ADT, Inc. (ADT)

In the past six months, ADT's stock price has declined by approximately 15.60%. Key events include earnings releases for Q1 2026, Q4 2025, and Q3 2025. ADT announced a secondary public offering of common stock and a share repurchase, repurchasing 29,142,961 shares as part of a $1.5 billion plan. Three directors associated with Apollo Global Management resigned from ADT's Board of Directors after Apollo sold its remaining shares. ADT was also added to the S&P SmallCap 600 in February 2026.

Demand for ADT's products and services is influenced by economic conditions, the business environment, and the housing market. Downturns can reduce sales and increase customer attrition. The company acknowledges seasonal variations in Q2 free cash flow and challenges stemming from seasonal factors that can impact revenue growth. ADT's business model is considered somewhat recession-resilient due to recurring revenue streams.

ADT, Inc. is an American security company providing electronic security, fire protection, and alarm monitoring services in the United States and Canada. It operates in the Consumer Services sector, focusing on security and smart home industries. ADT's core business involves selling and servicing monitored security systems for homes and small businesses, including alarms, security cameras, smart home automation, and video surveillance. The company has introduced innovations like the ADT+ platform, integrating its hardware and software with Google Nest devices, and the 'Trusted Neighbor' service. ADT previously had a solar division (ADT Solar), which was closed in January 2024 due to financial difficulties.

ADT primarily operates in the United States and Canada, with its headquarters in Boca Raton, Florida. It maintains a monitoring network with multiple centers across North America. While ADT historically had a broader international presence, its current core focus is North America.

In the past year, ADT celebrated its 150th anniversary and launched the ADT+ platform and 'Trusted Neighbor' technology. The company received industry recognition, including Stevie Awards and TMA Five Diamond Certification. ADT's Remote Assistance program and AI-powered virtual agents improved operational efficiency. However, ADT disclosed a limited cloud data breach in April 2026, affecting customer and prospective customer data, which could lead to a loss of trust.

ADT's ownership structure includes institutional, retail, and individual investors. Major institutional owners include State Farm Mutual Automobile Insurance Co., Apollo Management Holdings, L.P., Vanguard Group Inc., BlackRock, Inc., and Alphabet Inc. (Google), which holds a 6.6% equity stake. As of May 5, 2026, institutional ownership accounts for approximately 60.5% of the company.