Welcome to our dedicated page for ADT SEC filings (Ticker: ADT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ADT Inc. filings document the company’s smart home security business, operating results, capital allocation and governance as a public issuer. Form 8-K reports cover quarterly and annual financial results, common stock dividends, share repurchase authorizations, secondary offering-related capital-structure matters and material agreements tied to ADT’s financing arrangements.
Regulatory disclosures also describe the completed Origin AI acquisition, commercial licensing arrangements for AI-enabled Wi-Fi sensing technology, credit agreement amendments involving ADT subsidiaries, cybersecurity incident response matters and proxy voting topics. Proxy materials address board governance, executive compensation, equity awards and shareholder voting matters, while capital disclosures reference common stock and Class B common stock.
State Farm Mutual Automobile Insurance Company filed Amendment No. 5 to its Schedule 13D regarding ADT, Inc. common stock. State Farm reports beneficial ownership of 133,333,333 shares of ADT common stock through Fire Company, with shared voting and dispositive power over all of these shares and no sole voting or dispositive power.
Based on 675,814,723 shares of ADT common stock outstanding as of July 23, 2026, as disclosed in ADT’s Form 10‑Q filed July 30, 2026, State Farm’s position represents approximately 19.72% of the outstanding class. The amendment states that there were no transactions in ADT common stock by State Farm or Fire Company during the past 60 days and that no other person is known to have rights to dividends or sale proceeds from these shares other than State Farm and Fire Company. The amendment is described as being filed solely to update the beneficial ownership percentage to reflect the latest outstanding share count.
BlackRock, Inc. reports beneficial ownership of common stock of ADT Inc.69,300,803 ADT common shares, representing 10.3% of the outstanding class.
BlackRock has sole voting power over 68,047,053 shares and sole dispositive power over all 69,300,803 shares, with no shared voting or dispositive power reported. The filing notes that at least one client vehicle, iShares Core S&P Small-Cap ETF, has an interest in more than five percent of ADT’s outstanding common stock.
ADT Inc. generated Q2 2026 total revenue of $1.31 billion, slightly above $1.29 billion a year earlier, and six‑month revenue of $2.59 billion versus $2.55 billion in 2025. Net income was $153.9 million for the quarter and $322.2 million year‑to‑date, compared with $165.2 million and $305.4 million, respectively.
Monitoring and related services contributed $1.08 billion of Q2 revenue, while security installation, product, and other added $230.2 million. Operating income for the first six months was $641.3 million, and operating cash flow reached $1.30 billion, funding $600.0 million of share repurchases and $79.6 million of dividends.
Total assets were $15.74 billion and total debt principal (excluding finance leases) was $7.78 billion at June 30, 2026, with long‑term debt of $7.45 billion. ADT completed the $164 million Origin AI acquisition, adding $63 million of identifiable intangibles and $106 million of goodwill to strengthen AI‑enabled security capabilities. The company served about 6.1 million security monitoring subscribers, and gross customer revenue attrition was 13.1% versus 12.8% a year earlier.
ADT Inc. reported Q2 2026 results with total revenue of $1,312 million, up 2%, as higher security installation and product revenue offset slightly lower monitoring revenue following the multifamily divestiture. Income from continuing operations was $155 million, or $0.19 per diluted share, and Adjusted income was $180 million, or $0.23 per share. Adjusted EBITDA was $671 million. Key operating metrics included end-of-period RMR of $360 million, gross revenue attrition of 13.1%, and revenue payback of 2.3 years.
Cash generation strengthened, with net cash from operating activities of $666 million, up 18%, and Adjusted Free Cash Flow (including interest rate swaps) of $406 million, up 48%. ADT returned $523 million to shareholders in the quarter, including $478 million of share repurchases, and has returned $684 million year-to-date with $906 million remaining under its authorization. The company raised its 2026 outlook, targeting Adjusted Free Cash Flow growth of approximately 30%, total revenue growth of about 2%, and Adjusted EPS growth of about 2% versus 2025. The board declared a quarterly cash dividend of $0.055 per share, payable October 1, 2026 to holders of record on September 10, 2026.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 68,672,635 shares of ADT Inc. common stock, representing 9.3% of the class. BlackRock has sole voting power over 67,416,160 shares and sole dispositive power over 68,672,635 shares, with no shared voting or dispositive power.
The shares are held across certain BlackRock business units, and various underlying persons have rights to dividends or sale proceeds, but no single such person holds more than five percent of ADT’s outstanding common stock.
ADT Inc. executive Ahmad Fawad, EVP and Chief Operating and Customer Officer, reported an acquisition of additional common stock through compensation-related awards. He received 1,702.704 dividend equivalent units that accrued in line with his restricted stock units based on the closing price on July 7, 2026. These units are scheduled to vest on various dates through May 1, 2028, bringing his directly held common stock and related units to a total of 304,036.407 shares after the transaction.
ADT Inc. executive vice president and Chief Growth Officer Todd Dernberger reported an acquisition of additional stock-based compensation. On July 7, 2026, he received 100.1930 dividend equivalent units of ADT common stock at no cash cost, accruing under existing restricted stock units and scheduled to vest on March 8, 2027. Following this grant, his directly held common stock-based position increased to 45,494.3530 shares, reflecting a routine compensation-related award rather than an open-market purchase.
Miller Kimberly reported acquisition or exercise transactions in this Form 4 filing.
ADT Inc. executive Kimberly Miller, EVP, CMO & Communications Officer, received a grant of 416.753 shares of common stock at no cost. These are dividend equivalent units that accrued in line with her restricted stock units and vest on various dates through March 5, 2029. Following this award, she holds 56,401.179 ADT common shares directly.
Gartland Thomas M reported acquisition or exercise transactions in this Form 4 filing.
ADT Inc. director Thomas M. Gartland received additional stock-based compensation. On July 7, 2026, he was granted 209.767 dividend equivalent units tied to ADT common stock at no cash cost, accruing under the terms of his restricted stock units. These units vest on various dates through May 27, 2027. Following this grant, his directly held common stock and related units total 51,746.225 shares-equivalent, reflecting routine compensation rather than an open-market purchase or sale.
ADT Inc. director Daniel Joseph Houston reported an acquisition of 209.767 dividend equivalent units of common stock. These units accrued in line with the terms of his restricted stock units, based on the closing share price on July 7, 2027, and will vest on May 27, 2027. Following this compensation-related grant, his direct holdings total 101,376.264 shares of ADT common stock.