ADT (NYSE:ADT) Issues FY 2026 Earnings Guidance

ADT (NYSE:ADT) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.890-0.890 for the period, compared to the consensus EPS estimate of 0.880. The company issued revenue guidance of $5.1 billion-$5.1 billion, compared to the consensus revenue estimate of $5.1 billion.

ADT Trading Up 0.6%

ADT stock traded up $0.05 during midday trading on Friday, hitting $7.58. 5,159,077 shares of the company’s stock were exchanged, compared to its average volume of 10,131,260. ADT has a 1-year low of $6.25 and a 1-year high of $8.94. The company has a current ratio of 0.93, a quick ratio of 0.73 and a debt-to-equity ratio of 1.95. The stock has a market capitalization of $6.21 billion, a PE ratio of 11.48 and a beta of 1.04. The business has a 50-day simple moving average of $6.94 and a two-hundred day simple moving average of $7.74.

ADT (NYSE:ADT) last issued its quarterly earnings data on Monday, March 2nd. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.20 by $0.03. ADT had a return on equity of 19.16% and a net margin of 11.60%.The firm had revenue of $2.55 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the company earned $0.20 EPS. The company’s quarterly revenue was up 1.3% on a year-over-year basis. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. On average, sell-side analysts predict that ADT will post 0.84 EPS for the current fiscal year.

ADT Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 7th. Stockholders of record on Thursday, June 11th will be paid a $0.055 dividend. 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, June 11th. ADT’s payout ratio is 33.33%.

Analyst Ratings Changes

ADT has been the subject of several research reports. Zacks Research upgraded shares of ADT from a “strong sell” rating to a “hold” rating in a report on Monday, February 16th. UBS Group set a $7.50 price target on ADT in a research report on Friday. Citigroup dropped their price objective on ADT from $10.00 to $8.50 and set a “buy” rating for the company in a research note on Wednesday, March 4th. Morgan Stanley decreased their target price on ADT from $9.00 to $7.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 3rd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $10.40 target price on shares of ADT in a report on Monday, March 2nd. Two equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $8.08.

Insider Activity

In related news, EVP David A. Scott bought 7,300 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was purchased at an average cost of $6.72 per share, for a total transaction of $49,056.00. Following the completion of the acquisition, the executive vice president owned 7,300 shares in the company, valued at approximately $49,056. This trade represents a ? increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 2.70% of the company’s stock.

Key Stories Impacting ADT

Here are the key news stories impacting ADT this week:

• Positive Sentiment: Q1 results beat expectations: ADT reported $0.23 EPS (above estimates) with revenue roughly in line/above consensus and strong GAAP and adjusted cash flow gains; management reported $161M returned to shareholders via buybacks and dividends. ADT Reports First Quarter 2026 Results
• Positive Sentiment: Earnings call emphasized cash generation, AI initiatives and capital returns — management stressed accelerating free cash flow and strategic use of buybacks, which supports shareholder returns and valuation. ADT Earnings Call Highlights Cash, AI And Buybacks
• Neutral Sentiment: Guidance was essentially confirmed for FY26 (EPS ~0.89), slightly above consensus — a modest positive for visibility but not a material beat. Investors will watch whether execution lifts estimates further. ADT Inc. 2026 Q1 – Results – Earnings Call Presentation
• Positive Sentiment: Company declared a quarterly dividend (annualized yield ~2.9%) — increases near-term cash return profile for income-focused holders. (Company release and investor summaries covered on major outlets.) ADT Inc. Q1 2026 Earnings Call Summary
• Negative Sentiment: Major data breach: reports say hackers exposed data for ~5–5.5M customers and a lawsuit has been filed — this raises potential remediation, legal costs and reputational risk that could pressure the stock. ADT Sued Over Data Breach Affecting More Than 5 Million Accounts

Hedge Funds Weigh In On ADT

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Los Angeles Capital Management LLC acquired a new position in shares of ADT during the fourth quarter worth about $28,000. IFP Advisors Inc raised its holdings in ADT by 1,759.1% in the third 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 in the last quarter. Osaic Holdings Inc. lifted its stake in ADT by 39.9% in the second quarter. Osaic Holdings Inc. now owns 4,351 shares of the security and automation business’s stock worth $37,000 after acquiring an additional 1,240 shares during the last quarter. Fairscale Capital LLC purchased a new position in ADT in the fourth quarter worth approximately $41,000. Finally, HUB Investment Partners LLC acquired a new position in ADT during the 2nd quarter worth approximately $86,000. Hedge funds and other institutional investors own 87.22% of the company’s stock.

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.