TKO GROUP HOLDINGS, INC.
In the published model solve dated 2026-Q2, anchored at $184.64, TKO GROUP HOLDINGS, INC. (TKO) is priced for today's economics sustained for ~5.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• TKO owns two of the few sports properties whose rights fees keep resetting upward, and the 10-K names the mechanism directly: ⟦"the broader trend of premium live sports and entertainment content rights generally increasing in value across renewal cycles"⟧, now crystallized in Paramount's $7.7 billion, seven-year deal for UFC's US rights that began in January 2026 [Source: Paramount press release; CBS News]. • The biggest risk is duration: at $184.38 the market pays about 43 times trailing oper
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620 institutional managers reported holding TKO in 13F filings for the quarter ended 2026-03-31. Together they hold about 39% of the company; the top 10 hold 21%. 66 opened new positions that quarter. Held by Vanguard Group, State Street, BlackRock, among others. On the short side, 10.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (8.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has for 1 year running; the current rate is $3.86 a share annually. Cash returned over the past three years: $243.62M in dividends and $1.87B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at TKO over the trailing three years: 2023: 6 buys totaling $3.36M; 2024: 57 buys totaling $815.33M; 2025: 8 buys totaling $503.88M. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TKO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-05-09 | -0.6% | +11.7% |
| 2024-08-09 | +7.4% | +8.3% |
| 2024-11-07 | -0.7% | +20.6% |
| 2025-02-27 | -3.4% | +8.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TKO's latest 8-K filings: 2026-08-03 (items 2.02, 9.01); 2026-06-12 (items 5.07); 2026-05-12 (items 8.01); 2026-05-06 (items 2.02, 9.01); 2026-03-10 (items 1.01, 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.