ADT (NYSE:ADT) Issues FY 2026 Earnings Guidance

ADT (NYSE:ADT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.910-0.910 for the period, compared to the consensus earnings per share estimate of 0.910. The company issued revenue guidance of $5.2 billion-$5.2 billion, compared to the consensus revenue estimate of $5.1 billion.

ADT Stock Performance

Shares of ADT opened at $7.43 on Thursday. The business’s 50 day moving average is $6.78 and its two-hundred day moving average is $7.11. ADT has a 52-week low of $6.24 and a 52-week high of $8.94. The firm has a market cap of $5.45 billion, a price-to-earnings ratio of 10.62 and a beta of 1.01. The company has a quick ratio of 0.67, a current ratio of 0.84 and a debt-to-equity ratio of 1.94.

ADT (NYSE:ADT) last released its earnings results on Thursday, July 30th. The security and automation business reported $0.23 EPS for the quarter, beating the consensus estimate of $0.22 by $0.01. ADT had a return on equity of 19.23% and a net margin of 12.12%.The company had revenue of $2.62 billion during the quarter, compared to analysts’ expectations of $1.29 billion. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. Analysts forecast that ADT will post 0.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ADT has been the topic of a number of research analyst reports. UBS Group set a $7.50 price objective on shares of ADT in a research note on Friday, May 1st. Weiss Ratings reiterated 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 issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, ADT currently has a consensus rating of “Hold” and an average target price of $8.08.

Insider Buying and Selling

In other news, EVP Fawad Ahmad purchased 7,500 shares of the stock in a transaction dated Tuesday, May 12th. The stock was acquired at an average price 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 approximately $2,040,754.50. The trade was a 2.54% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kimberly Miller bought 3,625 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was purchased at an average price of $6.91 per share, with a total value of $25,048.75. Following the transaction, the executive vice president owned 55,984 shares in the company, valued at $386,849.44. The trade was a 6.92% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have purchased 54,855 shares of company stock valued at $376,172. 3.00% of the stock is owned by corporate insiders.

ADT News Roundup

Here are the key news stories impacting ADT this week:

• Positive Sentiment: ADT reported adjusted EPS of $0.23, slightly ahead of the roughly $0.22 analyst consensus. Total revenue increased 2% year over year to $1.312 billion, with security installation, product and other revenue rising 17%. ADT Reports Second Quarter 2026 Results
• Positive Sentiment: Cash flow was the strongest part of the report: 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 to shareholders during the first half through buybacks and dividends, including $478 million of repurchases in the quarter. ADT Reports Second-Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 outlook, now targeting approximately 30% adjusted free-cash-flow growth, 2% revenue growth and 2% adjusted EPS growth. The board also declared a quarterly dividend of $0.055 per share, payable October 1, 2026.
• Positive Sentiment: New initiatives—including the self-installed ADT Blu offering, expanded ADT+ capabilities, AI-powered customer service and Wi-Fi-based presence sensing—could broaden customer acquisition and support longer-term growth. ADT boosts cash flow and declares dividend

Institutional Trading of ADT

Institutional investors and hedge funds have recently bought and sold shares of the stock. Sivia Capital Partners LLC purchased a new stake in ADT in the 2nd quarter worth about $93,000. EverSource Wealth Advisors LLC boosted its stake in shares of ADT by 344.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 21,483 shares of the security and automation business’s stock worth $182,000 after acquiring an additional 16,646 shares in the last quarter. Teza Capital Management LLC bought a new stake in ADT during the second quarter worth approximately $169,000. Aptus Capital Advisors LLC boosted its position in ADT by 30.7% during the fourth quarter. Aptus Capital Advisors LLC now owns 17,710 shares of the security and automation business’s stock worth $143,000 after purchasing an additional 4,158 shares during the period. Finally, American Trust acquired a new position in ADT during the fourth quarter valued at approximately $121,000. Institutional investors and hedge funds own 87.22% of the company’s stock.

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.