Market Cap
$34.0B
TKO
TKO Group Holdings, Inc.
$174.49 ▼ -0.88%
Prev close $176.04Market cap$34.0B
ConsensusBuy
12-mo target$231.42 (+32.6%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Services
Snapshot
The big-picture read on TKO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$11.1B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $24.4M sell
Insider Net $
-$24.4M
Social Sentiment
73° Bullish
SEC Reports
7
Price chart 30d -8.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Short Volume: TKO — 66.0% short (0.5M / 0.7M)
Short: 452,761 | Exempt: 4,325 | TRF Vol: 686,274 | Short Ratio: 66.0% | Off-exchange volume (dark p
Sep 14, 2026 Insider
Emanuel Ariel surrendered for taxes 49,481 shares
Chief Executive Officer @ $190.31 ($9.4M)
Sep 14, 2026 Insider
Khan Nick sold 1,333 shares
Director @ $193.13 ($257.4K)
Sep 14, 2026 Insider
Aug 20, 2026 SEC Khan Nick sold 4,256 shares
Director @ $194.12 ($826.2K)
CEO, CFO, and a director of TKO sold a combined $8.34M in open-market shares on August 18, 2026, following the exercise
CLUSTER — Impact 4/10
Director Nicholas Khan filed a Form 144 notice of intent to sell 10,081 shares of TKO common stock, with an estimated ag
144 — Impact 2/10
Paul Caine, an officer of TKO Group Holdings, filed a Form 144 notice of intent to sell 2,000 shares of common stock, wi
144 — Impact 2/10
Jun 30, 2026 Inst.
STATE STREET CORP — TRIM
4,634,092 shares ($932.9M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 5, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 29, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 28, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 15, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 14, 2026 | Seaport Global | UPGRADE | Buy | 51% |
| May 7, 2026 | BTIG | REITERATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 12 | 6 | 0 | 0 | 78% | |
| Aug 1, 2026 | 9 | 12 | 6 | 0 | 0 | 78% | |
| Jul 1, 2026 | 9 | 11 | 7 | 0 | 0 | 74% | |
| Jun 1, 2026 | 9 | 11 | 7 | 0 | 0 | 74% | |
| May 1, 2026 | 9 | 12 | 7 | 0 | 0 | 75% | |
| Apr 1, 2026 | 9 | 11 | 8 | 0 | 0 | 71% | |
| Mar 1, 2026 | 10 | 10 | 7 | 0 | 0 | 74% | |
| Feb 1, 2026 | 10 | 11 | 6 | 0 | 0 | 78% |
Price targets
Where 19 covering analysts think TKO trades over the next 12 months.
$231.42 +32.6% upside Strong Buy
Current$174.49 Low$185.00 Median$235.00 High$250.00 19 analysts
$185.00$250.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
73°
Bullish
BearishNeutralBullish
Recent posts
wilmac update reads like target-building work before drilling
▲ 1 · 💬 1· ⚡ 0.5
UFC 250 + $TKO + Trump Pump = $120k YOLO
▲ 1 · 💬 0· ⚡ 0.5
A bull thesis on TKO
▲ 1 · 💬 0· ⚡ 0.5
White House to host UFC arena fight for Trumps 80th Birthday. TICKER TKO.
▲ 1 · 💬 1· ⚡ 0.5
TKO Earnings Project Big 2026 for UFC and WWE
▲ 11 · 💬 14· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.1/10.
NEUTRALCLUSTER4/10
CEO, CFO, and a director of TKO sold a combined $8.34M in open-market shares on August 18, 2026, fol
Aug 20, 2026
NEUTRAL1442/10
Director Nicholas Khan filed a Form 144 notice of intent to sell 10,081 shares of TKO common stock,
Jul 20, 2026
NEUTRAL1442/10
Paul Caine, an officer of TKO Group Holdings, filed a Form 144 notice of intent to sell 2,000 shares
Jul 3, 2026
NEUTRAL1443/10
Director Nick Khan filed a Form 144 indicating intent to sell 19,178 shares of TKO common stock valu
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: TKO — 66.0% short (0.5M / 0.7M)
Short: 452,761 | Exempt: 4,325 | TRF Vol: 686,274 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: TKO — 68.8% short (0.4M / 0.5M)
Short: 360,530 | Exempt: 353 | TRF Vol: 524,127 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: TKO — 1.8M shares, 47,277 trades
Week starting 2026-09-07. Total ATS volume: 1,842,173 shares across 47,277 trades.
Aug 31, 2026
dark_pool
Dark Pool: TKO — 1.1M shares, 43,469 trades
Week starting 2026-08-31. Total ATS volume: 1,131,406 shares across 43,469 trades.
Aug 24, 2026
dark_pool
Dark Pool: TKO — 1.2M shares, 42,406 trades
Week starting 2026-08-24. Total ATS volume: 1,204,509 shares across 42,406 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.34 | $0.56–$1.94 | 184.8% | -0.1% | 5↑ 1↓ | $1.4B | 8 |
| Next Q | $1.01 | $0.50–$1.74 | 3474.3% | +0.1% | 5↑ 1↓ | $1.3B | 8 |
| Current FY | $4.65 | $3.51–$5.74 | 105.9% | +0.0% | 4↑ 2↓ | $5.8B | 9 |
| Next FY | $4.91 | $2.57–$7.49 | 5.6% | -0.2% | 4↑ 2↓ | $5.9B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.338 | — |
| 7d ago | $1.338 | — |
| 30d ago | $1.340 | -0.001 |
| 60d ago | $1.033 | +0.306 |
| 90d ago | $1.100 | +0.238 |
Institutional ownership
Which big funds own TKO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.1B total value (55,201,590 shares) as of 2026-Q2. Top holders: BlackRock,, MORGAN, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,668,039 | $1.1B | 10.3% | — |
| MORGAN STANLEY | 4,702,447 | $946.6M | 8.5% | — |
| STATE STREET CORP | 4,634,092 | $932.9M | 8.4% | TRIM -27.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,010,212 | $807.3M | 7.3% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,728,177 | $753.8M | 6.8% | — |
| Ninety One UK Ltd | 3,139,948 | $632.1M | 5.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,045,638 | $613.1M | 5.5% | — |
| Lindsell Train Ltd | 2,098,862 | $422.5M | 3.8% | — |
| BANK OF AMERICA CORP /DE/ | 2,087,661 | $420.3M | 3.8% | ADD +49.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,729,452 | $347.5M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | TRIM | 6,410,388 | 4,634,092 | -27.7% | $932.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,393,727 | 2,087,661 | +49.8% | $420.3M |
| FMR LLC | ADD | 430,141 | 821,839 | +91.1% | $165.4M |
| Vontobel Holding Ltd. | TRIM | 1,135,871 | 783,743 | -31.0% | $157.8M |
| NORTHERN TRUST CORP | ADD | 576,207 | 763,930 | +32.6% | $153.8M |
| AMERIPRISE FINANCIAL INC | TRIM | 868,411 | 637,836 | -26.6% | $128.4M |
| NORGES BANK | NEW | — | 526,687 | — | $106.0M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 244,660 | 346,661 | +41.7% | $69.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 211,394 | 298,022 | +41.0% | $60.0M |
| BARCLAYS PLC | TRIM | 356,244 | 196,601 | -44.8% | $39.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$24.4M — $0.00 bought, $24.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Emanuel Ariel | Chief Executive Officer | TAX W/H | 49,481 | $190.31 | $9.4M |
| Sep 14, 2026 | Khan Nick | Director | SELL | 1,333 | $193.13 | $257.4K |
| Sep 14, 2026 | Khan Nick | Director | SELL | 4,256 | $194.12 | $826.2K |
| Sep 14, 2026 | Khan Nick | Director | SELL | 1,421 | $194.99 | $277.1K |
| Sep 14, 2026 | Khan Nick | Director | SELL | 1,279 | $195.95 | $250.6K |
| Sep 14, 2026 | Khan Nick | Director | SELL | 1,200 | $197.12 | $236.5K |
| Sep 14, 2026 | Khan Nick | Director | SELL | 100 | $197.64 | $19.8K |
| Sep 12, 2026 | Emanuel Ariel | Chief Executive Officer | EXERCISE | 97,041 | — | — |
| Aug 19, 2026 | Khan Nick | Director | SELL | 1,000 | $197.60 | $197.6K |
| Aug 19, 2026 | Khan Nick | Director | SELL | 400 | $192.84 | $77.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TKO.
Shares short
8,332,380
Settlement Sep 15, 2026
Change vs prior
+12.1%
Semi-monthly cycle
Days to cover
7.5
At avg daily volume
Of shares outstanding
≈4.4%
Estimate — not % of float
All TKO filing & press-release reports (7)
- CLUSTER reportAug 20, 2026
- 144 reportJul 20, 2026
- 144 reportJul 3, 2026
- 144 reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 18, 2026
- 8-K reportMay 6, 2026