ADT (NYSE:ADT) Hits New 1-Year Low – Here’s Why

ADT Inc. (NYSE:ADT)’s stock price reached a new 52-week low during trading on Monday . The company traded as low as $6.65 and last traded at $6.9650, with a volume of 2865031 shares changing hands. The stock had previously closed at $8.02.

Key Headlines Impacting ADT

Here are the key news stories impacting ADT this week:

• Positive Sentiment: Board authorized a new $1.5 billion share repurchase program and ADT returned $791M to shareholders in 2025, signaling aggressive capital return that supports EPS per-share upside over time. ADT Highlights 2025 Results and New Share Repurchase Plan
• Positive Sentiment: Quarterly cash dividend declared ($0.055/sh, ~3.2% yield); payable Apr 2 to holders of record Mar 12 — supports income-oriented holders and reduces supply pressure.
• Positive Sentiment: Management is pushing an AI/smart‑home growth narrative (ADT+ platform, Origin AI acquisition for ambient sensing) and set multi‑year targets (5% revenue CAGR, 10% adjusted EPS CAGR to 2030) that point to longer‑term secular opportunity in smart home products. ADT Bets On Origin AI
• Neutral Sentiment: ADT was added to the S&P SmallCap 600 — a structural positive for index inclusion flows but not an immediate operational change.
• Neutral Sentiment: Analysts on average rate ADT a “Hold,” reflecting mixed sentiment: consensus sees modest upside but expects limited near‑term acceleration. ADT Given Average Rating of “Hold” by Analysts
• Negative Sentiment: Revenue and FY‑2026 guidance disappointed: company set FY‑2026 revenue at ~$5.1B (below Street ~ $5.3B) and EPS guidance ~ $0.89 vs. consensus ~ $0.90 — investors punished the stock on the weaker outlook and near‑term growth risk. ADT Shares Fall After 4Q Profit Slips, Outlook Underwhelms
• Negative Sentiment: Mixed earnings print: adjusted EPS beat modestly (~$0.23) but some GAAP/Street metrics missed and management commentary tempered forward growth — the earnings call and transcript show near‑term softness that spooked traders. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Shares plunged into a 52‑week low and fell sharply after the print and guidance — short‑term technical pressure and investor selling intensified. ADT Stock Hits 52-Week Low
• Negative Sentiment: Morgan Stanley lowered its price target from $9 to $7 and moved to an “equal weight” stance, signaling less enthusiasm from a major desk and limiting catalyst for a sentiment reversal. Morgan Stanley Price Target Cut
• Negative Sentiment: Johnson Fistel is investigating potential investor claims against ADT and its officers — an added legal/regulated‑disclosure risk that can pressure sentiment until resolved. Johnson Fistel Investigation Notice

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of ADT in a research report on Monday, December 29th. Morgan Stanley cut 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. Wall Street Zen cut shares of ADT from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Zacks Research upgraded shares of ADT from a “strong sell” rating to a “hold” rating in a research report on Monday, February 16th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $10.40 target price on shares of ADT in a research note on Monday. Two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $9.08.

ADT Stock Performance

The business’s fifty day moving average price is $7.98 and its two-hundred day moving average price is $8.29. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.54 and a current ratio of 0.67. The stock has a market capitalization of $5.62 billion, a P/E ratio of 10.39 and a beta of 1.00.

ADT (NYSE:ADT) last announced its quarterly earnings results on Monday, March 2nd. The security and automation business reported $0.23 EPS for the quarter, beating analysts’ consensus estimates of $0.20 by $0.03. The firm had revenue of $2.55 billion during the quarter, compared to the consensus estimate of $1.30 billion. ADT had a net margin of 11.60% and a return on equity of 19.33%. The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.20 EPS. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. As a group, sell-side analysts forecast that ADT Inc. will post 0.7 earnings per share for the current year.

ADT Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Thursday, March 12th will be issued a $0.055 dividend. The ex-dividend date is Thursday, March 12th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 3.2%. ADT’s payout ratio is 31.88%.

Institutional Trading of ADT

A number of institutional investors have recently bought and sold shares of ADT. Harbor Capital Advisors Inc. purchased a new stake in shares of ADT in the third quarter valued at $25,000. Quent Capital LLC purchased a new position in shares of ADT during the third quarter valued at approximately $28,000. Los Angeles Capital Management LLC bought a new position in shares of ADT during the fourth quarter valued at approximately $28,000. IFP Advisors Inc boosted its holdings in ADT by 1,759.1% during the 3rd quarter. IFP Advisors Inc now owns 3,997 shares of the security and automation business’s stock valued at $35,000 after acquiring an additional 3,782 shares during the period. Finally, WPG Advisers LLC grew its position in ADT by 54.3% in the 3rd quarter. WPG Advisers LLC now owns 4,091 shares of the security and automation business’s stock valued at $36,000 after acquiring an additional 1,440 shares during the last quarter. 87.22% of the stock is currently owned by institutional investors.

ADT Company 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.