The Trade Desk $TTD Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of The Trade Desk (NASDAQ:TTD) by 110.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 925,623 shares of the technology company’s stock after buying an additional 485,701 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.19% of Trade Desk worth $45,365,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in TTD. Family Legacy Financial Solutions LLC boosted its position in Trade Desk by 163.2% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock worth $25,000 after acquiring an additional 310 shares during the period. Versant Capital Management Inc raised its stake in shares of Trade Desk by 175.8% during the third quarter. Versant Capital Management Inc now owns 524 shares of the technology company’s stock valued at $26,000 after purchasing an additional 334 shares in the last quarter. Root Financial Partners LLC acquired a new stake in Trade Desk in the third quarter worth about $26,000. Twin Peaks Wealth Advisors LLC bought a new position in Trade Desk in the 2nd quarter valued at about $28,000. Finally, Transce3nd LLC acquired a new position in Trade Desk during the 2nd quarter valued at about $28,000. 67.77% of the stock is owned by institutional investors.

Key Stories Impacting Trade Desk

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

• Positive Sentiment: Board authorized a $350 million share repurchase (about 2.9% of shares), signaling management thinks the stock is undervalued. MarketBeat Buyback Report
• Positive Sentiment: Q4 beat: revenue of ~$847M and EPS in line with consensus; core ad businesses (CTV/video) remain large and audio is cited as an emerging growth driver. Proactive Investors Q4 Coverage
• Positive Sentiment: Product roadmap/Kokai platform rollout noted as a potential catalyst that could restore growth and justify valuation after the pullback. Yahoo Valuation/Kokai Article
• Neutral Sentiment: Unusually large options volume — indicates elevated trading/speculation and hedging activity around the stock but not directional confirmation. American Banking News Options Note
• Negative Sentiment: Softer Q1 guidance: management guided Q1 revenue growth below Street expectations (roughly +10% vs. ~12% consensus) and flagged a ~500bps year‑over‑year margin headwind, which spooked investors. Yahoo: Jefferies Reaction & Guidance Note
• Negative Sentiment: Profitability outlook hit: management’s adjusted EBITDA guidance implies a material near‑term cut (one article notes adjusted EBITDA could be halved), increasing short‑term earnings uncertainty. Fool: EBITDA/Guidance Coverage
• Negative Sentiment: Broad analyst repricing: multiple firms cut price targets and ratings after the guidance (examples include Jefferies, Loop, New Street and others), reflecting increased skepticism about near‑term growth and competitive pressure. TipRanks: Analyst Reactions
• Negative Sentiment: Market share and secular worries: coverage highlights slowing growth, competition (notably Amazon), and investor reassessment of the “independent objective ad‑tech” thesis, pressuring multiples. Fool: Competitive/Thesis Coverage

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Citigroup decreased their price objective on shares of Trade Desk from $50.00 to $38.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. BNP Paribas Exane initiated coverage on Trade Desk in a research note on Wednesday, January 14th. They set a “neutral” rating and a $40.00 price target for the company. New Street Research downgraded Trade Desk from a “neutral” rating to a “sell” rating and set a $17.00 price objective on the stock. in a research note on Thursday. Moffett Nathanson reaffirmed a “neutral” rating and set a $32.00 target price on shares of Trade Desk in a research note on Thursday. Finally, Evercore reaffirmed an “outperform” rating on shares of Trade Desk in a report on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, sixteen have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, Trade Desk presently has a consensus rating of “Hold” and a consensus target price of $44.70.

Trade Desk Trading Down 0.5%

Shares of TTD opened at $23.82 on Friday. The business’s 50-day moving average price is $32.27 and its 200 day moving average price is $41.81. The stock has a market capitalization of $11.52 billion, a P/E ratio of 26.47, a P/E/G ratio of 0.93 and a beta of 1.10. The Trade Desk has a 1-year low of $21.08 and a 1-year high of $91.45.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 EPS for the quarter, meeting analysts’ consensus estimates of $0.59. The company had revenue of $846.79 million during the quarter, compared to analyst estimates of $840.56 million. Trade Desk had a net margin of 15.31% and a return on equity of 16.60%. The business’s quarterly revenue was up 14.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.59 earnings per share. On average, research analysts predict that The Trade Desk will post 1.06 earnings per share for the current year.

Trade Desk announced that its board has initiated a share buyback plan on Thursday, November 6th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the technology company to buy up to 2.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Trade Desk Company 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.