TKO Group Holdings, IncNYSE: TKO
Communication Services · Movies & Entertainment
$186.00
-0.05%
Vol: 829K
Research Digest
Friday, May 1, 2026
UFC Fight Night Baku deal and FRE Nicotine partnership expand Q2 initiatives
TKO signed multi-year agreement for UFC Fight Night events in Baku through 2028, first event June 27, 2026. Also partnered with FRE Nicotine as official pouch partner across UFC, Zuffa Boxing, PBR, and IMG properties. Q4 2025 showed $1.038B revenue, $281.2M adjusted EBITDA. Board authorized $1B ASR + $200M 10b5-1 repurchase; declared $0.78/share dividend. Analyst consensus remains strong at Buy with $225.2 PT (22% upside).
Previous Market Intelligence
13 daysApr 30TKO Announces $1 Billion Share Buyback Following Strong Q4 2025 EarningsPositive▶
TKO reported Q4 2025 revenue of $1.038 billion with adjusted EBITDA of $281.2 million. The company launched a $1 billion share repurchase program ($800M accelerated + $200M 10b5-1 plan). WWE secured exclusive U.S. partnership with ESPN for Premium Live Events starting 2026. UFC partnered with FoodStory Brands for performance protein bars. Analysts rate TKO "Strong Buy" with 12-month target of $225.20, implying 21.95% upside.
Apr 16TKO Group Holdings announced $1B share repurchase program and $150M quarterly dividend distributionPositive▶
TKO Group Holdings announced a comprehensive capital return program: $800M accelerated share repurchase (ASR) plus $200M under a 10b5-1 plan, and a quarterly dividend of $0.78 per Class A share. Full-year 2025 revenue was $4.735B with net income of $546.2M and Adjusted EBITDA of $1.585B. Q4 2025 revenue was $1.038B. FY 2026 guidance: revenue $5.675-5.775B, Adjusted EBITDA $2.240-2.290B. Citizens initiated with Outperform (March 30, 2026).
Apr 15TKO Group announced $1 billion share repurchase program; FRE Nicotine Pouches named official partner across UFC and combat sports.Positive▶
TKO Group Holdings announced early April 2026 a $1 billion accelerated share repurchase program ($800M accelerated + $200M 10b5-1 plan through June 2026) from its existing $2B authorization. The company also announced a multiyear partnership with FRE Nicotine Pouches as official partner across six TKO properties (UFC, Zuffa Boxing, PBR, UFC BJJ, World's Strongest Man, Formula Drift). Q1 2026 earnings scheduled for May 6 after market close.
Apr 14TKO Group announces $1 billion share repurchase program; launches FRE nicotine pouch partnership across combat sports properties.Positive▶
TKO Group Holdings announced $1.0 billion share repurchase authorization in early April (comprised of $800M accelerated buyback and $200M Rule 10b5-1 plan). Company signed multiyear partnership with FRE Nicotine Pouches across six TKO properties. Q1 2026 earnings due May 6 after market close. Market cap $38.07B at $196.09 stock price.
Apr 13TKO Group announces $1 billion share repurchase program and multiyear partnership with FRE Nicotine Pouches across UFC properties.Positive▶
TKO Group Holdings announced a $1 billion share repurchase program split between an $800 million accelerated buyback and $200 million 10b5-1 plan. Additionally, TKO signed a comprehensive multiyear partnership with FRE Nicotine Pouches making FRE the official nicotine pouch partner across UFC, Zuffa Boxing, PBR, and other TKO sports properties.
Apr 10TKO announced $1 billion share buyback program and UFC-Rugiet partnership; Q1 2026 earnings due May 6.Positive▶
TKO Group Holdings announced a $1 billion share repurchase program ($800M accelerated buyback, $200M 10b5-1 plan). The company declared a quarterly dividend of $0.78 per share. UFC entered a marketing partnership with Rugiet. Q4 2025 revenue was $1.038 billion. TKO trades at $194.71 with analyst target of $225.20. Analyst consensus is Strong Buy.
Apr 9TKO Group authorizes $1 billion share repurchase and declares $0.78 per share dividendPositive▶
TKO Group Holdings announced $1 billion share repurchase program ($800M accelerated, $200M under 10b5-1 plan) with completion expected June 2026. Q1 2026 results due May 6 after market close. Declared quarterly dividend of $0.78 per Class A share for Q1 2026. UFC entered strategic partnership with Rugiet for hair growth and erectile dysfunction treatments, expanding revenue streams. Stock trades at $199.52 with 14.29% upside to $225.20 price target from 17 analysts with Strong Buy rating. Capital return strategy signals management confidence in valuation.
Apr 8TKO Announces $1B Share Repurchase Program; Q4 Revenue $1.038BPositive▶
TKO announced $1 billion in accelerated share repurchases ($800M ASR plus $200M 10b5-1 plan) under existing $2.0B authorization. Q4 2025 revenue reached $1.038 billion with Adjusted EBITDA of $281.2 million. Full-year 2025 revenue was $4.735 billion. Company declares quarterly dividend of $0.78 per Class A share.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6TKO announced $1B share repurchase and declared $0.78 quarterly dividend; strong 2026 guidance.Positive▶
TKO announced $1B share repurchase: $800M ASR plus $200M 10b5-1 plan. Q4 2025 revenue $1.038B; FY2025 revenue $4.735B with net income $546.2M. FY2026 guidance: $5.675-5.775B revenue and $2.240-2.290B adjusted EBITDA. Consensus Strong Buy with $225.2 target.
Apr 3TKO Group Holdings announced $1 billion share repurchase program with Citizens JMP initiating coverage at $240 price target.Positive▶
Citizens JMP assumed coverage of TKO with Market Outperform rating and $240 price target April 2. Company announced $1 billion share repurchase program. TKO declared Q1 2026 dividend of $0.78 per share. Company targets 2026 revenue of $5.675B-$5.775B and Adjusted EBITDA of $2.240B-$2.290B.
Apr 2TKO Group Holdings announced $1 billion share repurchase program and declared $0.78 per share quarterly dividend payable March 31.Positive▶
TKO Group Holdings announced $1B share repurchase plan ($800M accelerated share repurchase via Morgan Stanley, $200M 10b5-1 plan). Declared quarterly dividend of $0.78 per Class A share (~$150M aggregate) payable March 31, 2026. Q4 2025 revenue $1.038B; full-year 2025 revenue $4.735B, net income $546.2M, Adjusted EBITDA $1.585B. 2026 guidance targets revenue $5.675-5.775B and Adjusted EBITDA $2.240-2.290B. Citizens initiated coverage with Market Outperform rating and $240 price target.
Apr 1TKO announces $1 billion accelerated share repurchase program; stock near 52-week high.Positive▶
TKO Group Holdings announced $1 billion in share repurchases through accelerated share repurchase agreement ($800M) and 10b5-1 trading plan ($200M). Q4 2025 revenue of $1.038B and full-year revenue of $4.735B with $1.585B adjusted EBITDA.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NFLXNETFLIX | $91.98 | -1.74% | -5.4% | 24.4x | 1.67 | $394.2B |
| DISWALT | $103.39 | -0.35% | +7.8% | 14.2x | 1.44 | $183.8B |
| LYVLIVE | $158.18 | +0.15% | -1.4% | 70.9x | 1.15 | $37.1B |
| TKOTKO | $186.00 | -0.05% | -5.5% | 46.8x | 0.41 | $14.0B |
| PSKYPARAMOUNT | $11.09 | +8.25% | +4.0% | 10.9x | 1.39 | $11.4B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.