Robeco Institutional Asset Management B.V. Has $110.17 Million Holdings in Take-Two Interactive Software, Inc. $TTWO

Key Points

• Robeco Institutional Asset Management B.V. increased its holdings in Take-Two Interactive Software by 23.7% during the 2nd quarter, owning approximately $110.17 million worth of shares.
• Wall Street analysts have generally favorable views of Take-Two, with 19 analysts rating the stock as a Buy and a consensus price target of $249.50.
• Take-Two reported a quarterly EPS of $0.61, exceeding estimates and indicating a 16.4% increase in revenue year-over-year.

Robeco Institutional Asset Management B.V. grew its position in Take-Two Interactive Software, Inc. (NASDAQ:TTWO - Free Report) by 23.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 453,665 shares of the company's stock after buying an additional 86,812 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.26% of Take-Two Interactive Software worth $110,173,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. BSW Wealth Partners lifted its position in shares of Take-Two Interactive Software by 10.2% in the 2nd quarter. BSW Wealth Partners now owns 1,173 shares of the company's stock valued at $285,000 after acquiring an additional 109 shares in the last quarter. Ninety One UK Ltd raised its stake in Take-Two Interactive Software by 22.8% during the 2nd quarter. Ninety One UK Ltd now owns 1,801,582 shares of the company's stock valued at $437,514,000 after purchasing an additional 334,946 shares during the period. LBP AM SA lifted its holdings in shares of Take-Two Interactive Software by 44.8% in the second quarter. LBP AM SA now owns 16,227 shares of the company's stock valued at $3,941,000 after purchasing an additional 5,020 shares in the last quarter. Chicago Capital LLC lifted its holdings in shares of Take-Two Interactive Software by 9.5% in the second quarter. Chicago Capital LLC now owns 6,936 shares of the company's stock valued at $1,684,000 after purchasing an additional 599 shares in the last quarter. Finally, Greenhouse Wealth Management LLC acquired a new stake in shares of Take-Two Interactive Software in the second quarter worth $206,000. Institutional investors and hedge funds own 95.46% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on TTWO. Zacks Research raised Take-Two Interactive Software from a "strong sell" rating to a "hold" rating in a research report on Wednesday, August 13th. Wedbush lifted their target price on Take-Two Interactive Software from $269.00 to $275.00 and gave the company an "outperform" rating in a research note on Friday, August 8th. CICC Research began coverage on shares of Take-Two Interactive Software in a research report on Tuesday. They issued an "outperform" rating and a $272.00 price target for the company. Wells Fargo & Company initiated coverage on shares of Take-Two Interactive Software in a report on Monday, July 28th. They set an "overweight" rating and a $265.00 price target for the company. Finally, JPMorgan Chase & Co. upped their price objective on shares of Take-Two Interactive Software from $250.00 to $275.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Nineteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $249.50.

Take-Two Interactive Software Price Performance

Shares of TTWO opened at $256.94 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.16 and a current ratio of 1.16. The firm has a market cap of $47.40 billion, a PE ratio of -10.73, a PEG ratio of 5.42 and a beta of 1.01. The firm's 50 day moving average price is $237.66 and its 200 day moving average price is $229.66. Take-Two Interactive Software, Inc. has a twelve month low of $146.76 and a twelve month high of $261.47.

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

Insider Activity

In other news, Director Laverne Evans Srinivasan sold 2,325 shares of the company's stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $227.47, for a total transaction of $528,867.75. Following the completion of the sale, the director owned 9,063 shares in the company, valued at approximately $2,061,560.61. This represents a 20.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jon J. Moses sold 1,000 shares of the stock in a transaction dated Thursday, September 4th. The shares were sold at an average price of $239.57, for a total value of $239,570.00. Following the transaction, the director directly owned 21,901 shares in the company, valued at approximately $5,246,822.57. This represents a 4.37% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 141,825 shares of company stock valued at $32,532,671. Corporate 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.

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