ADP Reports Third Quarter Fiscal 2026 Results

Rhea-AI Summary

ADP (Nasdaq: ADP) reported third quarter fiscal 2026 results and issued a revised fiscal 2026 outlook. The company said the earnings release is furnished to the SEC on Form 8-K and is available at investors.adp.com and sec.gov.

ADP will host a live conference call and webcast on April 29, 2026 at 8:30 a.m. ET; a replay and slide presentation will be available on the investor website.

Market Reaction – ADP

+6.31% $211.81

15m delay 37 alerts

+6.31% Since News

$211.81 Last Price

$205.20 $212.46 Day Range

+$5.06B Valuation Impact

$85.28B Market Cap

0.7x Rel. Volume

Following this news, ADP has gained 6.31%, reflecting a notable positive market reaction. Our momentum scanner has triggered 37 alerts so far, indicating elevated trading interest and price volatility. The stock is currently trading at $211.81. This price movement has added approximately $5.06B to the company's valuation.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.

Key Figures

Q3 2026 Revenue: $5.9 billion Q3 2026 Net Earnings: $1.36 billion Adjusted EBIT: $1.8 billion +5 more

8 metrics

Q3 2026 Revenue $5.9 billion Third quarter fiscal 2026; up 7% year-over-year

Q3 2026 Net Earnings $1.36 billion Third quarter fiscal 2026; up 9% year-over-year

Adjusted EBIT $1.8 billion Third quarter fiscal 2026; up 10% year-over-year

Adjusted EBIT Margin 30.2% Third quarter fiscal 2026; expanded by 80 basis points

Diluted EPS $3.38 Third quarter fiscal 2026; grew 10% year-over-year

Adjusted Diluted EPS $3.37 Third quarter fiscal 2026; grew 10% year-over-year

Client Funds Balances $48.3 billion Average client funds balances in Q3 2026; up 9%

Interest on Funds $404 million Interest on funds held for clients; increased 14% in Q3 2026

Market Reality Check

Price: $199.21 Vol: Volume 2,985,514 is at 1....

normal vol

$199.21 Last Close

Volume Volume 2,985,514 is at 1.02x the 20-day average of 2,917,856, indicating typical pre-earnings activity. normal

Technical Price at 199.21 is trading below the 200-day MA of 258.08, reflecting a longer-term downtrend into earnings.

Peers on Argus

ADP was up 0.98% pre-release while key software peers were mixed: ADBE +0.47%, I...

ADP was up 0.98% pre-release while key software peers were mixed: ADBE +0.47%, INTU +0.60%, MSTR +1.12%, but CDNS -1.32% and NOW -0.67%. This points to a stock-specific setup rather than a broad sector move.

Historical Context

5 past events · Latest: Apr 21 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Apr 21	Employment report update	Positive	+0.2%	NER Pulse showed fifth straight week of improving private hiring trends.
Apr 16	Awards & recognition	Positive	+1.8%	Recognition of HCM Distinction Award winners using ADP’s integrated solutions.
Apr 14	Employment report update	Positive	-0.1%	Fourth straight week of strong job creation in NER Pulse data.
Apr 08	Dividend declaration	Positive	-2.4%	Declared regular quarterly cash dividend of $1.70 per share.
Apr 07	Employment report update	Positive	-0.4%	Third straight week of improving hiring in NER Pulse estimates.

Pattern Detected

Recent history shows ADP often experiencing mixed or negative price reactions even on generally positive operational news, including employment reports and dividend declarations.

Recent Company History

Over the past month, ADP issued several labor market updates and a dividend announcement. Employment reports on Mar 21, Mar 28, and Apr 4, 2026 highlighted consecutive weeks of improving U.S. hiring, yet price reactions ranged from -0.36% to +0.24%. A regular quarterly dividend of $1.70 per share on Apr 8, 2026 saw a -2.37% move. The 2026 HCM Distinction Awards news on Apr 16 aligned with a stronger +1.76% gain, underscoring uneven sensitivity to generally positive developments.

Market Pulse Summary

This announcement highlighted ADP’s third quarter fiscal 2026 earnings and a raised full-year outloo...

Analysis

This announcement highlighted ADP’s third quarter fiscal 2026 earnings and a raised full-year outlook, supported by revenue of $5.9 billion, net earnings of $1.36 billion, and an adjusted EBIT margin of 30.2%. Recent history shows uneven market reactions to otherwise positive updates, including dividends and employment data. Investors may focus on execution against the new guidance ranges, trends in client funds balances of $48.3 billion, and ongoing insider trading plans when assessing risk and opportunity.

Key Terms

form 8-k, rule 10b5-1 trading plan, schedule 13g, form 144, +2 more

6 terms

form 8-k regulatory

"This earnings release will also be 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 effected under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person"

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.

schedule 13g regulatory

"amended its Schedule 13G to report that, after an internal realignment, it and its disaggregated subsidiaries hold"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

form 144 regulatory

"ADP filed a Form 144 reporting the sale of 543 shares of Common Stock."

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.

beneficial ownership regulatory

"will report beneficial ownership separately in reliance on SEC Release No. 34-39538."

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

ebit financial

"Adjusted EBIT rose 10% to $1.8 billion, lifting the adjusted EBIT margin by 80 basis points"

EBIT (Earnings Before Interest and Taxes) measures a company's profit from normal business operations after paying direct running costs but before subtracting interest on debt and income taxes. Think of it as how well a store does at selling its goods once everyday expenses are covered, ignoring loan payments and tax bills. Investors use EBIT to compare operational performance across companies without the distortion of different financing or tax situations.

AI-generated analysis. Not financial advice.

ROSELAND, N.J., April 29, 2026 /PRNewswire/ -- ADP (Nasdaq: ADP), a global leader in HR and payroll solutions, today announced its third 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, April 29, 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

 

 

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SOURCE ADP - IR

FAQ

When did ADP (ADP) report its third quarter fiscal 2026 results?

ADP reported third quarter fiscal 2026 results on April 29, 2026. According to the company, the earnings release and revised fiscal 2026 outlook were published on its investor website and furnished to the SEC on Form 8-K.

Where can investors find ADP's Q3 2026 earnings release and SEC filing for ADP?

Investors can find the Q3 2026 earnings release on investors.adp.com and the Form 8-K at sec.gov. According to the company, both documents are available for download on those sites.

What time is ADP's conference call and webcast for Q3 2026 (ADP)?

ADP's conference call is scheduled for April 29, 2026 at 8:30 a.m. ET. According to the company, the call is webcast live on its investor website and will be available for replay afterward.

Will ADP (ADP) provide a slide presentation and replay of the Q3 2026 webcast?

Yes. ADP said a slide presentation accompanies the webcast and both the replay and slides will be posted on investors.adp.com. According to the company, materials will remain available after the live event.

Did ADP (ADP) revise fiscal 2026 outlook with the Q3 2026 release?

ADP announced a revised fiscal 2026 outlook concurrent with the Q3 release on April 29, 2026. According to the company, the updated outlook details are published in the earnings release and the SEC Form 8-K.