khan sold ~9,518 shares (~$1.77M) in early May; while he retains a large holding, insider sales can be viewed negatively by some investors. SEC Filing - Insider Sale
• Negative Sentiment: Creative backlash and talent unease — post‑WrestleMania creative criticism and media stories about talent insecurity create reputational/noise risk that could pressure sentiment in the near term. Creative Backlash

TKO Group Stock Down 1.5%

TKO stock opened at $187.59 on Friday. The stock has a market capitalization of $36.42 billion, a P/E ratio of 70.00 and a beta of 0.57. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.26 and a quick ratio of 1.26. TKO Group Holdings, Inc. has a 1-year low of $152.29 and a 1-year high of $226.94. The business has a fifty day moving average price of $197.23 and a 200-day moving average price of $198.69.

TKO Group (NYSE:TKO - Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.11 by $0.01. TKO Group had a return on equity of 2.41% and a net margin of 4.47%.The company had revenue of $1.60 billion for the quarter, compared to analysts' expectations of $1.59 billion. During the same period last year, the firm posted $0.69 earnings per share. TKO Group's revenue was up 25.9% compared to the same quarter last year. Equities analysts forecast that TKO Group Holdings, Inc. will post 4.59 earnings per share for the current fiscal year.

TKO Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 16th were issued a dividend of $0.78 per share. This represents a $3.12 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Monday, March 16th. TKO Group's payout ratio is presently 138.67%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Citizens Jmp assumed coverage on TKO Group in a research report on Monday, March 30th. They set a "mkt outperform" rating and a $240.00 price objective for the company. Citigroup downgraded TKO Group from a "strong-buy" rating to a "hold" rating in a report on Monday, April 13th. Roth Mkm set a $228.00 target price on TKO Group in a research note on Monday. UBS Group raised their price target on TKO Group from $235.00 to $238.00 and gave the company a "buy" rating in a report on Thursday, February 26th. Finally, JPMorgan Chase & Co. upped their price target on shares of TKO Group from $220.00 to $225.00 and gave the stock an "overweight" rating in a research note on Wednesday, January 21st. Twelve equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, TKO Group currently has an average rating of "Moderate Buy" and a consensus price target of $230.88.

TKO Group 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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