Benchstone Capital Management LP Acquires 19,627 Shares of Take-Two Interactive Software, Inc. $TTWO

Key Points

• Benchstone Capital Management LP increased its stake in Take-Two Interactive Software by 14.9% during the first quarter, owning 151,169 shares valued at approximately $31.33 million.
• Take-Two’s stock is currently valued at $233.27, with a market cap of $43.03 billion, and a P/E ratio of -9.74.
• The company reported $1.50 billion in revenue for the latest quarter, exceeding analyst expectations, and updated its Q2 2026 EPS guidance to between 0.850-0.950.

Benchstone Capital Management LP lifted its holdings in Take-Two Interactive Software, Inc. (NASDAQ:TTWO - Free Report) by 14.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 151,169 shares of the company's stock after purchasing an additional 19,627 shares during the quarter. Take-Two Interactive Software comprises 3.3% of Benchstone Capital Management LP's holdings, making the stock its 13th biggest position. Benchstone Capital Management LP owned approximately 0.09% of Take-Two Interactive Software worth $31,330,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. The Manufacturers Life Insurance Company boosted its holdings in shares of Take-Two Interactive Software by 1.3% in the 4th quarter. The Manufacturers Life Insurance Company now owns 99,411 shares of the company's stock valued at $18,300,000 after buying an additional 1,277 shares during the last quarter. AQR Capital Management LLC lifted its holdings in Take-Two Interactive Software by 8.3% during the 4th quarter. AQR Capital Management LLC now owns 22,414 shares of the company's stock valued at $4,126,000 after purchasing an additional 1,712 shares during the last quarter. Freestone Grove Partners LP acquired a new stake in shares of Take-Two Interactive Software during the fourth quarter worth $1,763,000. Caisse DE Depot ET Placement DU Quebec acquired a new stake in shares of Take-Two Interactive Software during the fourth quarter worth $21,262,000. Finally, Itau Unibanco Holding S.A. lifted its holdings in shares of Take-Two Interactive Software by 41.4% during the fourth quarter. Itau Unibanco Holding S.A. now owns 246 shares of the company's stock worth $45,000 after buying an additional 72 shares in the last quarter. Institutional investors and hedge funds own 95.46% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Bank of America boosted their price target on Take-Two Interactive Software from $260.00 to $285.00 and gave the company a "buy" rating in a research note on Friday, August 8th. Wells Fargo & Company initiated coverage on Take-Two Interactive Software in a report on Monday, July 28th. They set an "overweight" rating and a $265.00 price target on the stock. Benchmark lifted their target price 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. Raymond James Financial increased their target price on shares of Take-Two Interactive Software from $250.00 to $260.00 and gave the company an "outperform" rating in a research report on Friday, August 8th. Finally, Wedbush increased their price target on Take-Two Interactive Software from $269.00 to $275.00 and gave the stock an "outperform" rating in a report on Friday, August 8th. Eighteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $248.32.

Take-Two Interactive Software Stock Performance

TTWO traded down $2.09 during trading hours on Wednesday, hitting $238.86. The stock had a trading volume of 1,172,355 shares, compared to its average volume of 1,714,671. The company's fifty day simple moving average is $232.47 and its 200 day simple moving average is $223.67. Take-Two Interactive Software, Inc. has a 1 year low of $146.76 and a 1 year high of $245.07. The stock has a market cap of $44.06 billion, a PE ratio of -9.98, a price-to-earnings-growth ratio of 5.87 and a beta of 1.00. The company has a quick ratio of 1.16, a current ratio of 1.16 and a debt-to-equity ratio of 0.72.

Take-Two Interactive Software (NASDAQ:TTWO - Get Free Report) last announced its quarterly earnings data on Thursday, August 7th. The company reported $0.61 earnings per share for the quarter, topping the consensus estimate of $0.28 by $0.33. Take-Two Interactive Software had a positive return on equity of 7.33% and a negative net margin of 72.92%.The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.31 billion. During the same quarter last year, the firm posted ($1.52) EPS. The firm's revenue for the quarter was up 16.4% on a year-over-year basis. 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. Equities analysts anticipate that Take-Two Interactive Software, Inc. will post 0.97 earnings per share for the current year.

Insiders Place Their Bets

In other Take-Two Interactive Software news, President Karl Slatoff sold 48,995 shares of the firm's stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $227.68, for a total value of $11,155,181.60. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Laverne Evans Srinivasan sold 2,325 shares of the firm's stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $227.47, for a total value of $528,867.75. Following the completion of the transaction, 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 position. The disclosure for this sale can be found here. Insiders have sold 140,411 shares of company stock worth $32,191,154 over the last quarter. Insiders own 1.34% of the company's stock.

About Take-Two Interactive Software

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.