ADT Inc. $ADT Shares Purchased by Focus Partners Advisor Solutions LLC

Key Points

• Focus Partners boosted its ADT stake by 201.5% in Q3 to 258,551 shares (about $2.15M), joining heavy institutional ownership (87.22%) that includes large additions from Vanguard and a new Norges Bank position (~$219.8M).
• ADT beat quarterly EPS ($0.23 vs. $0.20) and reported $2.55B in revenue, set FY2026 guidance of 0.89 EPS, and announced a quarterly dividend of $0.055 (annualized yield ~3.2%).
• Analyst sentiment is mixed — the consensus rating is Hold with a $8.78 target, while Morgan Stanley cut its target to $7 (Equal Weight) and Goldman Sachs maintains a Buy at $10.40.

Focus Partners Advisor Solutions LLC boosted its stake in shares of ADT Inc. (NYSE:ADT - Free Report) by 201.5% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 258,551 shares of the security and automation business's stock after acquiring an additional 172,809 shares during the period. Focus Partners Advisor Solutions LLC's holdings in ADT were worth $2,148,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ADT. Norges Bank purchased a new stake in shares of ADT during the second quarter worth about $219,825,000. Vanguard Group Inc. boosted its holdings in ADT by 42.7% in the 3rd quarter. Vanguard Group Inc. now owns 64,858,510 shares of the security and automation business's stock worth $564,918,000 after buying an additional 19,413,112 shares during the last quarter. LSV Asset Management increased its stake in ADT by 97.1% during the 2nd quarter. LSV Asset Management now owns 24,727,193 shares of the security and automation business's stock worth $209,439,000 after buying an additional 12,182,009 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of ADT by 179.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 13,693,517 shares of the security and automation business's stock valued at $115,984,000 after acquiring an additional 8,796,249 shares during the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of ADT by 22.7% during the second quarter. AQR Capital Management LLC now owns 16,097,474 shares of the security and automation business's stock valued at $135,702,000 after acquiring an additional 2,978,376 shares during the last quarter. 87.22% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently commented on ADT shares. Weiss Ratings reiterated a "hold (c+)" rating on shares of ADT in a research report on Monday, December 29th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $10.40 target price on shares of ADT in a research note on Monday. Wall Street Zen cut shares of ADT from a "buy" rating to a "hold" rating in a research report on Saturday, November 8th. Zacks Research raised shares of ADT from a "strong sell" rating to a "hold" rating in a research note on Monday, February 16th. Finally, Morgan Stanley dropped their price objective on shares of ADT from $9.00 to $7.00 and set an "equal weight" rating for the company in a research note on Tuesday. Two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $8.78.

Key Headlines Impacting ADT

Here are the key news stories impacting ADT this week:

• Positive Sentiment: ADT is pushing AI and product innovation — the company and partners are promoting machine‑learning/inverse‑design initiatives and a tie‑up with Origin AI to recast its smart‑home/security growth narrative; these efforts could improve unit economics and recurring‑revenue growth if adoption scales. ADT Harnesses Machine Learning…
• Positive Sentiment: Board announced a quarterly dividend (record Mar 12; payable Apr 2) producing ~3.2% yield — supports income investors and can steady the shareholder base. (Company release)
• Positive Sentiment: Citigroup lowered its price target but kept a Buy rating (new PT $8.50), implying upside vs. current levels — shows at least one major shop still sees medium‑term upside. Citigroup PT Cut
• Neutral Sentiment: Independent valuation and coverage checks are being published as the stock trades near recent lows; these pieces recap recurring‑revenue focus and valuation multiples but do not add new company guidance. Valuation Check
• Neutral Sentiment: Analyst consensus remains mixed/average (reported as a general "Hold" average), indicating no strong sell‑side conviction. Analyst Average Rating
• Neutral Sentiment: Unrelated industry equipment news (SCHMID delivery) is present in feeds but is unlikely to affect ADT's share price. SCHMID Delivery
• Negative Sentiment: Investors reacted to ADT’s recent quarterly results and guidance: transcripts and reports flagged an EPS miss and a disappointing outlook that prompted a sharp one‑day selloff earlier in the week — that earnings reaction remains the principal short‑term pressure. Earnings Call Transcript
• Negative Sentiment: Morgan Stanley cut its price target to $7.00 and moved to an "Equal Weight" stance, reducing upside expectations and adding selling pressure. Morgan Stanley Downgrade
• Negative Sentiment: Market sentiment remains cautious — prior intraday moves showed an ~11% drop on earnings/outlook worries, and ADT still trades below its 50‑ and 200‑day averages, leaving technical traders cautious. Market Reaction

ADT Trading Down 0.1%

Shares of ADT opened at $6.84 on Thursday. ADT Inc. has a 12-month low of $6.65 and a 12-month high of $8.94. The firm has a market capitalization of $5.61 billion, a P/E ratio of 10.36 and a beta of 1.00. The firm has a 50-day moving average price of $7.96 and a 200 day moving average price of $8.28. The company has a current ratio of 0.93, a quick ratio of 0.54 and a debt-to-equity ratio of 1.95.

ADT (NYSE:ADT - Get Free Report) last posted its earnings results on Monday, March 2nd. The security and automation business reported $0.23 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.03. The company had revenue of $2.55 billion for the quarter, compared to analyst estimates of $1.30 billion. ADT had a net margin of 11.60% and a return on equity of 19.16%. ADT's revenue was up 1.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.20 EPS. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. Sell-side analysts forecast that ADT Inc. will post 0.7 EPS for the current year.

ADT Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Thursday, March 12th will be given a $0.055 dividend. The ex-dividend date is Thursday, March 12th. This represents a $0.22 dividend on an annualized basis and a yield of 3.2%. ADT's payout ratio is currently 33.33%.

ADT 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.