Quantinno Capital Management LP Raises Stock Holdings in ADT Inc. $ADT

Quantinno Capital Management LP grew its stake in ADT Inc. (NYSE:ADT) by 191.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,637,287 shares of the security and automation business’s stock after buying an additional 2,387,826 shares during the quarter. Quantinno Capital Management LP’s holdings in ADT were worth $23,897,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in shares of ADT during the 4th quarter valued at approximately $192,996,000. AQR Capital Management LLC increased its holdings in ADT by 124.6% in the 3rd quarter. AQR Capital Management LLC now owns 36,160,099 shares of the security and automation business’s stock worth $314,954,000 after acquiring an additional 20,062,625 shares in the last quarter. Wasatch Advisors LP bought a new stake in ADT during the 4th quarter worth approximately $56,927,000. Zimmer Partners LP raised its stake in ADT by 164.8% during the 3rd quarter. Zimmer Partners LP now owns 8,077,811 shares of the security and automation business’s stock worth $70,358,000 after acquiring an additional 5,026,754 shares during the period. Finally, Two Sigma Investments LP lifted its holdings in ADT by 275.6% during the third quarter. Two Sigma Investments LP now owns 5,483,043 shares of the security and automation business’s stock valued at $47,757,000 after purchasing an additional 4,023,072 shares in the last quarter. Institutional investors own 87.22% of the company’s stock.

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

Insider Activity at ADT

In related news, Director Daniel Joseph Houston purchased 36,450 shares of the firm’s stock in a transaction on 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 purchase, the director directly owned 74,812 shares in the company, valued at $513,958.44. This trade represents a 95.02% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Omar Khan acquired 7,280 shares of the company’s stock in a transaction on Monday, May 11th. The shares were bought at an average cost of $6.88 per share, with a total value of $50,086.40. Following the acquisition, the executive vice president directly owned 7,280 shares in the company, valued at approximately $50,086.40. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders purchased 54,855 shares of company stock valued at $376,172. Insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

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

ADT Stock Up 1.8%

Shares of ADT opened at $7.64 on Friday. The business’s 50 day moving average is $6.81 and its 200 day moving average is $7.10. The company has a current ratio of 0.69, a quick ratio of 0.67 and a debt-to-equity ratio of 2.14. ADT Inc. has a 12-month low of $6.24 and a 12-month high of $8.94. The company has a market capitalization of $5.61 billion, a PE ratio of 10.77 and a beta of 1.01.

ADT (NYSE:ADT) last posted its quarterly earnings results on Thursday, July 30th. The security and automation business reported $0.23 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.29 billion. During the same period in the prior year, the company posted $0.23 EPS. The firm’s revenue for the quarter was up 1.9% compared to the same quarter last year. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. Research analysts expect that ADT Inc. will post 0.87 earnings per share for the current fiscal year.

ADT Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be paid a dividend of $0.055 per share. This represents a $0.22 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Thursday, September 10th. ADT’s dividend payout ratio (DPR) is presently 30.99%.

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.