TKO Group Holdings, Inc.

NYSE:TKO 株式レポート

時価総額：US$35.1b

TKO Group Holdings マネジメント

マネジメント 基準チェック /14

TKO Group Holdingsの CEO はAri Emanuelで、 Sep2023年に任命され、 の在任期間は 2.83年です。 の年間総報酬は$ 67.36Mで、 4.5%給与と95.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.21%を直接所有しており、その価値は$ 73.39M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と2.8年です。

主要情報

Ari Emanuel

最高経営責任者

US$67.4m

報酬総額

CEO給与比率4.45%
CEO在任期間2.8yrs
CEOの所有権0.2%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間2.8yrs

経営陣の近況

Recent updates

ナラティブ更新 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

CEO報酬分析

TKO Group Holdings の収益と比較して、Ari Emanuel の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Ariの 総報酬 ($USD 67.36M ) は、 US市場 ($USD 14.57M ) の同規模の企業の平均を上回っています。

報酬と収益: Ariの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Ari Emanuel (66 yo)

2.8yrs
在職期間
US$67,361,782
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ariel Emanuel
Executive Chair & CEO2.8yrsUS$67.36m0.21%
$ 73.4m
Mark Shapiro
COO, President & Director2.8yrsUS$42.64m0.17%
$ 61.3m
Andrew Schleimer
Chief Financial Officer2.8yrsUS$23.14m0.041%
$ 14.3m
Seth Krauss
Senior Counsel & Administrative Officer2.8yrsUS$9.97m0%
$ 0
Nick Khan
President of WWE & Directorno dataUS$24.29m0.11%
$ 38.7m
Shane Kapral
Deputy CFO & Chief Accounting Officer2.8yrsデータなし0.00013%
$ 45.6k
Seth Zaslow
Senior VP & Head of Investor Relationsno dataデータなしデータなし
Robert Hilton
Senior VPno dataデータなしデータなし
2.8yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: TKOの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Ariel Emanuel
Executive Chair & CEO2.8yrsUS$67.36m0.21%
$ 73.4m
Mark Shapiro
COO, President & Director2.8yrsUS$42.64m0.17%
$ 61.3m
Nick Khan
President of WWE & Director2.8yrsUS$24.29m0.11%
$ 38.7m
Egon Durban
Director2.8yrsデータなしデータなし
Bradley Keywell
Independent Director2.5yrsUS$309.78k0.0056%
$ 2.0m
Peter C. Bynoe
Independent Director2.8yrsUS$322.28k0.0087%
$ 3.0m
Jonathan Kraft
Independent Director2.8yrsUS$309.78k0.060%
$ 21.2m
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%
$ 2.3m
Dwayne Johnson
Director2.5yrsデータなし0.52%
$ 183.3m
2.8yrs
平均在職期間
56yo
平均年齢

経験豊富なボード: TKOの 取締役会 は 経験豊富 ではない ( 2.8年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/15 20:19
終値2026/07/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TKO Group Holdings, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Alex PoundArete Research Services LLP
Vikram KesavabhotlaBaird
Michael HickeyBenchmark Company