B. Metzler seel. Sohn & Co. AG Invests $1.42 Million in ADT Inc. $ADT

Key Points

• B. Metzler seel. Sohn & Co. AG initiated a new position of 175,458 ADT shares in Q4, valued at about $1.42 million per its Form 13F filing.
• Several large funds (AQR, Vanguard, Zimmer, Two Sigma, Arrowstreet) materially increased holdings and institutional investors now own 87.22% of ADT’s stock.
• ADT beat the quarter with $0.23 EPS (vs. $0.20 est.) and $2.55B revenue, guides ~0.89 EPS for FY2026, and pays a $0.22 annual dividend (≈3.0% yield); the consensus rating is a “Hold” with an average target of $8.23.

B. Metzler seel. Sohn & Co. AG bought a new position in shares of ADT Inc. (NYSE:ADT - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 175,458 shares of the security and automation business's stock, valued at approximately $1,416,000.

Several other hedge funds have also recently bought and sold shares of ADT. AQR Capital Management LLC lifted its stake in ADT by 124.6% during 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. Vanguard Group Inc. lifted its stake in ADT by 42.7% during 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 acquiring an additional 19,413,112 shares in the last quarter. Zimmer Partners LP lifted 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 in the last quarter. Two Sigma Investments LP lifted its stake in ADT by 275.6% during the 3rd quarter. Two Sigma Investments LP now owns 5,483,043 shares of the security and automation business's stock worth $47,757,000 after acquiring an additional 4,023,072 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in ADT by 27.6% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 17,476,972 shares of the security and automation business's stock worth $152,224,000 after acquiring an additional 3,783,455 shares in the last quarter. Institutional investors and hedge funds own 87.22% of the company's stock.

ADT Price Performance

ADT stock opened at $7.27 on Monday. The company has a debt-to-equity ratio of 1.95, a current ratio of 0.93 and a quick ratio of 0.73. The firm has a market capitalization of $5.96 billion, a P/E ratio of 11.01 and a beta of 1.04. The business's 50-day moving average is $6.98 and its two-hundred day moving average is $7.77. ADT Inc. has a 1 year low of $6.25 and a 1 year high of $8.94.

ADT (NYSE:ADT - Get Free Report) last posted its quarterly earnings results on Monday, March 2nd. The security and automation business reported $0.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 return on equity of 19.16% and a net margin of 11.60%.ADT's revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.20 EPS. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. Analysts anticipate that ADT Inc. will post 0.84 earnings per share for the current fiscal year.

ADT Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 2nd. Shareholders of record on Thursday, March 12th were given a $0.055 dividend. The ex-dividend date of this dividend was Thursday, March 12th. This represents a $0.22 dividend on an annualized basis and a yield of 3.0%. ADT's dividend payout ratio (DPR) is currently 33.33%.

Insider Transactions at ADT

In related news, EVP David A. Scott purchased 7,300 shares of ADT stock in a transaction on Thursday, March 5th. The shares were bought at an average price of $6.72 per share, with a total value of $49,056.00. Following the transaction, the executive vice president directly owned 7,300 shares of the company's stock, valued at approximately $49,056. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 2.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on ADT shares. Zacks Research raised ADT from a "strong sell" rating to a "hold" rating in a research note on Monday, February 16th. Weiss Ratings reissued a "hold (c+)" rating on shares of ADT in a research note on Monday, December 29th. Citigroup decreased their target price on ADT from $10.00 to $8.50 and set a "buy" rating on the stock in a research note on Wednesday, March 4th. The Goldman Sachs Group reissued a "buy" rating and set a $10.40 target price on shares of ADT in a research note on Monday, March 2nd. Finally, Morgan Stanley decreased their target price on ADT from $9.00 to $7.00 and set an "equal weight" rating on the stock in a research note on Tuesday, March 3rd. Two analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and an average price target of $8.23.

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.

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