ADT
About: ADT Inc is a provider of monitored security, interactive home and business automation, and related monitoring services in the United States and Canada. It offers residential, commercial, and multi-site customers a comprehensive set of burglary, video, access control, fire and smoke alarm, and medical alert solutions. The company segments include Consumer and Small Business (CSB), Commercial, and Solar. It generates maximum revenue from the Commercial segment.
Employees: 14,300
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
23% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 77
6% more funds holding
Funds holding: 260 [Q2] → 275 (+15) [Q3]
1.75% less ownership
Funds ownership: 95.93% [Q2] → 94.19% (-1.75%) [Q3]
6% less capital invested
Capital invested by funds: $6.24B [Q2] → $5.84B (-$403M) [Q3]
23% less call options, than puts
Call options by funds: $2M | Put options by funds: $2.6M
25% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Morgan Stanley Toni Kaplan 45% 1-year accuracy 10 / 22 met price target | 24%upside $9 | Equal-Weight Maintained | 12 Dec 2024 |
RBC Capital Ashish Sabadra 69% 1-year accuracy 40 / 58 met price target | 24%upside $9 | Sector Perform Maintained | 25 Oct 2024 |
Goldman Sachs George Tong 41% 1-year accuracy 12 / 29 met price target | 26%upside $9.20 | Buy Maintained | 25 Oct 2024 |