ADP Reports Second Quarter Fiscal 2026 Results

Rhea-AI Summary

ADP (Nasdaq: ADP) reported its second quarter fiscal 2026 results and issued a revised fiscal 2026 outlook on Jan. 28, 2026. The company furnished the earnings release on Form 8-K and posted materials at investors.adp.com and sec.gov.

ADP hosted a live conference call and webcast for analysts on Jan. 28, 2026 at 8:30 a.m. ET; a slide presentation and replay are available on its investor website.

News Market Reaction

-1.50%

1 alert

-1.50% News Effect

On the day this news was published, ADP declined 1.50%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Quarter reported: Second quarter fiscal 2026 Quarter end date: December 31, 2025 Current price: $254.51 +5 more

8 metrics

Quarter reported Second quarter fiscal 2026 ADP earnings period disclosed in Q2 FY26 release

Quarter end date December 31, 2025 Quarter ended referenced in related Form 8-K earnings release note

Current price $254.51 Pre-earnings close price in provided market context

52-week range $247.1835 – $329.9295 Low and high from 52-week trading range

Earnings call time 8:30 a.m. ET Scheduled January 28, 2026 analyst conference call

Buyback authorization $6 billion Share repurchase authorization announced January 14, 2026

Quarterly dividend $1.70 per share Regular quarterly dividend payable April 1, 2026

Shares outstanding 403 million shares Common shares outstanding as of December 31, 2025 in buyback release

Market Reality Check

Price: $246.82 Vol: Volume 3,460,603 is 1.72x...

high vol

$246.82 Last Close

Volume Volume 3,460,603 is 1.72x the 20-day average of 2,017,047, indicating elevated trading ahead of earnings. high

Technical Price at 254.51 is trading below the 200-day MA of 288.45, reflecting a weaker intermediate trend into this earnings release.

Peers on Argus

ADP was down 1.42% with elevated volume, while key software peers were mostly lo...

ADP was down 1.42% with elevated volume, while key software peers were mostly lower: ADBE -2.1%, CDNS -1.04%, INTU -2.71%, NOW -2.97%, and MSTR +0.8%. The mixed peer moves and lack of momentum flags point to company-specific focus around the earnings release.

Historical Context

5 past events · Latest: Jan 21 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 21	Reputation recognition	Positive	+0.7%	Fortune named ADP one of the World's Most Admired Companies for 2026.
Jan 20	Employment data update	Neutral	-2.0%	NER Pulse showed modest hiring slowdown with preliminary weekly job gains.
Jan 15	Peer earnings call	Neutral	+0.7%	HII announced timing for its Q4 2025 earnings call and webcast.
Jan 14	Share repurchase plan	Positive	+0.7%	Board authorized <b>$6 billion</b> ADP common stock repurchase, replacing prior plan.
Jan 14	Dividend declaration	Positive	+0.7%	Declared regular quarterly dividend of <b>$1.70 per share</b> with April 1, 2026 payment.

Pattern Detected

Recent ADP-specific news like buybacks, dividends, and recognition events generally saw modest positive next-day moves, while macro-oriented employment data produced a negative reaction.

Recent Company History

Over the last few weeks, ADP has reported several shareholder-friendly and reputational updates. On Jan 14, 2026, the board authorized a new $6 billion share repurchase and declared a regular quarterly dividend of $1.70 per share, each followed by a +0.66% reaction. A day earlier, ADP was named one of Fortune’s Most Admired Companies for the 20th straight year, with shares up 0.74%. In contrast, the Jan 20, 2026 ADP National Employment Report update saw a -2.05% move. Today’s Q2 FY26 results follow this mix of corporate and macro data points.

Market Pulse Summary

This announcement flags the release of ADP’s Q2 fiscal 2026 results and a revised FY26 outlook, alon...

Analysis

This announcement flags the release of ADP’s Q2 fiscal 2026 results and a revised FY26 outlook, alongside an analyst call at 8:30 a.m. ET. In recent weeks, ADP authorized a $6 billion buyback, declared a $1.70 quarterly dividend, and maintained recognition as a Fortune Most Admired Company. Investors reviewing this update may focus on how reported results, outlook changes, and capital return plans interact with the prior quarter ending December 31, 2025.

Key Terms

form 8-k, rule 10b5-1 trading plan, form 4, form 144, +2 more

6 terms

form 8-k regulatory

"furnished to the Securities and Exchange Commission (SEC) on a Current Report on Form 8-K"

A Form 8-K is a report that companies file with the government to share important news quickly, such as changes in leadership, major business deals, or financial updates. It matters because it helps investors stay informed about significant events that could affect the company's value or stock price.

rule 10b5-1 trading plan regulatory

"transaction was carried out under a Rule 10b5-1 trading plan adopted"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

form 4 regulatory

"title": "[Form 4] AUTOMATIC DATA PROCESSING INC Insider Trading Activity""

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

form 144 regulatory

"title": "[144] AUTOMATIC DATA PROCESSING INC SEC Filing""

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

rule 144 regulatory

"has a notice of proposed sale under Rule 144 covering 543 shares"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

restricted stock financial

"shares were originally acquired as restricted stock vesting from the issuer"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

AI-generated analysis. Not financial advice.

ROSELAND, N.J., Jan. 28, 2026 /PRNewswire/ -- ADP (Nasdaq: ADP), a global leader in HR and payroll solutions, today announced its second quarter fiscal 2026 financial results along with its revised fiscal 2026 outlook through an earnings release available on the company's website at investors.adp.com/events-and-presentations. This earnings release will also be furnished to the Securities and Exchange Commission (SEC) on a Current Report on Form 8-K and available at sec.gov.

As previously announced, ADP will host a conference call for financial analysts today, Wednesday, January 28, 2026 at 8:30 a.m. ET. The conference call will be webcast live on ADP's website at investors.adp.com and will be available for replay following the call. A slide presentation accompanying the webcast is also available at investors.adp.com/events-and-presentations.

About ADP (Nasdaq: ADP)
ADP has been shaping the world of work with innovation and expertise for more than 75 years. As a global leader in HR and payroll solutions, ADP continuously works to solve business challenges for our clients and their workers, from simple, easy-to-use tools for small businesses to fully integrated platforms for global enterprises – and everything in between. Always Designing for People means we're focused on just that – people. We use our unmatched AI-driven insights and proven expertise to design innovative solutions that help people achieve greater success at work. More than 1.1 million clients across 140+ countries rely on ADP's exceptional service to support their people and drive their business forward. HR, Talent, Time Management, Benefits, Compliance, and Payroll. Learn more at ADP.com

ADP, the ADP logo, and Always Designing for People are trademarks of ADP, Inc.

Copyright © 2026 ADP, Inc. All rights reserved.

ADP - Investor Relations 

Investor Relations Contacts:
Matthew Keating, CFA
973.974.3037
Matthew.Keating@adp.com

Rebecca Koar
203.882.7313
Rebecca.Koar@adp.com

ADP - Media 

Media Contact:
Allyce Hackmann
201.400.4583
Allyce.Hackmann@adp.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/adp-reports-second-quarter-fiscal-2026-results-302671801.html

SOURCE ADP - IR

FAQ

When did ADP (ADP) announce its second quarter fiscal 2026 results and outlook?

ADP announced its second quarter fiscal 2026 results and revised outlook on January 28, 2026. According to the company, the earnings release and revised outlook were posted on its investor site and furnished on Form 8-K the same day.

Where can investors find ADP's Q2 fiscal 2026 earnings release and slide presentation?

Investors can access the Q2 fiscal 2026 earnings release and slides at investors.adp.com/events-and-presentations. According to the company, the materials are also filed on the SEC website at sec.gov via a Form 8-K.

What time was ADP's conference call for Q2 fiscal 2026 and how can I listen?

ADP held its Q2 fiscal 2026 conference call on January 28, 2026 at 8:30 a.m. ET. According to the company, the call was webcast live on its investor site and a replay is available after the event.

Did ADP (ADP) revise its fiscal 2026 outlook with the Q2 announcement?

Yes, ADP issued a revised fiscal 2026 outlook alongside its Q2 results on January 28, 2026. According to the company, details of the revised outlook are included in the earnings release on its investor website.

Was ADP's Q2 2026 earnings release filed with the SEC and where is the Form 8-K available?

ADP furnished its Q2 2026 earnings release on a Form 8-K filed with the SEC on January 28, 2026. According to the company, the Form 8-K is available for review at sec.gov and via the investor relations site.