Seaport Res Ptn Estimates TKO Group's Q2 Earnings (NYSE:TKO)

Key Points

• Seaport Res Ptn has raised its Q2 2026 earnings per share estimate for TKO Group to $1.39, up from the previous estimate of $1.31.
• JPMorgan Chase & Co. increased their price target for TKO Group's shares from $158.00 to $182.00, maintaining an "overweight" rating on the stock.
• During its last earnings report, TKO Group missed the consensus estimate by $0.06, reporting earnings of $1.17 per share, while revenue increased by 53.7% year-over-year.

TKO Group Holdings, Inc. (NYSE:TKO - Free Report) - Seaport Res Ptn raised their Q2 2026 earnings per share estimates for TKO Group in a note issued to investors on Monday, August 11th. Seaport Res Ptn analyst D. Joyce now anticipates that the company will post earnings per share of $1.39 for the quarter, up from their prior estimate of $1.31. The consensus estimate for TKO Group's current full-year earnings is $3.88 per share. Seaport Res Ptn also issued estimates for TKO Group's Q3 2026 earnings at $1.24 EPS, FY2028 earnings at $4.94 EPS and FY2029 earnings at $5.31 EPS.

A number of other research firms have also commented on TKO. JPMorgan Chase & Co. upped their price target on shares of TKO Group from $158.00 to $182.00 and gave the company an "overweight" rating in a report on Wednesday, May 21st. Sanford C. Bernstein assumed coverage on shares of TKO Group in a research report on Wednesday, June 4th. They issued an "outperform" rating and a $190.00 price objective on the stock. Susquehanna started coverage on shares of TKO Group in a report on Monday, April 28th. They set a "positive" rating and a $180.00 target price for the company. The Goldman Sachs Group raised their target price on TKO Group from $170.00 to $188.00 and gave the stock a "buy" rating in a research note on Monday, May 12th. Finally, Morgan Stanley reaffirmed an "outperform" rating on shares of TKO Group in a research report on Sunday. Two equities research analysts have rated the stock with a hold rating, twelve have issued a buy rating and one has given a strong buy rating to the company's stock. Based on data from MarketBeat, TKO Group presently has a consensus rating of "Moderate Buy" and an average target price of $179.67.

TKO Group Stock Performance

Shares of TKO stock opened at $180.08 on Tuesday. The company has a market capitalization of $35.64 billion, a P/E ratio of 74.41 and a beta of 0.72. TKO Group has a fifty-two week low of $113.16 and a fifty-two week high of $182.60. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.30 and a current ratio of 1.30. The stock has a 50 day moving average price of $170.16 and a two-hundred day moving average price of $160.94.

TKO Group (NYSE:TKO - Get Free Report) last issued its earnings results on Wednesday, August 6th. The company reported $1.17 earnings per share for the quarter, missing the consensus estimate of $1.23 by ($0.06). TKO Group had a net margin of 5.40% and a return on equity of 2.82%. The company had revenue of $1.31 billion for the quarter, compared to analysts' expectations of $1.23 billion. During the same quarter in the prior year, the company earned $0.72 earnings per share. The company's revenue was up 53.7% compared to the same quarter last year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Whittier Trust Co. increased its position in shares of TKO Group by 350.0% during the second quarter. Whittier Trust Co. now owns 135 shares of the company's stock valued at $25,000 after acquiring an additional 105 shares in the last quarter. Golden State Wealth Management LLC boosted its stake in TKO Group by 840.0% during the 2nd quarter. Golden State Wealth Management LLC now owns 141 shares of the company's stock valued at $26,000 after purchasing an additional 126 shares during the last quarter. Hemington Wealth Management increased its holdings in shares of TKO Group by 425.0% in the 1st quarter. Hemington Wealth Management now owns 168 shares of the company's stock worth $25,000 after purchasing an additional 136 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new position in shares of TKO Group in the first quarter worth $26,000. Finally, Sentry Investment Management LLC bought a new position in shares of TKO Group during the first quarter valued at $25,000. 89.79% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, major shareholder Lake West Voteco L.L.C Silver purchased 1,579,080 shares of the stock in a transaction dated Tuesday, June 3rd. The stock was purchased at an average price of $158.32 per share, with a total value of $249,999,945.60. Following the transaction, the insider directly owned 4,158,517 shares in the company, valued at $658,376,411.44. This trade represents a 61.22% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Peter C. B. Bynoe purchased 980 shares of the company's stock in a transaction that occurred on Thursday, June 5th. The stock was purchased at an average price of $169.59 per share, for a total transaction of $166,198.20. Following the purchase, the director owned 2,747 shares in the company, valued at $465,863.73. This represents a 55.46% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders have sold 73,725 shares of company stock worth $12,501,561 in the last 90 days. Insiders own 53.80% of the company's stock.

TKO Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 30th. Investors of record on Friday, June 13th were paid a $0.38 dividend. The ex-dividend date was Friday, June 13th. This represents a $1.52 annualized dividend and a dividend yield of 0.8%. TKO Group's dividend payout ratio is presently 62.81%.

TKO Group Company Profile

TKO Group Holdings, Inc operates as a sports and entertainment company. The company produces and licenses live events, television programs, and long-form and short-form content, reality series, and other filmed entertainment on digital and linear channels and via pay-per-view. It is involved in the merchandising of video games, apparel, equipment, trading cards, memorabilia, digital goods, and toys, as well as sale of travel packages and tickets.

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