ADT Inc.
ADT Inc. (ADT) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
At $6.58 the market pays roughly 10x company-wide operating income for ADT, a multiple that sits below what even a 5% annual decline in operating profit would justify. The price is supported by asset value, earnings power, and relative multiples all at once, so this is a value read, not a growth bet. The business runs on contracted recurring monthly revenue (RMR was $359M in Q1 2026, flat year over year), and gross revenue attrition held at 13.1% with a 2.3-year revenue payback. The cash engine
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429 institutional managers reported holding ADT in 13F filings for the quarter ended 2026-03-31. 82 opened new positions that quarter. Held by Apollo Management, Vanguard Group, BlackRock, among others. On the short side, 33.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ADT's share count grew 19.5% over the past five years even with $963.21M spent on repurchases. It pays a dividend, and has paid one every year in our records (9 and counting); the current rate is $0.22 a share annually. Cash returned over the past three years: $478.39M in dividends and $963.21M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ADT over the trailing three years: 2023: 1 buy totaling $30k; 2026: 2 buys totaling $150k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ADT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +5.2% | 0.0% |
| 2023-11-03 | +9.9% | +6.4% |
| 2024-02-29 | +11.2% | -8.4% |
| 2024-04-26 | +0.8% | +18.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ADT's latest 8-K filings: 2026-05-28 (items 1.01, 2.03, 5.07, 9.01); 2026-05-08 (items 5.02, 5.03, 8.01, 9.01); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-04-24 (items 8.01); 2026-03-02 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.