AustralianSuper Pty Ltd Acquires Shares of 1,634,459 ADT Inc. $ADT

AustralianSuper Pty Ltd purchased a new stake in ADT Inc. (NYSE:ADT) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,634,459 shares of the security and automation business’s stock, valued at approximately $14,236,000. AustralianSuper Pty Ltd owned about 0.20% of ADT as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the stock. NewEdge Advisors LLC grew its position in shares of ADT by 503.0% in the first quarter. NewEdge Advisors LLC now owns 13,279 shares of the security and automation business’s stock valued at $108,000 after purchasing an additional 11,077 shares during the last quarter. Caxton Associates LLP acquired a new position in ADT in the 1st quarter valued at $296,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in ADT by 29.4% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,154,250 shares of the security and automation business’s stock worth $9,396,000 after buying an additional 262,480 shares during the period. Focus Partners Wealth boosted its position in shares of ADT by 75.9% in the first quarter. Focus Partners Wealth now owns 54,363 shares of the security and automation business’s stock valued at $442,000 after acquiring an additional 23,463 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in shares of ADT in the second quarter valued at about $93,000. 87.22% of the stock is currently owned by institutional investors and hedge funds.

ADT News Summary

Here are the key news stories impacting ADT this week:

• Positive Sentiment: Company announced a $1.5 billion, three‑year share repurchase authorization and returned $791M to shareholders in 2025 — a clear capital‑return commitment that supports EPS per‑share metrics over time. GlobeNewswire Repurchase/Returns
• Positive Sentiment: ADT is accelerating AI and smart‑home capabilities (acquired Origin AI, expanding the ADT+ platform and ambient sensing), which management frames as the growth engine through 2030 with 5% revenue / 10% adj. EPS CAGR targets — a constructive long‑term narrative. Yahoo: Origin AI / ADT+
• Positive Sentiment: Q4 adjusted results and full‑year metrics showed cash generation and adjusted EPS improvement (adjusted EPS $0.23 Q4; full‑year adjusted EPS $0.89), supporting the company’s stated focus on free cash flow and buybacks. GlobeNewswire Q4 Results
• Neutral Sentiment: Analysts maintain an average “Hold” rating on ADT, reflecting mixed views on near‑term execution versus long‑term strategy. AmericanBankingNews: Analyst Ratings
• Neutral Sentiment: Several writeups are performing valuation checks and arguing the post‑drop level could present an opportunity — but opinions diverge (some see a buy, others remain cautious). Yahoo Valuation Check
• Negative Sentiment: FY‑2026 guidance disappointed: management set adjusted EPS at $0.89 (vs ~$0.90 consensus) and revenue at $5.1B (below ~$5.3B consensus). The softer near‑term outlook was the primary catalyst for selling pressure. Yahoo: Earnings & Guidance
• Negative Sentiment: Morgan Stanley cut its price target from $9 to $7 and moved to “equal weight,” signaling analysts may trim expectations after the guidance miss and raising the risk of further downgrades. Benzinga: MS Price Target Cut
• Negative Sentiment: Market reaction included a sharp one‑day decline after the results and outlook; there’s also a law‑firm investor probe (Johnson Fistel) into potential securities issues, which can add uncertainty. InsiderMonkey / Probe Reporting

Wall Street Analysts Forecast Growth

Several analysts have weighed in on ADT shares. Wall Street Zen cut shares of ADT from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. The Goldman Sachs Group reissued a “buy” rating and set a $10.40 price target on shares of ADT in a research report on Monday. Weiss Ratings reiterated a “hold (c+)” rating on shares of ADT in a research report on Monday, December 29th. Morgan Stanley reduced their target price on ADT from $9.00 to $7.00 and set an “equal weight” rating on the stock in a report on Tuesday. Finally, Zacks Research raised ADT from a “strong sell” rating to a “hold” rating in a research note on Monday, February 16th. Two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $9.08.

ADT Trading Down 3.7%

Shares of ADT opened at $6.86 on Wednesday. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.54 and a current ratio of 0.67. ADT Inc. has a 52-week low of $6.65 and a 52-week high of $8.94. The firm has a market cap of $5.62 billion, a price-to-earnings ratio of 10.39 and a beta of 1.00. The business’s fifty day moving average is $7.98 and its 200-day moving average is $8.29.

ADT (NYSE:ADT) last posted its earnings results on Monday, March 2nd. The security and automation business reported $0.23 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.03. ADT had a net margin of 11.60% and a return on equity of 19.33%. The firm had revenue of $2.55 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the prior year, the business earned $0.20 earnings per share. The business’s revenue for the quarter was up 1.3% compared to the same quarter last year. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. Equities analysts anticipate that ADT Inc. will post 0.7 EPS for the current fiscal year.

ADT Company Profile

ADT Inc is a leading provider of security and automation solutions for residential and commercial customers. The company offers a comprehensive suite of products and services, including intrusion detection systems, video surveillance, fire and carbon monoxide monitoring, and integrated smart home automation platforms. Through professional installation, continuous monitoring, and a network of 24/7 monitoring centers, ADT helps customers protect their properties, assets and loved ones.

Founded in 1874 as the American District Telegraph Company, ADT has evolved from one of the first telegraph-based alarm services into a modern security technology enterprise.