FLUT Flutter Entertainment plc

BULLISH Impact: 6/10 Insider Cluster (9 insiders)
Horizon weeks Filed May 8, 2026 Processed 26d 20h ago
Insider cluster: 9 insiders, $69.5M total
Latest settled — T+5d ⚠ clustered
FLUT ▲ +5.41% at T+5d
LONG call ✓ call won +5.41% · α vs SPY +4.45% · entry $92.38 → $97.38
Next anchor: T+20d tomorrow
Currently $114.91 · +24.39% from $92.38 entry
Entry anchored
May 14, 2026
via day open
T+1d
+5.32%
call +5.32% · α +5.38%
$97.29
settled 26d ago
T+5d
+5.41%
call +5.41% · α +4.45%
$97.38
settled 20d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

A massive $68.5M open-market purchase by 10% owner Kenneth Dart dominates this insider cluster, alongside smaller buys from the CEO, COO, President, CLO, and multiple directors. This follows Flutter's Q1 earnings (revenue +17% YoY, EPS beat by 41%) but also a lowered FY2026 EBITDA guidance midpoint. The Dart purchase alone represents ~0.41% of market cap, a significant vote of confidence that likely overshadows routine small sales by the CEO and CFO for tax withholding.

Key Financial Metrics

Direction
buying
Total Value
$69.1M
Insiders
9

Actionable Insight

The Dart purchase is a strong bullish signal from a sophisticated 10% owner who is adding aggressively post-earnings dip. The cluster of C-suite and director buys reinforces confidence despite the guidance cut. Monitor for further insider accumulation; the stock may find support near the $92-94 level where multiple buys clustered.

Key Facts

  • 10% owner Kenneth Dart purchased 700,000 shares for $68.46M on May 12, the largest single insider buy in the cluster.
  • Total open-market purchases across the cluster: ~$69.1M, representing ~0.42% of Flutter's $16.6B market cap.
  • CEO Jackson purchased 2,400 shares ($245K) on May 8, then sold 3,084 shares ($303K) on May 11 — likely a tax-related netting transaction.
  • CFO Coldrake sold only 129 shares ($13K), a trivial amount consistent with tax withholding.
  • The cluster follows Q1 earnings (May 6) where GAAP EPS of $1.23 beat consensus by 41%, though FY2026 adjusted EBITDA guidance was lowered from $2.97B to $2.865B.
  • All cross-filing context pairs are AMPLIFIERS, supporting an elevated impact score.

Financial Impact

Insider purchases total ~$69.1M, or 0.42% of market cap. The Dart purchase alone is $68.5M.

insider ownershipmarket sentiment

Risk Factors

  • FY2026 adjusted EBITDA guidance was lowered, suggesting near-term headwinds from sports results and investment spend.
  • CEO Jackson's simultaneous buy and sell creates ambiguity — the net effect is a small reduction in his stake.
  • Historical calibration shows negative average T+20 alpha (-3.37%) for prior FLUT reports, though none had a comparable insider buying cluster.

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Programming, Data Processing, Etc.
Analyst Consensus
81% bullish (32 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FLUT-1778793144351
36 reports for FLUT
Performance horizon
62% Hit rate 8 of 13 directional calls best @ T+20▲ +14.30%May 16, 2026
Filters
Rows
Reports for FLUT — sortable, filterable
Type Now
Jun 5, 2026
4d ago
Insider Cluster
BULLISH ★ 5/10
$100.54 awaiting T+1awaiting T+1$114.91 (+14.29%)
Jun 2, 2026
8d ago
144
NEUTRAL ★ 2/10
$101.99 $100.70▼ −1.26%▼ −0.57%$114.91 (+12.67%)
Jun 1, 2026
9d ago
8-K
NEUTRAL ★ 2/10
$104.31 $101.99▼ −2.22%▼ −2.37%$114.91 (+10.16%)
May 29, 2026
11d ago
Insider Cluster
BULLISH ★ 5/10
$104.31 $101.99▼ −2.22%▼ −2.37%$114.91 (+10.16%)
May 29, 2026
11d ago
Press Release
BULLISH ★ 6/10
$96.98 $104.31▲ +7.56%▲ +7.28%$114.91 (+18.49%)
May 29, 2026
12d ago
3
NEUTRAL ★ 1/10
$96.98 $104.31▲ +7.56%▲ +7.28%$114.91 (+18.49%)
May 29, 2026
12d ago
3
NEUTRAL ★ 2/10
$96.98 $104.31▲ +7.56%▲ +7.28%$114.91 (+18.49%)
May 29, 2026
12d ago
Insider Cluster
BULLISH ★ 5/10
$96.98 $104.31▲ +7.56%▲ +7.28%$114.91 (+18.49%)
May 28, 2026
12d ago
144
NEUTRAL ★ 2/10
$95.58 $96.98▲ +1.46%▲ +1.23%$114.91 (+20.22%)
May 28, 2026
12d ago
144
NEUTRAL ★ 1/10
$95.58 $96.98▲ +1.46%▲ +1.23%$114.91 (+20.22%)
Showing 10 of 36

US Market Status

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