Declared Dividend • May 20
First quarter dividend of US$0.055 announced Shareholders will receive a dividend of US$0.055. Ex-date: 11th June 2026 Payment date: 7th July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover. お知らせ • Apr 17
ADT Inc. to Report Q1, 2026 Results on Apr 30, 2026 ADT Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026 お知らせ • Feb 25
ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million. ADT Inc. (NYSE:ADT) acquired Origin Wireless, Inc. for $170 million on February 24, 2026. The purchase price for the transaction was $170 million in cash, subject to customary purchase price adjustments.
Robert I. Townsend III, Michael E. Mariani, Jin-Kyu Baek, George E. Zobitz and Christopher J. Kelly, J. Leonard Teti II, Matthew J. Bobby, Sarah W. Colangelo, Sasha Rosenthal-Larrea, Kathryn-Ann Stamm, Noah Joshua Phillips, Kimberley S. Drexler, Joyce Law, Lauren Piechocki, Annmarie M. Terraciano, Seung Hyung (Michael) Lee, and Jack Weinert of Cravath, Swaine & Moore LLP acted as legal advisor for ADT Inc.
ADT Inc. (NYSE:ADT) completed the acquisition of Origin Wireless, Inc. on February 24, 2026. お知らせ • Feb 18
ADT Inc. to Report Q4, 2025 Results on Mar 02, 2026 ADT Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026 お知らせ • Dec 24
ADT Inc. Appoints Kim Miller as Executive Vice President, Chief Marketing & Communications Officer ADT Inc. announced Kim Miller will join the company as Executive Vice President and Chief Marketing & Communications Officer. Miller will lead the development of a unified, and updated, go-to-market approach, leading customer acquisition strategies tied to performance marketing and underscored by disciplined growth. Miller brings extensive experience leading growth and marketing for global, mission-driven brands. She joins us from Aescape Inc., where she led go-to-market strategy, growth, marketing and branding. She has also held senior marketing roles at notable companies including Consumer Reports and Flatiron School. お知らせ • Oct 22
ADT Inc. to Report Q3, 2025 Results on Nov 04, 2025 ADT Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025 お知らせ • Jul 26
ADT Inc. has completed a Follow-on Equity Offering. ADT Inc. has completed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 71,000,000 お知らせ • Jul 25
ADT Inc. has filed a Follow-on Equity Offering. ADT Inc. has filed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 71,000,000 お知らせ • Jul 11
ADT Inc. to Report Q2, 2025 Results on Jul 24, 2025 ADT Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025 お知らせ • Apr 30
ADT Inc. and Yale Introduce First-Ever Z-Wave User Credential Command Class Lock, Expanding Smart Home Security with Fingerprint Control ADT Inc. in collaboration with Yale and the Z-Wave Alliance, announced the launch of the Yale Assure Lock 2 Touch with Z-Wave for ADT+. The Z-Wave 800 Series smart lock is the only one on the market with fingerprint control and the first smart lock to leverage the newly introduced Z-Wave User Credential Command Class. This industry-first innovation allows users to unlock and disarm their ADT+ security system using just their fingerprint. In addition to this revolutionary hardware, ADT is rolling out a major update to the ADT+ app, introducing Home | Away functionality, which leverages geofencing to provide real-time household awareness and automate security settings based on user presence. A Smarter, More Secure Home with the Yale Assure lock 2 Touch with Z-Wave 800 Series is designed to integrate seamlessly with ADT+ for an elevated security experience, offering multiple unlocking methods, including the new fingerprint recognition for biometric-based security, keypad code entry, traditional physical key access, virtual key control through the ADT+ app, or Trusted Neighbor's Auto unlock feature. Building on ADT's Trusted Neighbor program, the Yale Assure Lock 2 touch with Z-Wave 800 Series allows designated neighbors and collaborators to enter during their access windows with just their fingerprint --no phone or code required -- which makes it a perfect solution for families who want a worry-free, flexible, and convenient lifestyle, supporting secure and seamless access for those who need it. ADT+ App Updates: Home | Away Automation for Smarter Security: With the latest ADT+ mobile app update, users gain access to Home | Away, a feature that detects the location of participating mobile devices within a home's geofence to determine occupancy; With your permission, provide ADT monitoring agents with visibility into home occupancy during an alarm event (for customers with professional monitoring). Manually update your home status at any time. The ADT+ app is also receiving a major design enhancement to update the app's original menu style with easier access to features most used by customers. Updates include navigation patterns with the addition of a navigation bar, and a stage-setting design that allows incremental improvements as ADT+ continues to evolve. The company also has a major design enhancement to update its app's original menu style with easy access to features most used by customer. Updates include navigation patterns with The addition of a navigation bar, the company's original menu style, and a stage-setting Design that allows incremental improvements as AD T+ continues to evolve. The new design enhancement is available for the company's first-ever Z-Wave users with the first-ever Z-Wave User C Redential Command Class. お知らせ • Apr 11
ADT Inc. to Report Q1, 2025 Results on Apr 24, 2025 ADT Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025 お知らせ • Apr 01
ADT Inc., Annual General Meeting, May 21, 2025 ADT Inc., Annual General Meeting, May 21, 2025. お知らせ • Mar 26
ADT Inc. Announces the Appointment of Fawad Ahmad as Chief Operating and Customer Officer and Omar Khan as Chief Business Officer ADT Inc. announced two strategic additions to its executive leadership team. Fawad Ahmad has been named Executive Vice President and Chief Operating and Customer Officer, and Omar Khan has been appointed Executive Vice President and Chief Business Officer. Ahmad will oversee ADT’s operations, customer experience, and digital transformation initiatives, while Khan will lead ADT’s product, innovation, business development and engineering teams. Ahmad brings over 20 years of diverse experience in building global products and leading digital transformations. Most recently, he served as Chief Strategy & Transformation Officer at State Farm. An enterprise C-suite leader, Ahmad is known for platform modernization, award-winning customer experience and fast-paced enterprise-wide impact through customer-centricity, product management and accountability systems. Khan joins ADT from Boston Consulting Group (BCG), where he served as a Senior Advisor. He previously held leadership roles at Magic Leap, Samsung, Motorola and HealthyMD. With a background in strategic planning, business development, and emerging technologies, Khan is well-positioned to help shape the future of ADT’s product portfolio and innovation roadmap. お知らせ • Mar 12
Adt Inc. Announces Retirement of Donald Young as Executive Vice President and Chief Operating Officer, Effective June 6, 2025 On March 6, 2025, Donald Young, Executive Vice President and Chief Operating Officer of ADT Inc. and the Company mutually agreed that Mr. Young would retire from his position as Executive Vice President and Chief Operating Officer, effective as of June 6, 2025. お知らせ • Feb 14
ADT Inc. to Report Q4, 2024 Results on Feb 27, 2025 ADT Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025 お知らせ • Jan 22
ADT Inc. Announces the Appointment of Thomas Gartland as Additional Independent Director ADT Inc. announced the appointment of Thomas Gartland to the Company’s Board of Directors as an additional independent director. In conjunction with his appointment, Gartland will join the Board’s Audit Committee. Gartland is chairman and chief executive officer of Montway Auto Transport, and has held this position since 2023. Prior to Montway, Gartland served as executive chairman of Scan Global Logistics and as president, North America, for Avis Budget Group. Gartland serves on the boards of Xenia Hotels & Resorts Inc. and ABM. お知らせ • Oct 28
ADT Inc. has filed a Follow-on Equity Offering. ADT Inc. has filed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 56,000,000 Declared Dividend • Oct 28
Third quarter dividend of US$0.055 announced Shareholders will receive a dividend of US$0.055. Ex-date: 12th December 2024 Payment date: 9th January 2025 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 12x earnings). However, it is well covered by cash flows (46% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 1,296% to bring the payout ratio under control. EPS is expected to grow by 142% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: US$0.15 (vs US$0.023 loss in 3Q 2023) Third quarter 2024 results: EPS: US$0.15 (up from US$0.023 loss in 3Q 2023). Revenue: US$1.24b (flat on 3Q 2023). Net income: US$132.0m (up US$152.7m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. お知らせ • Oct 18
ADT Inc. to Report Q3, 2024 Results on Oct 24, 2024 ADT Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024 Upcoming Dividend • Sep 06
Upcoming dividend of US$0.055 per share Eligible shareholders must have bought the stock before 13 September 2024. Payment date: 04 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%). お知らせ • Aug 21
ADT Inc. Appoints Suzanne Yoon to Its Board of Directors ADT Inc. announced the appointment of Suzanne Yoon to the Company’s Board of Directors as an additional independent director. Yoon is the founder and managing partner of Kinzie Capital Partners, a Chicago-based private equity firm. In 2017, she launched Kinzie and currently serves as the Chair of its Investment and Management Committees. Prior to founding Kinzie, Yoon held senior roles at Versa Capital Management, CIT Group and LaSalle Bank/ABN AMRO. She is a current member and former Chair of the National Philanthropic Trust Board of Trustees, the largest independent donor advised fund manager in the world with approximately $40 billion under management and is a member of the first-ever Women’s Advisory Board for the Chicago Bears. New Risk • Aug 07
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 29x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Declared Dividend • Aug 05
Second quarter dividend of US$0.055 announced Shareholders will receive a dividend of US$0.055. Ex-date: 13th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 29x earnings). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 3,232% to bring the payout ratio under control. EPS is expected to grow by 111% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio. お知らせ • Jul 19
ADT Inc. to Report Q2, 2024 Results on Aug 01, 2024 ADT Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024 お知らせ • Jun 18
ADT Inc. Announces Board Appointments ADT Inc. announced the appointment of Dan Houston and Danielle Tiedt to the Company’s Board of Directors as additional independent directors. In conjunction with their appointments, Houston and Tiedt will both join the Board’s Nominating and Corporate Governance Committee, while Houston will also join the Board’s Compensation Committee. Houston is chairman, president and chief executive officer of Principal Financial Group, a global financial services company with $709 billion of assets under management. He joined Principal in 1984 and has served as chief executive officer since 2015. Houston serves on several boards of non-profit organizations, including the American Council of Life Insurers, Iowa State University Business School Dean’s Advisory Council and Partnership for a Healthier America. As chief marketing officer for Google’s YouTube, Tiedt oversees global marketing strategy, product marketing and brand vision. During her tenure, YouTube has grown to a $40 billion business operating in 76 countries. Prior to joining Google in 2012, Tiedt held various leadership roles in technology product management and marketing at Microsoft. She serves on the board of the 4-H Foundation, America’s largest youth development organization. Upcoming Dividend • Jun 06
Upcoming dividend of US$0.055 per share Eligible shareholders must have bought the stock before 13 June 2024. Payment date: 09 July 2024. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%). Declared Dividend • Apr 28
First quarter dividend of US$0.055 announced Shareholders will receive a dividend of US$0.055. Ex-date: 13th June 2024 Payment date: 9th July 2024 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 5.4% to bring the payout ratio under control. EPS is expected to grow by 186% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. お知らせ • Apr 26
ADT Inc. Declares Cash Dividend, Payable on July 9, 2024 ADT Inc.’s Board of Directors declared a cash dividend of $0.055 per share to holders of the Company’s common stock and Class B common stock of record as of June 13, 2024. This dividend will be paid on July 9, 2024. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.13 loss in 1Q 2023) First quarter 2024 results: EPS: US$0.10 (up from US$0.13 loss in 1Q 2023). Revenue: US$1.21b (down 25% from 1Q 2023). Net income: US$92.0m (up US$210.8m from 1Q 2023). Profit margin: 7.6% (up from net loss in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. お知らせ • Apr 25
ADT Inc. Appoints Jeff Likosar as Chief Financial Officer ADT Inc. announced that Jeff Likosar has been named Chief Financial Officer. In addition to his duties as President, Corporate Development and Chief Transformation Officer, which he will retain, Likosar had been serving as interim CFO since December 2023. He previously served as the company’s CFO from 2017 to 2022. Along with customary CFO responsibilities, Likosar will remain responsible for corporate development, strategy, and transformation execution. お知らせ • Apr 12
ADT Inc. to Report Q1, 2024 Results on Apr 25, 2024 ADT Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024 お知らせ • Apr 09
ADT Inc., Annual General Meeting, May 22, 2024 ADT Inc., Annual General Meeting, May 22, 2024, at 08:30 Eastern Daylight. Agenda: To approve Election of directors; to approve Advisory vote to approve the compensation of our named executive officers; to approve Advisory vote on the frequency of future advisory votes to approve the compensation of named executive officers; to approve amendment to the omnibus incentive plan to increase the number of shares of common stock authorized thereunder; to approve amendment to the articles of incorporation for the exculpation of officers; and to approve Ratification of appointment of independent registered public accounting firm. New Risk • Mar 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.9% average weekly change). Upcoming Dividend • Mar 06
Upcoming dividend of US$0.055 per share Eligible shareholders must have bought the stock before 13 March 2024. Payment date: 04 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (2.6%). Reported Earnings • Feb 29
Full year 2023 earnings released: US$0.071 loss per share (vs US$0.15 profit in FY 2022) Full year 2023 results: US$0.071 loss per share (down from US$0.15 profit in FY 2022). Revenue: US$4.98b (down 22% from FY 2022). Net loss: US$65.0m (down 149% from profit in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jan 29
Third quarter dividend of US$0.055 announced Shareholders will receive a dividend of US$0.055. Ex-date: 13th March 2024 Payment date: 4th April 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings). However, it is well covered by cash flows (26% cash payout ratio). The dividend has not increased over the past 6 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 677% to bring the payout ratio under control. EPS is expected to grow by 295% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Upcoming Dividend • Dec 06
Upcoming dividend of US$0.035 per share at 2.3% yield Eligible shareholders must have bought the stock before 13 December 2023. Payment date: 09 January 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%). Reported Earnings • Nov 03
Third quarter 2023 earnings released: US$0.022 loss per share (vs US$0.18 loss in 3Q 2022) Third quarter 2023 results: US$0.022 loss per share (improved from US$0.18 loss in 3Q 2022). Revenue: US$1.24b (down 23% from 3Q 2022). Net loss: US$20.0m (loss narrowed 88% from 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Oct 21
Now 20% undervalued Over the last 90 days, the stock is up 4.5%. The fair value is estimated to be €7.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 86%. お知らせ • Oct 20
ADT Inc. to Report Q3, 2023 Results on Nov 02, 2023 ADT Inc. announced that they will report Q3, 2023 results on Nov 02, 2023 Buying Opportunity • Sep 29
Now 21% undervalued Over the last 90 days, the stock is up 2.7%. The fair value is estimated to be €7.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 86%. お知らせ • Sep 19
ADT Inc. Announces Board and Committee Changes ADT Inc. announced that Mr. Eric L. Press, who currently serves as a Class II director on the Board of Directors of the company, and as a Member of the Board’s Nominating and Corporate Governance Committee, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”), advised the Board on September 14, 2023 that he intended to retire from his position as a member of the Board effective upon the Board’s appointment of a successor, which occurred with the appointment of Mr. Marques Coleman to the Board on September 15, 2023. Mr. Press was a designee of funds managed by affiliates of Apollo Global Management Inc. (“Apollo”). On September 15, 2023, the Board made the following changes effective immediately: Mr. Jim DeVries, the Company’s President and Chief Executive Officer, and a Class I director of the Company, was named Chairman of the Board, President and Chief Executive Officer. Mr. Matthew Winter, an independent Class II director of the Company and Chairman of the Audit Committee of the Board was named Lead Independent Director. Mr. Reed Rayman, a Class III director of the Company and a designee of Apollo was named Chairman of each of the Board’s Compensation, Nominating and Corporate Governance, and Executive Committees. Mr. Marques Coleman, age 33, was appointed a member of the Board to serve as a Class II director, effective immediately, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders. Mr. Coleman joined Apollo in 2021 and currently serves as a Principal. Mr. Coleman joins the Board as a designee of Apollo. Mr. Coleman will serve on the Executive Committee. Ms. Nicole Bonsignore, age 45, was appointed a member of the Board to serve as a Class III director, effective immediately, with a term expiring at the Company’s 2026 Annual Meeting of Stockholders. Ms. Bonsignore joined Apollo in 2011 as a Director and currently serves as a Partner. Ms. Bonsignore joins the Board as a designee of Apollo. Ms. Bonsignore will serve on the Compensation Committee. Mr. Lee Solomon, a current Class I director of the Company, was appointed to the Nominating and Corporate Governance Committee. Upcoming Dividend • Sep 07
Upcoming dividend of US$0.035 per share at 2.3% yield Eligible shareholders must have bought the stock before 14 September 2023. Payment date: 04 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%). New Risk • Aug 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 119% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 119% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 59x earnings per share). Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Reported Earnings • Jul 30
First quarter 2023 earnings released: US$0.13 loss per share (vs US$0.057 profit in 1Q 2022) First quarter 2023 results: US$0.13 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$1.61b (up 4.4% from 1Q 2022). Net loss: US$118.8m (down 330% from profit in 1Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 07
Upcoming dividend of US$0.035 per share at 2.3% yield Eligible shareholders must have bought the stock before 14 June 2023. Payment date: 06 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%). Recent Insider Transactions • May 06
Executive VP & COO recently bought €234k worth of stock On the 4th of May, Donald Young bought around 50k shares on-market at roughly €4.68 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Donald's only on-market trade for the last 12 months. Reported Earnings • May 02
First quarter 2023 earnings released: US$0.099 loss per share (vs US$0.057 profit in 1Q 2022) First quarter 2023 results: US$0.099 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$1.61b (up 4.4% from 1Q 2022). Net loss: US$90.0m (down 274% from profit in 1Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Upcoming Dividend • Mar 08
Upcoming dividend of US$0.035 per share at 1.8% yield Eligible shareholders must have bought the stock before 15 March 2023. Payment date: 04 April 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%). Reported Earnings • Mar 01
Full year 2022 earnings released: EPS: US$0.19 (vs US$0.41 loss in FY 2021) Full year 2022 results: EPS: US$0.19 (up from US$0.41 loss in FY 2021). Revenue: US$6.40b (up 21% from FY 2021). Net income: US$173.0m (up US$513.8m from FY 2021). Profit margin: 2.7% (up from net loss in FY 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. お知らせ • Feb 15
ADT Inc. to Report Q4, 2022 Results on Feb 28, 2023 ADT Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 28, 2023 Recent Insider Transactions • Jan 20
Executive Vice President of Commercial recently sold €1.4m worth of stock On the 17th of January, Daniel Bresingham sold around 158k shares on-market at roughly €8.89 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. お知らせ • Jan 10
ADT Appoints Wayne Thorsen as Executive Vice President and Chief Business Officer ADT announced the appointment of Wayne Thorsen to the newly created role of Executive Vice President and Chief Business Officer, effective January 09, 2023. Thorsen will be responsible for leading ADT’s product, innovation and new business development teams. Thorsen joins ADT from Google, where he served as Vice President, Devices and Services Business Development. Throughout his career, Thorsen held leadership roles at SoFi, Viacom, Telefónica Digital and Microsoft. Breakeven Date Change • Dec 31
Forecast breakeven date pushed back to 2023 The 5 analysts covering ADT previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of US$397.0m in 2023. Average annual earnings growth of 81% is required to achieve expected profit on schedule.