ADT Inc. $ADT Stake Lessened by Renaissance Technologies LLC

Renaissance Technologies LLC decreased its position in shares of ADT Inc. (NYSE:ADT) by 54.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,351,406 shares of the security and automation business’s stock after selling 1,585,800 shares during the period. Renaissance Technologies LLC’s holdings in ADT were worth $8,879,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of ADT. AQR Capital Management LLC boosted its position in shares of ADT by 24.3% during the 4th quarter. AQR Capital Management LLC now owns 44,938,803 shares of the security and automation business’s stock valued at $361,308,000 after purchasing an additional 8,778,704 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in ADT by 9.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 39,887,288 shares of the security and automation business’s stock valued at $262,054,000 after acquiring an additional 3,529,422 shares in the last quarter. LSV Asset Management increased its stake in ADT by 8.5% in the 4th quarter. LSV Asset Management now owns 27,837,737 shares of the security and automation business’s stock valued at $224,651,000 after buying an additional 2,191,531 shares during the period. Norges Bank acquired a new position in ADT in the 4th quarter worth about $192,996,000. Finally, Arrowstreet Capital Limited Partnership raised its position in ADT by 27.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 17,476,972 shares of the security and automation business’s stock valued at $152,224,000 after acquiring an additional 3,783,455 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: Quarterly results exceeded expectations. ADT reported adjusted earnings of $0.23 per share versus the $0.22 consensus estimate, while revenue rose approximately 2% year over year to $1.312 billion, above analysts’ expectations. ADT Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Cash flow improved sharply. Operating cash flow increased 18% to $666 million, and adjusted free cash flow including interest-rate swaps jumped 48% to $406 million. ADT now expects adjusted free cash flow to grow approximately 30% in 2026. ADT Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its full-year outlook. ADT maintained adjusted EPS guidance at approximately $0.91 and lifted revenue guidance to about $5.2 billion, above the roughly $5.1 billion analyst consensus. The company also projects approximately 2% growth in revenue and adjusted EPS.
• Positive Sentiment: Shareholder returns remained substantial. ADT returned $684 million through repurchases and dividends during the first half of 2026, including $478 million of second-quarter buybacks. It declared a quarterly dividend of $0.055 per share, payable October 1 to shareholders of record September 10.
• Positive Sentiment: New growth initiatives—including the self-installed ADT Blu offering, expansion of ADT+, AI-powered customer service and Wi-Fi-based presence sensing—could broaden customer acquisition and improve operating efficiency.
• Neutral Sentiment: Core recurring monthly revenue declined 1% to $360 million, while gross customer attrition rose to 13.1% from 12.8%, highlighting continued competitive and retention challenges.
• Negative Sentiment: GAAP income from continuing operations fell 8% to $155 million, and adjusted income declined 6% to $180 million as selling, general and administrative expenses increased. A consumer report alleging an unauthorized five-year contract extension also presents a potential customer-service and reputational risk. Customer Contract Dispute

ADT Stock Up 0.1%

Shares of ADT opened at $7.64 on Monday. The business’s fifty day moving average price is $6.81 and its two-hundred day moving average price is $7.10. The firm has a market capitalization of $5.61 billion, a price-to-earnings ratio of 10.77 and a beta of 1.00. ADT Inc. has a 52 week low of $6.24 and a 52 week high of $8.94. The company has a debt-to-equity ratio of 2.14, a quick ratio of 0.52 and a current ratio of 0.69.

ADT (NYSE:ADT) last announced its quarterly earnings data on Thursday, July 30th. The security and automation business reported $0.23 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.01. ADT had a return on equity of 18.99% and a net margin of 11.85%.The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.29 billion. During the same period in the previous year, the business posted $0.23 EPS. The company’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, analysts predict that ADT Inc. will post 0.87 earnings per share for the current year.

ADT Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be paid a $0.055 dividend. 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 dividend payout ratio is presently 30.99%.

Insider Activity

In other news, Director Daniel Joseph Houston acquired 36,450 shares of ADT stock in a transaction that occurred on Friday, May 8th. The shares were acquired at an average price of $6.87 per share, with a total value of $250,411.50. Following the purchase, the director directly owned 74,812 shares of the company’s stock, valued at $513,958.44. The trade was a 95.02% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Omar Khan purchased 7,280 shares of ADT stock in a transaction dated Monday, May 11th. The shares were purchased at an average cost of $6.88 per share, for a total transaction of $50,086.40. Following the completion of the transaction, the executive vice president owned 7,280 shares of the company’s stock, valued at approximately $50,086.40. This represents a ? increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 54,855 shares of company stock valued at $376,172. Insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Morgan Stanley raised their price objective on ADT from $7.50 to $7.75 and gave the company an “equal weight” rating in a research note on Friday. UBS Group set a $7.50 price target on shares of ADT in a report on Friday, May 1st. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of ADT in a report on Wednesday, July 15th. Two analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, ADT has a consensus rating of “Hold” and an average price target of $8.23.

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.