ADT (NYSE:ADT) Stock Lifted to “Equal Weight” by Barclays

ADT (NYSE:ADT) was upgraded by equities research analysts at Barclays from an “underweight” rating to an “equal weight” rating in a research report issued on Wednesday, Marketbeat reports. The brokerage presently has a $10.00 target price on the security and automation business’ stock. Barclays‘s price target would indicate a potential upside of 0.96% from the stock’s previous close.

Several other brokerages also recently issued reports on ADT. Weiss Ratings upgraded shares of ADT from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 29th. Morgan Stanley cut their price objective on ADT from $7.75 to $7.25 and set an “equal weight” rating on the stock in a report on Tuesday, October 13th. Finally, BTIG Research started coverage on ADT in a research report on Monday, August 17th. They set a “neutral” rating on the stock. Two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $8.73.

ADT Stock Up 0.6%

Shares of ADT stock traded up $0.06 on Wednesday, reaching $9.90. 15,954,277 shares of the company were exchanged, compared to its average volume of 10,742,127. ADT has a one year low of $6.03 and a one year high of $9.99. The company has a market capitalization of $7.24 billion, a price-to-earnings ratio of 13.95 and a beta of 0.95. The company has a current ratio of 0.69, a quick ratio of 0.52 and a debt-to-equity ratio of 2.14. The company has a 50-day moving average of $7.08 and a 200 day moving average of $7.11.

ADT (NYSE:ADT) last posted its quarterly earnings results on Tuesday, November 3rd. The security and automation business reported $0.24 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.01. The business had revenue of $1.35 billion during the quarter, compared to analysts’ expectations of $1.32 billion. ADT had a return on equity of 18.99% and a net margin of 11.85%. ADT’s quarterly revenue was up 3.9% on a year-over-year basis. During the same quarter last year, the company posted $0.23 earnings per share. On average, equities research analysts forecast that ADT will post 0.90 earnings per share for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of ADT. Amundi boosted its stake in ADT by 1,033.8% during the second quarter. Amundi now owns 1,618,696 shares of the security and automation business’s stock worth $10,522,000 after acquiring an additional 1,475,926 shares in the last quarter. Robeco Institutional Asset Management B.V. increased its stake in ADT by 18.5% in the third quarter. Robeco Institutional Asset Management B.V. now owns 1,396,542 shares of the security and automation business’s stock valued at $8,491,000 after purchasing an additional 217,906 shares in the last quarter. Wasatch Advisors LP increased its stake in ADT by 19.6% in the second quarter. Wasatch Advisors LP now owns 8,427,968 shares of the security and automation business’s stock valued at $54,782,000 after purchasing an additional 1,382,292 shares in the last quarter. New York State Teachers Retirement System raised its holdings in shares of ADT by 390.3% during the first quarter. New York State Teachers Retirement System now owns 231,123 shares of the security and automation business’s stock valued at $1,518,000 after purchasing an additional 183,985 shares during the period. Finally, Public Employees Retirement System of Ohio acquired a new position in shares of ADT during the second quarter valued at about $1,041,000. Institutional investors and hedge funds own 87.22% of the company’s stock.

Key Headlines Impacting ADT

Here are the key news stories impacting ADT this week:

• Positive Sentiment: Thrive Holdings will acquire ADT for $10 per share in cash, valuing the deal at about $15.3 billion. ADT expects the transaction to close in the first quarter of 2027. The offer provides a clear near-term valuation reference and is the main catalyst for the shares. Article: ADT to Be Acquired by Thrive Holdings in $15.3B Take-Private Deal
• Positive Sentiment: ADT reported third-quarter revenue of about $1.35 billion, up 4% year over year, and adjusted EPS of $0.24, slightly above the $0.23 consensus. The company also highlighted strong cash generation: year-to-date adjusted free cash flow rose 46%, while it returned $748 million to shareholders through repurchases and dividends. Article: ADT Reports Third Quarter 2026 Results
• Neutral Sentiment: With shares near the $10-per-share offer price, potential upside from the deal may be limited unless the acquisition terms change. Investors also face the risk that the transaction does not close as expected; the planned Q1 2027 completion leaves time for that uncertainty to affect the stock.

About ADT

ADT Inc is a security and smart-home services company that provides monitored protection and automation solutions for residential and commercial customers. Its offerings include professionally installed security systems, 24-hour alarm monitoring, video surveillance, fire and life-safety systems, access control, home automation and related emergency response services.

The company serves customers primarily in the United States, offering solutions designed to help protect homes, businesses and other facilities from burglary, fire and other risks.