American Century Companies Inc. Raises Stock Holdings in Take-Two Interactive Software, Inc. $TTWO

Key Points

• American Century Companies Inc. increased its stake in Take-Two Interactive Software by 7.4%, owning a total of 18,806 shares valued at approximately $3.9 million.
• Recent analyst upgrades for Take-Two include targets raised by Wedbush from $269 to $275, and by Morgan Stanley from $210 to $265, with an overall consensus rating of "Moderate Buy".
• Insiders have sold a total of 167,467 shares worth over $38 million in the last ninety days, indicating potential shifts in management confidence regarding company prospects.

American Century Companies Inc. boosted its stake in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO - Free Report) by 7.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,806 shares of the company's stock after buying an additional 1,303 shares during the period. American Century Companies Inc.'s holdings in Take-Two Interactive Software were worth $3,898,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Park Square Financial Group LLC bought a new stake in shares of Take-Two Interactive Software in the 4th quarter worth $28,000. North Capital Inc. bought a new stake in shares of Take-Two Interactive Software in the 1st quarter worth $35,000. Graybill Wealth Management LTD. bought a new stake in shares of Take-Two Interactive Software in the 1st quarter worth $37,000. Zions Bancorporation National Association UT bought a new stake in shares of Take-Two Interactive Software in the 1st quarter worth $37,000. Finally, Cullen Frost Bankers Inc. increased its holdings in shares of Take-Two Interactive Software by 46.0% in the 1st quarter. Cullen Frost Bankers Inc. now owns 181 shares of the company's stock worth $38,000 after purchasing an additional 57 shares in the last quarter. Institutional investors own 95.46% of the company's stock.

Take-Two Interactive Software Stock Performance

NASDAQ:TTWO traded down $1.63 during mid-day trading on Monday, hitting $233.27. 988,982 shares of the company traded hands, compared to its average volume of 1,808,438. The stock's fifty day moving average price is $232.51 and its 200-day moving average price is $223.55. Take-Two Interactive Software, Inc. has a one year low of $146.76 and a one year high of $245.07. The company has a quick ratio of 1.16, a current ratio of 1.16 and a debt-to-equity ratio of 0.72. The firm has a market cap of $43.03 billion, a price-to-earnings ratio of -9.74, a price-to-earnings-growth ratio of 5.87 and a beta of 1.00.

Take-Two Interactive Software (NASDAQ:TTWO - Get Free Report) last released its quarterly earnings data on Thursday, August 7th. The company reported $0.61 earnings per share for the quarter, topping analysts' consensus estimates of $0.28 by $0.33. The firm had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.31 billion. Take-Two Interactive Software had a positive return on equity of 7.33% and a negative net margin of 72.92%.The business's quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted ($1.52) earnings per share. Take-Two Interactive Software has set its Q2 2026 guidance at 0.850-0.950 EPS. FY 2026 guidance at 2.600-2.850 EPS. Research analysts anticipate that Take-Two Interactive Software, Inc. will post 0.97 earnings per share for the current fiscal year.

Insider Activity at Take-Two Interactive Software

In other news, Director Laverne Evans Srinivasan sold 2,325 shares of the stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $227.47, for a total value of $528,867.75. Following the sale, the director owned 9,063 shares of the company's stock, valued at approximately $2,061,560.61. This represents a 20.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Strauss Zelnick sold 45,000 shares of the stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $231.20, for a total transaction of $10,404,000.00. Following the completion of the sale, the chief executive officer directly owned 281,495 shares in the company, valued at approximately $65,081,644. This represents a 13.78% decrease in their position. The disclosure for this sale can be found here. Insiders sold 140,411 shares of company stock valued at $32,191,154 over the last three months. Corporate insiders own 1.34% of the company's stock.

Analysts Set New Price Targets

Several analysts recently commented on TTWO shares. DA Davidson lifted their price objective on Take-Two Interactive Software from $250.00 to $270.00 and gave the stock a "buy" rating in a report on Friday, May 16th. Benchmark lifted their price objective on Take-Two Interactive Software from $250.00 to $275.00 and gave the stock a "buy" rating in a report on Friday, August 8th. Wells Fargo & Company started coverage on Take-Two Interactive Software in a report on Monday, July 28th. They issued an "overweight" rating and a $265.00 price objective for the company. Wall Street Zen lowered Take-Two Interactive Software from a "hold" rating to a "sell" rating in a report on Wednesday, May 21st. Finally, Raymond James Financial lifted their price objective on Take-Two Interactive Software from $250.00 to $260.00 and gave the stock an "outperform" rating in a report on Friday, August 8th. Eighteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Take-Two Interactive Software currently has a consensus rating of "Moderate Buy" and an average price target of $248.32.

Take-Two Interactive Software Profile

Take-Two Interactive Software, Inc develops, publishes, and markets interactive entertainment solutions for consumers worldwide. It develops and publishes action/adventure products under the Grand Theft Auto, LA Noire, Max Payne, Midnight Club, and Red Dead Redemption names, as well as other franchises.