Hennessy Advisors Inc. Sells 70,900 Shares of ADT Inc. $ADT

Hennessy Advisors Inc. lowered its position in ADT Inc. (NYSE:ADT) by 6.1% during the 4th quarter, HoldingsChannel reports. The firm owned 1,089,000 shares of the security and automation business’s stock after selling 70,900 shares during the period. Hennessy Advisors Inc.’s holdings in ADT were worth $8,788,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in ADT. NewEdge Advisors LLC increased its holdings in shares of ADT by 503.0% in the first quarter. NewEdge Advisors LLC now owns 13,279 shares of the security and automation business’s stock worth $108,000 after purchasing an additional 11,077 shares during the period. Caxton Associates LLP bought a new position in shares of ADT in the first quarter worth $296,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of ADT by 29.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,154,250 shares of the security and automation business’s stock worth $9,396,000 after purchasing an additional 262,480 shares during the period. Focus Partners Wealth increased its holdings in shares of ADT by 75.9% in the first quarter. Focus Partners Wealth now owns 54,363 shares of the security and automation business’s stock worth $442,000 after purchasing an additional 23,463 shares during the period. Finally, Sivia Capital Partners LLC bought a new position in shares of ADT in the second quarter worth $93,000. 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: ADT announced a new home‑security product — a glowing warning sign — plus expanded emergency options, which could support customer retention and upsell opportunities. ADT product launch
• Positive Sentiment: ADT confirmed it will report first‑quarter 2026 results before the market opens on April 30 — a near‑term catalyst that can drive trading as investors position ahead of the print. Q1 release notice
• Neutral Sentiment: Market calendar/consensus notes show ADT is expected to report earnings in late April, which keeps volatility elevated but is informational rather than directly positive or negative. Earnings expectation note
• Neutral Sentiment: Comparative analyst pieces contrast ADT with peers (e.g., Life360), offering context for investors but no immediate company‑specific news. Peer comparison
• Negative Sentiment: Regulatory/consumer action: ADT agreed to pay about $1.3M to resolve allegations it illegally charged servicemembers during moves. The payment is a legal and reputational negative, though small relative to ADT’s market cap. MSN report MarketWatch report

ADT Stock Performance

NYSE ADT opened at $7.27 on Monday. The company has a 50-day simple moving average of $7.05 and a two-hundred day simple moving average of $7.82. The company has a quick ratio of 0.73, a current ratio of 0.93 and a debt-to-equity ratio of 1.95. ADT Inc. has a 12-month low of $6.25 and a 12-month high of $8.94. The firm has a market cap of $5.96 billion, a price-to-earnings ratio of 11.01 and a beta of 1.04.

ADT (NYSE:ADT) last posted its quarterly earnings results on Monday, March 2nd. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.20 by $0.03. ADT had a net margin of 11.60% and a return on equity of 19.16%. The business had revenue of $2.55 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period in the prior year, the business posted $0.20 earnings per share. The company’s revenue was up 1.3% on a year-over-year basis. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. On average, equities analysts forecast that ADT Inc. will post 0.7 EPS for the current year.

ADT Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 2nd. Shareholders of record on Thursday, March 12th were given a dividend of $0.055 per share. This represents a $0.22 annualized dividend and a yield of 3.0%. The ex-dividend date was Thursday, March 12th. ADT’s dividend payout ratio is presently 33.33%.

Insider Transactions at ADT

In other ADT news, EVP David A. Scott purchased 7,300 shares of the business’s stock in a transaction on Thursday, March 5th. The stock was acquired at an average cost of $6.72 per share, for a total transaction of $49,056.00. Following the completion of the transaction, the executive vice president directly owned 7,300 shares in the company, valued at approximately $49,056. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 2.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts recently commented on ADT shares. Weiss Ratings reissued a “hold (c+)” rating on shares of ADT in a research note on Monday, December 29th. Zacks Research raised ADT from a “strong sell” rating to a “hold” rating in a research note on Monday, February 16th. The Goldman Sachs Group reissued a “buy” rating and issued a $10.40 target price on shares of ADT in a research note on Monday, March 2nd. Barclays reissued an “underweight” rating and issued a $7.00 target price on shares of ADT in a research note on Friday, March 6th. Finally, Morgan Stanley reduced their target price on ADT from $9.00 to $7.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 3rd. Two research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, ADT presently has a consensus rating of “Hold” and an average target price of $8.38.

ADT 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.