Pine Valley Investments Ltd Liability Co Buys Shares of 2,559,701 ADT Inc. $ADT

Pine Valley Investments Ltd Liability Co bought a new position in ADT Inc. (NYSE:ADT) in the first quarter, Holdings Channel reports. The institutional investor bought 2,559,701 shares of the security and automation business’s stock, valued at approximately $16,871,000. ADT comprises about 0.8% of Pine Valley Investments Ltd Liability Co’s investment portfolio, making the stock its 26th largest holding.

Several other institutional investors have also modified their holdings of the stock. Los Angeles Capital Management LLC acquired a new position in shares of ADT during the 4th quarter valued at about $28,000. IFP Advisors Inc raised its stake in ADT by 1,759.1% during the third quarter. IFP Advisors Inc now owns 3,997 shares of the security and automation business’s stock worth $35,000 after purchasing an additional 3,782 shares during the period. Osaic Holdings Inc. raised its stake in ADT by 39.9% during the second quarter. Osaic Holdings Inc. now owns 4,351 shares of the security and automation business’s stock worth $37,000 after purchasing an additional 1,240 shares during the period. PNC Financial Services Group Inc. boosted its holdings in ADT by 151.4% in the 1st quarter. PNC Financial Services Group Inc. now owns 4,957 shares of the security and automation business’s stock valued at $33,000 after purchasing an additional 2,985 shares during the last quarter. Finally, Fairscale Capital LLC acquired a new position in ADT in the 4th quarter valued at about $41,000. Hedge funds and other institutional investors own 87.22% of the company’s stock.

Insider Buying and Selling at ADT

In other ADT news, EVP Omar Khan purchased 7,280 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was bought at an average price of $6.88 per share, with a total value of $50,086.40. Following the transaction, the executive vice president directly owned 7,280 shares of the company’s stock, valued at approximately $50,086.40. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kimberly Miller purchased 3,625 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $6.91 per share, with a total value of $25,048.75. Following the purchase, the executive vice president owned 55,984 shares of the company’s stock, valued at approximately $386,849.44. This represents a 6.92% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders bought 54,855 shares of company stock valued at $376,172 in the last 90 days. Corporate insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Morgan Stanley raised their price target on shares of ADT from $7.50 to $7.75 and gave the stock an “equal weight” rating in a report on Friday. UBS Group set a $7.50 price objective on ADT in a research report on Friday, May 1st. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of ADT in a research note on Wednesday, July 15th. Two analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $8.23.

ADT Price Performance

ADT opened at $7.64 on Monday. The stock’s 50-day moving average price is $6.81 and its 200 day moving average price is $7.10. ADT Inc. has a 12-month low of $6.24 and a 12-month high of $8.94. The firm has a market cap of $5.61 billion, a price-to-earnings ratio of 10.77 and a beta of 1.00. The company has a current ratio of 0.69, a quick ratio of 0.52 and a debt-to-equity ratio of 2.14.

ADT (NYSE:ADT) last released its earnings results on Thursday, July 30th. The security and automation business reported $0.23 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.01. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.29 billion. ADT had a return on equity of 18.99% and a net margin of 11.85%.ADT’s revenue was up 1.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.23 EPS. ADT has set its FY 2026 guidance at 0.910-0.910 EPS. As a group, sell-side analysts expect that ADT Inc. will post 0.87 earnings per share for the current year.

ADT Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a $0.055 dividend. The ex-dividend date is Thursday, September 10th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 2.9%. ADT’s payout ratio is 30.99%.

Key Headlines Impacting ADT

Here are the key news stories impacting ADT this week:

• Positive Sentiment: Quarterly results exceeded expectations. ADT reported adjusted earnings of $0.23 per share versus the $0.22 consensus estimate, while revenue rose approximately 2% year over year to $1.312 billion, above analysts’ expectations. ADT Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Cash flow improved sharply. Operating cash flow increased 18% to $666 million, and adjusted free cash flow including interest-rate swaps jumped 48% to $406 million. ADT now expects adjusted free cash flow to grow approximately 30% in 2026. ADT Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its full-year outlook. ADT maintained adjusted EPS guidance at approximately $0.91 and lifted revenue guidance to about $5.2 billion, above the roughly $5.1 billion analyst consensus. The company also projects approximately 2% growth in revenue and adjusted EPS.
• Positive Sentiment: Shareholder returns remained substantial. ADT returned $684 million through repurchases and dividends during the first half of 2026, including $478 million of second-quarter buybacks. It declared a quarterly dividend of $0.055 per share, payable October 1 to shareholders of record September 10.
• Positive Sentiment: New growth initiatives—including the self-installed ADT Blu offering, expansion of ADT+, AI-powered customer service and Wi-Fi-based presence sensing—could broaden customer acquisition and improve operating efficiency.
• Neutral Sentiment: Core recurring monthly revenue declined 1% to $360 million, while gross customer attrition rose to 13.1% from 12.8%, highlighting continued competitive and retention challenges.
• Negative Sentiment: GAAP income from continuing operations fell 8% to $155 million, and adjusted income declined 6% to $180 million as selling, general and administrative expenses increased. A consumer report alleging an unauthorized five-year contract extension also presents a potential customer-service and reputational risk. Customer Contract Dispute

About ADT

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.