ADT
Installs, services, and monitors smart-home security systems through Google and State Farm partnerships.
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Profile
Installs, services, and monitors smart-home security systems, combining Google Nest hardware and services with a professional service network. State Farm supports technology for property-loss detection and mitigation, while the business operates under the ADT brand from Boca Raton.
Installs, services, and professionally monitors security and smart-home offerings under the ADT brand. The model combines Google Nest hardware and services with ADT's installation, service, and monitoring network, rooted in a central-monitoring model that traces to the brand's earlier history.
Works with Google and State Farm on smart-home security and technology for the detection and mitigation of property losses. The current public issuer was assembled through the Apollo-backed Protection 1 combination and later returned to NYSE trading.
Executes through its installation, service, and professional-monitoring network. Its structure depends on those operating capabilities and on its technology and insurance partnerships, while Apollo, State Farm, and Google remain material shareholders.
Company facts
Categories
Key statistics
Year to date −5.7% · Average volume (30d) 7.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | BTIG | Initiate | Neutral | |||
| Jul 31, 2026 | Morgan Stanley | Reiterate | Equal Weight | $9 | $7.75 | |
| May 1, 2026 | UBS | Target | $7.50 | |||
| Mar 2, 2026 | Goldman Sachs | Target | $8.20 | $10.40 | ||
| Dec 17, 2025 | Morgan Stanley | Reiterate | Equal Weight | $9.50 | $9 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.22 | $0.23 | +3.1% | $1.29B | $1.31B | +1.8% | +1.35% |
| Apr 30, 2026Q1 FY26 | $0.21 | $0.23 | +9.5% | $1.27B | $1.28B | +1.0% | +0.27% |
| Mar 2, 2026Q4 FY25 | $0.20 | $0.23 | +15.0% | $1.30B | $1.28B | −1.5% | −3.79% |
| Nov 4, 2025Q3 FY25 | $0.22 | $0.23 | +4.5% | $1.30B | $1.30B | +0.2% | +0.50% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.27B | $1.29B | $1.30B | $1.28B | $1.28B | $1.31B | |
| Gross profit | $627.5M | $636.0M | $635.4M | $627.0M | $691.0M | $701.0M | |
| Operating income | $319.3M | $342.0M | $315.1M | $333.2M | $326.0M | $315.0M | |
| Net income | $140.2M | $165.2M | $145.1M | $145.0M | $168.0M | $161.0M | |
| Diluted EPS | $0.15 | $0.18 | $0.16 | $0.16 | $0.19 | $0.19 | |
| Gross margin | 49.5% | 49.4% | 49.0% | 49.1% | 54.0% | 53.4% | |
| Operating margin | 25.2% | 26.6% | 24.3% | 26.1% | 25.5% | 24.0% |
Fiscal years (4-quarter sums)FY21 $5.31B · FY22 $5.75B · FY23 $4.80B · FY24 $4.90B · FY25 $5.13B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $4.0M · Total debt $7.69B · Total assets $15.74B · Shareholders' equity $3.48B
Dividends
Raised for 7 straight years — most recently to $0.055 from $0.035 in Mar 2024. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 11, 2026 | Jun 11 | Jul 7 | $0.055 | |
| Mar 12, 2026 | Mar 12 | Apr 2 | $0.055 | |
| Dec 11, 2025 | Dec 11 | Jan 8 | $0.055 | |
| Sep 11, 2025 | Sep 11 | Oct 2 | $0.055 | |
| Jun 12, 2025 | Jun 12 | Jul 8 | $0.055 | |
| Mar 13, 2025 | Mar 13 | Apr 3 | $0.055 | |
| Dec 12, 2024 | Dec 12 | Jan 9 | $0.055 | |
| Sep 13, 2024 | Sep 13 | Oct 4 | $0.055 |
Ownership
Shares outstanding 800.00M · Float 547.49M · 68.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Company | 133.33M | 19.72% | 13D | Aug 11, 2026 |
| BlackRock, Inc. | 72.16M | 9.02% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 49.55M | 6.19% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 43.25M | 5.41% | 13F | Aug 11, 2026 |
| LSV Asset Management | 31.85M | 3.98% | 13F | Aug 6, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Jeffrey Likosar | officer: Pres Corp Dev & Trans. & CFO | +15,000 | $6.75 |
| May 14, 2026 | Kimberly Miller | officer: EVP, CMO & Comm. Officer | +3,625 | $6.91 |
| May 8, 2026 | Daniel Joseph Houston | director | +36,450 | $6.87 |
| May 11, 2026 | Omar Khan | officer: EVP, Chief Business Officer | +7,280 | $6.88 |
| May 12, 2026 | Fawad Ahmad | officer: EVP, Chief Oper and Cust. Off. | +7,500 | $6.75 |
Peers
- Comcast
Professional home monitoring bundled with Xfinity connectivity
- NRG Energy
Vivint's pro-installed smart-home protection and monitoring
- Amazon
Ring's self-installed home-security and monitoring alternative
- Roku
DIY sensors with free self-monitoring and optional professional help
- Arlo
Connected security devices, cloud services, and subscriptions
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ADT | $7.51 | −0.53% | $6.03B | 10.8 | 7.9 | 1.2 | +1.9% |
| Comcast | $27.08 | +0.09% | $96.03B | 8.8 | 7.7 | 0.8 | −1.2% |
| NRG Energy | $111.50 | +0.38% | $23.44B | 29.2 | 10.7 | 0.6 | +11.0% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Roku | $157.68 | 0.00% | $23.39B | 67.4 | 48.8 | 4.5 | +21.9% |
| Arlo | $12.89 | +0.01% | $1.40B | 47.7 | 14.7 | 2.4 | +20.5% |
| Median | 29.2 | 14.7 | 2.4 | +19.6% |