Bull Harbor Capital LLC Invests $492,000 in ADT Inc. $ADT

Bull Harbor Capital LLC bought a new stake in ADT Inc. (NYSE:ADT) during the first quarter, HoldingsChannel reports. The firm bought 74,950 shares of the security and automation business’s stock, valued at approximately $492,000.

Several other large investors have also modified their holdings of ADT. SG Americas Securities LLC acquired a new position in ADT in the fourth quarter worth about $1,238,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in ADT during the fourth quarter valued at approximately $2,870,000. Geode Capital Management LLC lifted its holdings 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 worth $88,030,000 after buying an additional 577,013 shares during the last quarter. Norges Bank bought a new position in ADT during the 4th quarter worth approximately $192,996,000. Finally, Louisiana State Employees Retirement System bought a new position in ADT during the 1st quarter worth approximately $1,480,000. Institutional investors own 87.22% of the company’s stock.

ADT Price Performance

Shares of NYSE:ADT opened at $7.64 on Friday. The company has a quick ratio of 0.67, a current ratio of 0.69 and a debt-to-equity ratio of 2.14. ADT Inc. has a fifty-two week low of $6.24 and a fifty-two week high of $8.94. The firm has a 50-day simple moving average of $6.81 and a 200 day simple moving average of $7.10. The company has a market cap of $5.61 billion, a PE ratio of 10.77 and a beta of 1.01.

ADT (NYSE:ADT) last issued its earnings results on Thursday, July 30th. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.01. ADT had a net margin of 11.85% and a return on equity of 18.99%. The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.29 billion. During the same quarter last year, the company posted $0.23 earnings per share. ADT’s 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, sell-side analysts anticipate that ADT Inc. will post 0.87 EPS for the current year.

ADT Dividend Announcement

The company also recently announced 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 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Thursday, September 10th. ADT’s payout ratio is presently 31.43%.

More ADT News

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

Insiders Place Their Bets

In other ADT news, EVP Fawad Ahmad acquired 7,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was acquired at an average cost of $6.75 per share, with a total value of $50,625.00. Following the acquisition, the executive vice president directly owned 302,334 shares of the company’s stock, valued at $2,040,754.50. This represents a 2.54% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Omar Khan purchased 7,280 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was acquired at an average cost of $6.88 per share, with a total value of $50,086.40. Following the purchase, the executive vice president owned 7,280 shares of the company’s stock, valued at approximately $50,086.40. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have acquired 54,855 shares of company stock valued at $376,172. Corporate insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

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

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.