Citi Downgrade Triggers Alarm: Social media erupted today after Citigroup double-downgraded Flutter Entertainment to sell, citing mounting U.S. business risks for its FanDuel unit. Users dissected concerns over slowing growth, intensifying competition, and potential regulatory hurdles. The stock tumbled in premarket trading amid the fresh bearish call.
Profitability Doubts Mount: Conversations highlighted slashed EBITDA forecasts and reduced buyback plans, painting a cloudy outlook for profitability. Many pointed to earlier price target cuts from firms like Stifel as signs of eroding confidence. Sentiment soured as participants warned of downside catalysts not yet priced in.
Insider Activity Overshadowed: While some noted billionaire Kenneth Dart's recent stake increases, the downgrade dominated feeds. Broader iGaming sector woes, including high customer costs, fueled capitulation talk. Traders eyed peers like DraftKings for similar pressures.
Note: This discussion summary was generated from an AI condensation of post data.
Flutter Entertainment Insider Trading Activity
Flutter Entertainment insiders have traded $FLUT stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $FLUT stock by insiders over the last 6 months:
- AMY HOWE (CEO & President - FanDuel) has made 0 purchases and 2 sales selling 8,895 shares for an estimated $942,098.
- ROBERT COLDRAKE (Chief Financial Officer) sold 4,613 shares for an estimated $491,053
- JEREMY PETER JACKSON (Chief Executive Officer) sold 4,326 shares for an estimated $467,208
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Flutter Entertainment Hedge Fund Activity
We have seen 226 institutional investors add shares of Flutter Entertainment stock to their portfolio, and 363 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CIBC WORLD MARKETS CORP added 7,799,749 shares (+105989.3%) to their portfolio in Q4 2025, for an estimated $1,677,258,024
- PARVUS ASSET MANAGEMENT JERSEY LTD added 5,778,238 shares (+179.6%) to their portfolio in Q4 2025, for an estimated $1,242,552,299
- CAPITAL INTERNATIONAL INVESTORS added 4,782,302 shares (+146.8%) to their portfolio in Q4 2025, for an estimated $1,028,386,222
- WELLINGTON MANAGEMENT GROUP LLP removed 2,356,005 shares (-66.9%) from their portfolio in Q4 2025, for an estimated $506,635,315
- LONE PINE CAPITAL LLC removed 1,733,336 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $372,736,573
- CAPITAL WORLD INVESTORS removed 1,676,321 shares (-13.6%) from their portfolio in Q4 2025, for an estimated $360,476,067
- VANGUARD GROUP INC removed 1,573,564 shares (-9.0%) from their portfolio in Q4 2025, for an estimated $338,379,202
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Flutter Entertainment Analyst Ratings
Wall Street analysts have issued reports on $FLUT in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 02/27/2026
- Stifel issued a "Buy" rating on 01/30/2026
- Citizens issued a "Market Outperform" rating on 12/11/2025
- Benchmark issued a "Buy" rating on 12/01/2025
- Citigroup issued a "Buy" rating on 11/28/2025
- UBS issued a "Buy" rating on 11/28/2025
- HSBC issued a "Buy" rating on 11/24/2025
To track analyst ratings and price targets for Flutter Entertainment, check out Quiver Quantitative's $FLUT forecast page.
Flutter Entertainment Price Targets
Multiple analysts have issued price targets for $FLUT recently. We have seen 21 analysts offer price targets for $FLUT in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Jed Kelly from Oppenheimer set a target price of $160.0 on 04/13/2026
- Jeffrey Stantial from Stifel set a target price of $189.0 on 04/09/2026
- Jordan Bender from Citizens set a target price of $188.0 on 04/08/2026
- Joseph Stauff from Susquehanna set a target price of $143.0 on 03/31/2026
- Clark Lampen from BTIG set a target price of $177.0 on 03/26/2026
- Ben Shelley from UBS set a target price of $160.0 on 03/25/2026
- Jason Tilchen from Canaccord Genuity set a target price of $220.0 on 03/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
