Jupiter Topco LLC Invests $17.08 Million in Teradata Corporation $TDC

Jupiter Topco LLC purchased a new stake in Teradata Corporation (NYSE:TDC) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 492,846 shares of the technology company’s stock, valued at approximately $17,077,000.

Other hedge funds have also modified their holdings of the company. BlackRock Inc. bought a new position in Teradata during the 2nd quarter worth approximately $567,999,000. Vanguard Group Inc. increased its stake in Teradata by 5.0% in the fourth quarter. Vanguard Group Inc. now owns 12,953,545 shares of the technology company’s stock valued at $394,306,000 after purchasing an additional 612,624 shares in the last quarter. AQR Capital Management LLC raised its holdings in Teradata by 175.3% in the second quarter. AQR Capital Management LLC now owns 3,913,277 shares of the technology company’s stock worth $86,914,000 after purchasing an additional 2,491,938 shares during the period. Morgan Stanley raised its holdings in Teradata by 56.3% in the fourth quarter. Morgan Stanley now owns 3,151,388 shares of the technology company’s stock worth $95,928,000 after purchasing an additional 1,134,722 shares during the period. Finally, LSV Asset Management boosted its position in shares of Teradata by 18.5% during the fourth quarter. LSV Asset Management now owns 2,600,216 shares of the technology company’s stock worth $79,151,000 after purchasing an additional 406,121 shares in the last quarter. 90.31% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

TDC has been the subject of several research analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Teradata in a report on Wednesday, June 24th. UBS Group lifted their target price on Teradata from $34.00 to $36.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. Morgan Stanley reissued an “equal weight” rating and issued a $29.00 target price (down from $35.00) on shares of Teradata in a research note on Monday, August 10th. Citigroup dropped their price target on Teradata from $39.00 to $36.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Finally, Zacks Research cut Teradata from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 20th. Three research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $34.78.

More Teradata News

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Zacks Research raised its fiscal 2026 EPS forecast to $1.79 from $1.76, slightly above the current consensus estimate of $1.78. This provides a modest positive signal for near-term earnings expectations.
• Neutral Sentiment: Zacks Research maintained a Hold rating on Teradata. Its updated projections call for fiscal 2027 EPS of $1.86 and fiscal 2028 EPS of $1.93, indicating continued earnings growth but limited analyst conviction.
• Neutral Sentiment: Teradata was included among software stocks trading higher in a broader market move involving Manhattan Associates, Agilysys, Guidewire Software and Pegasystems. The report did not identify a company-specific catalyst. Manhattan Associates, Agilysys, Guidewire Software, Pegasystems, and Teradata stocks trade up
• Negative Sentiment: Zacks lowered several future EPS forecasts: Q3 2026 to $0.35 from $0.39, Q4 2026 to $0.36 from $0.38, Q1 2027 to $0.46 from $0.48, Q3 2027 to $0.43 from $0.44, Q4 2027 to $0.53 from $0.54, and fiscal 2027 to $1.86 from $1.89.
• Negative Sentiment: The firm also reduced its Q1 2028 EPS estimate to $0.47 from $0.49, Q2 2028 to $0.48 from $0.49, and fiscal 2028 to $1.93 from $1.97. The broad downward revisions suggest analysts see some pressure on Teradata’s earnings trajectory beyond fiscal 2026.

Insider Buying and Selling at Teradata

In related news, Director Timothy C. K. Chou sold 5,657 shares of Teradata stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $33.72, for a total value of $190,754.04. Following the sale, the director owned 39,210 shares of the company’s stock, valued at approximately $1,322,161.20. The trade was a 12.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Richard J. Petley sold 17,227 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $35.00, for a total transaction of $602,945.00. Following the transaction, the executive owned 188,571 shares in the company, valued at approximately $6,599,985. The trade was a 8.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.96% of the stock is currently owned by insiders.

Teradata Price Performance

TDC stock opened at $28.80 on Friday. The stock has a 50-day moving average price of $30.44 and a two-hundred day moving average price of $29.99. Teradata Corporation has a 1 year low of $20.25 and a 1 year high of $41.78. The stock has a market cap of $2.68 billion, a PE ratio of 6.06, a price-to-earnings-growth ratio of 2.13 and a beta of 0.60. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.08.

Teradata (NYSE:TDC) last issued its quarterly earnings results on Tuesday, August 4th. The technology company reported $0.69 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.13. The company had revenue of $410.00 million for the quarter, compared to analyst estimates of $396.13 million. Teradata had a return on equity of 47.25% and a net margin of 27.08%.The company’s quarterly revenue was up .5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.47 earnings per share. Teradata has set its Q3 2026 guidance at 0.550-0.590 EPS and its FY 2026 guidance at 2.650-2.730 EPS. Equities analysts forecast that Teradata Corporation will post 1.79 EPS for the current fiscal year.

Teradata Profile

Teradata Corporation is a global provider of enterprise analytics and data management solutions designed to help organizations unlock value from their data assets. The company offers both cloud-based and on-premises platforms that support data warehousing, big data analytics, and machine learning. Through its flagship analytics ecosystem, Teradata enables businesses to integrate, analyze, and manage large volumes of structured and unstructured data at scale.

Central to Teradata’s product suite is the Teradata Vantage analytics platform, which unifies diverse data types across multiple environments—including public and private clouds—into a single, coherent architecture.