The Trade Desk $TTD Shares Acquired by Vanguard Group Inc.

Key Points

• Vanguard Group raised its stake in The Trade Desk by 0.7% in Q2 to 44,554,852 shares, representing about 9.07% ownership valued at roughly $3.21 billion.
• The Trade Desk modestly beat expectations for the quarter, reporting $0.45 EPS versus $0.44 expected and revenue of $739.4 million, up 17.7% year‑over‑year.
• The Board approved a $500 million share buyback (about 2.1% of shares outstanding), signaling management believes the stock may be undervalued.

Vanguard Group Inc. lifted its stake in The Trade Desk (NASDAQ:TTD - Free Report) by 0.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 44,554,852 shares of the technology company's stock after buying an additional 317,107 shares during the quarter. Vanguard Group Inc. owned approximately 9.07% of Trade Desk worth $3,207,504,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Sound Income Strategies LLC lifted its holdings in Trade Desk by 317.6% in the second quarter. Sound Income Strategies LLC now owns 355 shares of the technology company's stock valued at $26,000 after acquiring an additional 270 shares during the period. West Oak Capital LLC increased its holdings in shares of Trade Desk by 466.7% during the 2nd quarter. West Oak Capital LLC now owns 425 shares of the technology company's stock valued at $31,000 after purchasing an additional 350 shares in the last quarter. Banque Cantonale Vaudoise purchased a new position in shares of Trade Desk during the 1st quarter valued at approximately $26,000. HighMark Wealth Management LLC lifted its stake in shares of Trade Desk by 46.2% in the 2nd quarter. HighMark Wealth Management LLC now owns 478 shares of the technology company's stock valued at $34,000 after purchasing an additional 151 shares during the period. Finally, Vermillion Wealth Management Inc. boosted its holdings in Trade Desk by 400.0% during the second quarter. Vermillion Wealth Management Inc. now owns 500 shares of the technology company's stock worth $36,000 after buying an additional 400 shares in the last quarter. 67.77% of the stock is owned by institutional investors and hedge funds.

Trade Desk Trading Down 4.6%

Shares of NASDAQ TTD opened at $38.35 on Friday. The stock has a market cap of $18.55 billion, a PE ratio of 44.08, a P/E/G ratio of 1.99 and a beta of 1.43. The Trade Desk has a 12-month low of $38.28 and a 12-month high of $141.53. The company has a 50-day moving average of $48.06 and a 200 day moving average of $61.93.

Trade Desk (NASDAQ:TTD - Get Free Report) last issued its earnings results on Thursday, November 6th. The technology company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.01. Trade Desk had a return on equity of 16.00% and a net margin of 15.72%.The business had revenue of $739.43 million for the quarter, compared to analysts' expectations of $719.11 million. During the same period in the previous year, the firm posted $0.41 EPS. The business's revenue for the quarter was up 17.7% compared to the same quarter last year. Trade Desk has set its Q4 2025 guidance at EPS. On average, sell-side analysts forecast that The Trade Desk will post 1.06 EPS for the current fiscal year.

Trade Desk announced that its Board of Directors has initiated a share buyback plan on Thursday, November 6th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the technology company to buy up to 2.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's management believes its stock is undervalued.

Insider Transactions at Trade Desk

In other Trade Desk news, Director Andrea Lee Cunningham sold 1,403 shares of the firm's stock in a transaction on Wednesday, September 10th. The stock was sold at an average price of $48.20, for a total value of $67,624.60. Following the completion of the sale, the director directly owned 5,035 shares of the company's stock, valued at $242,687. This trade represents a 21.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 10.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TTD. Benchmark raised shares of Trade Desk from a "hold" rating to a "buy" rating and set a $65.00 price objective for the company in a report on Friday, November 7th. Hsbc Global Res lowered Trade Desk from a "strong-buy" rating to a "hold" rating in a research note on Monday, August 11th. Guggenheim set a $55.00 price target on Trade Desk and gave the stock a "buy" rating in a report on Monday, September 29th. BMO Capital Markets lowered their price target on Trade Desk from $115.00 to $98.00 and set an "outperform" rating on the stock in a research report on Friday, August 8th. Finally, Wedbush restated a "neutral" rating and issued a $50.00 price objective on shares of Trade Desk in a research report on Friday, November 7th. Twenty-one equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have issued a Sell rating to the company's stock. According to data from MarketBeat, Trade Desk has an average rating of "Hold" and a consensus price target of $78.33.

Trade Desk Profile

The Trade Desk, Inc operates as a technology company in the United States and internationally. The company offers a self-service cloud-based platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.

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