Vanguard Group Inc. Has $320.74 Million Holdings in Alarm.com Holdings, Inc. $ALRM

Vanguard Group Inc. lifted its holdings in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 0.9% during the 4th quarter, HoldingsChannel reports. The fund owned 6,286,541 shares of the software maker’s stock after acquiring an additional 53,664 shares during the quarter. Vanguard Group Inc. owned 0.13% of Alarm.com worth $320,739,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of ALRM. Teacher Retirement System of Texas lifted its holdings in shares of Alarm.com by 11.3% in the fourth quarter. Teacher Retirement System of Texas now owns 48,733 shares of the software maker’s stock worth $2,486,000 after acquiring an additional 4,961 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Alarm.com by 9.2% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 16,384 shares of the software maker’s stock valued at $836,000 after buying an additional 1,380 shares during the last quarter. Financial Management Professionals Inc. bought a new position in Alarm.com in the 4th quarter valued at approximately $47,000. State of Alaska Department of Revenue raised its holdings in Alarm.com by 1.3% in the 4th quarter. State of Alaska Department of Revenue now owns 27,944 shares of the software maker’s stock valued at $1,424,000 after buying an additional 368 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. raised its holdings in Alarm.com by 8.5% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 5,064 shares of the software maker’s stock valued at $258,000 after buying an additional 396 shares during the last quarter. 91.74% of the stock is currently owned by institutional investors and hedge funds.

Alarm.com Stock Up 3.4%

Alarm.com stock opened at $47.00 on Friday. The firm has a 50 day moving average price of $45.66 and a two-hundred day moving average price of $48.46. The firm has a market cap of $2.32 billion, a price-to-earnings ratio of 19.11, a PEG ratio of 1.59 and a beta of 0.79. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.78 and a current ratio of 1.92. Alarm.com Holdings, Inc. has a 52-week low of $41.50 and a 52-week high of $60.76.

Alarm.com (NASDAQ:ALRM) last released its quarterly earnings data on Thursday, February 19th. The software maker reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.06. The company had revenue of $261.66 million during the quarter, compared to analyst estimates of $250.75 million. Alarm.com had a net margin of 13.11% and a return on equity of 14.79%. Alarm.com’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.58 EPS. Alarm.com has set its FY 2026 guidance at 2.780-2.790 EPS. Equities analysts predict that Alarm.com Holdings, Inc. will post 2.24 EPS for the current year.

Analyst Ratings Changes

A number of research analysts recently issued reports on ALRM shares. Barclays dropped their price objective on shares of Alarm.com from $56.00 to $50.00 and set an “equal weight” rating for the company in a report on Friday, February 20th. JPMorgan Chase & Co. dropped their price objective on shares of Alarm.com from $55.00 to $40.00 and set an “underweight” rating for the company in a report on Wednesday, February 18th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Alarm.com in a report on Friday, April 24th. Finally, Zacks Research lowered shares of Alarm.com from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 25th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $56.67.

Key Headlines Impacting Alarm.com

Here are the key news stories impacting Alarm.com this week:

• Positive Sentiment: Q1 results: Alarm.com reported $0.65 EPS versus the $0.60 consensus and revenue of $265.2M vs. ~$251M expected — a clear beat on both earnings and top line that signals accelerating growth. Business Wire: Q1 Results
• Positive Sentiment: Raised FY‑2026 guidance: Management set FY EPS at 2.810 (vs. street ~2.68), and reiterated revenue expectations around $1.1B — the firm guidance raise reduces execution risk and supports multiple expansion. Business Wire: Guidance
• Positive Sentiment: Recurring revenue strength: SaaS & license revenue grew ~10.8% to $181.5M, underlining the subscription-driven model and predictable cash flow that investors value. Higher net margin (13.1%) and ROE (~14.8%) also support profitability narratives. Business Wire: SaaS Growth
• Neutral Sentiment: Coverage and detail: Multiple outlets published earnings snapshots and the full call transcript (Yahoo, MSN, The Motley Fool), useful for traders seeking quarter detail but largely reiterative of the beat and guidance. Yahoo: Earnings Snapshot MSN: Coverage Fool: Transcript
• Neutral Sentiment: Critical/analyst takes: A recent critical review compares Alarm.com to peers; it may offer longer‑term valuation or competitive concerns but did not appear to blunt the market’s positive reaction to the beat and guidance. American Banking News: Review

Insider Transactions at Alarm.com

In other Alarm.com news, CFO Kevin Christopher Bradley sold 1,510 shares of Alarm.com stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $45.97, for a total transaction of $69,414.70. Following the transaction, the chief financial officer directly owned 51,546 shares of the company’s stock, valued at $2,369,569.62. The trade was a 2.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 5.80% of the stock is owned by corporate insiders.

Alarm.com Profile

Alarm.com Holdings, Inc provides a cloud-based software platform for connected properties, enabling residential and commercial customers to monitor, manage and control security, energy and home automation solutions. The company’s interactive services connect security systems, smart thermostats, door locks, lights and video cameras through cellular, broadband and Z-Wave networks, offering real-time alerts and remote access via mobile and web applications.

Through its platform, Alarm.com delivers an integrated suite of products that includes intrusion detection, video monitoring and cloud recording, energy management features such as smart thermostat scheduling, and home automation controls for lighting, garage doors and connected appliances.