TKO Group Holdings, Inc. (TKO) is a prominent sports and entertainment company headquartered in New York. Formed through the merger of Endeavor’s UFC parent company, Zuffa and World Wrestling Entertainment (WWE), TKO began trading publicly on the NYSE in September 2023.
The company brings together powerhouse entertainment brands, including UFC, WWE, Professional Bull Riders (PBR), IMG, and On Location Experiences, producing thousands of live events across over 210 countries and reaching more than one billion households worldwide. TKO’s market capitalization is approximately $15.2 billion.
On a year-to-date (YTD) basis, TKO has delivered an impressive return of approximately 30.6%, significantly outperforming the S&P 500 Index’s ($SPX) 9.7% gain. Looking at the 52-week horizon, TKO stock has soared by nearly 58.9%, eclipsing the $SPX’s more modest 16.1% advance over the same period.
Narrowing the focus, TKO has also outperformed the Communication Services Select Sector SPDR ETF Fund’s (XLC) 14.5% rise YTD and 28.5% surge over the past year.
Among the catalysts fueling this rally, the standout is the blockbuster seven-year, $7.7 billion exclusive media deal between UFC (under TKO) and Paramount Skydance, which triggered positive sentiments this month. At the same time, strategic growth initiatives, including the acquisition of IMG, PBR, and On Location Experiences, along with the launch of Zuffa Boxing, have bolstered investor optimism.
For the current fiscal year, ending in December 2025, analysts expect TKO to report EPS growth of 56.2% year over year (YoY) to $3.03, on a diluted basis. The company’s earnings surprise history is mixed. It beat the consensus estimate in two of the last four quarters, while missing the forecast in the other two quarters.
Among the 20 analysts covering TKO stock, the consensus rating is a “Moderate Buy.” That’s based on 15 “Strong Buy,” four “Hold” and one “Strong Sell” ratings.
Over the past three months, the sentiment has shifted modestly toward the downside, with the overall analyst consensus easing from a “Strong Buy” to a more cautious “Moderate Buy.”
