TKO Group Holdings Inc. shares fell 3.09% and hit a 20-day low amid broader market gains, with the Nasdaq-100 up 1.29% and the S&P 500 up 1.00%.
The decline in TKO's stock price follows announcements from two company directors, Nicholas Khan and Mark Shapiro, who plan to sell a combined total of approximately $12.24 million in common stock. Khan intends to sell 27,907 shares valued at $5.7 million, while Shapiro plans to sell 32,022 shares worth about $6.54 million. This reduction in shareholding may raise concerns among investors regarding insider confidence in the company's future performance.
The implications of these stock sales could lead to increased scrutiny from investors, as significant insider selling often raises red flags. However, analysts maintain a positive outlook on TKO Group Holdings, citing potential benefits from the upcoming 2026 FIFA World Cup and its impact on the live entertainment market.
Wall Street analysts forecast TKO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TKO is 225.79 USD with a low forecast of 210.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast TKO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TKO is 225.79 USD with a low forecast of 210.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
1 Hold
0 Sell
Strong Buy
Current: 194.880
Low
210.00
Averages
225.79
High
250.00
Current: 194.880
Low
210.00
Averages
225.79
High
250.00
JPMorgan
David Karnovsky
Overweight
maintain
$220 -> $225
2026-01-21
Reason
JPMorgan
David Karnovsky
Price Target
$220 -> $225
AI Analysis
2026-01-21
maintain
Overweight
Reason
JPMorgan analyst David Karnovsky raised the firm's price target on TKO Group to $225 from $220 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report. The analyst continues to see potential for long-term compounded free cash flow growth at TKO.
Susquehanna
Joseph Stauff
Positive
maintain
$230 -> $251
2026-01-19
Reason
Susquehanna
Joseph Stauff
Price Target
$230 -> $251
2026-01-19
maintain
Positive
Reason
Susquehanna analyst Joseph Stauff raised the firm's price target on TKO Group to $251 from $230 and keeps a Positive rating on the shares. The firm sees upside to the company's 2026 earnings estimates from more sponsorships and live events recalibrating toward locations with site-fee incentives and cross-marketing events. Susquehanna thinks sponsorships and live events the most important value drivers for TKO shares.
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Citi
Buy -> Buy
downgrade
2026-01-05
Reason
Citi
Price Target
2026-01-05
downgrade
Buy -> Buy
Reason
Citi lowered the firm's price target on Tikehau Capital to EUR 19.20 from EUR 20.70 and keeps a Buy rating on the shares.
Citi
Buy
maintain
2026-01-02
Reason
Citi
Price Target
2026-01-02
maintain
Buy
Reason
Citi raised the firm's price target on Tikehau Capital to EUR 20.20 from EUR 19.20 and keeps a Buy rating on the shares, in a sector note on European Brokers & Asset Managers. The firm calls alternative asset managers its "most preferred sub-sector within European Div Fins," and believes fundamentals are "improving and continued recovery in deal activity should drive re-rating."
About TKO
TKO Group Holdings, Inc. is a sports and entertainment company. The Company owns properties including Ultimate Fighting Championship (UFC), a mixed martial arts organization; World Wrestling Entertainment, LLC (WWE), a sports entertainment; and Professional Bull Riders (PBR), a bull riding organization. It also services and partners with sports rights holders through IMG, a global sports marketing agency, and On Location, an experiential hospitality. Its segments include UFC, WWE and IMG. UFC segment reflects the business operations of UFC, which consists of media rights fees associated with the distribution of its programming content; ticket sales and site fees associated with the business’s global live events; partnerships and marketing, and consumer product licensing agreements of UFC-branded products. WWE segment reflects the business operations of WWE. IMG segment includes IMG business and On Location. IMG business is an independent global distributor of sports programming.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
