ADT Inc Stock Price, News & Analysis

ADT (NYSE: ADT) announced that Kim Miller will join as Executive Vice President and Chief Marketing & Communications Officer, effective Dec. 22, 2025.

Miller will lead a unified go-to-market approach, customer acquisition tied to performance marketing, and efforts to accelerate growth and customer experience. She joins from Aescape and has prior senior marketing roles at Consumer Reports and Flatiron School.

ADT (NYSE: ADT) reported third-quarter 2025 results on Nov. 4, 2025: total revenue $1,298M (+4% YoY) and end-of-period RMR $362M (+1% YoY, $4.3B annualized). GAAP income from continuing operations was $144M ($0.17 diluted), and adjusted income was $187M ($0.23 adjusted EPS). Net cash from operating activities was $480M and adjusted free cash flow (including swaps) was $208M (+32% YoY). Year-to-date cash returns to shareholders totaled $746M and the company repurchased 78M shares YTD. ADT updated 2025 guidance modestly: total revenue $5,075–$5,175M and adjusted EBITDA $2,665–$2,715M. A cash dividend of $0.055/share was declared, record date Dec. 11, 2025, payable Jan. 8, 2026.

ADT (NYSE: ADT) will release its third quarter 2025 financial results before the market opens on Tuesday, Nov. 4, 2025. Management will host a conference call at 10:00 a.m. ET to discuss results and answer questions.

Investors may listen via live webcast at investor.adt.com; a replay will be posted within 24 hours. Live call access: domestic 1-800-715-9871, international 1-646-307-1963, access code 4948265. An audio replay will be available for two weeks after the call (domestic 1-800-770-2030; international 1-609-800-9909; access code 4948265).

ADT (NYSE: ADT) has announced the pricing of $1.0 billion first-priority senior secured notes due 2033 with a 5.875% interest rate. The offering, expected to close on October 15, 2025, will be used alongside incremental first lien senior secured term loans and cash on hand to redeem $1.3 billion of outstanding 6.250% Second-Priority Senior Secured Notes due 2028.

The notes are being offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. investors under Regulation S, with no registration under the Securities Act.

ADT Inc. (NYSE: ADT) has announced that its subsidiary, The ADT Security Corporation, plans to issue $1.0 billion in first-priority senior secured notes due 2033. The company will combine these proceeds with an additional $300 million in incremental first lien senior secured term loans and cash on hand to redeem all outstanding $1.3 billion of 6.250% Second-Priority Senior Secured Notes due 2028.

The Notes offering will be restricted to qualified institutional buyers under Rule 144A and non-U.S. investors under Regulation S, with the securities being exempt from registration requirements under the Securities Act of 1933.

ADT Inc. (NYSE: ADT) has announced the pricing of a significant secondary public offering where Apollo Global Management affiliates (Selling Stockholders) will sell 71,000,000 shares of common stock. The underwriters have a 30-day option to purchase an additional 10,650,000 shares.

Concurrent with the offering, ADT will repurchase approximately 11 million shares directly from the underwriters at the same price, utilizing the remaining capacity of its existing $500 million share repurchase program. The offering is expected to close on July 28, 2025. ADT will not receive any proceeds from the offering as it's not selling any shares.

The offering is being managed by Barclays, Citigroup, Morgan Stanley, Goldman Sachs, and BTIG as book-running managers.

ADT (NYSE: ADT) has announced a significant secondary public offering where Apollo Global Management affiliates (Selling Stockholders) will offer 71 million shares of ADT common stock, with an additional 30-day option for 10.65 million shares. ADT will not receive any proceeds from this offering as it's not selling any shares.

Concurrent with the offering, ADT plans to repurchase approximately 11 million shares as part of its existing $500 million share repurchase program, utilizing the remaining capacity. Barclays and Citigroup are serving as book-running managers for the offering.

ADT (NYSE:ADT) reported strong Q2 2025 results with total revenue increasing 7% to $1.3 billion. The company achieved income from continuing operations of $168 million, or $0.19 per diluted share, up $42 million year-over-year. Key highlights include a 2% increase in recurring monthly revenue to $363 million, solid customer retention with gross revenue attrition of 12.8%, and revenue payback at 2.3 years.

The company completed a strategic bulk purchase of 50,000 customer accounts for $89 million and continued its shareholder return program, having repurchased 65 million shares with $112 million remaining under its $500 million repurchase plan. ADT maintained its 2025 financial guidance while updating Adjusted EPS range to reflect lower share count due to repurchases.

ADT Inc. (NYSE: ADT) has scheduled its second quarter 2025 financial results release for Thursday, July 24, 2025, before market opening. The company will host a conference call at 10 a.m. ET the same day, featuring management discussions and a Q&A session.

Investors can access the event through a live webcast on investor.adt.com. A replay will be available within 24 hours. For telephone access, participants can dial 1-800-715-9871 (domestic) or 1-646-307-1963 (international) using access code 4948265. An audio replay will be accessible for one week after the call.