The Trade Desk $TTD Stake Increased by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd boosted its stake in The Trade Desk (NASDAQ:TTD) by 690.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 60,834 shares of the technology company’s stock after buying an additional 53,134 shares during the period. UniSuper Management Pty Ltd’s holdings in Trade Desk were worth $2,981,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. iA Global Asset Management Inc. increased its position in shares of Trade Desk by 4.0% in the 3rd quarter. iA Global Asset Management Inc. now owns 51,596 shares of the technology company’s stock worth $2,529,000 after purchasing an additional 1,970 shares during the last quarter. Triad Wealth Partners LLC bought a new position in shares of Trade Desk during the third quarter worth about $239,000. Rakuten Investment Management Inc. acquired a new position in Trade Desk in the third quarter worth about $2,776,000. Cornerstone Wealth Group LLC increased its holdings in Trade Desk by 5.8% in the third quarter. Cornerstone Wealth Group LLC now owns 4,714 shares of the technology company’s stock valued at $231,000 after buying an additional 257 shares during the last quarter. Finally, Chicago Partners Investment Group LLC increased its holdings in Trade Desk by 47.5% in the third quarter. Chicago Partners Investment Group LLC now owns 13,695 shares of the technology company’s stock valued at $708,000 after buying an additional 4,409 shares during the last quarter. 67.77% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Evercore ISI decreased their target price on Trade Desk from $80.00 to $70.00 and set an “outperform” rating for the company in a research report on Friday, November 7th. DA Davidson reduced their price objective on Trade Desk from $80.00 to $54.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. UBS Group reissued a “buy” rating and set a $50.00 target price (down from $82.00) on shares of Trade Desk in a report on Tuesday, January 20th. Morgan Stanley reduced their price target on shares of Trade Desk from $50.00 to $42.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 13th. Finally, Rosenblatt Securities lowered their price objective on shares of Trade Desk from $78.00 to $64.00 and set a “buy” rating for the company in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $67.00.

Key Headlines Impacting Trade Desk

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

• Positive Sentiment: Tahnil Davis, a nearly 11‑year company finance veteran and the current Chief Accounting Officer, was named interim CFO — this promotes continuity in finance operations while the company searches for a permanent successor. The Trade Desk Announces Tahnil Davis as Interim Chief Financial Officer
• Neutral Sentiment: The Trade Desk updated fourth-quarter 2025 guidance, flagging revenue roughly in line with street consensus (around $840M) while EPS guidance details were not provided in the update — that near‑par revenue view reduces upside surprise potential but isn’t a large miss.
• Negative Sentiment: Investors punished the stock amid the CFO transition and leadership uncertainty; coverage notes the stock is down and trading with heavy volume. The Trade Desk (TTD) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Analysts and media highlight elevated C‑suite turnover — this is the company’s second CFO transition in less than six months, raising governance/continuity concerns that likely magnified the selloff. The Trade Desk Announces Its Second CFO Transition in Less Than 6 Months. Is This a Red Flag?
• Negative Sentiment: Multiple market outlets tie the drop to the management shake‑up and note steep intraday declines; the headlines and momentum selling are likely driving short‑term downside pressure. Trade Desk appoints Tahnil Davis as interim CFO, shares fall 4.8%

Trade Desk Stock Performance

Trade Desk stock opened at $33.81 on Tuesday. The company has a 50-day simple moving average of $37.91 and a 200-day simple moving average of $50.51. The firm has a market capitalization of $16.35 billion, a P/E ratio of 38.86, a P/E/G ratio of 1.43 and a beta of 1.11. The Trade Desk has a one year low of $33.43 and a one year high of $125.80.

Trade Desk (NASDAQ:TTD) last posted its earnings results on Thursday, November 6th. The technology company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.44 by $0.01. The firm had revenue of $739.43 million during the quarter, compared to analysts’ expectations of $719.11 million. Trade Desk had a net margin of 15.72% and a return on equity of 16.00%. Trade Desk’s quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.41 EPS. As a group, sell-side analysts forecast that The Trade Desk will post 1.06 earnings per share for the current year.

Trade Desk declared that its Board of Directors has initiated a share buyback program on Thursday, November 6th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the technology company to buy up to 2.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board 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.