ADT, Inc. (ADT)

In Q1 2025, ADT reported a 7% year-over-year increase in total revenue, an 11% year-over-year increase in adjusted EPS, and a record recurring monthly revenue balance. In Q2 2025, total revenue increased 7%, and end-of-period RMR increased 2%. In Q3 2025, total revenue increased 4% year-over-year, and RMR reached a record. ADT declared quarterly dividends of $0.0550 per share on April 24, 2025, July 24, 2025, and November 4, 2025. On September 30, 2025, ADT announced a proposed offering of $1.0 billion aggregate principal amount of first-priority senior secured notes due 2033. As of November 26, 2025, ADT's stock price was $8.16, with a 52-week high of $8.94 and a 52-week low of $6.71.

ADT's residential security and home automation business experiences seasonality influenced by fluctuations in the housing market. The second and third calendar quarters see higher rates of household moves, leading to higher disconnect rates, new customer additions, and installation volumes. The security industry can see seasonal fluctuations, with some large projects kicking off after the summer and sales finalizing before the Christmas holidays. Holidays like Thanksgiving can also drive demand for smart security.

ADT Inc. is an American security company that provides residential and small business electronic security, fire protection, and alarm monitoring services in the United States and Canada. The company offers professionally monitored security systems, smart home automation, and video surveillance. ADT has partnered with Google to integrate Google's AI and Nest smart home devices into its services. ADT closed its solar division in January 2024 due to financial difficulties.

ADT's corporate headquarters are located in Boca Raton, Florida. The company has a significant presence throughout the United States and Canada, serving millions of customers in over 200 locations across the U.S. ADT operates six North American monitoring centers, with four located in the U.S., providing 24/7 professional monitoring.

ADT is recognized as a trusted name in the security industry. Newsweek recognized ADT as America's most trustworthy name in home security in September 2024. Customer reviews highlight areas for improvement, including customer service and equipment issues. More than half of customer reviews on Comparably reflect a favorable experience with ADT's products and services.

Major institutional owners of ADT Inc. 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, Lsv Asset Management, BlackRock, Inc., Ariel Investments, Llc, and Arrowstreet Capital, Limited Partnership. As of September 29, 2025, State Farm Mutual Automobile Insurance Company held 16.40% of shares, Apollo Global Management, Inc. held 12.54%, The Vanguard Group, Inc. held 7.98%, and Alphabet Inc. held 6.73%.