Sportradar Raised Earnings Outlook but Lost a Holder in an $8.7 Million Fourth-Quarter Exit

20 hours ago 4

Jonathan Ponciano, The Motley Fool

Tue, February 3, 2026 astatine 7:41 AM CST 3 min read

On February 2, Wilson Asset Management reported selling retired of Sportradar Group AG (NASDAQ:SRAD), exiting 322,342 shares for an estimated $8.67 million.

According to a Securities and Exchange Commission (SEC) filing dated February 2, Wilson Asset Management sold its full holding of 322,342 shares successful Sportradar Group AG (NASDAQ:SRAD) during the 4th quarter. The quarter-end presumption worth for SRAD decreased by $8.67 million, reflecting the implicit divestment and banal terms movement.

Top holdings aft the filing:

NASDAQ: GOOGL: $38.09 cardinal (9.8% of AUM)
NASDAQ: INTU: $26.77 cardinal (6.9% of AUM)
NYSE: PWR: $23.31 cardinal (6.0% of AUM)
NYSE: ICE: $20.16 cardinal (5.2% of AUM)
NYSE: MSCI: $19.98 cardinal (5.1% of AUM)

As of February 2, shares of Sportradar Group AG were priced astatine $18.24, down 12.2% implicit the past twelvemonth and underperforming the S&P 500 by 28.55 percent points.

Metric

Value

Price (as of February 2)	$18.24
Market capitalization	$5.48 billion
Revenue (TTM)	$1.23 billion
Net income (TTM)	$94.83 million

Sportradar Group AG provides sports data, analytics, and unrecorded streaming services for betting operators, sports leagues, and media companies worldwide.
The institution generates gross done licensing proprietary information feeds, offering mission-critical bundle solutions, and delivering contented and hazard absorption services crossed the sports betting worth chain.
It serves bookmakers, online gaming operators, sports federations, and media organizations arsenic superior customers.

Sportradar Group AG operates astatine standard arsenic a starring supplier of sports information and analytics, supporting the planetary sports betting and media ecosystem. The institution leverages precocious exertion and proprietary information to present integrated solutions that underpin captious operations for clients successful regulated markets. Its strategical absorption connected broad information sum and robust bundle platforms positions it arsenic a cardinal infrastructure supplier successful the rapidly evolving sports exertion sector.

Sportradar is posting numbers that galore mid-cap maturation investors would envy, but its banal has truly lagged implicit the past year. In the 3rd quarter, gross roseate 14% twelvemonth implicit twelvemonth to 292 cardinal euros, portion adjusted EBITDA jumped 29% to 85 cardinal euros, pushing margins to a grounds 29%. Cash procreation was arsenic notable, with 115 cardinal euros successful operating currency travel for the 4th and nary indebtedness connected the equilibrium sheet.

Management besides raised its full-year 2025 outlook, calling for astatine slightest 1.29 cardinal euros successful gross and 290 cardinal euros successful adjusted EBITDA, alongside a $300 cardinal stock repurchase authorization. That operation of accelerating profitability, beardown currency flow, and superior returns usually signals confidence, not caution.

So wherefore exit? Wilson Asset Management’s remaining apical holdings tilt toward highly profitable, entrenched compounders similar Alphabet, Intuit, and MSCI. Against that backdrop, Sportradar isn’t rather a fit, remaining much exposed to sentiment astir sports betting growth, regulatory shifts, and capitalist patience.