Lazard Asset Management LLC Sells 440,151 Shares of ADT Inc. $ADT

Lazard Asset Management LLC lowered its stake in shares of ADT Inc. (NYSE:ADT) by 33.2% during the 1st quarter, HoldingsChannel reports. The fund owned 887,604 shares of the security and automation business’s stock after selling 440,151 shares during the period. Lazard Asset Management LLC’s holdings in ADT were worth $5,832,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in ADT. Osaic Holdings Inc. lifted its holdings in shares of 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 buying an additional 1,240 shares in the last quarter. Legal & General Group Plc increased its holdings in ADT by 0.3% during the 4th quarter. Legal & General Group Plc now owns 501,861 shares of the security and automation business’s stock worth $4,050,000 after acquiring an additional 1,445 shares during the period. F m Investments LLC lifted its stake in ADT by 0.7% in the 3rd quarter. F m Investments LLC now owns 239,027 shares of the security and automation business’s stock worth $2,082,000 after purchasing an additional 1,602 shares in the last quarter. Amundi lifted its stake in ADT by 0.5% in the 3rd quarter. Amundi now owns 356,404 shares of the security and automation business’s stock worth $3,104,000 after purchasing an additional 1,899 shares in the last quarter. Finally, Symmetry Partners LLC boosted its holdings in ADT by 18.7% in the 4th quarter. Symmetry Partners LLC now owns 12,509 shares of the security and automation business’s stock valued at $101,000 after purchasing an additional 1,971 shares during the period. 87.22% of the stock is currently owned by hedge funds and other institutional investors.

ADT News Summary

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 Price Performance

ADT stock opened at $7.53 on Friday. The firm has a 50 day simple moving average of $6.79 and a two-hundred day simple moving average of $7.10. The stock has a market cap of $5.52 billion, a PE ratio of 10.76 and a beta of 1.01. ADT Inc. has a one year low of $6.24 and a one year high of $8.94. The company has a debt-to-equity ratio of 1.94, a current ratio of 0.84 and a quick ratio of 0.67.

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

ADT Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders 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 annualized dividend and a yield of 2.9%. ADT’s payout ratio is 31.43%.

Insider Transactions at ADT

In other news, EVP Fawad Ahmad acquired 7,500 shares of the business’s stock in a transaction dated 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 acquisition, the executive vice president owned 302,334 shares of the company’s stock, valued at $2,040,754.50. This trade represents a 2.54% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Omar Khan acquired 7,280 shares of ADT stock in a transaction dated Monday, May 11th. The shares were purchased at an average price of $6.88 per share, for a total transaction of $50,086.40. Following the completion of the transaction, the executive vice president directly 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. In the last three months, insiders bought 54,855 shares of company stock worth $376,172. 3.00% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. UBS Group set a $7.50 price target on shares of ADT in a report on Friday, May 1st. Weiss Ratings restated a “hold (c)” rating on shares of ADT in a research report on Wednesday, July 15th. Two 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 stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average 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.