ADT, Inc. (ADT)

In the past six months, ADT's stock price increased by 19.22% to $8.25 as of January 9, 2026, from $6.92 on January 13, 2025, with a 52-week range between $6.79 and $8.94. ADT disclosed a cybersecurity breach in October 2024 due to compromised credentials from a third-party, but stated that customer personal information was not believed to be compromised. ADT secured an $800 million extended revolving credit facility in October 2024, increasing borrowing commitments and extending the maturity date. In February 2025, ADT reported strong 2024 results, including revenue and RMR increases, as well as higher GAAP income and adjusted EPS. Board changes were announced in March 2025 as ADT transitioned from "controlled company" status. Kim Miller was appointed as EVP & Chief Marketing & Communications Officer in December 2025.

Demand for ADT's products and services is influenced by economic conditions, the business environment, and the housing market. Downturns can reduce sales opportunities, while recoveries can lead to service disconnections due to relocations. Customer discretionary income also affects demand. De-urbanization, new home builds, and smart home adoption are demand catalysts, with millennials showing interest in smart home technology. After slower demand during the "shelter-in-place" period in April and May 2020, the business recovered, driven by security and smart home services. Partnerships, like the one with Google, aim to leverage these trends.

ADT Inc. is an American security company specializing in residential and small business electronic security, fire protection, and alarm monitoring services, with its headquarters in Boca Raton, Florida. Their offerings include monitored security systems, smart home automation, video surveillance, and commercial solutions, encompassing burglar and life safety alarms, smart security cameras, and personal emergency response systems. ADT previously had a solar division (ADT Solar) after acquiring Sunpro Solar in 2021, but this division was closed on January 24, 2024, due to financial difficulties.

ADT primarily operates in the United States and Canada, serving 6 million customers in over 200 locations throughout the United States as of March 2019. The company is supported by nine monitoring centers and a network of more than 17,000 professionals, with headquarters centralizing leadership and decision-making for North American operations.

ADT has maintained a strong brand reputation, being named the most trusted home security system brand for the sixth consecutive year by Lifestory Research. In August 2024, ADT celebrated its 150th birthday and received the "Home Security Innovation of the Year" award for its Trusted Neighbor™ feature. The company also won The Monitoring Association's Monitoring Center of the Year award. The ADT+ app has consistently high ratings. The cybersecurity breach in October 2024 had a limited impact on reputation due to ADT's swift response and assurance that customer data was not compromised.

As of September 2025, 89.6% of ADT is owned by institutions, with major holders including State Farm Mutual Automobile Insurance Co. (16.04%), Apollo Management Holdings, L.P. (12.5%), Vanguard Group Inc. (7.98%), and Alphabet Inc. (Google) (6.73%). Individual insider ownership accounts for approximately 1.66% of the company.