Susquehanna Cuts TKO Price Target to $224

Susquehanna maintains a Positive rating on TKO Group Holdings, setting a target price of $224, a 26.51% upside from the current price.

By TradeTexts Research Desk · Published Oct 16, 2026, 2:27 PM EDT

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Susquehanna cut its price target on TKO Group Holdings, Inc. ($TKO) to $224 from $235 on October 16, 2026, and rates the stock "Positive".

TKO TKO Group Holdings, Inc.

$175.50 -14.17% year to date

Daily close · Oct 16, 2026

Key Points

On October 16, 2026, Susquehanna reiterated its Positive rating on TKO Group Holdings, lowering its price target to $224 from $235.
Susquehanna's $224 price target implies 26.51% upside from TKO Group Holdings, Inc.'s ($TKO) current $177.06 share price.
TKO Group's shares are currently trading at $177.06, near their 52-week low of $176.00, indicating potential value for investors.
The company operates in the Communication Services sector and has a market cap of about $13.97 billion, with 19 analysts giving a consensus recommendation of strong buy.

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Susquehanna has reiterated its Positive rating on TKO Group Holdings, Inc. (NYSE: TKO) on October 16, 2026, with a new price target of $224. This is a reduction from the previous target of $235. TKO's shares are currently priced at $177.06, reflecting a significant distance from its target and its 52-week low of $176.00.

Analyst rating track record

Susquehanna vs. the S&P 500

YTD return -12.50% hypothetical

All-time return -12.50% S&P 500 +0.95%

vs. S&P 500 -13.45% behind the index

Hypothetical returns from Susquehanna's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in TKO Group Holdings

Several other major institutional investors have recently adjusted their stakes in TKO Group. Blackrock Inc. increased its holdings by 353,920 shares, totaling 5,668,039 shares valued at approximately $991.5 million. In contrast, Morgan Stanley reduced its stake by 550,510 shares, now holding 4,702,447 shares worth about $822.6 million, while State Street Corporation cut its position by 1,776,327 shares, bringing its total down to 4,634,092 shares valued at approximately $810.6 million. Massachusetts Financial Services Co. added 184,619 shares, ending with 3,728,177 shares valued at about $652.2 million.

TKO Group Holdings, Inc. Stock Up 0.6%

As of the publication of this article, TKO Group's shares are trading at $177.06, which is below both its 50-day moving average of $188.37 and its 200-day moving average of $197.51. This positioning suggests that the stock may be undervalued relative to its historical performance.

12-month forecast

$TKO price target

TKO Group Holdings, Inc. daily closes and this analyst's $224 target. Not advice.

Recent Earnings

TKO Group Holdings reported revenue of about $5.3 billion, reflecting a revenue growth rate of 18.2%. The earnings per share (EPS) stands at $2.86, with a net margin of 4.33%. The next earnings report is scheduled for November 4, 2026.

Dividend

TKO Group Holdings pays an annual dividend of $3.16, yielding approximately 1.67%. This indicates a payout ratio of about 109.12%.

Insider Buying and Selling at TKO Group Holdings, Inc.

Recent insider activity includes Director Nick Khan selling 9,189 shares on October 15, 2026, for about $1.61 million, following a sale of 400 shares on October 13, 2026, for around $70,028. These transactions were planned and come as the company prepares for its upcoming earnings announcement.

Analysts Set New Price Targets

On October 16, 2026, Susquehanna maintained its Positive rating with a target price of $224. Bernstein also holds an Outperform rating with a target of $240, while Guggenheim and Morgan Stanley have Buy and Overweight ratings, respectively, both maintaining target prices of $235 and $230. The consensus from 19 analysts gives TKO a strong buy recommendation with an average target price of about $231.42.

About TKO Group Holdings

TKO Group Holdings, Inc. operates in the sports and entertainment industry through three segments: UFC, WWE, and IMG. The company focuses on distributing programming content, selling tickets for live events, and managing partnerships. With a robust market presence, TKO is well-positioned within the Communication Services sector.

Bottom Line

Investors should watch for TKO’s upcoming earnings report on November 4, 2026. Susquehanna's recent filing reflects a Positive outlook, but the target adjustment suggests a need for caution. The 13F filings show how institutions adapt their positions in light of market changes.