American Century Companies Inc. Boosts Stock Position in TKO Group Holdings, Inc. $TKO

American Century Companies Inc. lifted its holdings in TKO Group Holdings, Inc. (NYSE:TKO) by 35.9% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 726,149 shares of the company’s stock after acquiring an additional 191,743 shares during the quarter. American Century Companies Inc. owned 0.37% of TKO Group worth $146,653,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Golden State Wealth Management LLC raised its stake in shares of TKO Group by 840.0% during the second quarter. Golden State Wealth Management LLC now owns 141 shares of the company’s stock valued at $26,000 after acquiring an additional 126 shares during the last quarter. Cromwell Holdings LLC increased its stake in shares of TKO Group by 1,360.0% in the 3rd quarter. Cromwell Holdings LLC now owns 146 shares of the company’s stock worth $29,000 after acquiring an additional 136 shares in the last quarter. Atlantic Union Bankshares Corp grew its stake in shares of TKO Group by 1,680.0% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 178 shares of the company’s stock worth $36,000 after buying an additional 168 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new position in shares of TKO Group in the 2nd quarter worth about $34,000. Finally, Mather Group LLC. bought a new stake in shares of TKO Group during the third quarter valued at approximately $38,000. Hedge funds and other institutional investors own 89.79% of the company’s stock.

Insider Transactions at TKO Group

In other news, insider Seth D. Krauss sold 14,016 shares of the company’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $201.22, for a total transaction of $2,820,299.52. Following the completion of the sale, the insider owned 2,271 shares of the company’s stock, valued at $456,970.62. This represents a 86.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Nick Khan sold 37,425 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $204.01, for a total value of $7,635,074.25. Following the completion of the sale, the director owned 122,868 shares of the company’s stock, valued at $25,066,300.68. This trade represents a 23.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 168,948 shares of company stock valued at $34,267,057 in the last 90 days. 53.80% of the stock is owned by company insiders.

Trending Headlines about TKO Group

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 Stock Performance

Shares of TKO opened at $223.48 on Monday. TKO Group Holdings, Inc. has a one year low of $133.07 and a one year high of $226.94. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.26 and a current ratio of 1.26. The stock has a market cap of $43.60 billion, a P/E ratio of 99.32 and a beta of 0.66. The stock has a 50-day moving average of $207.72 and a two-hundred day moving average of $197.89.

TKO Group (NYSE:TKO) last issued its earnings results on Wednesday, February 25th. The company reported ($0.08) earnings per share (EPS) 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 return on equity of 2.07% and a net margin of 4.13%.The company’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same period last year, the business earned $0.28 EPS. As a group, research analysts predict that TKO Group Holdings, Inc. will post 3.88 EPS for the current year.

TKO Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Monday, December 15th were given a dividend of $0.78 per share. This is a boost from TKO Group’s previous quarterly dividend of $0.76. The ex-dividend date was Monday, December 15th. This represents a $3.12 annualized dividend and a dividend yield of 1.4%. TKO Group’s payout ratio is currently 138.67%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Zacks Research cut shares of TKO Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Morgan Stanley set a $210.00 target price on shares of TKO Group in a report on Thursday, December 18th. Pivotal Research increased their price objective on shares of TKO Group from $235.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of TKO Group in a research note on Monday, December 29th. Finally, Sanford C. Bernstein upped their price objective on TKO Group from $230.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, February 19th. Fourteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $231.40.

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.