Stock Markets March 23, 2026

UK Gambling Shares Rally After U.S. Bill Targets Prediction-Market Sports Bets

Flutter and Entain shares jump as U.S. senators move to restrict sports contracts on federally regulated prediction exchanges

By Marcus Reed
UK Gambling Shares Rally After U.S. Bill Targets Prediction-Market Sports Bets

UK-listed gambling stocks rose sharply after U.S. senators announced plans for bipartisan legislation that would prevent prediction market platforms operating under CFTC oversight from offering contracts tied to sporting events and casino-style games. The move lifted Flutter Entertainment and Entain share prices as regulatory pressure mounts on prediction exchanges that have been running sports books without state gambling licences.

Key Points

  • U.S. senators Adam Schiff and John Curtis plan to introduce bipartisan legislation to bar CFTC-regulated entities from offering contracts tied to sporting events and casino-style games - this targets platforms such as Kalshi and Polymarket.
  • As of 08:25 ET (12:25 GMT), Flutter Entertainment rose 7.6% and Entain climbed 6.4%, with FanDuel holding roughly 43% of the U.S. sports betting market and BetMGM reporting $2.8 billion in revenue in 2025.
  • Prediction markets have been operating as federally regulated exchanges and have largely avoided state gambling licensing, a structural factor that has pressured traditional operators’ share prices.

UK gambling stocks pushed higher on Monday following the announcement that U.S. senators will introduce bipartisan legislation to prohibit prediction market platforms from offering sports betting contracts and casino-style wagers. The market reaction was led by Flutter Entertainment and Entain, which both recorded notable gains early in the trading day.

As of 08:25 ET (12:25 GMT), Flutter Entertainment - the parent company of FanDuel in the U.S. - rose 7.6%. London-listed Entain, whose brands include Ladbrokes and a joint venture with MGM called BetMGM, climbed 6.4% over the same interval.

The proposed bill, put forward by Senators Adam Schiff and John Curtis, would bar entities regulated by the Commodity Futures Trading Commission (CFTC) from offering contracts that are tied to sporting events or to games commonly considered casino-style. The legislation explicitly references CFTC-regulated platforms such as Kalshi and Polymarket as being subject to the restriction.

Prediction exchanges have attracted attention because of their trading mix. Kalshi has reported that sports betting represents roughly 90% of its trading volumes. By operating as federally regulated exchanges, these platforms have been able to avoid state-level gambling licensing requirements - a structural advantage that, according to market observers, has been a headwind for traditional bookmakers and operators on both sides of the Atlantic for months.

Regulatory pressure at the state level has also intensified. In Arizona, authorities have filed a 20-count criminal case against Kalshi, and cease-and-desist orders have been issued to such platforms by 11 states. Those developments compound the legal uncertainty facing prediction-market operators that include sports contracts in their offerings.

The legislative proposal and state-level actions intersect with the current market positions of established operators. FanDuel, operated by Flutter in the United States, commands approximately 43% of the U.S. sports betting market. Entain’s partnership in the BetMGM venture generated $2.8 billion in revenue in 2025, underscoring the scale of legacy operators in the market.


Market takeaway: Announcements of federal legislative action targeting sports contracts on prediction markets corresponded with a marked rebound in share prices for major UK-listed gambling companies, reflecting the potential shift in competitive dynamics between federally regulated exchanges and traditional, state-licensed operators.

Risks

  • Legal and regulatory uncertainty for prediction-market platforms, highlighted by a 20-count criminal case filed by Arizona against Kalshi and cease-and-desist orders from 11 states, could disrupt trading volumes and business models.
  • Pending federal legislation would directly restrict the ability of CFTC-regulated entities to offer sports and casino-style contracts, creating material operational risk for those platforms and affecting market competition.
  • Shifts in regulatory treatment could alter competitive dynamics between federally regulated prediction exchanges and state-licensed sports betting operators, with implications for revenues and market share in the gambling sector.

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