ADT, Inc. (ADT)

Over the past six months, ADT's stock price has decreased by 24.22%. Key events impacting the stock price include the Q4 2025 Earnings Report, which missed revenue and EPS expectations, the acquisition of Origin AI to enhance AI sensing, inclusion in the S&P SmallCap 600® Index, a $1.0 billion notes offering, and the Q3 2025 Earnings Report, which showed strong financial results but noted pressure from higher non-payment cancels and voluntary losses.

Historically, April has been the best month for ADT Inc. Common Stock, while March tends to be the weakest month. The first quarter is generally considered the smallest, most volatile, and most unreliable for ADT. Demand for personal safety increases during uncertain times, and the company is not heavily reliant on new home builds. ADT expects that as technology improves and the U.S. population ages, the demand for its security and smart home products and services will continue to expand.

ADT Inc. is an American security company providing electronic security, fire protection, and alarm monitoring services in the United States and Canada. Headquartered in Boca Raton, Florida, ADT operates in the Commercial Services sector, offering products and services such as burglar and life safety alarms, smart security cameras, smart home automation systems, and video surveillance systems. In 2024, ADT introduced ADT+, a smart home security platform integrating ADT's hardware and software with Google Nest devices, and launched "Trusted Neighbor™," a service for granting secure access to trusted individuals.

ADT primarily operates in the United States and Canada, serving 6 million customers in over 200 locations across the United States as of March 2019. The company is supported by nine monitoring centers and a network of more than 17,000 professionals. Distribution centers are located in Atlanta, Georgia, and Springville, Utah.

ADT celebrated its 150th birthday in 2024 and has reinforced its leadership in the security industry through initiatives like the ADT+ platform and Trusted Neighbor™ technology. ADT is recognized as an industry-leading home services company with very high unaided brand recognition. However, in March 2026, Johnson Fistel, PLLP, announced an investigation into potential claims on behalf of ADT Inc. investors.

ADT Inc. has significant institutional ownership, with major holders including State Farm Mutual Automobile Insurance Co, Apollo Management Holdings, L.P., and Vanguard Group Inc. Apollo Global Management held 46% of ADT as of 2024, State Farm Insurance made a $1.2 billion equity investment in late 2022, and Google (Alphabet Inc.) invested $450 million in ADT in August 2020.