TKO Group (NYSE:TKO) Stock Rating Upgraded by Wall Street Zen

Key Points

• Wall Street Zen upgraded TKO Group from “sell” to “hold,” while the broader analyst view remains constructive with a consensus rating of Moderate Buy and a target price around $230.88.
• TKO reported quarterly results that beat expectations slightly, posting EPS of $1.12 on revenue of about $1.60 billion, with revenue up roughly 26% year over year.
• Management also raised share repurchase authorization by $1 billion, and investors are watching the company’s UFC media-rights momentum and other strategic developments as potential supports for future growth.

TKO Group (NYSE:TKO - Get Free Report) was upgraded by Wall Street Zen from a "sell" rating to a "hold" rating in a report released on Saturday.

Other research analysts have also issued research reports about the stock. Roth Mkm set a $228.00 price objective on shares of TKO Group in a research note on Monday. UBS Group raised their price objective on shares of TKO Group from $235.00 to $238.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Sanford C. Bernstein lowered their price objective on shares of TKO Group from $250.00 to $240.00 and set an "outperform" rating on the stock in a research note on Monday, April 27th. Citizens Jmp assumed coverage on shares of TKO Group in a research note on Monday, March 30th. They set a "mkt outperform" rating and a $240.00 price objective on the stock. Finally, Pivotal Research raised their price objective on shares of TKO Group from $235.00 to $250.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Twelve analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, TKO Group currently has a consensus rating of "Moderate Buy" and a consensus target price of $230.88.

TKO Group Price Performance

Shares of NYSE:TKO opened at $186.87 on Friday. TKO Group has a 52 week low of $152.29 and a 52 week high of $226.94. The company has a current ratio of 1.34, a quick ratio of 1.26 and a debt-to-equity ratio of 0.57. The firm has a market capitalization of $36.28 billion, a P/E ratio of 69.73 and a beta of 0.57. The firm's 50 day moving average is $197.23 and its two-hundred day moving average is $198.69.

TKO Group (NYSE:TKO - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $1.12 EPS for the quarter, beating analysts' consensus estimates of $1.11 by $0.01. TKO Group had a net margin of 4.47% and a return on equity of 2.49%. The business had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter last year, the business earned $0.69 earnings per share. The business's revenue for the quarter was up 25.9% on a year-over-year basis. Analysts anticipate that TKO Group will post 4.6 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Nick Khan sold 9,518 shares of the firm's stock in a transaction that occurred on Monday, May 4th. The shares were 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 in the company, valued at approximately $16,943,689. This trade represents a 9.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Shane Kapral sold 254 shares of the firm's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $199.15, for a total transaction of $50,584.10. Following the sale, the chief financial officer owned 99 shares of the company's stock, valued at $19,715.85. The trade was a 71.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 31,272 shares of company stock valued at $6,332,236 over the last 90 days. 61.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On TKO Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. State Street Corp boosted its stake in TKO Group by 20.3% in the 3rd quarter. State Street Corp now owns 5,249,091 shares of the company's stock worth $1,060,106,000 after purchasing an additional 887,401 shares during the period. Ninety One UK Ltd boosted its stake in shares of TKO Group by 0.8% during the 4th quarter. Ninety One UK Ltd now owns 5,006,158 shares of the company's stock valued at $1,046,287,000 after buying an additional 42,156 shares during the period. Massachusetts Financial Services Co. MA boosted its stake in shares of TKO Group by 54.9% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 3,185,769 shares of the company's stock valued at $665,826,000 after buying an additional 1,128,749 shares during the period. XN LP boosted its stake in shares of TKO Group by 6.3% during the 4th quarter. XN LP now owns 2,866,943 shares of the company's stock valued at $599,191,000 after buying an additional 169,574 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its stake in shares of TKO Group by 20.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,373,243 shares of the company's stock valued at $496,008,000 after buying an additional 395,040 shares during the period. Institutional investors and hedge funds own 89.79% of the company's stock.

Key TKO Group News

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

• Positive Sentiment: TKO reported Q1 2026 revenue of about $1.60 billion and EPS of $1.12, both slightly ahead of expectations, with revenue up roughly 26% year over year as WWE, UFC and IMG all posted strong growth. TKO Reports First Quarter 2026 Results
• Positive Sentiment: Management increased the share-repurchase authorization by $1 billion, which signals confidence in the business and can support earnings per share over time. Share repurchase authorization increase
• Positive Sentiment: Investor commentary points to the Paramount UFC rights deal as an important boost to TKO’s media revenue outlook and a sign that the company’s combat-sports assets continue to gain value. Paramount UFC deal
• Positive Sentiment: Reports also indicate Saudi partners remain committed to TKO-related partnerships, reducing a potential near-term source of uncertainty around WWE and event funding. Saudi partnerships remain intact
• Neutral Sentiment: TKO’s 2026 revenue guidance of $5.675 billion to $5.775 billion was solid, though it appeared a bit below some Street expectations, which may limit additional upside unless growth accelerates further. 2026 revenue guidance
• Neutral Sentiment: Nick Khan’s sale of 9,518 shares was disclosed, but he still retains a sizable stake; investors may view it as routine insider activity rather than a major red flag. Nick Khan insider sale filing
• Negative Sentiment: Some media coverage around WWE creative criticism and Saudi-related controversy could create reputational noise, even if the direct financial impact appears limited. Saudi Arabia WWE partnership coverage

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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