ADT (NYSE:ADT) Issues FY 2026 Earnings Guidance

ADT (NYSE:ADT) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.910-0.910 for the period, compared to the consensus EPS 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 Price Performance

ADT stock traded up $0.17 during midday trading on Friday, hitting $7.67. The company’s stock had a trading volume of 4,059,398 shares, compared to its average volume of 10,443,258. ADT has a 12 month low of $6.24 and a 12 month high of $8.94. The company has a quick ratio of 0.67, a current ratio of 0.84 and a debt-to-equity ratio of 1.94. The company has a market capitalization of $5.63 billion, a PE ratio of 10.96 and a beta of 1.01. The stock’s 50-day moving average price is $6.79 and its 200-day moving average price is $7.10.

ADT (NYSE:ADT) last announced its quarterly earnings data on Thursday, July 30th. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.01. ADT had a net margin of 12.12% and a return on equity of 19.23%. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.29 billion. During the same quarter in the previous year, the company posted $0.23 EPS. The business’s revenue was up 1.9% compared to the same quarter last year. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. Analysts anticipate that ADT 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 issued a $0.055 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $0.22 annualized dividend and a dividend yield of 2.9%. ADT’s dividend payout ratio is currently 31.43%.

Wall Street Analysts Forecast Growth

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

Insiders Place Their Bets

In other ADT news, Director Daniel Joseph Houston purchased 36,450 shares of the stock in a transaction dated Friday, May 8th. The shares were acquired at an average price of $6.87 per share, for a total transaction of $250,411.50. Following the completion of the acquisition, the director owned 74,812 shares of the company’s stock, valued at $513,958.44. This represents a 95.02% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Omar Khan purchased 7,280 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average cost of $6.88 per share, for a total transaction of $50,086.40. Following the completion of the transaction, the executive vice president directly owned 7,280 shares of the company’s stock, valued at $50,086.40. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders acquired 54,855 shares of company stock worth $376,172. 3.00% of the stock is currently owned by corporate insiders.

Key Stories Impacting ADT

Here are the key news stories impacting ADT this week:

• Positive Sentiment: Q2 results exceeded expectations. Adjusted EPS was $0.23 versus the $0.22 consensus, while revenue rose 2% year over year to $1.312 billion, surpassing estimates near $1.30 billion. ADT Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Cash flow improved substantially. Operating cash flow increased 18% to $666 million, and adjusted free cash flow including interest-rate swaps climbed 48% to $406 million. Management now expects approximately 30% adjusted free cash-flow growth for 2026. ADT Reports Second Quarter 2026 Results
• Positive Sentiment: Capital returns supported the stock. ADT returned $684 million to shareholders during the first half through repurchases and dividends, including $478 million of buybacks in the quarter. The company also declared a quarterly dividend of $0.055 per share, payable October 1 to eligible shareholders.
• Positive Sentiment: Full-year guidance was raised. ADT projects roughly 2% revenue growth and 2% adjusted EPS growth in 2026, with revenue guidance of approximately $5.2 billion. New offerings such as ADT Blu, the ADT+ platform, AI-powered customer service, and connected-home technology could expand its customer base over time. ADT Outlines Free Cash Flow Growth Outlook
• Neutral Sentiment: Investor focus remains on execution. ADT is migrating dealers to ADT+ and scaling ADT Blue, while Apollo has exited its ownership following a secondary offering. These developments may improve liquidity and distribution but also leave investors monitoring adoption and competitive pressure.
• Negative Sentiment: Underlying profitability and customer trends were mixed. Adjusted income declined 6%, recurring monthly revenue fell 1% to $360 million, and gross customer attrition increased to 13.1% from 12.8%. A consumer report alleging a disputed five-year contract extension could also create limited reputational and customer-retention concerns. Customer Disputes ADT Contract Extension

Institutional Investors Weigh In On ADT

Institutional investors have recently modified their holdings of the stock. Sivia Capital Partners LLC acquired a new position in ADT in the 2nd quarter worth about $93,000. EverSource Wealth Advisors LLC lifted its holdings 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 valued at $182,000 after buying an additional 16,646 shares during the last quarter. Teza Capital Management LLC bought a new stake in shares of ADT in the 2nd quarter valued at approximately $169,000. Scotia Capital Inc. grew its stake in shares of ADT by 85.8% in the 3rd quarter. Scotia Capital Inc. now owns 19,338 shares of the security and automation business’s stock valued at $168,000 after buying an additional 8,928 shares in the last quarter. Finally, Integrated Quantitative Investments LLC acquired a new position in ADT in the fourth quarter worth approximately $154,000. Institutional investors and hedge funds own 87.22% 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.