ADT Inc. (NYSE:ADT – Get Free Report) has received a consensus rating of “Hold” from the six ratings firms that are presently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, three have assigned a hold rating and two have assigned a buy rating to the company. The average 12-month target price among brokers that have covered the stock in the last year is $8.08.
Several analysts recently commented on ADT shares. UBS Group set a $7.50 target price on ADT in a report on Friday, May 1st. Weiss Ratings reiterated a “hold (c)” rating on shares of ADT in a research report on Wednesday, July 15th.
View Our Latest Stock Analysis on ADT
ADT Price Performance
ADT (NYSE:ADT – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The security and automation business reported $0.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.22 by $0.01. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.29 billion. ADT had a return on equity of 19.23% and a net margin of 12.12%.The company’s revenue was up 1.9% on a year-over-year basis. During the same quarter last year, the business posted $0.23 EPS. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. Research analysts expect that ADT will post 0.87 EPS for the current year.
ADT Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be paid a dividend of $0.055 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 2.9%. ADT’s dividend payout ratio (DPR) is presently 31.43%.
Insider Activity
In other news, EVP Fawad Ahmad bought 7,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was purchased at an average cost of $6.75 per share, for a total transaction of $50,625.00. Following the purchase, the executive vice president directly owned 302,334 shares in the company, valued at approximately $2,040,754.50. This trade represents a 2.54% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kimberly Miller bought 3,625 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average price of $6.91 per share, with a total value of $25,048.75. Following the completion of the purchase, the executive vice president owned 55,984 shares in the company, valued at approximately $386,849.44. This trade represents a 6.92% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought 54,855 shares of company stock valued at $376,172 in the last quarter. Company insiders own 3.00% of the company’s stock.
Institutional Investors Weigh In On ADT
Several hedge funds have recently modified their holdings of ADT. Los Angeles Capital Management LLC purchased a new position in shares of ADT in the 4th quarter valued at about $28,000. PNC Financial Services Group Inc. raised its holdings in ADT by 151.4% in the 1st quarter. PNC Financial Services Group Inc. now owns 4,957 shares of the security and automation business’s stock worth $33,000 after purchasing an additional 2,985 shares during the period. IFP Advisors Inc raised its holdings in ADT by 1,759.1% in the 3rd quarter. IFP Advisors Inc now owns 3,997 shares of the security and automation business’s stock worth $35,000 after purchasing an additional 3,782 shares during the period. Osaic Holdings Inc. boosted its position in ADT by 39.9% during the second quarter. Osaic Holdings Inc. now owns 4,351 shares of the security and automation business’s stock worth $37,000 after purchasing an additional 1,240 shares in the last quarter. Finally, Fairscale Capital LLC purchased a new position in ADT during the fourth quarter worth approximately $41,000. 87.22% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about ADT
Here are the key news stories impacting ADT this week:
- Positive Sentiment: Q2 results exceeded expectations. ADT reported adjusted EPS of $0.23 versus the $0.22 consensus estimate and revenue of $1.312 billion, ahead of forecasts near $1.30 billion. Revenue increased 2% year over year, primarily because of stronger security installation and product sales. ADT Beats Q2 CY2026 Sales Expectations
- Positive Sentiment: Cash flow and shareholder returns were major catalysts. Operating cash flow rose 18% to $666 million, while adjusted free cash flow including interest-rate swaps jumped 48% to $406 million. ADT returned $684 million through buybacks and dividends during the first half, including $478 million of share repurchases in the quarter. ADT Reports Second Quarter 2026 Results
- Positive Sentiment: ADT raised its full-year outlook. Management now expects approximately 30% growth in 2026 adjusted free cash flow, about 2% revenue growth and roughly 2% adjusted EPS growth. The company is also scaling the ADT+ platform and launching ADT Blu, a self-installed product intended to expand its customer base and distribution channels. ADT Free Cash Flow Outlook and ADT Blu Update
- Neutral Sentiment: The board declared a quarterly dividend of $0.055 per share, payable October 1 to shareholders of record September 10. The dividend supports ADT’s income appeal, but the payout was not described as an increase.
- Negative Sentiment: Underlying profitability and customer trends were mixed. GAAP income from continuing operations fell 8%, adjusted income declined 6%, recurring monthly revenue decreased 1% to $360 million, and gross customer attrition rose to 13.1% from 12.8%. A consumer report alleging a disputed five-year contract extension and an allegedly unauthorized signature could add reputational and customer-retention pressure. Consumer Dispute Involving ADT Security Contract
About ADT
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.
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