Evanson Financial LLC Purchases New Shares in Alarm.com Holdings, Inc. $ALRM

Key Points

• Evanson Financial LLC initiated a position in Alarm.com by purchasing 153,432 shares worth approximately $7.17 million, representing about 0.31% of the company. Institutional investors collectively own 91.74% of the stock.
• Alarm.com exceeded quarterly expectations, reporting EPS of $0.77 versus the $0.65 consensus and revenue of $277.73 million, up 9.2% year over year. The company issued fiscal 2026 EPS guidance of $2.92–$2.94.
• Analyst sentiment remains cautious, with an average “Reduce” rating and a consensus price target of $47.50, below the stock’s reported $56.29 opening price. Several insiders have also sold shares, including transactions by the CEO and another executive.

Evanson Financial LLC purchased a new position in shares of Alarm.com Holdings, Inc. (NASDAQ:ALRM - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 153,432 shares of the software maker's stock, valued at approximately $7,168,000. Evanson Financial LLC owned about 0.31% of Alarm.com as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the company. Versant Capital Management Inc increased its position in shares of Alarm.com by 261.0% during the second quarter. Versant Capital Management Inc now owns 2,231 shares of the software maker's stock valued at $104,000 after acquiring an additional 1,613 shares during the last quarter. Pacer Advisors Inc. boosted its position in Alarm.com by 21.2% in the first quarter. Pacer Advisors Inc. now owns 2,312 shares of the software maker's stock worth $100,000 after purchasing an additional 404 shares during the last quarter. Centaurus Financial Inc. grew its stake in Alarm.com by 1.0% in the 1st quarter. Centaurus Financial Inc. now owns 271,841 shares of the software maker's stock valued at $11,741,000 after purchasing an additional 2,782 shares during the period. California State Teachers Retirement System grew its stake in Alarm.com by 30.5% in the 1st quarter. California State Teachers Retirement System now owns 58,939 shares of the software maker's stock valued at $2,546,000 after purchasing an additional 13,761 shares during the period. Finally, Quantinno Capital Management LP increased its position in shares of Alarm.com by 111.1% during the 1st quarter. Quantinno Capital Management LP now owns 19,705 shares of the software maker's stock valued at $851,000 after purchasing an additional 10,370 shares during the last quarter. 91.74% of the stock is owned by institutional investors.

Analysts Set New Price Targets

ALRM has been the subject of several research reports. Weiss Ratings upgraded shares of Alarm.com from a "hold (c-)" rating to a "hold (c)" rating in a research report on Wednesday, July 29th. Barclays boosted their target price on shares of Alarm.com from $50.00 to $55.00 and gave the company an "equal weight" rating in a research note on Friday, May 8th. Finally, Wall Street Zen raised shares of Alarm.com from a "hold" rating to a "buy" rating in a research report on Sunday, July 12th. Three research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Reduce" and a consensus target price of $47.50.

Alarm.com Stock Down 0.7%

ALRM stock opened at $56.29 on Friday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 4.55 and a current ratio of 5.16. The company has a market capitalization of $2.78 billion, a price-to-earnings ratio of 23.36, a PEG ratio of 1.90 and a beta of 0.76. Alarm.com Holdings, Inc. has a fifty-two week low of $41.49 and a fifty-two week high of $59.53. The stock has a fifty day moving average of $49.28 and a 200-day moving average of $47.05.

Alarm.com (NASDAQ:ALRM - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The software maker reported $0.77 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.65 by $0.12. The business had revenue of $277.73 million for the quarter, compared to analysts' expectations of $264.96 million. Alarm.com had a return on equity of 14.99% and a net margin of 12.36%.The firm's quarterly revenue was up 9.2% compared to the same quarter last year. During the same period in the previous year, the business posted $0.60 EPS. Alarm.com has set its FY 2026 guidance at 2.920-2.940 EPS. As a group, equities research analysts predict that Alarm.com Holdings, Inc. will post 2.34 earnings per share for the current year.

Insider Buying and Selling at Alarm.com

In related news, CEO Stephen Trundle sold 6,073 shares of the firm's stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $43.78, for a total value of $265,875.94. Following the completion of the transaction, the chief executive officer directly owned 324,842 shares of the company's stock, valued at approximately $14,221,582.76. This trade represents a 1.84% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Daniel Ramos sold 2,000 shares of the business's stock in a transaction on Friday, June 12th. The shares were sold at an average price of $46.50, for a total transaction of $93,000.00. Following the sale, the insider directly owned 53,099 shares in the company, valued at $2,469,103.50. The trade was a 3.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 31,893 shares of company stock valued at $1,428,505. 4.80% of the stock is owned by corporate insiders.

Alarm.com Profile

Alarm.com Holdings, Inc provides a cloud-based software platform for connected properties, enabling residential and commercial customers to monitor, manage and control security, energy and home automation solutions. The company's interactive services connect security systems, smart thermostats, door locks, lights and video cameras through cellular, broadband and Z-Wave networks, offering real-time alerts and remote access via mobile and web applications.

Through its platform, Alarm.com delivers an integrated suite of products that includes intrusion detection, video monitoring and cloud recording, energy management features such as smart thermostat scheduling, and home automation controls for lighting, garage doors and connected appliances.

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