Teradata Corporation $TDC Stake Increased by Comerica Bank

Key Points

• Comerica Bank increased its Teradata stake by 60.1%, buying 36,230 shares to hold 96,539 shares (about 0.10% of the company) valued at roughly $2.94 million at quarter-end.
• Teradata beat quarterly expectations with $0.74 EPS versus $0.55 consensus and $421M revenue versus $399M, and issued FY2026 guidance of $2.55–$2.65 EPS.
• Analyst sentiment is mixed but tilted positive: the consensus rating is "Moderate Buy" with a $35.90 target, while individual price targets span about $29–$40.

Comerica Bank increased its stake in Teradata Corporation (NYSE:TDC - Free Report) by 60.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 96,539 shares of the technology company's stock after buying an additional 36,230 shares during the period. Comerica Bank owned about 0.10% of Teradata worth $2,939,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in TDC. Sound Income Strategies LLC increased its stake in Teradata by 1,162.8% during the fourth quarter. Sound Income Strategies LLC now owns 985 shares of the technology company's stock valued at $29,000 after purchasing an additional 907 shares during the last quarter. Quent Capital LLC bought a new stake in Teradata during the third quarter valued at $25,000. Abich Financial Wealth Management LLC bought a new stake in Teradata during the third quarter valued at $37,000. Caitlin John LLC bought a new stake in Teradata during the third quarter valued at $52,000. Finally, Cornerstone Planning Group LLC bought a new stake in Teradata during the third quarter valued at $59,000. Institutional investors own 90.31% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on TDC shares. Citigroup lowered their target price on shares of Teradata from $42.00 to $38.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Northland Securities set a $37.00 target price on shares of Teradata in a research note on Wednesday, February 11th. Evercore reiterated an "outperform" rating and set a $40.00 target price on shares of Teradata in a research note on Wednesday, February 11th. UBS Group reiterated a "neutral" rating and set a $36.00 target price on shares of Teradata in a research note on Wednesday, February 11th. Finally, Barclays lowered their target price on shares of Teradata from $31.00 to $29.00 and set an "underweight" rating for the company in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $35.90.

Insider Activity

In related news, major shareholder Lake Lp Lynrock sold 61,990 shares of the company's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $40.29, for a total value of $2,497,577.10. Following the completion of the sale, the insider owned 9,354,676 shares of the company's stock, valued at $376,899,896.04. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Michael P. Gianoni sold 25,000 shares of the company's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $29.96, for a total transaction of $749,000.00. Following the completion of the sale, the director directly owned 31,523 shares of the company's stock, valued at $944,429.08. The trade was a 44.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.96% of the stock is currently owned by corporate insiders.

Teradata Stock Up 5.0%

Teradata stock opened at $29.35 on Tuesday. The company has a 50-day simple moving average of $27.11 and a 200-day simple moving average of $27.92. The firm has a market capitalization of $2.78 billion, a P/E ratio of 21.90, a P/E/G ratio of 3.22 and a beta of 0.51. The company has a debt-to-equity ratio of 2.07, a quick ratio of 0.90 and a current ratio of 0.92. Teradata Corporation has a one year low of $19.83 and a one year high of $41.78.

Teradata (NYSE:TDC - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.74 EPS for the quarter, topping the consensus estimate of $0.55 by $0.19. The business had revenue of $421.00 million during the quarter, compared to analyst estimates of $399.49 million. Teradata had a net margin of 7.82% and a return on equity of 81.80%. The company's quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.53 earnings per share. Teradata has set its Q1 2026 guidance at 0.750-0.790 EPS and its FY 2026 guidance at 2.550-2.650 EPS. As a group, equities analysts expect that Teradata Corporation will post 1.75 earnings per share for the current year.

Teradata Company Profile

Teradata Corporation is a global provider of enterprise analytics and data management solutions designed to help organizations unlock value from their data assets. The company offers both cloud-based and on-premises platforms that support data warehousing, big data analytics, and machine learning. Through its flagship analytics ecosystem, Teradata enables businesses to integrate, analyze, and manage large volumes of structured and unstructured data at scale.

Central to Teradata's product suite is the Teradata Vantage analytics platform, which unifies diverse data types across multiple environments—including public and private clouds—into a single, coherent architecture.

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