TTWO TAKE TWO INTERACTIVE SOFTWARE INC
Price Chart
Executive Summary
Three TTWO insiders, including Chairman/CEO Strauss Zelnick, sold shares totaling $4.42M in the week following the company's fiscal Q4 2026 earnings release. Zelnick's $4.31M sale dominates the cluster, but the total represents only ~0.01% of the $42.1B market cap, making it trivial in proportional terms. The sales occurred just after the company issued a bullish FY2027 outlook anchored on the GTA VI launch, suggesting liquidity/plan diversification rather than a bearish signal.
Key Financial Metrics
Actionable Insight
The CEO's $4.31M sale is large in absolute terms but trivial relative to his likely holdings and the company's $42.1B market cap. The timing post-earnings and the strong GTA VI guidance make this look like routine diversification, not a bearish signal. No action warranted; monitor for any acceleration of insider selling ahead of the GTA VI launch.
Key Facts
- Chairman/CEO Strauss Zelnick sold 19,500 shares at $221.37 for $4.31M on 2026-05-26
- Two directors sold small amounts: 131 shares ($29K) and 373 shares ($86K)
- Total cluster value of $4.42M is ~0.01% of TTWO's $42.1B market cap
- Sales occurred 5 days after the company reported Q4 FY2026 results and issued a strong FY2027 outlook driven by GTA VI launch in November 2026
- Prior 30-day insider activity included 3 sells totaling $4.4M, consistent with routine pattern
Financial Impact
Total insider sales of $4.42M represent ~0.01% of market cap — immaterial
Risk Factors
- CEO selling $4.31M post-earnings could be misinterpreted by the market as a lack of confidence
- If additional large insider sales emerge in the next 30 days, the pattern would become more concerning
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TTWO-1780432602863 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 10, 2026
2d ago
|
Insider Cluster
| $208.97 awaiting T+1 | awaiting T+1 | — | $211.75 (+1.33%) |
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Jun 3, 2026
9d ago
|
Insider Cluster
| $216.46 $214.29 | ▼ −1.00% | ▲ +1.60% | $211.75 (−2.17%) |
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Jun 2, 2026
10d ago
|
Insider Cluster
| $215.73 $216.65 | ▲ +0.43% | ▲ +0.02% | $211.75 (−1.84%) |
|
Jun 2, 2026
10d ago
|
Insider Cluster
| $215.73 $216.46 | ▲ +0.34% | ▼ −0.06% | $211.75 (−1.84%) |
|
Jun 1, 2026
11d ago
|
Insider Cluster
| $222.35 $215.73 | ▼ −2.98% | ▼ −2.26% | $211.75 (−4.77%) |
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May 21, 2026
22d ago
|
8-K
| $227.51 $220.60 | ▼ −3.04% | ▼ −3.62% | $211.75 (−6.93%) |
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Mar 9, 2026
13w ago
|
Insider Cluster
| $213.71 $209.03 | ▼ −2.19% | ▼ −2.01% | $211.75 (−0.91%) |
|
Mar 2, 2026
14w ago
|
Insider Cluster
| $213.68 $216.32 | ▲ +1.24% | ▲ +2.15% | $211.75 (−0.90%) |
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Mar 2, 2026
14w ago
|
Insider Cluster
| $213.68 $216.32 | ▲ +1.24% | ▲ +2.15% | $211.75 (−0.90%) |
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Mar 2, 2026
14w ago
|
Insider Cluster
| $213.68 $216.32 | ▲ +1.24% | ▲ +2.15% | $211.75 (−0.90%) |
US Market Status
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