Why TKO Group Holdings (TKO) Stock Is Down Today

TKO Group Holdings (TKO) is down 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is that investors are taking profits and reacting to soft near-term sentiment rather than a single major company announcement today. I could not find a fresh corporate press release or new earnings warning tied to September 24, 2026, so this could be because recent insider selling and continued weakness from recent highs are weighing on the shares.

Details:

TKO shares were trading near $181.41 in morning trading on September 24, 2026, a drop of about 4.06% from the prior close.

The stock had already been under pressure before today, sitting roughly 5% lower over the past month and well below its February 2026 peak.

TKO’s company news page does not show a new same-day announcement, with the most recent listed item dated August 27, 2026, suggesting there was no obvious company-issued catalyst this morning.

A September 15 SEC Form 4 showed director Nick Khan sold 9,589 shares on September 14 under a Rule 10b5-1 plan, which may have added to cautious trading sentiment.

Sources:

SEC, TKO Group Holdings Investor Relations, MarketBeat

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

$TKO Insider Trading Activity

$TKO insiders have traded $TKO stock on the open market 63 times in the past 6 months. Of those trades, 6 have been purchases and 57 have been sales.

Here’s a breakdown of recent trading of $TKO stock by insiders over the last 6 months:

NICK KHAN has made 0 purchases and 54 sales selling 95,265 shares for an estimated $18,273,529.
ARIEL EMANUEL (Chief Executive Officer) has made 2 purchases buying 10,805 shares for an estimated $1,999,875 and 1 sale selling 24,702 shares for an estimated $4,801,821.
MARK S SHAPIRO (See Remarks) has made 2 purchases buying 10,807 shares for an estimated $1,999,868 and 1 sale selling 19,120 shares for an estimated $3,716,736.
ANDREW M SCHLEIMER (Chief Financial Officer) has made 2 purchases buying 2,696 shares for an estimated $499,953 and 1 sale selling 9,942 shares for an estimated $1,932,625.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$TKO Hedge Fund Activity

We have seen 308 institutional investors add shares of $TKO stock to their portfolio, and 380 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

STATE STREET CORP added 2,087,086 shares (+48.3%) to their portfolio in Q1 2026, for an estimated $420,860,891
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 699,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $140,863,250
BANK OF AMERICA CORP /DE/ added 693,934 shares (+49.8%) to their portfolio in Q2 2026, for an estimated $139,695,853
XN LP added 596,672 shares (+31.5%) to their portfolio in Q2 2026, for an estimated $120,116,040
MORGAN STANLEY removed 550,386 shares (-10.5%) from their portfolio in Q2 2026, for an estimated $110,798,205
VONTOBEL HOLDING LTD. removed 484,496 shares (-38.2%) from their portfolio in Q2 2026, for an estimated $97,533,889
NINETY ONE UK LTD removed 479,350 shares (-13.2%) from their portfolio in Q2 2026, for an estimated $96,497,948

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TKO Analyst Ratings

Wall Street analysts have issued reports on $TKO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 05/01/2026

To track analyst ratings and price targets for $TKO, check out Quiver Quantitative's $TKO forecast page.

$TKO Price Targets

Multiple analysts have issued price targets for $TKO recently. We have seen 3 analysts offer price targets for $TKO in the last 6 months, with a median target of $237.0.

Here are some recent targets:

Tyler DiMatteo from BTIG set a target price of $237.0 on 05/07/2026
Benjamin Swinburne from Morgan Stanley set a target price of $225.0 on 05/01/2026
Ian Moore from Bernstein set a target price of $240.0 on 04/27/2026

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.