TKO Group Holdings, IncNYSE: TKO
Communication Services · Movies & Entertainment
$195.43
-2.87%
Vol: 273K
Research Digest
Tuesday, June 16, 2026
No significant overnight updates
No material news in the last 48 hours. June 15 was only the record date for the previously declared $0.79 quarterly dividend; the annual meeting (June 10), Q1 results, and the $1B buyback expansion all predate the 48-hour window.
Previous Market Intelligence
13 daysJun 15TKO staged its first-ever White House UFC event (UFC Freedom 250) on June 14, a high-profile brand moment investors had been positioning around for weeks.Mixed▶
UFC Freedom 250 took place on the South Lawn of the White House on June 14, 2026, the first professional sporting event ever held at the presidential residence, simulcast on CBS and Paramount+ and tied to the 250th anniversary of US independence. The stock had risen for weeks into the event but pulled back nearly 5% the prior Friday, with TKO having spent over $60M preparing. Earlier, the June 10 annual meeting saw ~98% voting power represented and re-elected 12 directors including Ariel Emanuel, Mark Shapiro and Dwayne Johnson, plus ratified KPMG. The event is a marquee showcase of TKO's UFC and WWE properties and potential future monetization. Bear case: heavy event spend, a stock down ~2.7% YTD and far below its 52-week high of $226.94, and uncertainty over whether the spectacle converts into durable revenue. Roth Capital had cut its target to $228 (Buy) ahead of Q1.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 20TKO Group insiders including CEO Ariel Emanuel bought $2.58M in shares on May 13 following a strong Q1 beat and a new Arizona multi-event partnership.Positive▶
On May 13, 2026, TKO Group's top brass - CEO Ariel Emanuel, Director Mark Shapiro, and CFO Andrew Schleimer - all filed Form 4 disclosures showing combined insider purchases of approximately $2.58 million in Class A common stock at weighted average prices near $185 per share. Emanuel alone bought 10,805 shares. The buying followed Q1 2026 results reported May 6, where EPS of $1.12 topped the $0.91 estimate and revenue of $1.60 billion exceeded the $1.59B forecast (up 26% YoY); net income was $249.8 million and adjusted EBITDA was $549.8 million. TKO reaffirmed FY26 guidance of $5.675B-$5.775B revenue and $2.24B-$2.29B adjusted EBITDA, and the board authorized an additional $1 billion share repurchase. On May 12, TKO announced a multi-year partnership with the Arizona Sports & Events Alliance covering seven UFC, WWE, PBR, and Zuffa Boxing events over three years.
May 19TKO insiders buy $2.58M of stock May 13 (CEO Emanuel +10,805 shares ~$185) as new 10b5-1 buyback launches May 14 after $1B board authorizationPositive▶
On May 13, three top TKO executives filed Form 4 disclosures buying stock: CEO Ariel Emanuel acquired 10,805 Class A shares near $185, with Director Mark Shapiro and CFO Andrew Schleimer also purchasing the same day, totaling $2,584,452 in insider purchases. A new Rule 10b5-1 share repurchase plan took effect May 14, following the board's recent additional $1 billion buyback authorization on top of approximately $1.0B already returned via repurchases and dividends in Q1. Q1 2026 results (May 6) showed revenue of $1.597B (+26% YoY) and diluted EPS of $1.12 (vs. $0.69 prior year), beating $1.05 consensus by 6.67%. TKO reaffirmed FY26 revenue of $5.675B-$5.775B and Adjusted EBITDA of $2.240B-$2.290B. On May 12, TKO and the Arizona Sports & Events Alliance announced a multi-year 7-event partnership for UFC, WWE, PBR, and Zuffa Boxing. Stock traded $187.80-$192.89 around May 16; Strong Buy consensus across 14 analysts.
May 18TKO Group insiders bought $2.58M in stock on May 13 and launched a new Rule 10b5-1 share repurchase plan May 14, following a 26% Q1 revenue jump to $1.6B and additional $1B buyback authorization.Positive▶
TKO Group Holdings reported Q1 2026 results on May 6 with revenue up 26% YoY to $1.597B, net income of $249.8M, adjusted EBITDA of $549.8M, and EPS of $1.12 (beating $1.112 estimate). The company returned ~$1.0B to equity holders via repurchases/dividends in the quarter and the Board authorized an additional $1B in share repurchases. On May 12, TKO and the Arizona Sports & Events Alliance announced a multi-year, seven-event agreement to host UFC, WWE, PBR, and Zuffa Boxing events in Arizona over three years. On May 13, CEO Ari Emanuel, Director Mark Shapiro, and CFO Andrew Schleimer collectively purchased $2,584,452 of company stock. A new Rule 10b5-1 share repurchase plan took effect May 14, fueling positive sentiment.
May 15TKO CEO Ari Emanuel bought 10,805 shares on May 13 at ~$185 and CFO Schleimer bought 2,696 shares as company adopted new $200M Rule 10b5-1 buyback plan May 11.Positive▶
TKO Group Holdings reported Q1 2026 revenue of $1.597 billion (+26% YoY), with media rights, production and content revenue up 23% to $275.3 million on the new $7.7B 7-year Paramount UFC deal launched January 2026. The IMG segment surged 38% to $655.4 million driven by Milano Cortina Olympics preparation. The board authorized an additional $1 billion of share repurchases, and TKO adopted a new Rule 10b5-1 plan on May 11 to continue $200 million in buybacks. CEO Ariel Emanuel bought 10,805 shares May 13 at ~$185; CFO Andrew Schleimer bought 2,696 shares same day at $185.44. The stock trades near $189.73 with a Strong Buy consensus rating from 14 analysts.
May 14TKO CEO Ari Emanuel buys ~$2M in stock as company signs Arizona multi-year deal for UFC, WWE, PBR, and Zuffa Boxing events.Positive▶
TKO Group Holdings CEO Ariel Emanuel purchased 10,805 shares for $1,999,875 on May 13, 2026, signaling strong insider confidence. On May 12, TKO and the Arizona Sports & Events Alliance agreed to a multi-year deal (covering three years) to stage premium UFC, WWE, PBR, and Zuffa Boxing events in Arizona. This builds on robust Q1 2026 results reported May 6, where revenue of $1.597B (up 26% YoY) matched estimates and EPS of $1.12 beat the $1.05 consensus by 6.67%. Media rights revenue rose 23% to $275.3M driven by the new $7.7B/seven-year Paramount UFC deal. The board authorized an additional $1B in buybacks. Per 14 analysts, TKO has a Strong Buy consensus as of May 3.
May 13TKO adopts new $200M Rule 10b5-1 buyback plan on May 11 after Q1 revenue rose 26% to $1.6B but EPS missed by $0.09Mixed▶
On May 11, 2026, TKO adopted a new Rule 10b5-1 plan to continue $200 million in share buybacks, complementing the previously announced incremental $1 billion share repurchase authorization. Q1 2026 results posted May 6 showed total revenue rose 26% YoY to $1.597B (matching estimates of $1.61B) but EPS of $1.12 missed estimates of $1.21 by $0.09. WWE revenue jumped to $475.7M (+$84.2M YoY) and UFC reached $401.2M (+$41.5M YoY). The company signed a multi-year deal with the Arizona Sports & Events Alliance for 7 UFC, WWE, PBR, and Zuffa Boxing events. Director Nick Khan sold 9,518 Class A shares May 4 at $184.83-$187.08. 2026 guidance reaffirmed at $5.675B-$5.775B total revenue with significant margin expansion expected.
May 12TKO director Nick Khan sold 9,518 shares (~$1.77M) under a 10b5-1 plan disclosed May 9, following Q1 2026 results that beat with revenue up 26% to $1.60B.Mixed▶
TKO director Nick Khan sold 9,518 Class A shares May 4 at $184.83-$187.08, disclosed May 9. The sale comes after Q1 2026 (May 6) revenue of $1.597B (+26% YoY), EPS of $1.12, a reaffirmed $5.675-$5.775B full-year revenue target, and a new $1B share repurchase authorization. UFC also announced a multi-year Fight Night deal in Baku through 2028. Bear case: insider selling and the Paramount UFC rights deal's full revenue contribution timing have created near-term uncertainty even as analysts maintain Strong Buy consensus.
May 11TKO Group reported Q1 2026 revenue up 26% to $1.60B driven by Paramount UFC deal, authorized additional $1B share buyback; director Nick Khan sold $1.77M of stock.Positive▶
TKO Group reported Q1 2026 results with revenue rising 26% to $1.597B and net income of $249.8M; EPS of $1.12 was mixed vs. expectations. WWE revenue grew to $475.7M and UFC to $401.2M. Media rights, production and content revenue rose 23% to $275.3M, driven by the new Paramount exclusive US distribution deal that launched in January 2026. The board authorized an additional $1B in share repurchases and returned ~$1B to equity holders this quarter. UFC also signed multi-year deal for annual Fight Nights in Baku, Azerbaijan through 2028. Director Nick Khan sold 9,518 shares on May 4 for $1.77M under a pre-existing 10b5-1 plan. FY 2026 revenue target reaffirmed at $5.675B-$5.775B.
May 8Q1 revenue $1.597B (+26% YoY); $1B share repurchase authorizedPositive▶
TKO Group reported Q1 2026 revenue of $1.597B (up 26% YoY) with earnings of $89.4M ($1.12 per share). WWE revenue increased $84.2M to $475.7M; live events/hospitality nearly doubled from $76.3M to $123.5M. UFC revenue grew 12% to $401.2M on new 7-year, $7.7B Paramount distribution deal launched January 2026. IMG segment revenue rose 38% to $655.4M. Board authorized additional $1B share repurchase. WWE President Nick Khan signed new deal through 2030. FY2026 guidance: revenue $5.675-$5.775B, adjusted EBITDA $2.240-$2.290B.
May 7TKO Group beats Q1 estimates with $1.12 EPS (+62% YoY) as Paramount UFC deal and Saudi Royal Rumble drive growthPositive▶
TKO reported Q1 2026 revenue of $1.597B (+26% YoY) with EPS of $1.12 beating Zacks consensus of $0.91. UFC revenue lifted by Paramount 7-year $7.7B rights deal starting January. WWE revenue jumped 22% to $475.7M with hospitality up 62% to $123.5M from Saudi Royal Rumble. IMG segment surged 38% to $655.4M on Olympics preparations. Returned $1B to shareholders via dividends and buybacks; approved additional $1B repurchase authorization.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NFLXNETFLIX | $78.98 | -3.29% | -8.9% | 21.3x | 1.49 | $343.9B |
| DISWALT | $100.61 | -1.06% | -2.1% | 13.6x | 1.39 | $176.6B |
| LYVLIVE | $174.29 | -0.89% | +5.0% | 79.6x | 1.12 | $40.9B |
| TKOTKO | $195.43 | -2.87% | +3.7% | 43.2x | 0.62 | $38.5B |
| PSKYPARAMOUNT | $10.30 | -1.81% | +6.8% | 12.1x | 1.44 | $11.7B |
| GOOGLALPHABET | $374.61 | +1.42% | -7.0% | 25.5x | 1.24 | $4.50T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.