ADT, Inc. (ADT)

Over the past six months, ADT's stock price has experienced some notable movements. From April 7, 2025, to April 2, 2026, the share price declined by 14.80%. Over the last year, ADT Inc. has shown a 14.27% decrease. On March 2, 2026, ADT Inc. shares dropped 10.4% after its Q4 2025 results missed revenue and EPS expectations, and the company provided flat guidance for 2026. Despite this, management announced a new $1.5 billion share repurchase authorization and reported repurchasing and retiring 78 million shares for $604 million during 2025. Additionally, effective February 2026, ADT was added to the S&P SmallCap 600.

Demand for ADT's products and services appears to be resilient rather than exhibiting strong seasonality. According to ADT's Chairman, President, and CEO Jim DeVries in May 2025, demand for personal safety tends to increase during uncertain times. He also noted that factors that might typically pressure new subscriber additions, such as fewer relocations, actually contribute to customer retention. ADT is not particularly reliant on new home builds, which account for only about 5% of its gross additions.

ADT, Inc. is an American security company providing electronic security, fire protection, and alarm monitoring services in the US and Canada. Headquartered in Boca Raton, Florida, ADT operates in the Industrials sector, specifically Security & Protection Services. Its offerings include burglar and life safety alarms, smart security cameras, smart home automation, and video surveillance systems. ADT provides both professionally installed and DIY security solutions under brands like ADT, ADT Pulse, ADT+, and Trusted Neighbor. In January 2024, ADT closed its solar division due to financial difficulties.

ADT primarily operates in the United States and Canada, serving millions of customers through a network of monitoring centers across North America. While historically ADT had a broader international presence, its current core focus is North America. In 2019, Telus Corp. purchased ADT Inc.'s Canadian assets, allowing ADT to refocus on its core U.S. operations.

ADT has consistently maintained a strong brand reputation. As of February 2025, ADT earned the title of most trusted home security system brand for the sixth consecutive year in a study by Lifestory Research, continuing into March 2026 for the seventh consecutive year. In February 2025, ADT's "Trusted Neighbor" service was named "Home Security Innovation of the Year" at the 9th annual IoT Breakthrough Awards. In March 2026, ADT received four Stevie Awards for Sales and Customer Service and achieved TMA Five Diamond Certification for its Knoxville and Irving monitoring centers. A significant event that could have impacted ADT's reputation was the major wireless carriers' announcement in 2019 to shut down their 3G networks by the end of 2022. ADT successfully replaced 3G communications radios with LTE-compatible radios, ensuring a "non-event" for its customers and preserving their service.

ADT Inc. has a significant number of institutional owners and shareholders. As of April 6, 2026, 459 institutional owners and shareholders had filed 13D/G or 13F forms, holding a total of 754,168,146 shares. Major institutional owners include State Farm Mutual Automobile Insurance Co, Apollo Management Holdings, L.P., Vanguard Group Inc, Aqr Capital Management Llc, Dimensional Fund Advisors Lp, Lsv Asset Management, BlackRock, Inc., Norges Bank, Ariel Investments, Llc, and Alliancebernstein L.p. Alphabet, Inc. (Google) also holds a notable stake in the company.