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.
ADT Inc. is registering for resale up to 102,000,366 shares of its common stock by Apollo-affiliated selling stockholders. The company will not receive proceeds from these sales and has agreed to pay registration expenses. Subject to closing, ADT may concurrently repurchase up to 29,142,961 shares at the offering price under its Share Repurchase Plan.
The prospectus supplement states the offering is on behalf of Prime Security Services TopCo (ML) L.P. and Prime Security Services TopCo (ML II) L.P., the selling holders will pay brokerage costs, and Apollo-affiliated holders are expected to cease owning shares after this transaction and the repurchase.
ADT Inc. is registering for resale up to 102,000,366 shares of its common stock by Apollo-affiliated selling stockholders. The company will not receive proceeds from these sales and has agreed to pay registration expenses. Subject to closing, ADT may concurrently repurchase up to 29,142,961 shares at the offering price under its Share Repurchase Plan.
The prospectus supplement states the offering is on behalf of Prime Security Services TopCo (ML) L.P. and Prime Security Services TopCo (ML II) L.P., the selling holders will pay brokerage costs, and Apollo-affiliated holders are expected to cease owning shares after this transaction and the repurchase.
ADT Inc. reported solid results for the quarter ended March 31, 2026. Total revenue was $1.28 billion, up slightly from the prior year, driven by higher installation and product sales as more systems were sold outright to customers.
Monitoring and related services revenue was $1.08 billion, while security installation, product, and other revenue reached $198 million. Net income from continuing operations rose to $169 million, with diluted earnings per common share of $0.20. Operating activities generated strong cash flow of $638 million.
ADT acquired Origin AI for $164 million in cash, adding AI-enabled sensing technology and recognizing $114 million of goodwill. The company also launched a $1.5 billion share repurchase plan and bought back 18 million shares for $116 million during the quarter, while continuing a quarterly dividend of $0.055 per share.
ADT Inc. reported first quarter 2026 results showing modest revenue growth but significantly stronger profitability and cash generation. Total revenue rose 1% to $1,279 million, while income from continuing operations increased 19% to $169 million, or $0.20 per diluted share, up 25% year over year.
Adjusted income from continuing operations was $191 million, with Adjusted EPS of $0.23, up 10%. Net cash provided by operating activities grew 37% to $638 million, and Adjusted Free Cash Flow (including interest rate swaps) rose 83% to $414 million, reflecting lower cash interest and timing benefits.
ADT returned $161 million to shareholders in the quarter, including $116 million of share repurchases that retired 18 million shares and $45 million of dividends. The board declared a quarterly cash dividend of $0.055 per share, payable July 7, 2026, to holders of record on June 11, 2026. The company reaffirmed its 2026 outlook, expecting roughly 20% growth in Adjusted Free Cash Flow (including swaps) with revenue and Adjusted EPS approximately flat.
ADT Inc reports a Schedule 13G showing Vanguard Portfolio Management beneficially owns 46,014,608 shares, representing 6.01% of common stock. The filing states Vanguard Portfolio Management has sole dispositive power over 46,014,608 shares and sole voting power for 246,656 shares. The filing explains these holdings include securities held by Vanguard funds and related advisory affiliates.
BlackRock, Inc. files a Schedule 13G reporting beneficial ownership of ADT Inc. common stock. The filing shows 60,961,436 shares beneficially owned (representing 8.0% of the class) as of 03/31/2026. The report lists 59,708,778 shares with sole voting power and 60,961,436 with sole dispositive power. The filing is signed by Spencer Fleming on 04/27/2026.
ADT Inc. reported that on April 20, 2026 it became aware of unauthorized access to certain cloud-based environments. The company quickly terminated the access, activated its incident response plan, began an investigation with third-party cybersecurity experts, and notified law enforcement.
After following its incident response plan, ADT determined that only limited customer and prospective customer data was accessed. Based on information currently available, ADT does not believe the incident is reasonably likely to have a material impact on its financial condition, results of operations, or ongoing business operations, though it continues to assess the scope and impact.
ADT Inc. is asking stockholders to elect five directors, approve an advisory vote on executive pay, and ratify its independent auditor at the 2026 virtual annual meeting on May 27, 2026.
The company highlights 2025 performance with $5.1 billion in revenue, up 5% year-over-year, supported by a recurring monthly revenue base of $359 million, a 13.1% gross revenue attrition rate, and a 2.3‑year revenue payback period on customer acquisitions. ADT returned about $791 million to stockholders through dividends and repurchasing 78 million shares, and completed a $56 million sale of its multifamily business to refocus on core residential and small business markets.
Governance changes include a phased declassification of the board, a board that is approximately 67% independent, and fully independent Audit, Compensation, and Nominating and Corporate Governance Committees. The proxy also details enhanced risk oversight, including AI and cybersecurity governance, and an executive compensation program that is heavily performance‑based, with recent long‑term incentives granted entirely in stock options.
ADT Inc: Dimensional Fund Advisors reports beneficial ownership of 39,887,288 shares of ADT Common Stock, representing 5.2% of the class. The filing states Dimensional acts as investment adviser to multiple funds that own these shares and expressly disclaims beneficial ownership; the Shares are held on behalf of those Funds.
ADT Inc. director Sigal Zarmi reported an acquisition of additional ADT common stock-linked units as part of equity compensation. On April 2, 2026, Zarmi received 150.194 dividend equivalent units tied to existing restricted stock units, at a stated price of $0.0000 per unit. These dividend equivalents accrued based on the closing price of ADT common stock on that date and are scheduled to vest on May 21, 2026. Following this grant, Zarmi’s directly held common stock and related units total 81,454.178 shares, reflecting a routine, compensation-related increase rather than an open-market purchase or sale.