Victory Capital Management Inc. Purchases 477,490 Shares of ADT Inc. $ADT

Key Points

• Victory Capital Management increased its ADT stake by 14.0%, purchasing 477,490 shares to hold 3,887,387 shares worth about $33.86 million (≈0.47% of the company) in Q3.
• ADT beat Q results with $0.23 EPS and $2.55B revenue, set FY2026 guidance at 0.89 EPS, and declared a quarterly dividend of $0.055 (annualized yield ~3.4%).
• The stock trades near $6.55 (market cap ≈$5.37B) and carries a consensus analyst rating of "Hold" with a $8.38 target after several firms trimmed price targets.

Victory Capital Management Inc. lifted its holdings in ADT Inc. (NYSE:ADT - Free Report) by 14.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,887,387 shares of the security and automation business's stock after purchasing an additional 477,490 shares during the quarter. Victory Capital Management Inc. owned 0.47% of ADT worth $33,859,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Harbor Capital Advisors Inc. bought a new position in ADT during the third quarter valued at $25,000. Quent Capital LLC bought a new stake in shares of ADT in the 3rd quarter worth about $28,000. WPG Advisers LLC raised its position in shares of ADT by 54.3% during the 3rd quarter. WPG Advisers LLC now owns 4,091 shares of the security and automation business's stock valued at $36,000 after buying an additional 1,440 shares in the last quarter. Osaic Holdings Inc. lifted its holdings in shares of ADT by 39.9% in the 2nd quarter. Osaic Holdings Inc. now owns 4,351 shares of the security and automation business's stock valued at $37,000 after acquiring an additional 1,240 shares during the last quarter. Finally, Bfsg LLC lifted its holdings in shares of ADT by 400.0% in the 3rd quarter. Bfsg LLC now owns 5,000 shares of the security and automation business's stock valued at $44,000 after acquiring an additional 4,000 shares during the last quarter. Institutional investors own 87.22% of the company's stock.

ADT Trading Down 2.8%

NYSE ADT opened at $6.55 on Monday. The company's 50-day moving average price is $7.90 and its 200-day moving average price is $8.25. The company has a current ratio of 0.93, a quick ratio of 0.73 and a debt-to-equity ratio of 1.95. The stock has a market cap of $5.37 billion, a PE ratio of 9.92 and a beta of 1.00. ADT Inc. has a 12 month low of $6.41 and a 12 month high of $8.94.

ADT (NYSE:ADT - Get Free Report) last announced its quarterly earnings data on Monday, March 2nd. The security and automation business reported $0.23 earnings per share for the quarter, beating analysts' consensus estimates of $0.20 by $0.03. The company had revenue of $2.55 billion during 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%. The firm's revenue for the quarter was up 1.3% on a year-over-year basis. During the same quarter last year, the business posted $0.20 EPS. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. Equities research analysts forecast that ADT Inc. will post 0.7 earnings per share for the current year.

ADT Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Investors of record on Thursday, March 12th will be issued a $0.055 dividend. The ex-dividend date is Thursday, March 12th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 3.4%. ADT's payout ratio is presently 33.33%.

Wall Street Analyst Weigh In

ADT has been the subject of a number of analyst reports. Citigroup lowered their price target on ADT from $10.00 to $8.50 and set a "buy" rating for the company in a research report on Wednesday, March 4th. Morgan Stanley dropped their price target 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, March 3rd. The Goldman Sachs Group reissued a "buy" rating and issued a $10.40 price objective on shares of ADT in a research note on Monday, March 2nd. Weiss Ratings restated a "hold (c+)" rating on shares of ADT in a research report on Monday, December 29th. Finally, Barclays reaffirmed an "underweight" rating and set a $7.00 target price on shares of ADT in a research note on Friday. Two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $8.38.

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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