Swiss National Bank Sells 82,200 Shares of The Trade Desk $TTD

Swiss National Bank lowered its stake in shares of The Trade Desk (NASDAQ:TTD) by 6.0% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,287,400 shares of the technology company’s stock after selling 82,200 shares during the period. Swiss National Bank owned approximately 0.26% of Trade Desk worth $63,095,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in TTD. Inceptionr LLC increased its stake in Trade Desk by 151.9% during the third quarter. Inceptionr LLC now owns 8,663 shares of the technology company’s stock valued at $425,000 after acquiring an additional 5,224 shares during the period. Gerber Kawasaki Wealth & Investment Management grew its holdings in shares of Trade Desk by 23.2% during the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 5,692 shares of the technology company’s stock worth $279,000 after purchasing an additional 1,073 shares in the last quarter. Rathbones Group PLC grew its holdings in shares of Trade Desk by 65.9% during the 3rd quarter. Rathbones Group PLC now owns 37,879 shares of the technology company’s stock worth $1,856,000 after purchasing an additional 15,045 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. increased its position in shares of Trade Desk by 35.0% during the third quarter. Meiji Yasuda Asset Management Co Ltd. now owns 4,226 shares of the technology company’s stock valued at $207,000 after purchasing an additional 1,095 shares during the period. Finally, Blair William & Co. IL increased its position in shares of Trade Desk by 48.3% during the third quarter. Blair William & Co. IL now owns 48,254 shares of the technology company’s stock valued at $2,365,000 after purchasing an additional 15,720 shares during the period. Institutional investors own 67.77% of the company’s stock.

Insider Transactions at Trade Desk

In related news, Director Kathryn E. Falberg sold 102,828 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $30.45, for a total transaction of $3,131,112.60. Following the transaction, the director owned 1,946 shares in the company, valued at $59,255.70. This represents a 98.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 10.00% of the stock is currently owned by company insiders.

Trade Desk News Summary

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

• Positive Sentiment: Possible OpenAI partnership and related investor excitement are driving hopes for new AI-driven demand and higher-ad monetization, a catalyst that could materially re-rate TTD if confirmed. This optimism has buoyed trading interest and short-term upside potential. Trade Desk Pops on Possible OpenAI Deal—Game Changer or Headfake?
• Neutral Sentiment: Board change: director Gokul Rajaram resigned, spotlighting governance and strategic alignment as The Trade Desk pivots more visibly into AI partnerships; the exit is notable but not clearly constructive or destructive on its own. Investors will watch subsequent board moves and insider activity for clarity. Trade Desk Board Shakeup Highlights AI Push And Valuation Questions
• Neutral Sentiment: Analyst/market commentary is mixed: several bullish pieces highlight re-rating potential if AI catalysts materialize, but such coverage can be optimistic and is not a guarantee of sustained upside. These narratives keep volatility elevated. 1 of Wall Street’s Favorite Stock Worth Your Attention and 2 We Ignore
• Negative Sentiment: Wedbush downgraded TTD following the OpenAI announcement, signaling that some analysts see execution and margin risks or believe the stock’s valuation already prices in much of the upside; downgrades can pressure shares by reducing institutional demand. Wedbush Downgrades The Trade Desk, Inc. (TTD) Amid OpenAI Deal Announcement

Analyst Ratings Changes

TTD has been the subject of several research reports. Evercore reaffirmed an “outperform” rating on shares of Trade Desk in a research report on Monday, February 23rd. Wedbush reissued an “underperform” rating and issued a $23.00 price target on shares of Trade Desk in a report on Friday, March 6th. Morgan Stanley dropped their price objective on shares of Trade Desk from $42.00 to $30.00 and set an “equal weight” rating for the company in a research note on Thursday, February 26th. Weiss Ratings lowered shares of Trade Desk from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, January 27th. Finally, Cfra reissued a “hold” rating and issued a $40.00 target price on shares of Trade Desk in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, fifteen have assigned a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat, Trade Desk presently has an average rating of “Hold” and an average target price of $43.45.

Trade Desk Price Performance

TTD stock opened at $27.28 on Thursday. The business has a fifty day moving average price of $30.54 and a 200 day moving average price of $40.37. The Trade Desk has a fifty-two week low of $21.08 and a fifty-two week high of $91.45. The stock has a market capitalization of $13.19 billion, a price-to-earnings ratio of 30.31, a P/E/G ratio of 1.09 and a beta of 1.13.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 EPS for the quarter, hitting 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 firm earned $0.59 earnings per share. The business’s revenue was up 14.3% on a year-over-year basis. On average, equities analysts expect that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk declared that its Board of Directors has authorized a share buyback program on Wednesday, February 25th that authorizes the company to repurchase $350.00 million in shares. This repurchase authorization authorizes the technology company to repurchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is 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.