Tudor Investment Corp ET AL Acquires 35,024 Shares of Alarm.com Holdings, Inc. $ALRM

Key Points

• Tudor Investment Corp ET AL boosted its Alarm.com stake by 22.8%, buying 35,024 shares to own 188,947 shares (~0.38%) worth about $10.03 million, and institutional investors now hold 91.74% of the stock.
• Insider activity: CFO Kevin Christopher Bradley sold 1,510 shares at an average $45.97 (a 2.85% reduction), leaving insiders with 5.80% ownership.
• Results and outlook: Alarm.com beat quarterly EPS and revenue estimates and issued FY2026 guidance of $2.78–$2.79 EPS, but analyst sentiment is mixed with a consensus "Hold" and an average target of $57 (JPMorgan recently cut its target to $40 and rated it underweight).

Tudor Investment Corp ET AL grew its holdings in shares of Alarm.com Holdings, Inc. (NASDAQ:ALRM - Free Report) by 22.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 188,947 shares of the software maker's stock after acquiring an additional 35,024 shares during the quarter. Tudor Investment Corp ET AL owned about 0.38% of Alarm.com worth $10,029,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Arizona State Retirement System raised its holdings in shares of Alarm.com by 1.5% during the 3rd quarter. Arizona State Retirement System now owns 13,975 shares of the software maker's stock valued at $742,000 after buying an additional 210 shares in the last quarter. California State Teachers Retirement System increased its stake in shares of Alarm.com by 0.5% during the second quarter. California State Teachers Retirement System now owns 43,287 shares of the software maker's stock valued at $2,449,000 after buying an additional 226 shares during the period. Cresset Asset Management LLC increased its stake in shares of Alarm.com by 0.6% during the third quarter. Cresset Asset Management LLC now owns 40,234 shares of the software maker's stock valued at $2,136,000 after buying an additional 228 shares during the period. Oppenheimer Asset Management Inc. increased its stake in shares of Alarm.com by 0.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 37,063 shares of the software maker's stock valued at $1,967,000 after buying an additional 246 shares during the period. Finally, Amalgamated Bank increased its stake in shares of Alarm.com by 2.1% during the third quarter. Amalgamated Bank now owns 14,371 shares of the software maker's stock valued at $763,000 after buying an additional 302 shares during the period. 91.74% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Alarm.com news, CFO Kevin Christopher Bradley sold 1,510 shares of the business's stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $45.97, for a total transaction of $69,414.70. Following the sale, the chief financial officer owned 51,546 shares in the company, valued at approximately $2,369,569.62. The trade was a 2.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 5.80% of the company's stock.

Alarm.com Trading Up 1.2%

Shares of NASDAQ ALRM opened at $44.19 on Tuesday. The company has a quick ratio of 1.78, a current ratio of 1.92 and a debt-to-equity ratio of 0.58. The business has a fifty day simple moving average of $46.39 and a two-hundred day simple moving average of $49.50. The firm has a market cap of $2.19 billion, a PE ratio of 17.96, a price-to-earnings-growth ratio of 1.53 and a beta of 0.83. Alarm.com Holdings, Inc. has a twelve month low of $41.50 and a twelve month high of $60.76.

Alarm.com (NASDAQ:ALRM - Get Free Report) last announced its quarterly earnings results on Thursday, February 19th. The software maker reported $0.72 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.66 by $0.06. Alarm.com had a return on equity of 14.79% and a net margin of 13.11%.The business had revenue of $261.66 million for the quarter, compared to the consensus estimate of $250.75 million. During the same period last year, the business posted $0.58 EPS. The business's revenue was up 8.1% compared to the same quarter last year. Alarm.com has set its FY 2026 guidance at 2.780-2.790 EPS. Analysts expect that Alarm.com Holdings, Inc. will post 1.64 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have commented on ALRM. Zacks Research downgraded Alarm.com from a "strong-buy" rating to a "hold" rating in a report on Wednesday, March 25th. Weiss Ratings reissued a "hold (c-)" rating on shares of Alarm.com in a report on Tuesday, January 27th. JPMorgan Chase & Co. lowered their target price on Alarm.com from $55.00 to $40.00 and set an "underweight" rating on the stock in a report on Wednesday, February 18th. Finally, Barclays reduced their price target on Alarm.com from $56.00 to $50.00 and set an "equal weight" rating for the company in a research report on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $57.00.

About Alarm.com

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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