The Trade Desk $TTD Shares Acquired by Leibman Financial Services Inc.

Leibman Financial Services Inc. lifted its holdings in shares of The Trade Desk (NASDAQ:TTD) by 51.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 69,523 shares of the technology company’s stock after acquiring an additional 23,548 shares during the period. Trade Desk accounts for about 1.9% of Leibman Financial Services Inc.’s holdings, making the stock its 21st biggest position. Leibman Financial Services Inc.’s holdings in Trade Desk were worth $2,639,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Trade Desk by 3.8% during the 4th quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock worth $539,000 after purchasing an additional 169 shares during the period. Bison Wealth LLC grew its position in Trade Desk by 24.3% during the 4th quarter. Bison Wealth LLC now owns 2,480 shares of the technology company’s stock worth $291,000 after purchasing an additional 485 shares during the last quarter. Woodline Partners LP increased its stake in Trade Desk by 75.5% in the first quarter. Woodline Partners LP now owns 5,275 shares of the technology company’s stock valued at $289,000 after purchasing an additional 2,269 shares during the period. Foundations Investment Advisors LLC acquired a new position in Trade Desk in the second quarter valued at $270,000. Finally, Cetera Investment Advisers raised its holdings in shares of Trade Desk by 6.4% in the second quarter. Cetera Investment Advisers now owns 187,674 shares of the technology company’s stock valued at $13,511,000 after buying an additional 11,249 shares during the last quarter. 67.77% of the stock is owned by institutional investors and hedge funds.

Trade Desk Stock Down 0.2%

NASDAQ TTD opened at $23.51 on Friday. The stock has a market capitalization of $11.37 billion, a P/E ratio of 26.12, a P/E/G ratio of 0.93 and a beta of 1.13. The Trade Desk has a 52-week low of $21.08 and a 52-week high of $91.45. The firm has a 50-day moving average price of $28.98 and a 200 day moving average price of $39.29.

Trade Desk (NASDAQ:TTD) last announced its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.59. Trade Desk had a return on equity of 16.89% and a net margin of 15.31%.The company had revenue of $846.79 million for the quarter, compared to analyst estimates of $840.56 million. During the same quarter in the previous year, the company earned $0.59 EPS. The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. On average, equities research analysts expect that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its Board of Directors has approved a stock repurchase program on Wednesday, February 25th that authorizes the company to buyback $350.00 million in outstanding shares. This buyback authorization authorizes the technology company to purchase up to 2.9% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its shares are undervalued.

Insider Activity at Trade Desk

In related news, Director Kathryn E. Falberg sold 50,000 shares of Trade Desk stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $30.48, for a total value of $1,524,000.00. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 10.00% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently weighed in on TTD. BNP Paribas Exane assumed coverage on shares of Trade Desk in a research note on Wednesday, January 14th. They set a “neutral” rating and a $40.00 target price for the company. Stifel Nicolaus set a $26.00 price target on Trade Desk and gave the company a “hold” rating in a research report on Tuesday. Scotiabank reaffirmed a “sector perform” rating and set a $32.00 price objective (down from $60.00) on shares of Trade Desk in a research note on Thursday, February 26th. Guggenheim reiterated a “buy” rating and issued a $50.00 target price (down from $55.00) on shares of Trade Desk in a research note on Monday, January 5th. Finally, Wolfe Research reissued an “outperform” rating and issued a $45.00 target price (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eighteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $41.94.

More Trade Desk News

Here are the key news stories impacting Trade Desk this week:

• Positive Sentiment: CEO insider buying and management conviction (large Jeff Green share purchase) provide signal of management confidence; this has supported some investor interest despite the selloff. Trade Desk Down After Publicis Audit, Kokai Concerns And CEO Share Buying
• Positive Sentiment: TTD is doubling down on AI (Kokai) to sharpen ad performance and productivity — a potential medium‑term competitive edge if adoption scales. Why is The Trade Desk Betting Big on AI to Power Its Core Advantage?
• Positive Sentiment: Arete Research upgraded TTD recently, indicating some pockets of analyst optimism amid the turmoil. Arete Research Upgrade
• Neutral Sentiment: Recent quarterly results broadly met expectations (EPS in line, modest revenue beat and ~14% YoY revenue growth), which reduces surprise risk from fundamentals for now. Is It Time To Reassess Trade Desk After Share Price Slide
• Neutral Sentiment: Analyst commentary and industry primers outline the competitive landscape and TTD’s strategy, offering mixed views on adtech secular trends versus platform concentration at Google/Meta. Analysts Offer Insights on Communication Services Companies
• Negative Sentiment: Publicis audit and advisory: reports that Publicis warned clients against using TTD after an audit found issues (fees/billing/AI behavior) are the primary catalyst for the recent pullback and heightened client‑retention risk. Trade Desk Drops After Publicis Advised Clients Against Using Its Platform
• Negative Sentiment: Multiple analyst downgrades and lower price targets (Stifel, Jefferies, Rosenblatt reactions) have amplified selling and trimmed near‑term expectations. Downgrades Worsen TTD Year
• Negative Sentiment: Jefferies and others warn the Publicis fallout could jeopardize a meaningful portion of revenue (reports suggest ~10% near‑term exposure), raising growth risk assumptions. Jefferies Flags Growth Risks After Publicis Audit
• Negative Sentiment: Large investors trimming exposure (e.g., Baron Opportunity Fund sold its stake) adds to selling pressure from institutions. Baron Opportunity Fund Sold Stake

Trade Desk Profile

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider.