TTWO TAKE TWO INTERACTIVE SOFTWARE INC

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 1, 2026 Processed 4d 3h ago
Insider cluster: 2 insiders, $4.3M total

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Executive Summary

CEO Strauss Zelnick sold $4.31M of TTWO stock on May 26, 2026, and gifted 20,000 shares (non-cash) on the same day. Director Michael Sheresky sold a trivial $29K on May 29. The $4.31M CEO sale represents ~0.01% of TTWO's $41.6B market cap — a routine, immaterial amount. This cluster follows the company's May 21 bullish FY2027 outlook anchored on the GTA VI launch, making the sale likely liquidity-driven (10b5-1 plan or diversification) rather than a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$4.3M
Insiders
2

Actionable Insight

The CEO sale is routine in size relative to market cap and follows a bullish earnings catalyst. No bearish read-through. Monitor for any additional insider sales ahead of the GTA VI launch in November, but this cluster alone does not warrant action.

Key Facts

  • CEO Strauss Zelnick sold 19,457 shares at $221.37 for $4.31M on May 26, 2026
  • CEO also gifted 20,000 shares (non-cash, $0 value) on the same day
  • Director Michael Sheresky sold 131 shares for $28,592 — trivial amount
  • Total cluster value of $4.34M is only ~0.01% of TTWO's $41.6B market cap
  • Cluster follows the May 21 earnings release with bullish FY2027 guidance driven by GTA VI launch in November 2026
  • Historical calibration shows prior neutral calls on TTWO had negative T+20 outcomes, but this cluster is too small to drive material price action

Financial Impact

CEO sale of $4.31M represents 0.01% of market cap — immaterial

Risk Factors

  • CEO sale could be part of a 10b5-1 plan; further scheduled sales may occur
  • GTA VI launch execution risk could weigh on sentiment if delayed or underperforms

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
89% bullish (37 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TTWO-1780345014423
9 reports for TTWO
Performance horizon
Filters
Rows
Reports for TTWO — sortable, filterable
Type Now
Jun 3, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 2, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$215.73 $216.65▲ +0.43%▲ +0.02%$214.39 (−0.62%)
Jun 2, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 1, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 21, 2026
15d ago
8-K
BULLISH ★ 7/10
awaiting T+1
Mar 9, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$213.71 $209.03▼ −2.19%▼ −2.01%$214.39 (+0.32%)
Mar 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$213.68 $216.32▲ +1.24%▲ +2.15%$214.39 (+0.33%)
Mar 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$213.68 $216.32▲ +1.24%▲ +2.15%$214.39 (+0.33%)
Mar 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 4/10
$213.68 $216.32▲ +1.24%▲ +2.15%$214.39 (+0.33%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (37h 56m)

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