Dockside opens $3.77M stake in Take-Two as analysts hike targets
What's the deal? Dockside LLCDealroom has a profile for this one. Try Dealroom → acquired a new position in Take-Two Interactive SoftwareDealroom has a profile for this one. Try Dealroom → during the second quarter, buying 15,070 shares worth about $3,767,000, according to its latest Form 13F filing with the Securities and Exchange Commission.
What does the company do? Take-Two is the video game publisher behind franchises including Grand Theft Auto and NBA 2K. Institutional investors own 95.46% of its stock.
Who else is in? Larger holders have kept building positions. VanguardDealroom has a profile for this one. Try Dealroom → raised its stake 0.8% to 21,868,194 shares worth $5,598,914,000, while State StreetDealroom has a profile for this one. Try Dealroom → lifted its holdings 3.5% to 11,402,978 shares worth $2,919,362,000. Norges BankDealroom has a profile for this one. Try Dealroom → opened a new position valued at roughly $735,389,000.
What are analysts saying? The stock carries a consensus "Buy" rating and an average price target of $296.95, per MarketBeat. Bank of AmericaDealroom has a profile for this one. Try Dealroom → raised its target to $368 from $320, and Wells FargoDealroom has a profile for this one. Try Dealroom →, Roth CapitalDealroom has a profile for this one. Try Dealroom →, and OppenheimerDealroom has a profile for this one. Try Dealroom → all lifted their targets in recent weeks.
What about insiders? Company insiders have been selling. Chief executive officer Strauss Zelnick sold 40,000 shares on August 10 at an average $252.64, for $10,105,600. Insiders sold 609,936 shares worth $138,537,038 in the past 90 days.
The signal: Dockside's small addition sits alongside a broadly bullish analyst view and steady institutional accumulation, even as insiders trim. The split — Wall Street raising targets while executives cash out — captures the tension around a publisher whose valuation leans heavily on its upcoming release slate.
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