Empowered Funds LLC Purchases 467,750 Shares of ADT Inc. $ADT

Empowered Funds LLC raised its position in ADT Inc. (NYSE:ADT) by 37.6% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 1,711,580 shares of the security and automation business’s stock after acquiring an additional 467,750 shares during the period. Empowered Funds LLC’s holdings in ADT were worth $11,245,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new position in shares of ADT in the 4th quarter worth $192,996,000. AQR Capital Management LLC increased its stake in ADT by 124.6% during the 3rd quarter. AQR Capital Management LLC now owns 36,160,099 shares of the security and automation business’s stock valued at $314,954,000 after purchasing an additional 20,062,625 shares in the last quarter. Wasatch Advisors LP bought a new stake in ADT during the 4th quarter valued at $56,927,000. Zimmer Partners LP raised its holdings in ADT by 164.8% during the third quarter. Zimmer Partners LP now owns 8,077,811 shares of the security and automation business’s stock worth $70,358,000 after buying an additional 5,026,754 shares during the last quarter. Finally, Two Sigma Investments LP lifted its stake in shares of ADT by 275.6% in the third quarter. Two Sigma Investments LP now owns 5,483,043 shares of the security and automation business’s stock valued at $47,757,000 after buying an additional 4,023,072 shares in the last quarter. Institutional investors own 87.22% of the company’s stock.

Key Headlines Impacting 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

ADT Stock Up 1.7%

Shares of NYSE:ADT opened at $7.53 on Friday. The stock has a market cap of $5.52 billion, a price-to-earnings ratio of 10.76 and a beta of 1.01. The company has a quick ratio of 0.67, a current ratio of 0.84 and a debt-to-equity ratio of 1.94. ADT Inc. has a 12-month low of $6.24 and a 12-month high of $8.94. The business’s 50 day moving average is $6.79 and its 200 day moving average is $7.10.

ADT (NYSE:ADT) last released its quarterly earnings results on Thursday, July 30th. The security and automation business reported $0.23 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.01. ADT had a return on equity of 19.23% and a net margin of 12.12%.The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.29 billion. During the same period in the prior year, the firm posted $0.23 EPS. ADT’s quarterly revenue was up 1.9% compared to the same quarter last year. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. On average, sell-side analysts forecast that ADT Inc. will post 0.87 earnings per share for the current fiscal year.

ADT Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be given a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Thursday, September 10th. ADT’s dividend payout ratio (DPR) is presently 31.43%.

Insider Activity

In other news, Director Daniel Joseph Houston purchased 36,450 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were acquired at an average cost of $6.87 per share, for a total transaction of $250,411.50. Following the completion of the acquisition, the director owned 74,812 shares in the company, valued at $513,958.44. This trade represents a 95.02% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Omar Khan acquired 7,280 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was purchased at an average price of $6.88 per share, with a total value of $50,086.40. Following the purchase, the executive vice president owned 7,280 shares in the company, valued at approximately $50,086.40. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 54,855 shares of company stock valued at $376,172 in the last three months. 3.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

ADT has been the subject of a number of analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of ADT in a report on Wednesday, July 15th. UBS Group set a $7.50 target price on shares of ADT in a report on Friday, May 1st. Two research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $8.08.

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.