Renaissance Technologies LLC Boosts Stock Position in Teradata Corporation $TDC

Renaissance Technologies LLC boosted its stake in shares of Teradata Corporation (NYSE:TDC) by 183.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 234,200 shares of the technology company’s stock after acquiring an additional 151,568 shares during the quarter. Renaissance Technologies LLC’s holdings in Teradata were worth $6,003,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Sound Income Strategies LLC increased its holdings in shares of Teradata by 1,162.8% in the fourth quarter. Sound Income Strategies LLC now owns 985 shares of the technology company’s stock valued at $29,000 after purchasing an additional 907 shares during the period. SJS Investment Consulting Inc. lifted its holdings in shares of Teradata by 25,800.0% during the first quarter. SJS Investment Consulting Inc. now owns 1,813 shares of the technology company’s stock worth $46,000 after purchasing an additional 1,806 shares during the period. Parallel Advisors LLC lifted its holdings in shares of Teradata by 197.5% during the fourth quarter. Parallel Advisors LLC now owns 1,529 shares of the technology company’s stock worth $47,000 after purchasing an additional 1,015 shares during the period. Steward Partners Investment Advisory LLC grew its position in Teradata by 52.8% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,883 shares of the technology company’s stock valued at $57,000 after buying an additional 651 shares during the last quarter. Finally, Rockefeller Capital Management L.P. increased its stake in Teradata by 129.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,090 shares of the technology company’s stock valued at $64,000 after buying an additional 1,178 shares during the period. 90.31% of the stock is currently owned by hedge funds and other institutional investors.

Teradata News Summary

Here are the key news stories impacting Teradata this week:

• Positive Sentiment: Q2 results exceeded expectations: Teradata reported adjusted EPS of $0.69, above the roughly $0.55–$0.56 consensus, while revenue reached $410 million versus expectations near $396 million. EPS increased from $0.47 a year earlier. Teradata Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability and cash flow improved: Recurring revenue rose 3% to $363 million, non-GAAP operating margin expanded to 21.5%, operating cash flow increased 147% to $106 million, and adjusted free cash flow climbed 226% to $127 million. Management raised full-year EPS guidance to $2.65–$2.73, above the $2.47 consensus, and also increased its cash-flow outlook. Teradata Q2 Earnings Surpass Estimates, Revenues Increase Year Over Year
• Positive Sentiment: AI strategy provided a growth catalyst: Teradata highlighted the launch of its Teradata Data Analyst Agent and continued cloud ARR and recurring-revenue growth, supporting the company’s longer-term AI and cloud positioning. TDC Q2 Earnings Call Highlights AI Platform and Margin Gains
• Neutral Sentiment: Analyst price targets remain mixed. Barclays lowered its target from $28 to $27 and maintained an “underweight” rating, while the broader group’s reported average target was approximately $35.56. Teradata Analyst Price Target Update
• Negative Sentiment: Near-term revenue guidance disappointed: Teradata forecast third-quarter revenue of $391.0–$399.4 million, below the $403 million consensus, with recurring revenue expected to decline 4% to 2% year over year. The EPS range of $0.55–$0.59 was also slightly below consensus at its midpoint. Full-year revenue guidance remained down 2% to flat, while consulting revenue fell 24% in Q2. Why Is Teradata Stock Falling on Wednesday?

Insider Transactions at Teradata

In other Teradata news, CRO Richard J. Petley sold 17,227 shares of the 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 of the company’s stock, valued at $6,599,985. This represents a 8.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Timothy C. K. Chou sold 5,657 shares of the firm’s stock in a transaction 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 owned 39,210 shares in the company, valued at $1,322,161.20. This trade represents a 12.61% decrease in their position. 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. Insiders sold a total of 42,884 shares of company stock worth $1,427,899 over the last ninety days. 0.96% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on TDC. Royal Bank Of Canada restated a “sector perform” rating and set a $34.00 price objective on shares of Teradata in a research report on Thursday, July 16th. Citizens Jmp reiterated a “market outperform” rating and set a $49.00 price target on shares of Teradata in a research note on Wednesday, June 10th. UBS Group raised their price objective on shares of Teradata from $34.00 to $36.00 and gave the company a “neutral” rating in a research report on Wednesday. Wall Street Zen raised Teradata from a “buy” rating to a “strong-buy” rating in a report on Sunday, July 26th. Finally, Barclays dropped their target price on Teradata from $28.00 to $27.00 and set an “underweight” rating on the stock in a research report on Wednesday. Four equities 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. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $35.67.

Teradata Stock Down 24.0%

Shares of NYSE TDC opened at $26.12 on Thursday. Teradata Corporation has a 12-month low of $19.96 and a 12-month high of $41.78. The company has a market capitalization of $2.46 billion, a PE ratio of 5.50, a price-to-earnings-growth ratio of 2.53 and a beta of 0.60. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.30 and a quick ratio of 1.29. The firm’s 50-day moving average is $32.41 and its two-hundred day moving average is $30.13.

Teradata (NYSE:TDC) last posted its quarterly earnings data on Tuesday, August 4th. The technology company reported $0.69 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.13. The firm had revenue of $410.00 million during the quarter, compared to analysts’ expectations of $396.13 million. Teradata had a return on equity of 56.32% and a net margin of 27.08%.The firm’s quarterly 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. Equities analysts anticipate that Teradata Corporation will post 1.78 EPS for the current fiscal year.

Teradata Company 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.