Focus Partners Advisor Solutions LLC Increases Stock Position in ADT Inc. $ADT

Focus Partners Advisor Solutions LLC raised its stake in shares of ADT Inc. (NYSE:ADT) by 201.5% in the third quarter, Holdings Channel.com reports. The fund owned 258,551 shares of the security and automation business’s stock after purchasing an additional 172,809 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in ADT were worth $2,148,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of ADT by 42.7% during the 3rd quarter. Vanguard Group Inc. now owns 64,858,510 shares of the security and automation business’s stock worth $564,918,000 after purchasing an additional 19,413,112 shares during the period. Norges Bank acquired a new position in ADT during the second quarter worth $219,825,000. LSV Asset Management boosted its position in shares of ADT by 3.7% during the third quarter. LSV Asset Management now owns 25,646,206 shares of the security and automation business’s stock worth $223,378,000 after buying an additional 919,013 shares during the period. Alliancebernstein L.P. grew its stake in shares of ADT by 5.5% in the second quarter. Alliancebernstein L.P. now owns 16,346,077 shares of the security and automation business’s stock valued at $138,451,000 after buying an additional 853,767 shares in the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of ADT by 22.7% in the 2nd quarter. AQR Capital Management LLC now owns 16,097,474 shares of the security and automation business’s stock valued at $135,702,000 after buying an additional 2,978,376 shares during the period. 87.22% of the stock is owned by hedge funds and other institutional investors.

Key ADT News

Here are the key news stories impacting ADT this week:

• Positive Sentiment: ADT is pushing AI and product innovation — the company and partners are promoting machine‑learning/inverse‑design initiatives and a tie‑up with Origin AI to recast its smart‑home/security growth narrative; these efforts could improve unit economics and recurring‑revenue growth if adoption scales. ADT Harnesses Machine Learning…
• Positive Sentiment: Board announced a quarterly dividend (record Mar 12; payable Apr 2) producing ~3.2% yield — supports income investors and can steady the shareholder base. (Company release)
• Positive Sentiment: Citigroup lowered its price target but kept a Buy rating (new PT $8.50), implying upside vs. current levels — shows at least one major shop still sees medium‑term upside. Citigroup PT Cut
• Neutral Sentiment: Independent valuation and coverage checks are being published as the stock trades near recent lows; these pieces recap recurring‑revenue focus and valuation multiples but do not add new company guidance. Valuation Check
• Neutral Sentiment: Analyst consensus remains mixed/average (reported as a general “Hold” average), indicating no strong sell‑side conviction. Analyst Average Rating
• Neutral Sentiment: Unrelated industry equipment news (SCHMID delivery) is present in feeds but is unlikely to affect ADT’s share price. SCHMID Delivery
• Negative Sentiment: Investors reacted to ADT’s recent quarterly results and guidance: transcripts and reports flagged an EPS miss and a disappointing outlook that prompted a sharp one‑day selloff earlier in the week — that earnings reaction remains the principal short‑term pressure. Earnings Call Transcript
• Negative Sentiment: Morgan Stanley cut its price target to $7.00 and moved to an “Equal Weight” stance, reducing upside expectations and adding selling pressure. Morgan Stanley Downgrade
• Negative Sentiment: Market sentiment remains cautious — prior intraday moves showed an ~11% drop on earnings/outlook worries, and ADT still trades below its 50‑ and 200‑day averages, leaving technical traders cautious. Market Reaction

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Weiss Ratings restated a “hold (c+)” rating on shares of ADT in a report on Monday, December 29th. The Goldman Sachs Group reissued a “buy” rating and issued a $10.40 price objective on shares of ADT in a research note on Monday. Morgan Stanley dropped their price objective on shares of ADT from $9.00 to $7.00 and set an “equal weight” rating for the company in a report on Tuesday. Zacks Research raised shares of ADT from a “strong sell” rating to a “hold” rating in a research note on Monday, February 16th. Finally, Citigroup decreased their price target on shares of ADT from $10.00 to $8.50 and set a “buy” rating for the company in a research report on Wednesday. Two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, ADT presently has a consensus rating of “Hold” and a consensus price target of $8.78.

ADT Stock Down 0.1%

Shares of ADT stock opened at $6.84 on Thursday. The company has a quick ratio of 0.54, a current ratio of 0.93 and a debt-to-equity ratio of 1.95. ADT Inc. has a 52-week low of $6.65 and a 52-week high of $8.94. The company has a market capitalization of $5.61 billion, a P/E ratio of 10.36 and a beta of 1.00. The company has a 50 day moving average of $7.96 and a 200 day moving average of $8.28.

ADT (NYSE:ADT) last announced its quarterly earnings data on Monday, March 2nd. The security and automation business reported $0.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.20 by $0.03. The business had revenue of $2.55 billion for the quarter, compared to analyst estimates of $1.30 billion. ADT had a net margin of 11.60% and a return on equity of 19.16%. The company’s revenue was up 1.3% on a year-over-year basis. During the same period last year, the business earned $0.20 EPS. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. As a group, research analysts forecast that ADT Inc. will post 0.7 EPS for the current fiscal year.

ADT Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Thursday, March 12th will be issued a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Thursday, March 12th. ADT’s payout ratio is 33.33%.

ADT Profile

ADT Inc is a leading provider of security and automation solutions for residential and commercial customers. The company offers a comprehensive suite of products and services, including intrusion detection systems, video surveillance, fire and carbon monoxide monitoring, and integrated smart home automation platforms. Through professional installation, continuous monitoring, and a network of 24/7 monitoring centers, ADT helps customers protect their properties, assets and loved ones.

Founded in 1874 as the American District Telegraph Company, ADT has evolved from one of the first telegraph-based alarm services into a modern security technology enterprise.