TKO Group Holdings, Inc.

Informe acción NYSE:TKO

Capitalización de mercado: US$35.2b

TKO Group Holdings Dirección

Dirección controles de criterios 1/4

El CEO de TKO Group Holdings es Ari Emanuel , nombrado en Sep 2023, tiene una permanencia de 2.83 años. compensación anual total es $67.36M, compuesta por 4.5% salario y 95.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.21% de las acciones de la empresa, por valor de $73.61M. La antigüedad media del equipo directivo y de la junta directiva es de 2.8 años y 2.8 años, respectivamente.

Información clave

Ari Emanuel

Chief Executive Officer (CEO)

US$67.4m

Compensación total

Porcentaje del salario del CEO4.45%
Permanencia del CEO2.8yrs
Participación del CEO0.2%
Permanencia media de la dirección2.8yrs
Promedio de permanencia en la Junta Directiva2.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 26

TKO: Expanded Buybacks And Dividends Will Support Future Share Upside

Analysts have revised their fair value estimate for TKO Group Holdings to $234.39 from $223.42, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for TKO Group Holdings TKO Group Holdings announced a quarterly cash dividend for Class A common stockholders of $0.79 per share, part of an aggregate distribution of approximately $150 million, payable on June 30, 2026 to stockholders of record on June 15, 2026.
Seeking Alpha Jun 25

TKO Group Holdings: Good Monetization Potential And Live Event Demand Growth Path

Summary TKO Group Holdings remains a buy as the Paramount deal has expanded UFC's reach and validated its content value. UFC's transition to Paramount+/CBS has driven record viewership, broadening the top-of-funnel audience and enhancing monetization potential across ads, sponsorships, and live events. Live event demand for both UFC and WWE remains robust, with premium experiences and FIPs providing durable, diversified growth channels beyond media rights. TKO trades at 18x forward EBITDA, justified by improved growth visibility and higher margins, but future upside depends on successful monetization of expanded reach. Read the full article on Seeking Alpha
Artículo de análisis Jun 16

TKO Group Holdings (TKO) Stock Looks Rich After Its $0.79 Dividend Declaration

Dividend announcement and what it means for TKO Group Holdings stock TKO Group Holdings (TKO) announced that its board has declared a quarterly cash dividend of $0.79 per Class A share, tied to an aggregate distribution of about $150 million. The dividend is scheduled to be paid on June 30, 2026 to Class A stockholders of record as of the close of business on June 15, 2026, with an ex dividend date also set for June 15. See our latest analysis for TKO Group Holdings. At a share price of...
Artículo de análisis May 14

Solid Earnings Reflect TKO Group Holdings' (NYSE:TKO) Strength As A Business

The subdued stock price reaction suggests that TKO Group Holdings, Inc.'s ( NYSE:TKO ) strong earnings didn't offer any...
Artículo de análisis Nov 12

TKO Group Holdings' (NYSE:TKO) Earnings Might Not Be As Promising As They Seem

The healthy profit announcement from TKO Group Holdings, Inc. ( NYSE:TKO ) didn't seem to impress investors. We did...
Seeking Alpha Apr 17

TKO Group: WWE Set For New Type Of WrestleMania Battle With Pricing

Summary Ahead of this year's "WrestleMania", some fans are feeling less overall excitement as there is a sense of feeling "priced out" by the company. Despite previous successes, rising costs may be alienating fans, impacting WWE and parent company TKO's long-term growth potential. WWE's new leadership and strategic pivots have shown promise, but the larger financial burden on fans could hinder sustained engagement and profitability. Investors should keep an eye on WWE's current trajectory, as this type of pricing could lead to changing fan dynamics that pose a risk to future performance and revenue. Read the full article on Seeking Alpha
Seeking Alpha Apr 11

TKO Group Holdings: Remain Bullish Despite Share Price Weakness

Summary I remain bullish on TKO Group Holdings due to strong fundamentals, solid demand for live events, and promising UFC/ESPN renewal prospects. TKO's recent earnings highlight robust demand for UFC and WWE live events and sponsorships, with record-breaking ticket sales and attendance. The UFC's partnership with Meta enhances fan engagement, bolstering TKO's negotiating leverage with ESPN for a potentially lucrative rights renewal. The upcoming Saudi-backed boxing venture offers a low-risk growth catalyst, potentially driving significant recurring revenue with minimal financial risk to TKO. Read the full article on Seeking Alpha
Seeking Alpha Mar 11

TKO Group: S&P 500 Inclusion, Q4, Dividend, Boxing, And Other Ongoing Catalysts

Summary TKO Group Holdings (TKO) is a promising investment with catalysts like S&P 500 inclusion, a new dividend, and expansion into boxing and WWE talent pipeline. Despite recent stock volatility and a market-wide downturn, TKO's record 2024 financial performance and strategic growth initiatives suggest long-term potential. The stock remains a buy, but investors should be cautious due to its high valuation and inherent risks, recommending a 1-3% portfolio allocation. Position sizing is crucial; TKO's growth prospects are strong, but it's more volatile and risky compared to safer, lower-valued stocks. This article also covers the expansion of WWE's talent monopoly and new ventures into TV. Read the full article on Seeking Alpha
Seeking Alpha Jan 11

TKO Group: Strong Growth Prospects, But Caution Warranted After Big Run-Up

Summary TKO Group's stock is currently overvalued after a stellar 2024, with near-term range-bound activity expected but potential for a rally before WrestleMania 41. The company boasts strong financials, driven by WWE and UFC, with impressive earnings and cash flow growth, despite UFC's recent underperformance. TKO's valuation is challenging due to its recent listing, but DCF analysis indicates significant long-term upside potential, especially with lower WACC and higher growth rates. Investors should consider waiting for a better entry point despite the stock's long-term potential, given its current overheated state. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

TKO Group: WWE Evolution Continues With Netflix Shift

Summary WWE's "Monday Night RAW" will move to Netflix this month, marking a significant milestone moment for the company. After years of behind-the-scenes seismic shifts, many TKO investors are hoping this marks a clean start and a period of stability. This partnership offers mutual benefits, with WWE gaining a global platform and Netflix re-inventing its content strategy. Netflix's acquisition of WWE rights showcases its continued commitment to live events, aiming to leverage the company's passionate fan base for growth. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

TKO Group Can Take Advantage Of The Netflix Boxing Event

Summary TKO, formed by the merger of WWE and UFC in 2023, presents a unique investment opportunity in the sports-entertainment sector. The merger is now completed, and we have disappointing QoQ results, with great YoY results. The WWE-Netflix deal opens the door for a UFC-Netflix deal, especially after the issues with the Paul-Tyson fight. I am still long TKO, but I am hesitant about its valuation. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

TKO Group Holdings: Visible Growth Outlook Ahead

Summary I am positive about TKO Group Holdings due to the strong demand for live events, positioning TKO to capture this through WWE and UFC ownership. The growth outlook is robust, driven by younger generations' preference for live experiences, with TKO's financials reflecting this demand surge. Concerns about UFC's renewal with ESPN are minimal, as ESPN is likely to renew, and other platforms are interested in UFC content. Read the full article on Seeking Alpha
Seeking Alpha Jul 15

TKO Group: WWE Is Creating A Talent Monopoly

Summary TKO Group Holdings, Inc. is a sports entertainment conglomerate under Endeavor, consisting of WWE and UFC. This article discusses TKO's valuation and fundamental metrics, as well as its unique talent acquisition strategy. The talent acquisition strategy is key to WWE's growth and for its ability to fulfill future revenue projections and justify its high PE ratio and valuation. WWE has set themselves up to outcompete rival brands for talent both from within and outside the existing wrestling scene, which sets them apart from all other rival promotions. Read the full article on Seeking Alpha
Seeking Alpha Jun 24

TKO: How WWE Is Continuing To Find Its Footing In Post-McMahon Era

Summary WWE’s annual WrestleMania event occurred back in April and did so under the specter of its founder being forced out under inauspicious circumstances. Yet despite all the controversy, WrestleMania’s milestone 40th anniversary was a massive success, breaking numerous company records and putting investors’ minds at ease. Now the real work begins as WWE and the newly formed TKO group must keep that momentum going in the coming months as more big moments are on the horizon. Under the guidance of new topper Paul “Triple H” Levesque, that seems more likely, as the former WWE champion-turned-executive has helped win back the trust of its massive fanbase. While behind the scenes, parent company Endeavor is working its magic helping to align practices to leverage off the power of new WWE's corporate sibling UFC. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ari Emanuel en comparación con los beneficios de TKO Group Holdings?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$226m

Dec 31 2025US$67mUS$3m

US$195m

Sep 30 2025n/an/a

US$229m

Jun 30 2025n/an/a

US$211m

Mar 31 2025n/an/a

US$172m

Dec 31 2024US$18mUS$3m

US$9m

Sep 30 2024n/an/a

-US$35m

Jun 30 2024n/an/a

-US$80m

Mar 31 2024n/an/a

-US$227m

Dec 31 2023US$67mUS$912k

-US$35m

Compensación vs. Mercado: La compensación total de Ari($USD67.36M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.63M).

Compensación vs. Ingresos: La compensación de Ari ha aumentado más de un 20% en el último año.


CEO

Ari Emanuel (66 yo)

2.8yrs
Permanencia
US$67,361,782
Compensación

Mr. Ariel Zev Emanuel, also known as Ari, is Advisor of RNDR. Mr. Emanuel has Bachelor's from Macalester College. He is the Founder at Endeavor Group Holdings, Inc and serves as its Chief Executive Officer...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ariel Emanuel
Executive Chair & CEO2.8yrsUS$67.36m0.21%
$ 73.6m
Mark Shapiro
COO, President & Director2.8yrsUS$42.64m0.17%
$ 61.5m
Andrew Schleimer
Chief Financial Officer2.8yrsUS$23.14m0.041%
$ 14.4m
Seth Krauss
Senior Counsel & Administrative Officer2.8yrsUS$9.97m0%
$ 0
Nick Khan
President of WWE & Directorno dataUS$24.29m0.097%
$ 34.3m
Shane Kapral
Deputy CFO & Chief Accounting Officer2.8yrssin datos0.00013%
$ 45.8k
Seth Zaslow
Senior VP & Head of Investor Relationsno datasin datossin datos
Robert Hilton
Senior VPno datasin datossin datos
2.8yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TKO se considera experimentado (2.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ariel Emanuel
Executive Chair & CEO2.8yrsUS$67.36m0.21%
$ 73.6m
Mark Shapiro
COO, President & Director2.8yrsUS$42.64m0.17%
$ 61.5m
Nick Khan
President of WWE & Director2.8yrsUS$24.29m0.097%
$ 34.3m
Egon Durban
Director2.8yrssin datossin datos
Bradley Keywell
Independent Director2.5yrsUS$309.78k0.0056%
$ 2.0m
Peter C. Bynoe
Independent Director2.8yrsUS$322.28k0.0087%
$ 3.1m
Jonathan Kraft
Independent Director2.8yrsUS$309.78k0.060%
$ 21.3m
Carrie Wheeler
Independent Director2.8yrsUS$349.78k0.011%
$ 3.7m
Steven Koonin
Lead Independent Director2.8yrsUS$468.54k0.015%
$ 5.3m
Nancy Tellem
Independent Director2.8yrsUS$330.78k0.0064%
$ 2.2m
Sonya Medina
Independent Director2.8yrsUS$343.28k0.0067%
$ 2.4m
Dwayne Johnson
Director2.5yrssin datos0.52%
$ 183.8m
2.8yrs
Permanencia media
56yo
Promedio de edad

Junta con experiencia: La junta directiva de TKO no se considera experimentada (2.8 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/19 12:46
Precio de las acciones al final del día2026/07/17 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

TKO Group Holdings, Inc. está cubierta por 25 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Alex PoundArete Research Services LLP
Vikram KesavabhotlaBaird
Michael HickeyBenchmark Company