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

Leibman Financial Services Inc. increased its stake in shares of The Trade Desk (NASDAQ:TTD) by 51.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 69,523 shares of the technology company’s stock after buying an additional 23,548 shares during the period. Trade Desk comprises 1.9% of Leibman Financial Services Inc.’s portfolio, making the stock its 21st largest holding. Leibman Financial Services Inc.’s holdings in Trade Desk were worth $2,639,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Activity

In other news, Director Kathryn E. Falberg sold 50,000 shares of the company’s stock in a transaction 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 sale was disclosed in a filing with the SEC, which is available through this link. 10.00% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on TTD. BMO Capital Markets reduced their price objective on Trade Desk from $98.00 to $55.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. 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. Stifel Nicolaus set a $26.00 price target on Trade Desk and gave the company a “hold” rating in a research report on Tuesday. Jefferies Financial Group restated a “hold” rating on shares of Trade Desk in a research report on Tuesday. Finally, Scotiabank reaffirmed a “sector perform” rating and set a $32.00 price target (down from $60.00) on shares of Trade Desk in a research note on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $41.94.

Trade Desk News Roundup

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 Price Performance

Shares of Trade Desk stock opened at $23.51 on Friday. The Trade Desk has a 1 year low of $21.08 and a 1 year high of $91.45. The business has a 50 day moving average price of $28.98 and a 200 day moving average price of $39.29. The company 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.

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

Trade Desk declared that its board has initiated a share buyback plan on Wednesday, February 25th that permits the company to repurchase $350.00 million in outstanding shares. This repurchase authorization permits the technology company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management 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.