TKO Group (NYSE:TKO) Stock Price Expected to Rise, UBS Group Analyst Says

TKO Group (NYSE:TKO) had its target price boosted by equities research analysts at UBS Group from $235.00 to $238.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. UBS Group’s price target would suggest a potential upside of 6.50% from the stock’s current price.

Other research analysts have also issued research reports about the stock. Susquehanna reiterated a “positive” rating and issued a $251.00 price objective on shares of TKO Group in a research note on Monday, January 19th. Morgan Stanley set a $210.00 price target on shares of TKO Group in a report on Thursday, December 18th. BTIG Research cut their price objective on TKO Group from $250.00 to $237.00 and set a “buy” rating for the company in a report on Thursday, February 19th. TD Cowen reissued a “buy” rating on shares of TKO Group in a research report on Monday, December 8th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $227.00 target price on shares of TKO Group in a research report on Monday, December 15th. Fourteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $231.40.

TKO Group Stock Down 0.1%

Shares of TKO Group stock opened at $223.48 on Thursday. TKO Group has a 1 year low of $133.07 and a 1 year high of $226.94. The company has a market cap of $43.60 billion, a P/E ratio of 99.32 and a beta of 0.65. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.42. The stock has a 50-day moving average price of $207.72 and a 200 day moving average price of $197.76.

TKO Group (NYSE:TKO) 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). The business had revenue of $1.04 billion for the quarter, compared to analysts’ expectations of $1.02 billion. TKO Group had a net margin of 4.13% and a return on equity of 2.03%. The company’s revenue was up 11.9% compared to the same quarter last year. During the same period last year, the firm earned $0.28 EPS. As a group, analysts expect that TKO Group will post 3.88 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Mark S. Shapiro sold 32,022 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $204.08, for a total transaction of $6,535,049.76. Following the completion of the sale, the insider directly owned 104,842 shares of the company’s stock, valued at approximately $21,396,155.36. This represents a 23.40% 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 14,016 shares of TKO Group stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $201.22, for a total transaction of $2,820,299.52. Following the completion of the transaction, the insider owned 2,271 shares in the company, valued at $456,970.62. This trade represents a 86.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 169,202 shares of company stock valued at $34,316,033 over the last 90 days. 61.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On TKO Group

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vontobel Holding Ltd. boosted its stake in TKO Group by 108,668.4% during the 4th quarter. Vontobel Holding Ltd. now owns 1,268,239 shares of the company’s stock valued at $265,062,000 after purchasing an additional 1,267,073 shares during the period. Massachusetts Financial Services Co. MA lifted its holdings in shares of TKO Group by 54.9% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 3,185,769 shares of the company’s stock worth $665,826,000 after buying an additional 1,128,749 shares during the last quarter. State Street Corp boosted its position in shares of TKO Group by 20.3% in the third quarter. State Street Corp now owns 5,249,091 shares of the company’s stock valued at $1,060,106,000 after acquiring an additional 887,401 shares during the period. Norges Bank acquired a new stake in shares of TKO Group in the second quarter worth $132,441,000. Finally, Alliancebernstein L.P. increased its position in TKO Group by 551.8% during the second quarter. Alliancebernstein L.P. now owns 494,964 shares of the company’s stock worth $90,059,000 after acquiring an additional 419,021 shares during the period. 89.79% of the stock is owned by institutional investors and hedge funds.

TKO Group News Summary

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.

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.