ADT (ADT)
Installs, services, and monitors smart-home security systems through Google and State Farm partnerships.
Something off on this page? Send us feedback.
Installs, services, and monitors smart-home security systems, combining Google Nest hardware and services with a professional service network. State Farm supports technology for property-loss detection and mitigation, while the business operates under the ADT brand from Boca Raton.
Installs, services, and professionally monitors security and smart-home offerings under the ADT brand. The model combines Google Nest hardware and services with ADT's installation, service, and monitoring network, rooted in a central-monitoring model that traces to the brand's earlier history.
Works with Google and State Farm on smart-home security and technology for the detection and mitigation of property losses. The current public issuer was assembled through the Apollo-backed Protection 1 combination and later returned to NYSE trading.
Executes through its installation, service, and professional-monitoring network. Its structure depends on those operating capabilities and on its technology and insurance partnerships, while Apollo, State Farm, and Google remain material shareholders.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | BTIG | Initiate | Rating: — | |
| Jul 31, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $9 | Target: $7.75 |
| May 1, 2026 | UBS | Target | Target: — | Target: $7.50 |
| Mar 2, 2026 | Goldman Sachs | Target | Target: $8.20 | Target: $10.40 |
| Dec 17, 2025 | Morgan Stanley | Reiterate | Rating: —Target: $9.50 | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.0M · Total debt $7.69B · Total assets $15.74B · Shareholders' equity $3.48B
- Revenue
- $1.31B
- Operating income
- $315.0M
- Net income
- $161.0M
HistoryDividendAnnual yield
| Institutions | 98.75% | 721.44M shares | |
|---|---|---|---|
| 465 holders · as of Jun 30, 2026 | |||
| Insiders | 0.49% | 3.55M shares | |
| 19 holders · as of Jul 9, 2026 | |||
| Other | 0.76% | 5.58M shares | |
| remainder | |||
730.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (730.56M in the company's Sep 22, 2026 report, 800.00M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
State Farm Mutual Automobile Insurance CoInstitution | 18.25% | 133.33M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.88% | 72.16M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.78% | 49.55M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.92% | 43.25M | as of Jun 30, 2026 |
LSV Asset ManagementInstitution | 4.36% | 31.85M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Jeffrey Likosar | officer: Pres Corp Dev & Trans. & CFO | +15,000 | $6.75 |
| May 14, 2026 | Kimberly Miller | officer: EVP, CMO & Comm. Officer | +3,625 | $6.91 |
| May 8, 2026 | Daniel Joseph Houston | director | +36,450 | $6.87 |
| May 11, 2026 | Omar Khan | officer: EVP, Chief Business Officer | +7,280 | $6.88 |
| May 12, 2026 | Fawad Ahmad | officer: EVP, Chief Oper and Cust. Off. | +7,500 | $6.75 |
- Comcast
Professional home monitoring bundled with Xfinity connectivity
- NRG Energy
Vivint's pro-installed smart-home protection and monitoring
- Amazon
Ring's self-installed home-security and monitoring alternative
- Roku
DIY sensors with free self-monitoring and optional professional help
- Arlo
Connected security devices, cloud services, and subscriptions
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ADT | $6.57 | −0.76% | $5.30B | 9.5 | 6.9 | 1.0 | +1.9% |
| Comcast | $22.61 | −1.42% | $81.37B | 7.4 | 6.5 | 0.7 | −1.2% |
| NRG Energy | $103.26 | −0.02% | $21.79B | 27.1 | 9.9 | 0.6 | +11.0% |
| Amazon | $254.83 | −1.40% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Roku | $154.16 | −0.11% | $22.89B | 66.0 | 47.8 | 4.4 | +21.9% |
| Arlo | $13.41 | +0.56% | $1.45B | 49.4 | 15.3 | 2.5 | +20.5% |
| Median | 27.1 | 15.3 | 2.5 | +19.6% |