TKO Group Holdings Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Ari Emanuel
Amministratore delegato
US$67.4m
Compenso totale
| Percentuale dello stipendio del CEO | 4.45% |
| Mandato del CEO | 3yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 3yrs |
| Durata media del Consiglio di amministrazione | 3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Sep 09
TKO Group: The Next Earnings Win Comes From Selling More Around The Show
Summary TKO Group Holdings, Inc. (TKO) is rated 'Buy' based on its strong media rights, franchise value, and scalable revenue streams from UFC and WWE. TKO’s negotiating leverage stems from controlling unique, enduring sports-entertainment IP, enabling monetization across sponsorships, licensing, and archives with relatively low incremental costs. 2026 guidance targets $5.8B revenue and $2.29B adjusted EBITDA; a 26% upside to $235/share is supported by a 20x EBITDA multiple on projected earnings. Key risks include declining ticket sales, unsustainable sponsorship boosts, talent cost inflation, and potential legal or related-party transaction headwinds. Read the full article on Seeking Alpha
Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$230m |
| Mar 31 2026 | n/a | n/a | US$226m |
| Dec 31 2025 | US$67m | US$3m | US$195m |
| Sep 30 2025 | n/a | n/a | US$229m |
| Jun 30 2025 | n/a | n/a | US$211m |
| Mar 31 2025 | n/a | n/a | US$172m |
| Dec 31 2024 | US$18m | US$3m | US$9m |
| Sep 30 2024 | n/a | n/a | -US$35m |
| Jun 30 2024 | n/a | n/a | -US$80m |
| Mar 31 2024 | n/a | n/a | -US$227m |
| Dec 31 2023 | US$67m | US$912k | -US$35m |
Compensazione vs Mercato: La retribuzione totale di Ari ($USD 67.36M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di Ari è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Ari Emanuel (66 yo)
3yrs
Mandato
US$67,361,782
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chair & CEO | 3yrs | US$67.36m | 0.30% $ 108.7m | |
| COO, President & Director | 3yrs | US$42.64m | 0.20% $ 72.1m | |
| Chief Financial Officer | 3yrs | US$23.14m | 0.052% $ 18.6m | |
| Senior Counsel & Administrative Officer | 3yrs | US$9.97m | Nessun dato | |
| President of WWE & Director | no data | US$24.29m | 0.041% $ 14.6m | |
| Deputy CFO & Chief Accounting Officer | 3yrs | Nessun dato | 0.00014% $ 50.1k | |
| Senior VP & Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP | no data | Nessun dato | Nessun dato |
3.0yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di TKO è considerato esperto (durata media dell'incarico 3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chair & CEO | 3yrs | US$67.36m | 0.30% $ 108.7m | |
| COO, President & Director | 3yrs | US$42.64m | 0.20% $ 72.1m | |
| President of WWE & Director | 3yrs | US$24.29m | 0.041% $ 14.6m | |
| Director | 3yrs | Nessun dato | Nessun dato | |
| Independent Director | 2.7yrs | US$309.78k | 0.0056% $ 2.0m | |
| Independent Director | 3yrs | US$322.28k | 0.0088% $ 3.1m | |
| Independent Director | 3yrs | US$309.78k | 0.061% $ 21.9m | |
| Independent Director | 3yrs | US$349.78k | 0.011% $ 3.8m | |
| Lead Independent Director | 3yrs | US$468.54k | 0.015% $ 5.5m | |
| Independent Director | 3yrs | US$330.78k | 0.0064% $ 2.3m | |
| Independent Director | 3yrs | US$343.28k | 0.0067% $ 2.4m | |
| Director | 2.7yrs | Nessun dato | 0.53% $ 189.2m |
3.0yrs
Durata media
56yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TKO sono considerati esperti (durata media dell'incarico 3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/20 22:01 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
TKO Group Holdings, Inc. è coperta da 25 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alex Pound | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |
| Ian Moore | Bernstein |