Ninety One SA PTY Ltd Sells 94 Shares of Take-Two Interactive Software, Inc. $TTWO

Ninety One SA PTY Ltd cut its position in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO) by 0.2% during the 2nd quarter, Holdings Channel reports. The firm owned 38,237 shares of the company’s stock after selling 94 shares during the quarter. Take-Two Interactive Software makes up approximately 1.5% of Ninety One SA PTY Ltd’s holdings, making the stock its 20th largest holding. Ninety One SA PTY Ltd’s holdings in Take-Two Interactive Software were worth $9,287,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in TTWO. Nuveen LLC bought a new position in shares of Take-Two Interactive Software during the 1st quarter worth approximately $288,410,000. Price T Rowe Associates Inc. MD increased its position in shares of Take-Two Interactive Software by 425.2% during the first quarter. Price T Rowe Associates Inc. MD now owns 1,431,310 shares of the company’s stock valued at $296,640,000 after acquiring an additional 1,158,783 shares during the last quarter. Contour Asset Management LLC purchased a new stake in shares of Take-Two Interactive Software during the first quarter valued at approximately $180,701,000. Assenagon Asset Management S.A. increased its position in shares of Take-Two Interactive Software by 107.8% during the second quarter. Assenagon Asset Management S.A. now owns 1,001,531 shares of the company’s stock valued at $243,222,000 after acquiring an additional 519,518 shares during the last quarter. Finally, Vanguard Group Inc. increased its position in shares of Take-Two Interactive Software by 2.6% during the first quarter. Vanguard Group Inc. now owns 19,865,489 shares of the company’s stock valued at $4,117,123,000 after acquiring an additional 506,026 shares during the last quarter. 95.46% of the stock is currently owned by hedge funds and other institutional investors.

Take-Two Interactive Software Trading Down 0.6%

Shares of Take-Two Interactive Software stock opened at $258.36 on Wednesday. Take-Two Interactive Software, Inc. has a 52-week low of $146.76 and a 52-week high of $261.47. The stock’s 50-day simple moving average is $236.50 and its 200 day simple moving average is $229.13. The stock has a market capitalization of $47.66 billion, a P/E ratio of -10.79, a P/E/G ratio of 5.52 and a beta of 1.00. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.16 and a current ratio of 1.16.

Take-Two Interactive Software (NASDAQ:TTWO) last posted its earnings results 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. The firm had revenue of $1.50 billion during the quarter, compared to the consensus estimate 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%. The company’s revenue was up 16.4% on a year-over-year basis. During the same quarter last year, the company earned ($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. As a group, research analysts anticipate that Take-Two Interactive Software, Inc. will post 0.97 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on TTWO shares. JPMorgan Chase & Co. upped their price objective on 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. Bank of America boosted their price target on shares of Take-Two Interactive Software from $260.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 8th. Raymond James Financial boosted their price target on shares of Take-Two Interactive Software from $250.00 to $260.00 and gave the stock an “outperform” rating in a report 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 objective on the stock. Finally, UBS Group lifted their price objective on shares of Take-Two Interactive Software from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, August 8th. Nineteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $249.50.

Insider Buying and Selling

In other Take-Two Interactive Software news, Director Laverne Evans Srinivasan sold 2,325 shares of the stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $227.47, for a total transaction of $528,867.75. Following the sale, the director owned 9,063 shares in the company, valued at $2,061,560.61. This represents a 20.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Jon J. Moses sold 1,000 shares of the business’s stock in a transaction on Thursday, September 4th. The shares were sold at an average price of $239.57, for a total value of $239,570.00. Following the sale, the director owned 21,901 shares in the company, valued at approximately $5,246,822.57. The trade was a 4.37% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 141,825 shares of company stock worth $32,532,671 in the last 90 days. 1.34% of the stock is currently owned by company insiders.

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.