Caisse Des Depots ET Consignations Buys 113,511 Shares of ADT Inc. $ADT

02 May 2026, 03:58 by Renee Jackson · The Cerbat Gem

Caisse Des Depots ET Consignations boosted its stake in shares of ADT Inc. (NYSE:ADT – Free Report) by 159.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 184,652 shares of the security and automation business’s stock after purchasing an additional 113,511 shares during the period. Caisse Des Depots ET Consignations’ holdings in ADT were worth $1,490,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. GenTrust LLC raised its stake in shares of ADT by 69.7% in the fourth quarter. GenTrust LLC now owns 32,320 shares of the security and automation business’s stock worth $263,000 after purchasing an additional 13,274 shares during the last quarter. Oppenheimer & Co. Inc. raised its stake in shares of ADT by 2.6% in the fourth quarter. Oppenheimer & Co. Inc. now owns 129,500 shares of the security and automation business’s stock worth $1,045,000 after purchasing an additional 3,325 shares during the last quarter. New York State Teachers Retirement System raised its stake in shares of ADT by 25.8% in the fourth quarter. New York State Teachers Retirement System now owns 47,138 shares of the security and automation business’s stock worth $380,000 after purchasing an additional 9,671 shares during the last quarter. State of New Jersey Common Pension Fund D raised its stake in shares of ADT by 9.9% in the fourth quarter. State of New Jersey Common Pension Fund D now owns 270,622 shares of the security and automation business’s stock worth $2,184,000 after purchasing an additional 24,434 shares during the last quarter. Finally, CFC Planning Co LLC purchased a new position in shares of ADT in the fourth quarter worth $170,000. Hedge funds and other institutional investors own 87.22% of the company’s stock.

Key ADT News

Here are the key news stories impacting ADT this week:

Positive Sentiment: Q1 EPS beat and revenue broadly in line; management says results support the full‑year outlook — the better‑than‑expected EPS print and commentary lifted sentiment. ADT shares rise 3% on Q1 EPS, Revenue Beats
Positive Sentiment: Strong cash generation and big free‑cash‑flow improvement drove $161M returned to shareholders via buybacks + dividend; management emphasized cash, which supports buybacks and reduces execution risk. ADT Reports First Quarter 2026 Results
Positive Sentiment: Company reiterated FY2026 EPS guidance at $0.89 (slightly above consensus) and reiterated revenue targets — guidance stability is supportive after the quarter. ADT Inc. 2026 Q1 – Results – Earnings Call Presentation
Neutral Sentiment: Earnings call highlighted initiatives (AI, smart home upsell) that could boost long‑term margins, but these are execution stories that will take time to show up in results. ADT Earnings Call Highlights Cash, AI And Buybacks
Neutral Sentiment: Analyst coverage and price targets remain mixed around mid‑single digits — some upward room, but not unanimous bullishness; investors should watch revisions. ADT ($ADT) Releases Q1 2026 Earnings
Negative Sentiment: Material data breach affecting ~5–5.5M customers — hackers began leaking stolen data and ADT faces at least one lawsuit; this creates near‑term legal, remediation and reputational risk that could pressure stock if costs or customer churn escalate. ADT Sued Over Data Breach Affecting More Than 5 Million Accounts

Insider Activity at ADT

In other news, EVP David A. Scott acquired 7,300 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was bought at an average price of $6.72 per share, with a total value of $49,056.00. Following the completion of the acquisition, the executive vice president directly owned 7,300 shares of the company’s stock, valued at approximately $49,056. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 2.70% of the stock is owned by insiders.

ADT Stock Performance

Shares of ADT opened at $7.57 on Friday. The company has a debt-to-equity ratio of 1.94, a current ratio of 0.84 and a quick ratio of 0.73. ADT Inc. has a one year low of $6.25 and a one year high of $8.94. The firm has a market capitalization of $6.20 billion, a P/E ratio of 11.46 and a beta of 1.04. The business has a fifty day moving average of $6.94 and a 200 day moving average of $7.74.

ADT (NYSE:ADT – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The security and automation business reported $0.23 EPS for the quarter, topping the consensus estimate of $0.21 by $0.02. ADT had a return on equity of 19.23% and a net margin of 12.12%.The company had revenue of $2.56 billion during the quarter, compared to analyst estimates of $1.27 billion. During the same quarter in the previous year, the company posted $0.21 earnings per share. ADT’s revenue was up .9% compared to the same quarter last year. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. As a group, sell-side analysts anticipate that ADT Inc. will post 0.84 EPS for the current year.

ADT Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Thursday, June 11th will be issued a $0.055 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $0.22 annualized dividend and a dividend yield of 2.9%. ADT’s payout ratio is presently 33.33%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. UBS Group set a $7.50 price target on ADT in a research note on Friday. The Goldman Sachs Group restated a “buy” rating and issued a $10.40 price target on shares of ADT in a research note on Monday, March 2nd. Citigroup decreased their price target on ADT from $10.00 to $8.50 and set a “buy” rating for the company in a research note on Wednesday, March 4th. Morgan Stanley decreased their price target on ADT from $9.00 to $7.00 and set an “equal weight” rating for the company in a research note on Tuesday, March 3rd. Finally, Barclays restated an “underweight” rating and issued a $7.00 price target on shares of ADT in a research note on Friday, March 6th. Two equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $8.08.

Read Our Latest Analysis on ADT

ADT Profile

(Free Report)

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.