ADT, Inc. (ADT)

Several events have impacted ADT's stock in the past six months. ADT Inc. is scheduled to join the S&P 600 index, effective February 9, 2026. The company's stock experienced a 52-week high of $8.935 on September 15, 2025, and a 52-week low of $7.28 on February 24, 2025. ADT reported its second-quarter 2025 results on July 24, 2025, which included revenue growth and a record-high recurring monthly revenue. On September 30, 2025, ADT announced the pricing of a $1.0 billion offering of first-priority senior secured notes due 2033, with proceeds intended to redeem existing notes. The company also reported its third-quarter 2025 results on November 4, 2025.

Demand for security systems and smart home products exhibits some seasonality. Sales typically slow down during the winter months and increase in the spring and late summer. Large projects often commence after the summer, with sales finalized before the Christmas holidays, leading to a peak in November and early December. New projects, often tied to new calendar year budgets, tend to start after the winter holiday, resulting in a high in May and June. The education sector sees increased security system installations during school holiday periods. Search interest for smart home devices peaks during the summer months.

ADT, Inc. is an American security company providing security, interactive, and smart home solutions for residential and small business customers in the US and Canada. The company operates within the critical security and smart home industries, offering monitored security systems, smart home automation, video surveillance, fire protection, life safety alarms, health services, and commercial solutions. ADT also offers residential solar systems through its Solar segment, with a subscription-based business model driven by recurring monthly revenue.

ADT primarily operates in the United States and Canada, with its corporate headquarters in Boca Raton, Florida. The company has a significant presence with over 150 locations throughout the U.S., supporting millions of residential and commercial customers.

ADT has maintained a strong brand reputation, being named the most trusted home security system brand for six consecutive years. Its ADT+ app has also received consistently high ratings. In 2024, ADT celebrated its 150th birthday, reinforcing its long-standing presence in the security industry. The company is also focusing on a shift towards intelligent home security, leveraging AI-driven insights. However, ADT's reputation was impacted by two cybersecurity incidents in the past year, one in August 2024 and another on October 8, 2024.

ADT Inc. has a diverse ownership structure, with institutional investors holding a significant portion of its shares. Major institutional owners include State Farm Mutual Automobile Insurance Co, Apollo Management Holdings, L.P., Vanguard Group Inc, Alphabet Inc. (Google), AQR Capital Management LLC, Dimensional Fund Advisors LP, Norges Bank Investment Management, LSV Asset Management, BlackRock, Inc., and Ariel Investments, LLC. Apollo Global Management holds approximately 12.5% of shares, State Farm Mutual Automobile Insurance Company holds about 16.4%, and Alphabet Inc. (Google) holds around 6.7%. Individual insiders hold approximately 1.67% of the shares.