ADT (NYSE:ADT) Announces Earnings Results

02 May 2026, 12:00 by Scott Moore · The Cerbat Gem

ADT (NYSE:ADT – Get Free Report) issued its quarterly earnings data on Thursday. The security and automation business reported $0.23 earnings per share for the quarter, topping the consensus estimate of $0.21 by $0.02, FiscalAI reports. The firm had revenue of $2.56 billion for the quarter, compared to analysts’ expectations of $1.27 billion. ADT had a net margin of 12.12% and a return on equity of 19.23%. The company’s quarterly revenue was up .9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.21 earnings per share. ADT updated its FY 2026 guidance to 0.890-0.890 EPS.

Here are the key takeaways from ADT’s conference call:

ADT generated $414 million of adjusted free cash flow in Q1 (up >80% YoY), repurchased ~35 million shares year-to-date and has a $1.5 billion repurchase authorization, while leverage remains around 2.7x, supporting continued buybacks and balance-sheet flexibility.
Adoption of ADT+ is accelerating — ~30% of Q1 new customers were on the platform, two new features (Live Light and MySafety) launched, and the Origin AI acquisition + smart‑plug pilots are intended to drive richer, privacy‑first home sensing; management expects >2/3 of new subscribers on the proprietary platform as dealers transition.
AI is being deployed across service and operations to cut costs and improve experience — all chats and ~50% of calls are initially routed through AI, containment rates have risen (chat ~45%→60%, calls ~16%→25%), and management cites potential savings in the millions to tens of millions over time.
ADT is entering the DIY/e‑commerce market with Blue by ADT (website late May, Amazon this summer) to expand TAM; management expects most DIY subs to be incremental but acknowledges lower upfront economics and plans to convert some to higher‑margin pro‑install customers.
Management intentionally tightened high‑cost acquisition channels and credit standards and scaled back some dealer activity, which contributed to lower gross adds in Q1 and could weigh on near‑term RMR/subscriber growth despite aiming for improved long‑term payback and efficiency.

ADT Trading Up 0.5%

Shares of ADT stock traded up $0.04 during trading on Friday, hitting $7.57. The company’s stock had a trading volume of 8,607,415 shares, compared to its average volume of 7,152,349. 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 has a 52 week low of $6.25 and a 52 week high of $8.94. The stock has a market cap of $6.20 billion, a price-to-earnings ratio of 11.46 and a beta of 1.04. The stock has a 50-day moving average price of $6.94 and a two-hundred day moving average price of $7.74.

ADT Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Thursday, June 11th will be paid 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 currently 33.33%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. UBS Group set a $7.50 target price on ADT in a report on Friday. The Goldman Sachs Group reissued a “buy” rating and set a $10.40 price target on shares of ADT in a research note on Monday, March 2nd. Barclays reissued an “underweight” rating and set a $7.00 price target on shares of ADT in a research note on Friday, March 6th. Morgan Stanley decreased their price target on ADT from $9.00 to $7.00 and set an “equal weight” rating on the stock in a report on Tuesday, March 3rd. Finally, Zacks Research upgraded ADT from a “strong sell” rating to a “hold” rating in a report on Monday, February 16th. Two investment 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 an average rating of “Hold” and a consensus target price of $8.08.

Read Our Latest Research Report on ADT

More 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 Buying and Selling

In related news, EVP David A. Scott bought 7,300 shares of ADT stock in a transaction that occurred on Thursday, March 5th. The shares were acquired at an average cost of $6.72 per share, for a total transaction 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 document filed with the SEC, which is available at the SEC website. 2.70% of the stock is owned by insiders.

Institutional Trading of ADT

A number of institutional investors have recently bought and sold shares of ADT. AQR Capital Management LLC boosted its holdings in shares of ADT by 124.6% during the 3rd quarter. AQR Capital Management LLC now owns 36,160,099 shares of the security and automation business’s stock worth $314,954,000 after buying an additional 20,062,625 shares in the last quarter. Wasatch Advisors LP bought a new position in shares of ADT during the 4th quarter worth about $56,927,000. Zimmer Partners LP boosted its position in shares of ADT by 164.8% during the 3rd quarter. Zimmer Partners LP now owns 8,077,811 shares of the security and automation business’s stock worth $70,358,000 after purchasing an additional 5,026,754 shares in the last quarter. Two Sigma Investments LP boosted its position in shares of ADT by 275.6% during the 3rd quarter. Two Sigma Investments LP now owns 5,483,043 shares of the security and automation business’s stock worth $47,757,000 after purchasing an additional 4,023,072 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of ADT by 27.6% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 17,476,972 shares of the security and automation business’s stock worth $152,224,000 after purchasing an additional 3,783,455 shares in the last quarter. Institutional investors own 87.22% of the company’s stock.

ADT Company Profile

(Get 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.