Bull Harbor Capital LLC Purchases Shares of 74,950 ADT Inc. $ADT

Bull Harbor Capital LLC acquired a new position in shares of ADT Inc. (NYSE:ADT) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 74,950 shares of the security and automation business’s stock, valued at approximately $492,000.

Several other large investors also recently made changes to their positions in the business. SG Americas Securities LLC acquired a new stake in ADT in the 4th quarter valued at $1,238,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in shares of ADT during the fourth quarter worth about $2,870,000. Geode Capital Management LLC lifted its stake in shares of ADT by 5.6% during the fourth quarter. Geode Capital Management LLC now owns 10,906,341 shares of the security and automation business’s stock worth $88,030,000 after purchasing an additional 577,013 shares in the last quarter. Norges Bank acquired a new position in shares of ADT during the fourth quarter worth about $192,996,000. Finally, Louisiana State Employees Retirement System purchased a new stake in shares of ADT in the first quarter worth about $1,480,000. Institutional investors and hedge funds own 87.22% of the company’s stock.

Wall Street Analysts Forecast Growth

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

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

ADT Stock Performance

NYSE:ADT opened at $7.64 on Friday. The company has a debt-to-equity ratio of 2.14, a current ratio of 0.69 and a quick ratio of 0.67. The firm has a 50-day moving average of $6.81 and a two-hundred day moving average of $7.10. The stock has a market cap of $5.61 billion, a P/E ratio of 10.77 and a beta of 1.01. ADT Inc. has a 1-year low of $6.24 and a 1-year high of $8.94.

ADT (NYSE:ADT) last announced its earnings results on Thursday, July 30th. The security and automation business reported $0.23 earnings per share for the quarter, beating 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 company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.29 billion. During the same period last year, the firm earned $0.23 earnings per share. The company’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, research analysts expect that ADT Inc. will post 0.87 earnings per share for the current fiscal year.

ADT Announces Dividend

The firm also recently disclosed 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 is Thursday, September 10th. ADT’s dividend payout ratio (DPR) is 31.43%.

Insiders Place Their Bets

In other ADT news, Director Daniel Joseph Houston acquired 36,450 shares of the company’s stock in a transaction on Friday, May 8th. The shares were bought at an average cost of $6.87 per share, for a total transaction of $250,411.50. Following the acquisition, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kimberly Miller bought 3,625 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was acquired at an average cost of $6.91 per share, for a total transaction of $25,048.75. Following the completion of the transaction, the executive vice president owned 55,984 shares in the company, valued at $386,849.44. This represents a 6.92% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 54,855 shares of company stock worth $376,172 in the last quarter. 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.