Take-Two Interactive management check
TTWO · Communication Services · Interactive Home Entertainment · CEO Strauss Zelnick
Filings as of
2 good · 4 to watch · 1 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2022 grew to $112, against $137 for the peer group the company picked itself.
- Watch
Does pay follow performance?
Pay only loosely tracked returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.32 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
Paid in a loss-making year$403k of reported pay in fiscal 2026, a year the company lost $298.2m.
- Watch
Do they own the stock?
CEO stake ≈ 121 years of payThe CEO holds 190,388 shares, directly or through trusts (unvested awards not counted): about 121 years of pay. 10 insiders sold $148.5m in the last six months and none bought. 44 of 71 sales ran on pre-arranged 10b5-1 plans.
- Watch
Are owners being diluted?
Stock pay 4.6% of revenueStock-based pay was 4.6% of revenue in the latest year.
- Good
Is leadership stable?
2 leadership filings in 3 yearsCEO in the pay table: Strauss Zelnick. 2 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Communication Services.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 27 | 27 | |
| Pay for performance | 66 | 76 | |
| CEO cost | 0 | 72 | |
| Skin in the game | 80 | 75 | |
| Dilution | 69 | 65 | |
| Stable leadership | 100 | 93 | |
| Clean books | 100 | 100 |
Closest peers
Nearest in rank in Communication Services, by management score. Take-Two Interactive is 8th of 18 in its sector.
- 229TAT&T66
- 272TTWOTake-Two Interactive63
- 282TMUST-Mobile US63
- 318NFLXNetflix60
- 320CHTRCharter Communications60
- 344METAMeta Platforms59
Pay versus performance
From the proxy statement filed July 27, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2026 | Strauss Zelnick | $403k | $403k | $6.4m | $112 | $137 | −$298.2m |
| 2025 | — | $106k | $106k | $6.4m | $117 | $129 | −$4.5bn |
| 2024 | — | $274k | $274k | $5.8m | $84 | $121 | −$3.7bn |
| 2023 | — | $115k | $115k | $6.5m | $68 | $97 | −$1.1bn |
| 2022 | — | $143k | $143k | $3.3m | $87 | $107 | $418.0m |
The board says pay is tied most to Adjusted EBITDA. Its other key measures: Relative TSR, Recurrent Consumer Spending.
Insiders and the CEO's stake
Strauss Zelnick (Chairman, CEO) held 190,388 shares directly after their latest Form 4 on Aug 10, 2026, roughly $48.6m at that filing's price.
10 insiders sold $148.5m in the last six months and none bought. 44 of 71 sales ran on pre-arranged 10b5-1 plans.
- SoldStrauss ZelnickChairman, CEO$73.2mAug 10, 2026
- SoldKarl SlatoffPresident · 10b5-1 plan$56.2mJun 3, 2026
- SoldDaniel P EmersonChief Legal Officer · 10b5-1 plan$8.9mSep 3, 2026
- SoldLainie GoldsteinChief Financial Officer · 10b5-1 plan$7.1mSep 2, 2026
Leadership and governance on file
- Sep 19, 2025Leadership change8-K 5.02
- Sep 5, 2025Leadership change8-K 5.02
- Sep 21, 2023Leadership change8-K 5.02
- May 26, 2022Leadership change8-K 5.02
- May 19, 2022Leadership change8-K 5.02
- May 18, 2022Leadership change8-K 5.02
Latest shareholder vote results: Sep 22, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $200.0m returned to owners in buybacks and dividends, and $1.5bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $3.5bn | $5.3bn | $5.3bn | $5.6bn | $6.7bn |
| Net income | $418.0m | −$1.1bn | −$3.7bn | −$4.5bn | −$298.2m |
| Stock-based pay | $183.0m | $317.8m | $335.6m | $324.0m | $305.3m |
| Buybacks | $200.0m | $0 | $0 | — | — |
| Dividends | — | — | — | — | — |
| Diluted shares | 117m | 160m | 170m | — | — |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.