Cwm LLC Buys 99,938 Shares of ADT Inc. $ADT

Cwm LLC lifted its stake in ADT Inc. (NYSE:ADT) by 7.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,514,768 shares of the security and automation business’s stock after buying an additional 99,938 shares during the period. Cwm LLC’s holdings in ADT were worth $12,224,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in ADT. NewEdge Advisors LLC raised its stake in 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 in the last quarter. Caxton Associates LLP acquired a new position in ADT in the first quarter valued at about $296,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in ADT by 29.4% in the first 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 valued at $9,396,000 after purchasing an additional 262,480 shares in the last quarter. Focus Partners Wealth raised its stake in 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 purchasing an additional 23,463 shares in the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in ADT in the second quarter valued at about $93,000. 87.22% of the stock is currently owned by institutional investors.

Insider Buying and Selling

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

ADT News Roundup

Here are the key news stories impacting ADT this week:

• Positive Sentiment: ADT announced a new home‑security product — a glowing warning sign — plus expanded emergency options, which could support customer retention and upsell opportunities. ADT product launch
• Positive Sentiment: ADT confirmed it will report first‑quarter 2026 results before the market opens on April 30 — a near‑term catalyst that can drive trading as investors position ahead of the print. Q1 release notice
• Neutral Sentiment: Market calendar/consensus notes show ADT is expected to report earnings in late April, which keeps volatility elevated but is informational rather than directly positive or negative. Earnings expectation note
• Neutral Sentiment: Comparative analyst pieces contrast ADT with peers (e.g., Life360), offering context for investors but no immediate company‑specific news. Peer comparison
• Negative Sentiment: Regulatory/consumer action: ADT agreed to pay about $1.3M to resolve allegations it illegally charged servicemembers during moves. The payment is a legal and reputational negative, though small relative to ADT’s market cap. MSN report MarketWatch report

ADT Stock Performance

NYSE:ADT opened at $7.27 on Friday. The stock’s 50-day simple moving average is $7.05 and its 200 day simple moving average is $7.82. The firm has a market capitalization of $5.96 billion, a PE ratio of 11.01 and a beta of 1.04. The company has a quick ratio of 0.73, a current ratio of 0.93 and a debt-to-equity ratio of 1.95. ADT Inc. has a twelve month low of $6.25 and a twelve month high of $8.94.

ADT (NYSE:ADT) last issued its quarterly earnings data on Monday, March 2nd. The security and automation business reported $0.23 EPS for the quarter, beating the consensus estimate of $0.20 by $0.03. The business had revenue of $2.55 billion during the quarter, compared to the consensus estimate of $1.30 billion. ADT had a net margin of 11.60% and a return on equity of 19.16%. The firm’s revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.20 EPS. ADT has set its FY 2026 guidance at 0.890-0.890 EPS. On average, analysts anticipate that ADT Inc. will post 0.7 EPS for the current fiscal year.

ADT Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 2nd. Investors of record on Thursday, March 12th were paid a $0.055 dividend. The ex-dividend date of this dividend was Thursday, March 12th. This represents a $0.22 annualized dividend and a yield of 3.0%. ADT’s dividend payout ratio is presently 33.33%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on ADT shares. Citigroup dropped 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 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, March 3rd. The Goldman Sachs Group reiterated a “buy” rating and issued 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 report on Friday, March 6th. Finally, Zacks Research upgraded ADT from a “strong sell” rating to a “hold” rating in a research report on Monday, February 16th. Two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $8.38.

About ADT

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.