PFA Pension Forsikringsaktieselskab Makes New Investment in The Trade Desk $TTD

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in The Trade Desk, buying 342,137 shares valued at about $13.04 million, representing roughly 0.07% of the company at quarter end.
• Trade Desk posted Q results with revenue of $846.79 million (up 14.3% year‑over‑year) and EPS of $0.59, and its Board authorized a $350 million share buyback (up to 2.9% of outstanding shares).
• Analyst sentiment is mixed — MarketBeat shows a consensus rating of "Hold" with an average target of $41.38 — while the stock trades near $24.23 (one‑year range $19.74–$91.45) and institutional ownership is about 67.8%; insider Kathryn E. Falberg sold 50,000 shares.

PFA Pension Forsikringsaktieselskab acquired a new position in The Trade Desk (NASDAQ:TTD - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 342,137 shares of the technology company's stock, valued at approximately $13,042,000. PFA Pension Forsikringsaktieselskab owned approximately 0.07% of Trade Desk at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Trade Desk by 62.3% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 173,743 shares of the technology company's stock worth $8,515,000 after acquiring an additional 66,672 shares in the last quarter. Jacobson & Schmitt Advisors LLC increased its stake in shares of Trade Desk by 19.6% in the 3rd quarter. Jacobson & Schmitt Advisors LLC now owns 289,574 shares of the technology company's stock worth $14,192,000 after acquiring an additional 47,539 shares in the last quarter. State of Michigan Retirement System bought a new position in shares of Trade Desk in the 3rd quarter worth about $5,906,000. Ashton Thomas Private Wealth LLC increased its stake in shares of Trade Desk by 272.9% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 68,607 shares of the technology company's stock worth $2,604,000 after acquiring an additional 50,209 shares in the last quarter. Finally, Amalgamated Bank increased its stake in shares of Trade Desk by 190.1% in the 3rd quarter. Amalgamated Bank now owns 97,918 shares of the technology company's stock worth $4,799,000 after acquiring an additional 64,159 shares in the last quarter. 67.77% of the stock is currently owned by institutional investors.

Trade Desk Stock Performance

Shares of TTD stock opened at $24.23 on Monday. The Trade Desk has a one year low of $19.74 and a one year high of $91.45. The company's 50-day moving average is $23.78 and its 200 day moving average is $33.42. The company has a market capitalization of $11.53 billion, a price-to-earnings ratio of 26.92, a price-to-earnings-growth ratio of 0.97 and a beta of 1.10.

Trade Desk (NASDAQ:TTD - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.59 EPS for the quarter, meeting the consensus estimate of $0.59. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. The company had revenue of $846.79 million for the quarter, compared to the consensus estimate of $840.56 million. During the same period in the prior year, the firm posted $0.59 EPS. Trade Desk's revenue for the quarter was up 14.3% on a year-over-year basis. As a group, research analysts predict that The Trade Desk will post 1.27 earnings per share for the current fiscal year.

Trade Desk announced that its Board of Directors has initiated a share repurchase plan on Wednesday, February 25th that authorizes the company to buyback $350.00 million in outstanding shares. This buyback authorization authorizes the technology company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's leadership believes its stock is undervalued.

Analysts Set New Price Targets

TTD has been the subject of several research reports. Benchmark reiterated a "buy" rating and issued a $40.00 price target (down from $65.00) on shares of Trade Desk in a research note on Monday, February 23rd. DA Davidson set a $32.00 price target on shares of Trade Desk in a research note on Thursday, March 5th. Needham & Company LLC decreased their price target on shares of Trade Desk from $60.00 to $32.00 and set a "buy" rating for the company in a research note on Thursday, February 26th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $35.00 price target on shares of Trade Desk in a research note on Tuesday, April 28th. Finally, Guggenheim reiterated a "buy" rating and issued a $50.00 price target (down from $55.00) on shares of Trade Desk in a research note on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eighteen have assigned a Hold rating and four have issued a Sell rating to the company's stock. According to MarketBeat.com, Trade Desk currently has a consensus rating of "Hold" and an average target price of $41.38.

Insider Buying and Selling

In related news, Director Kathryn E. Falberg sold 50,000 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $30.48, for a total transaction of $1,524,000.00. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 11.41% of the company's stock.

About Trade Desk

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.

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