Insider Trading January 28, 2026

PEP TG Investment Vehicle Sells $147 Million Stake in Callaway Golf

10 million shares offloaded Jan. 27 as Callaway executes strategic refocus, product launch and credit upgrades

By Ajmal Hussain MODG CALY
PEP TG Investment Vehicle Sells $147 Million Stake in Callaway Golf
MODG CALY

PEP TG Investments GP LLC disposed of 10,000,000 common shares of Callaway Golf Co on January 27, 2026, at $14.70 per share, generating $147,000,000 in proceeds. After the sale, PEP TG Investments LP holds 11,175,226 shares. The transaction comes amid Callaway's recent earnings strength, analyst upgrades, a new Quantum equipment family launch, a corporate name change, and a credit upgrade tied to the sale of Topgolf.

Key Points

  • PEP TG Investments GP LLC sold 10,000,000 shares of Callaway Golf on Jan. 27, 2026 at $14.70 per share, totaling $147,000,000; PEP TG Investments LP now holds 11,175,226 shares.
  • Analysts upgraded Callaway following strong earnings and strategic moves - B.Riley raised its rating to Buy, and KeyBanc upgraded to Overweight after the Topgolf stake sale.
  • Callaway launched the Quantum family of equipment, including drivers using a "Tri-Force Face" that combines titanium, poly mesh, and carbon fiber; S&P upgraded the company to 'BB-' from 'B' after debt reduction from the Topgolf sale.

PEP TG Investments GP LLC, identified as a roughly ten percent owner of Callaway Golf Co, sold 10,000,000 shares of the company's common stock on January 27, 2026. The shares traded at $14.70 apiece, producing a total transaction value of $147,000,000. Following the disposition, PEP TG Investments LP directly retains 11,175,226 shares of Callaway Golf Co.

The share sale coincides with a series of corporate developments and market responses that have aligned around Callaway's sharpened strategic focus. The company recently reported its latest earnings and revenue results, described as showcasing strong fundamentals. Those results have been followed by multiple analyst upgrades and credit rating movement.

In the equity research community, B.Riley moved its rating on Callaway Golf from Neutral to Buy. The firm cited robust underlying golf fundamentals and the potential for Callaway to gain market share, notably pointing to the upcoming introduction of the Quantum woods. Callaway's new Quantum family of golf equipment is being presented with materials and structural innovations, including a "Tri-Force Face" for its drivers that combines titanium, poly mesh, and carbon fiber.

Corporate governance and naming also shifted. The board approved a change of the company's corporate name from Topgolf Callaway Brands Corp. to Callaway Golf Company. The board noted that the name change does not alter stockholders' rights and was carried out without requiring a shareholder vote.

Market analysts and credit agencies adjusted their views after Callaway completed the sale of a majority stake in its Topgolf business to Leonard Green & Partners. KeyBanc upgraded the company to Overweight following that transaction, and S&P Global Ratings raised its credit rating to 'BB-' from 'B', citing the significant debt reduction resulting from the Topgolf sale.

Collectively, the insider share sale by PEP TG, the analyst upgrades, the product introductions under the Quantum family, the corporate name simplification, and the credit rating improvement present a sequence of events that investors and market participants can observe as Callaway narrows its focus on its core golf brand.


Summary: A major PEP TG investment vehicle sold 10 million Callaway shares on Jan. 27, 2026, for $147 million, leaving it with 11,175,226 shares. This came as Callaway reported solid results, pushed a new Quantum product family, changed its corporate name to Callaway Golf Company, and received analyst and credit upgrades after the Topgolf sale.

Risks

  • Insider selling: The 10,000,000-share sale by a sizable owner could raise investor questions about insider sentiment - impacts equity markets and investor perceptions in the consumer discretionary and leisure sectors.
  • Execution of product rollout: The anticipated market share gains tied to the Quantum woods depend on successful commercialization and market reception - impacts sporting goods and consumer equipment demand.
  • Dependence on corporate transactions: Credit improvement cited by S&P followed the sale of Topgolf; future balance sheet outcomes depend on execution and terms of such strategic dispositions - affects credit markets and corporate finance in the leisure sector.

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