Janus Henderson Group PLC Acquires 38,860 Shares of Teradata Corporation $TDC

Janus Henderson Group PLC grew its holdings in Teradata Corporation (NYSE:TDC) by 9.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 461,126 shares of the technology company’s stock after purchasing an additional 38,860 shares during the quarter. Janus Henderson Group PLC’s holdings in Teradata were worth $11,818,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of TDC. AQR Capital Management LLC raised its stake in shares of Teradata by 175.3% during the second quarter. AQR Capital Management LLC now owns 3,913,277 shares of the technology company’s stock worth $86,914,000 after buying an additional 2,491,938 shares during the last quarter. Fuller & Thaler Asset Management Inc. bought a new position in Teradata in the fourth quarter valued at approximately $67,125,000. Defiance ETFs LLC acquired a new stake in Teradata during the 4th quarter worth $38,968,000. Quantinno Capital Management LP grew its holdings in Teradata by 1,158.9% during the 1st quarter. Quantinno Capital Management LP now owns 1,294,502 shares of the technology company’s stock worth $33,178,000 after acquiring an additional 1,191,677 shares during the period. Finally, Morgan Stanley raised its position in shares of Teradata by 56.3% during the 4th quarter. Morgan Stanley now owns 3,151,388 shares of the technology company’s stock valued at $95,928,000 after acquiring an additional 1,134,722 shares during the last quarter. Institutional investors and hedge funds own 90.31% of the company’s stock.

Analyst Upgrades and Downgrades

TDC has been the topic of a number of analyst reports. Zacks Research downgraded Teradata from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, May 20th. Citizens Jmp reaffirmed a “market outperform” rating and set a $49.00 price objective on shares of Teradata in a research note on Wednesday, June 10th. Citigroup reiterated a “buy” rating on shares of Teradata in a report on Wednesday, July 29th. Weiss Ratings reissued a “hold (c)” rating on shares of Teradata in a research note on Wednesday, June 24th. Finally, Barclays cut their target price on Teradata from $29.00 to $28.00 and set an “underweight” rating on the stock in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $35.56.

Insiders Place Their Bets

In other news, CEO Stephen Mcmillan sold 20,000 shares of Teradata stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $31.71, for a total transaction of $634,200.00. Following the transaction, the chief executive officer owned 762,446 shares in the company, valued at $24,177,162.66. The trade was a 2.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Timothy C. K. Chou sold 5,657 shares of the stock in a transaction that occurred on 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 directly 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 77,201 shares of company stock worth $2,486,235 over the last ninety days. 0.96% of the stock is currently owned by corporate insiders.

Teradata Price Performance

Shares of TDC stock opened at $34.48 on Wednesday. The company has a quick ratio of 1.29, a current ratio of 1.30 and a debt-to-equity ratio of 0.85. Teradata Corporation has a 12-month low of $19.96 and a 12-month high of $41.78. The firm has a fifty day moving average of $32.53 and a 200-day moving average of $30.16. The firm has a market capitalization of $3.24 billion, a price-to-earnings ratio of 7.91, a price-to-earnings-growth ratio of 2.36 and a beta of 0.60.

Teradata (NYSE:TDC) last issued its quarterly earnings data on Tuesday, August 4th. The technology company reported $0.69 EPS for the quarter, topping the consensus estimate of $0.56 by $0.13. The business had revenue of $410.00 million for the quarter, compared to the consensus estimate of $396.13 million. Teradata had a return on equity of 57.44% and a net margin of 24.93%.The firm’s revenue was up .5% compared to the same quarter last year. During the same quarter last year, the business posted $0.47 EPS. Teradata has set its Q3 2026 guidance at 0.550-0.590 EPS and its FY 2026 guidance at 2.650-2.730 EPS. On average, equities research analysts forecast that Teradata Corporation will post 1.78 earnings per share for the current year.

Key Teradata News

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Strong Q2 earnings and cash flow: Teradata reported adjusted EPS of $0.69, above the roughly $0.55–$0.56 consensus and up from $0.47 a year earlier. Revenue of $410 million also exceeded expectations of approximately $396 million. Recurring revenue rose 3% to $363 million, while operating margins and adjusted free cash flow improved substantially. Teradata Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Higher full-year profit outlook: Teradata raised its fiscal 2026 EPS guidance to $2.65–$2.73, above the consensus estimate of $2.47, and increased its adjusted free-cash-flow outlook. These upgrades indicate continued cost control and profitability gains despite limited revenue growth.
• Positive Sentiment: AI product expansion: The company made its Teradata Data Analyst Agent available through the AWS Marketplace, potentially improving adoption by allowing customers to deploy conversational analytics within existing AWS environments. Teradata Brings Enterprise-Grade Data Analyst Agent to AWS Marketplace
• Neutral Sentiment: Board appointment: Teradata added veteran technology executive Bernd Leukert to its board, a potentially positive governance and strategic development but not an immediate earnings catalyst. Teradata Appoints Bernd Leukert to Board of Directors
• Negative Sentiment: Weak Q3 revenue guidance: Management expects third-quarter revenue of $391.0–$399.4 million, below the $403 million consensus, with recurring revenue projected to decline 2%–4% year over year. Full-year revenue guidance remains down 2% to flat, while consulting revenue fell 24% in Q2. This topline weakness is likely driving the stock’s decline despite the earnings beat.
• Negative Sentiment: Insider selling: Recent filings show multiple insiders, including CEO Stephen McMillan, selling shares without reported open-market purchases over the past six months, which may add to investor caution.

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.