Rockefeller Capital Management L.P. Grows Stock Holdings in Take-Two Interactive Software, Inc. $TTWO

Rockefeller Capital Management L.P. boosted its stake in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO) by 45.6% during the fourth quarter, Holdings Channel reports. The firm owned 44,875 shares of the company’s stock after purchasing an additional 14,050 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Take-Two Interactive Software were worth $11,489,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TTWO. LBP AM SA boosted its position in shares of Take-Two Interactive Software by 298.2% in the fourth quarter. LBP AM SA now owns 64,611 shares of the company’s stock worth $16,542,000 after purchasing an additional 48,384 shares during the period. Fiera Capital Corp increased its stake in shares of Take-Two Interactive Software by 33.9% in the fourth quarter. Fiera Capital Corp now owns 64,403 shares of the company’s stock worth $16,489,000 after purchasing an additional 16,314 shares in the last quarter. Swedbank AB raised its position in shares of Take-Two Interactive Software by 7.6% during the 4th quarter. Swedbank AB now owns 134,638 shares of the company’s stock valued at $34,471,000 after purchasing an additional 9,556 shares during the period. Robeco Institutional Asset Management B.V. raised its position in shares of Take-Two Interactive Software by 24.3% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 585,950 shares of the company’s stock valued at $150,021,000 after purchasing an additional 114,403 shares during the period. Finally, Zurcher Kantonalbank Zurich Cantonalbank lifted its stake in shares of Take-Two Interactive Software by 221.2% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 151,300 shares of the company’s stock valued at $38,737,000 after buying an additional 104,196 shares in the last quarter. Hedge funds and other institutional investors own 95.46% of the company’s stock.

More Take-Two Interactive Software News

Here are the key news stories impacting Take-Two Interactive Software this week:

• Positive Sentiment: Rockstar confirmed GTA VI pre-orders will begin June 25 and that the game will launch on November 19, 2026 at a $79.99 premium price, reinforcing expectations for strong revenue and margin upside from the franchise. Article Title
• Positive Sentiment: Bank of America and BTIG both turned more bullish on TTWO, with BTIG initiating coverage at Buy and BofA raising its price target to $368, reflecting optimism about higher long-term monetization from the GTA franchise and GTA Online. Article Title
• Positive Sentiment: Analysts said the new GTA installment could generate substantially stronger bookings and that the premium launch pricing may support a “cash cow” narrative for the stock. Article Title
• Neutral Sentiment: One director, Jon Moses, sold 500 shares, a relatively small insider transaction that does not appear material to the overall story. Article Title
• Negative Sentiment: At least one commentary piece questioned whether TTWO’s valuation can be justified if GTA VI faces delays, execution risks, or broader disruption in the gaming market. Article Title

Insider Buying and Selling

In other Take-Two Interactive Software news, President Karl Slatoff sold 40,358 shares of Take-Two Interactive Software stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $216.09, for a total value of $8,720,960.22. Following the sale, the president directly owned 40,358 shares in the company, valued at approximately $8,720,960.22. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Strauss Zelnick sold 208,969 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $227.34, for a total transaction of $47,507,012.46. Following the completion of the sale, the chief executive officer owned 1,006,021 shares in the company, valued at approximately $228,708,814.14. The trade was a 17.20% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 570,015 shares of company stock worth $128,432,857 in the last 90 days. 1.34% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on TTWO shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Take-Two Interactive Software in a report on Friday, May 22nd. Bank of America raised their price target on Take-Two Interactive Software from $320.00 to $368.00 and gave the company a “buy” rating in a report on Tuesday. DA Davidson restated a “buy” rating and issued a $300.00 price objective on shares of Take-Two Interactive Software in a research report on Monday, June 15th. Wedbush reaffirmed an “outperform” rating and issued a $300.00 price objective on shares of Take-Two Interactive Software in a research note on Tuesday, March 3rd. Finally, BTIG Research began coverage on Take-Two Interactive Software in a research report on Wednesday. They set a “buy” rating and a $290.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Take-Two Interactive Software has an average rating of “Moderate Buy” and a consensus price target of $292.12.

Take-Two Interactive Software Price Performance

TTWO stock opened at $236.02 on Thursday. Take-Two Interactive Software, Inc. has a one year low of $187.63 and a one year high of $264.79. The company’s fifty day moving average price is $222.80 and its 200-day moving average price is $222.62. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.24 and a current ratio of 1.24. The company has a market capitalization of $43.82 billion, a PE ratio of -145.69, a price-to-earnings-growth ratio of 4.80 and a beta of 0.98.

About Take-Two Interactive Software

Take-Two Interactive Software is an American video game publisher headquartered in New York City. Founded in 1993 by Ryan Brant, the company is publicly traded on the NASDAQ under the ticker TTWO and is led by Chairman and CEO Strauss Zelnick. Take-Two operates through distinct publishing labels that manage development, marketing and distribution of interactive entertainment for a global audience.

Take-Two’s publishing portfolio includes Rockstar Games and 2K, as well as the Private Division label, which supports independent and mid-size developers.