TABR Capital Management LLC Takes $4.55 Million Position in Automatic Data Processing, Inc. $ADP

TABR Capital Management LLC bought a new position in Automatic Data Processing, Inc. (NASDAQ:ADP) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 17,700 shares of the business services provider’s stock, valued at approximately $4,553,000. Automatic Data Processing makes up about 1.8% of TABR Capital Management LLC’s portfolio, making the stock its 19th largest holding.

Several other large investors also recently made changes to their positions in the stock. 180 Wealth Advisors LLC increased its holdings in shares of Automatic Data Processing by 24.4% during the 4th quarter. 180 Wealth Advisors LLC now owns 1,306 shares of the business services provider’s stock worth $336,000 after purchasing an additional 256 shares during the period. Carr Financial Group Corp bought a new position in Automatic Data Processing during the 4th quarter valued at about $216,000. Marshall Financial Group LLC acquired a new position in shares of Automatic Data Processing in the 4th quarter worth approximately $824,000. Baker Tilly Wealth Management LLC grew its position in Automatic Data Processing by 190.1% during the 4th quarter. Baker Tilly Wealth Management LLC now owns 4,152 shares of the business services provider’s stock worth $1,068,000 after acquiring an additional 2,721 shares during the last quarter. Finally, Fulton Bank N.A. increased its holdings in Automatic Data Processing by 3.8% during the 4th quarter. Fulton Bank N.A. now owns 2,449 shares of the business services provider’s stock valued at $630,000 after purchasing an additional 90 shares in the last quarter. Institutional investors own 80.03% of the company’s stock.

Wall Street Analyst Weigh In

ADP has been the subject of a number of research analyst reports. Stifel Nicolaus cut their price target on Automatic Data Processing from $280.00 to $270.00 and set a “hold” rating for the company in a report on Monday, February 9th. Guggenheim began coverage on shares of Automatic Data Processing in a research report on Thursday. They issued a “buy” rating and a $270.00 price objective for the company. Citigroup dropped their target price on shares of Automatic Data Processing from $303.00 to $265.00 and set a “neutral” rating for the company in a research note on Thursday, January 29th. JPMorgan Chase & Co. decreased their price target on shares of Automatic Data Processing from $295.00 to $275.00 and set an “underweight” rating on the stock in a research note on Thursday, January 29th. Finally, Morgan Stanley lowered their price target on shares of Automatic Data Processing from $311.00 to $274.00 and set an “equal weight” rating for the company in a report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Automatic Data Processing presently has an average rating of “Hold” and an average price target of $288.46.

Automatic Data Processing Stock Down 0.9%

Shares of NASDAQ:ADP opened at $208.72 on Monday. The company has a 50 day moving average price of $229.28 and a two-hundred day moving average price of $256.36. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.03. The company has a market capitalization of $84.04 billion, a PE ratio of 20.07 and a beta of 0.86. Automatic Data Processing, Inc. has a 52 week low of $203.26 and a 52 week high of $329.93.

Automatic Data Processing (NASDAQ:ADP) last announced its quarterly earnings results on Wednesday, January 28th. The business services provider reported $2.62 earnings per share for the quarter, topping analysts’ consensus estimates of $2.57 by $0.05. The company had revenue of $5.36 billion for the quarter, compared to analysts’ expectations of $5.34 billion. Automatic Data Processing had a net margin of 19.96% and a return on equity of 68.44%. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period last year, the firm posted $2.35 earnings per share. Automatic Data Processing has set its FY 2026 guidance at 10.091-11.011 EPS. Analysts forecast that Automatic Data Processing, Inc. will post 9.93 earnings per share for the current year.

Automatic Data Processing Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be issued a $1.70 dividend. This represents a $6.80 annualized dividend and a dividend yield of 3.3%. The ex-dividend date is Friday, March 13th. Automatic Data Processing’s dividend payout ratio is 65.38%.

Automatic Data Processing announced that its board has approved a stock repurchase plan on Wednesday, January 14th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the business services provider to purchase up to 5.8% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

Insiders Place Their Bets

In related news, VP David Foskett sold 266 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $237.00, for a total transaction of $63,042.00. Following the completion of the sale, the vice president directly owned 10,954 shares of the company’s stock, valued at approximately $2,596,098. This represents a 2.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Christopher D’ambrosio sold 543 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $208.45, for a total transaction of $113,188.35. Following the sale, the vice president owned 8,912 shares in the company, valued at $1,857,706.40. This trade represents a 5.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,058 shares of company stock valued at $1,000,263 over the last ninety days. 0.20% of the stock is owned by insiders.

Automatic Data Processing News Summary

Here are the key news stories impacting Automatic Data Processing this week:

• Positive Sentiment: Guggenheim initiated coverage of ADP with a Buy / Strong‑Buy rating and a $270 price target (roughly ~29% upside from recent levels); the firm argued AI fears are premature and flagged ADP’s durable cash flows and dividend profile as positives. Guggenheim initiates coverage of Automatic Data Processing (ADP) with buy recommendation Guggenheim Initiates ADP as Buy, Says Fears around AI Are Premature Zacks summary
• Neutral Sentiment: ADP was highlighted in dividend-stock writeups (InsiderMonkey / other outlets) emphasizing its ~3%+ yield and steady income characteristics — supports longer-term investor interest but is not an immediate catalyst. 5 Dividend Stocks to Buy for Steady Income
• Neutral Sentiment: Published short‑interest data in feeds shows a large March “increase,” but the print is internally inconsistent (zeros/NaN). This appears to be a data error and shouldn’t be treated as a genuine short‑squeeze signal without corrected filings.
• Negative Sentiment: MarketWatch noted ADP underperformed peers recently despite some daily gains, a reminder that positive analyst notes don’t always produce immediate outperformance — investors may be taking profits or reacting to broader market/sector pressure. Automatic Data Processing Inc. stock underperforms

About Automatic Data Processing

Automatic Data Processing, Inc (ADP) is a global provider of cloud-based human capital management (HCM) and payroll solutions. Founded in 1949 and headquartered in Roseland, New Jersey, ADP began as a payroll processing company and has evolved into a diversified provider of workforce management, HR, benefits administration, tax and compliance services, and analytics for employers of all sizes.

ADP’s product portfolio includes payroll processing and tax filing, time and attendance systems, benefits administration, talent management, and HR outsourcing.