Motley Fool Asset Management LLC Sells 17,868 Shares of Alarm.com Holdings, Inc. $ALRM

Motley Fool Asset Management LLC cut its holdings in shares of Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 12.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 120,935 shares of the software maker’s stock after selling 17,868 shares during the period. Motley Fool Asset Management LLC owned about 0.24% of Alarm.com worth $6,170,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in shares of Alarm.com by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 6,286,541 shares of the software maker’s stock worth $320,739,000 after buying an additional 53,664 shares in the last quarter. Disciplined Growth Investors Inc. MN increased its holdings in shares of Alarm.com by 3.0% during the second quarter. Disciplined Growth Investors Inc. MN now owns 3,491,824 shares of the software maker’s stock worth $197,532,000 after buying an additional 102,481 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Alarm.com by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 1,219,732 shares of the software maker’s stock worth $62,239,000 after buying an additional 7,454 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Alarm.com by 4.2% during the third quarter. Dimensional Fund Advisors LP now owns 1,080,076 shares of the software maker’s stock worth $57,328,000 after buying an additional 43,683 shares in the last quarter. Finally, Burgundy Asset Management Ltd. increased its holdings in shares of Alarm.com by 1.4% during the third quarter. Burgundy Asset Management Ltd. now owns 999,208 shares of the software maker’s stock worth $58,584,000 after buying an additional 13,326 shares in the last quarter. 91.74% of the stock is currently owned by institutional investors.

Alarm.com Stock Performance

NASDAQ ALRM opened at $45.38 on Wednesday. The company has a market capitalization of $2.24 billion, a price-to-earnings ratio of 18.83, a PEG ratio of 1.50 and a beta of 0.79. Alarm.com Holdings, Inc. has a twelve month low of $41.49 and a twelve month high of $59.98. The stock has a fifty day simple moving average of $44.46 and a 200 day simple moving average of $47.56. The company has a quick ratio of 4.55, a current ratio of 5.16 and a debt-to-equity ratio of 0.57.

Alarm.com (NASDAQ:ALRM) last issued its quarterly earnings results on Thursday, May 7th. The software maker reported $0.65 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.05. The business had revenue of $265.19 million for the quarter, compared to analysts’ expectations of $250.94 million. Alarm.com had a net margin of 12.36% and a return on equity of 14.99%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.54 earnings per share. Alarm.com has set its FY 2026 guidance at 2.810-2.810 EPS. Sell-side analysts expect that Alarm.com Holdings, Inc. will post 2.34 EPS for the current year.

Analyst Ratings Changes

Several brokerages have recently issued reports on ALRM. Barclays upped their price target on shares of Alarm.com from $50.00 to $55.00 and gave the stock an “equal weight” rating in a report on Friday, May 8th. Wall Street Zen upgraded shares of Alarm.com from a “hold” rating to a “buy” rating in a report on Saturday. JPMorgan Chase & Co. lowered their price target 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 restated a “hold (c-)” rating on shares of Alarm.com in a report on Friday, April 24th. Finally, Zacks Research downgraded Alarm.com from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 25th. Three equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus target price of $47.50.

Insider Activity

In other Alarm.com news, insider Daniel Ramos sold 2,532 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $43.78, for a total transaction of $110,850.96. Following the sale, the insider owned 63,099 shares of the company’s stock, valued at approximately $2,762,474.22. This represents a 3.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Kevin Christopher Bradley sold 1,510 shares of the company’s 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 sale, the chief financial officer directly owned 51,546 shares in the company, valued at $2,369,569.62. This trade represents a 2.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 20,479 shares of company stock worth $898,465. 4.80% of the stock is owned by insiders.

Alarm.com Company 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.