ADT Inc. (NYSE:ADT) Receives Average Recommendation of “Hold” from Analysts

ADT Inc. (NYSE:ADT) has been given a consensus recommendation of “Hold” by the six ratings firms that are covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and two have issued a buy recommendation on the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $8.08.

A number of analysts have recently commented on the stock. UBS Group set a $7.50 target price on shares of ADT in a research note on Friday, May 1st. Weiss Ratings restated a “hold (c)” rating on shares of ADT in a research report on Wednesday, July 15th.

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

Insider Transactions at ADT

In other news, EVP Fawad Ahmad purchased 7,500 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, 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 purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Omar Khan acquired 7,280 shares of ADT stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average cost of $6.88 per share, with a total value of $50,086.40. Following the completion of the purchase, the executive vice president owned 7,280 shares in the company, valued at $50,086.40. The trade was a ? increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders bought 54,855 shares of company stock valued at $376,172. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On ADT

Large investors have recently modified their holdings of the business. SG Americas Securities LLC purchased a new position in shares of ADT in the fourth quarter worth about $1,238,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in ADT during the fourth quarter worth about $2,870,000. Geode Capital Management LLC grew its stake in ADT by 5.6% during the 4th quarter. Geode Capital Management LLC now owns 10,906,341 shares of the security and automation business’s stock valued at $88,030,000 after acquiring an additional 577,013 shares in the last quarter. Norges Bank purchased a new stake in ADT during the 4th quarter valued at about $192,996,000. Finally, Louisiana State Employees Retirement System acquired a new stake in ADT in the 1st quarter valued at about $1,480,000. Hedge funds and other institutional investors own 87.22% of the company’s stock.

ADT Price Performance

ADT stock opened at $7.53 on Friday. The stock has a market capitalization of $5.52 billion, a P/E ratio of 10.76 and a beta of 1.01. The company’s fifty day moving average price is $6.79 and its 200 day moving average price is $7.10. The company has a debt-to-equity ratio of 1.94, a quick ratio of 0.67 and a current ratio of 0.84. ADT has a 1 year low of $6.24 and a 1 year high of $8.94.

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, topping analysts’ consensus estimates of $0.22 by $0.01. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.29 billion. ADT had a net margin of 12.12% and a return on equity of 19.23%. The firm’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.23 earnings per share. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. As a group, equities research analysts anticipate that ADT will post 0.87 earnings per share for the current fiscal year.

ADT Announces Dividend

The company also recently disclosed 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. This represents a $0.22 annualized dividend and a yield of 2.9%. The ex-dividend date is Thursday, September 10th. ADT’s payout ratio is 31.43%.

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.