Flutter Entertainment falls as investors digest recent guidance reset and ongoing estimate cuts

Flutter Entertainment plc (FLUT) is down 4.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued volatility after Flutter’s late-February results and 2026 outlook, which highlighted softer near-term US engagement trends and increased investment spending, prompting downward revisions to expectations across the market. This could also be amplified by risk-off trading and profit-taking after recent sharp moves in the stock.

Details:

Flutter’s recent quarterly update introduced full-year 2026 guidance and discussed lower customer engagement trends early in 2026 following unusually strong hold in late 2025, alongside incremental investment plans.

The company also indicated a more flexible approach to the cadence of share repurchases in the near term as it balances organic and strategic investment priorities.

Flutter launched a new tranche of its multi-year share repurchase program in mid-March, authorizing up to $250 million of buybacks over a set window, which can support shares but may not offset near-term sentiment shifts.

In early March, multiple analyst notes kept generally positive ratings but reduced price targets, reinforcing the idea that near-term earnings power and growth visibility have been marked down.

Sources:

Flutter Entertainment, StreetInsider, S&P Global Market Intelligence

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FLUT Insider Trading Activity

$FLUT 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.

$FLUT Hedge Fund Activity

We have seen 233 institutional investors add shares of $FLUT stock to their portfolio, and 426 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
VIKING GLOBAL INVESTORS LP removed 2,284,905 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $580,365,870
LONE PINE CAPITAL LLC removed 1,733,336 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $372,736,573
DRAGONEER INVESTMENT GROUP, LLC removed 1,683,408 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $427,585,632

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$FLUT Analyst Ratings

Wall Street analysts have issued reports on $FLUT in the last several months. We have seen 14 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
UBS issued a "Buy" rating on 11/28/2025
Citigroup 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 $FLUT, check out Quiver Quantitative's $FLUT forecast page.

$FLUT 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 $220.0.

Here are some recent targets:

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
Chad Beynon from Macquarie set a target price of $230.0 on 02/27/2026
Brandt Montour from Barclays set a target price of $225.0 on 02/27/2026
Jordan Bender from Citizens set a target price of $195.0 on 02/27/2026
Clark Lampen from BTIG set a target price of $180.0 on 02/27/2026
Bernie McTernan from Needham set a target price of $150.0 on 02/27/2026

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.