Sei Investments Co. Has $9.29 Million Stock Holdings in ADT Inc. $ADT

Sei Investments Co. decreased its position in shares of ADT Inc. (NYSE:ADT) by 19.7% during the 1st quarter, Holdings Channel reports. The fund owned 1,414,061 shares of the security and automation business’s stock after selling 346,947 shares during the quarter. Sei Investments Co.’s holdings in ADT were worth $9,291,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Los Angeles Capital Management LLC bought a new stake in ADT in the fourth quarter valued at approximately $28,000. PNC Financial Services Group Inc. boosted its position in shares of ADT by 151.4% during the first quarter. PNC Financial Services Group Inc. now owns 4,957 shares of the security and automation business’s stock worth $33,000 after purchasing an additional 2,985 shares in the last quarter. IFP Advisors Inc boosted its position in shares of ADT by 1,759.1% during the third quarter. IFP Advisors Inc now owns 3,997 shares of the security and automation business’s stock worth $35,000 after purchasing an additional 3,782 shares in the last quarter. Osaic Holdings Inc. boosted its position in shares of ADT by 39.9% during the second quarter. Osaic Holdings Inc. now owns 4,351 shares of the security and automation business’s stock worth $37,000 after purchasing an additional 1,240 shares in the last quarter. Finally, Fairscale Capital LLC acquired a new position in shares of ADT in the 4th quarter valued at $41,000. Institutional investors and hedge funds own 87.22% of the company’s stock.

Analyst Ratings Changes

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

ADT Trading Up 1.8%

ADT stock opened at $7.64 on Friday. The company has a market cap of $5.61 billion, a price-to-earnings ratio of 10.77 and a beta of 1.01. The firm has a 50-day moving average of $6.81 and a 200-day moving average of $7.10. The company has a debt-to-equity ratio of 2.14, a current ratio of 0.69 and a quick ratio of 0.67. ADT Inc. has a one year low of $6.24 and a one year high of $8.94.

ADT (NYSE:ADT) last released its earnings results on Thursday, July 30th. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.01. ADT had a return on equity of 18.99% and a net margin of 11.85%.The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.29 billion. During the same quarter in the previous year, the business earned $0.23 earnings per share. ADT’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, equities analysts expect that ADT Inc. will post 0.87 earnings per share for the current fiscal year.

ADT Dividend Announcement

The business 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 $0.055 dividend. This represents a $0.22 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Thursday, September 10th. ADT’s dividend payout ratio (DPR) is currently 30.99%.

Key Stories 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

Insider Buying and Selling

In related news, Director Daniel Joseph Houston purchased 36,450 shares of the stock in a transaction on Friday, May 8th. The shares were purchased at an average price of $6.87 per share, with a total value of $250,411.50. Following the transaction, the director directly owned 74,812 shares of the company’s stock, valued at $513,958.44. This trade represents a 95.02% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Omar Khan acquired 7,280 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were bought at an average price of $6.88 per share, for a total transaction of $50,086.40. Following the purchase, the executive vice president owned 7,280 shares in the company, 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. Insiders bought 54,855 shares of company stock worth $376,172 over the last 90 days. Company insiders own 3.00% of the company’s stock.

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.