View ValuationAutomatic Data Processing 향후 성장Future 기준 점검 2/6Automatic Data Processing (는) 각각 연간 7.4% 및 5.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 70.7% 로 예상됩니다.핵심 정보7.4%이익 성장률8.59%EPS 성장률Professional Services 이익 성장15.3%매출 성장률5.4%향후 자기자본이익률70.71%애널리스트 커버리지Good마지막 업데이트06 Jun 2026최근 향후 성장 업데이트분석 기사 • May 02Analysts Are Updating Their Automatic Data Processing, Inc. (NASDAQ:ADP) Estimates After Its Third-Quarter ResultsInvestors in Automatic Data Processing, Inc. ( NASDAQ:ADP ) had a good week, as its shares rose 9.0% to close at US$214...공시 • Oct 31Automatic Data Processing, Inc. Maintains Consolidated Earnings Guidance for the Fiscal Year 2026Automatic Data Processing, Inc. maintained consolidated earnings guidance for the fiscal year 2026. for the year, the company maintained its consolidated revenue outlook for 5% to 6% growth.공시 • Jan 29Automatic Data Processing, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025Automatic Data Processing, Inc. provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 6% to 7% and Diluted EPS growth of 8% to 10%.모든 업데이트 보기Recent updates내러티브 업데이트 • Jun 06ADP: Dividend Strength And AI Adoption Will Support Repriced Earnings PotentialAnalysts have nudged the Automatic Data Processing fair value estimate slightly lower to about $246.33, reflecting updated assumptions for discount rate, revenue growth, margins, and a lower future P/E multiple after a recent mix of reduced price targets and at least one rating upgrade. This frames the current risk/reward as more balanced.Upcoming Dividend • Jun 05Upcoming dividend of US$1.70 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.5%).Seeking Alpha • Jun 01Automatic Data Processing: Best Time In Years To Buy This Undervalued Dividend KingSummary Automatic Data Processing is a US-based global technology company providing cloud-based enterprise human resources management software and services. ADP improved its revenue from $11.7 billion in FY 2016 to $20.6 billion in FY 2025. That’s a compound annual growth rate of 6.5%. ADP has a stellar financial position. Its long-term debt/equity ratio is 0.6, while the interest coverage ratio is right around 13. The stock is now available for a P/E ratio of 20.3. That is well below its own five-year average of 29.7. Read the full article on Seeking Alpha속보 • May 27ADP Lifts 2026 Targets as Q3 Results Outpace Estimates and Analyst Confidence GrowsADP raised its fiscal 2026 guidance, now targeting revenue growth of 6% to 7% and adjusted diluted EPS growth of 10% to 11%, after Q3 results that were ahead of profit and revenue estimates. Management pointed to ongoing demand for AI-enabled human capital management tools and rising payroll and compliance complexity as key drivers, while highlighting continued selective acquisitions and an AA- credit rating. Wells Fargo upgraded the stock from Underweight to Equal Weight with a US$214 price target, and Matrix Asset Advisors disclosed initial positions, citing ADP’s leadership in payroll and benefits administration and strong client retention. The guidance lift, coupled with analyst upgrades and new institutional interest, reflects increased confidence in ADP’s ability to convert its AI-focused products and large payroll footprint into higher earnings over the next few years. Investors should still pay attention to execution risks around AI integration and acquisitions, as well as potential shifts in client demand if competing human capital management platforms gain share.내러티브 업데이트 • May 10ADP: Dividend Strength And AI Agents Will Support Repriced Earnings PotentialAnalysts recently trimmed the implied fair value for Automatic Data Processing by about $10 to $246.73. This reflects a series of lower price targets that factor in more moderate revenue growth assumptions, slightly higher profit margins and a reduced future P/E multiple.분석 기사 • May 02Analysts Are Updating Their Automatic Data Processing, Inc. (NASDAQ:ADP) Estimates After Its Third-Quarter ResultsInvestors in Automatic Data Processing, Inc. ( NASDAQ:ADP ) had a good week, as its shares rose 9.0% to close at US$214...Reported Earnings • Apr 30Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$3.39 (up from US$3.07 in 3Q 2025). Revenue: US$5.94b (up 7.0% from 3Q 2025). Net income: US$1.36b (up 8.8% from 3Q 2025). Profit margin: 23% (in line with 3Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.내러티브 업데이트 • Apr 25ADP: Dividend Strength And AI Agents Will Support Repriced Earnings PotentialAnalysts have trimmed Automatic Data Processing's analyst price target by roughly $5 to align with a slightly lower fair value estimate of about $256. This reflects updated assumptions around revenue growth, profit margins and future P/E, while incorporating a recent wave of reduced targets and mixed but constructive research commentary.새로운 내러티브 • Apr 12Cloud HCM Adoption And Global Payroll Expansion Will Transform Long Term Earnings PowerCatalysts About Automatic Data Processing Automatic Data Processing provides payroll, human capital management and outsourced HR solutions to employers of all sizes around the world. What are the underlying business or industry changes driving this perspective?Declared Dividend • Apr 12Dividend of US$1.70 announcedShareholders will receive a dividend of US$1.70. Ex-date: 12th June 2026 Payment date: 1st July 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.내러티브 업데이트 • Apr 10ADP: Dividend Strength And AI Agents Will Support Repriced Earnings MultipleThe analyst price target for Automatic Data Processing has been reduced by about $10 to reflect slightly higher discount rate assumptions, a modestly lower future P/E multiple, and recent Street target cuts, even as profit margin expectations are essentially unchanged. Analyst Commentary Recent Street research on Automatic Data Processing shows a cluster of reduced price targets alongside fresh bullish initiations.공시 • Apr 09Adp Declares Regular Quarterly Dividend, Payable on July 1, 2026Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.70 per share payable July 1, 2026 to shareholders of record on June 12, 2026.새로운 내러티브 • Mar 29AI Payroll Demand And International Expansion Will Shape A Steady But Limited OutlookCatalysts About Automatic Data Processing Automatic Data Processing provides payroll and broader human capital management services and outsourcing solutions to employers of various sizes across multiple countries. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Mar 27ADP: Dividend Strength And AI Agents Will Support Premium Earnings MultipleAnalysts have trimmed their average price target for Automatic Data Processing by $0.60 to $271.40 as they balance a series of target reductions from major firms with fresh bullish initiations that highlight steady assumptions for growth, margins, and valuation multiples. Analyst Commentary Recent research on Automatic Data Processing highlights a split view, with some firms trimming targets and others starting coverage with a positive stance.공시 • Mar 25Automatic Data Processing, Inc. to Report Q3, 2026 Results on Apr 29, 2026Automatic Data Processing, Inc. announced that they will report Q3, 2026 results Pre-Market on Apr 29, 2026내러티브 업데이트 • Mar 11ADP: Dividend Strength And AI HR Execution Will Support Premium P/EAnalysts have trimmed their average price target on Automatic Data Processing by about $5 to $272. This reflects slightly softer revenue growth assumptions, a modestly higher discount rate, and only a small adjustment to long term P/E expectations, despite relatively steady margin forecasts.Upcoming Dividend • Mar 06Upcoming dividend of US$1.70 per shareEligible shareholders must have bought the stock before 13 March 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.3%).공시 • Mar 03ADP Launches AI Agents to Help Make Work Easier, SmarterADP® announced the launch of a new destination within ADP Marketplace, designed to help organizations discover and deploy AI agents that seamlessly integrate with ADP and accelerate work across the entire employee lifecycle. This growing ecosystem of AI solutions empowers HR teams, managers, and employees with simple solutions that make work easier. AI agents can orchestrate workflows, which helps organizations streamline operations and focus on higher value work. The new agents go beyond traditional AI-enabled tools by planning, taking action, and completing multifistep tasks. Partners offering Agents and AI features in the ADP Marketplace as part of their solution must agree to comply with ADP Marketplace's AI principles regarding human oversight, monitoring, explainability and mitigating bias. These principles are based on the same AI principles ADP follows when developing its own products. By introducing solutions capable of supporting core HR, payroll, talent and workforce operations, ADP is helping clients transform their workflows with proactive and integrated tools that anticipate workforce needs and act in real time. The curated set of AI agents include partners like Absorb, Aquera, G-P, Built, Employ, Praisidio, salary.com, Tapcheck, MakeShift, Payactiv, and Quantum Workplace, whose solutions can help solve key HR challenges like: Finding Talent: Agents can help identify qualified candidates based on job requirements, connect with them quickly, and help keep them engaged--while keeping hiring decisions in the recruiter's hands. Staying Compliant: Agents can help navigate employment laws and global compliance and help with preparing required documents and templates. Gaining Workforce Insight: Agents can instantly deliver reports, dashboards, and visual insights from HR and workforce data -- and much more. The AI agents are now available to ADP clients through ADP Marketplace. Learn more at adp.com/ai-marketplace.내러티브 업데이트 • Feb 25ADP: Dividend Strength And HR Platform Execution Will Support Premium P/EThe analyst price target for Automatic Data Processing has been reduced by about $2 to reflect slightly lower fair value estimates, as analysts factor in a series of recent target cuts alongside one bullish initiation. Analyst Commentary Recent research updates on Automatic Data Processing show a cluster of target price cuts alongside one new bullish initiation, which is why the average target has shifted only modestly.내러티브 업데이트 • Feb 10ADP: Dividend Power And HR Platform Execution Will Support Premium P/EAnalysts have trimmed their average price target on Automatic Data Processing by about $10, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples after a series of target cuts from major research firms, alongside one fresh bullish initiation. Analyst Commentary Recent research on Automatic Data Processing shows a cluster of target cuts alongside one new, more optimistic initiation.Reported Earnings • Jan 29Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: US$2.63 (up from US$2.36 in 2Q 2025). Revenue: US$5.36b (up 6.2% from 2Q 2025). Net income: US$1.06b (up 10% from 2Q 2025). Profit margin: 20% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jan 28ADP Accelerates AI Leadership with Launch of New AI Agents Designed to Solve Workforce ChallengesADP on January 28, 2026 introduced new ADP Assist agents that apply advanced intelligence to real workforce challenges and foster creativity and connection at work. Built on ADP's comprehensive global data platform, these new agents help organizations manage people, streamline processes and make informed decisions that support people at work. Built on the industry's strongest workforce data foundation, ADP Assist AI agents give companies a smarter and more efficient way to manage people and orchestrate work across the employee lifecycle. Unlike generic AI solutions, ADP's approach combines proprietary workforce insights with advanced automation to solve real workforce challenges while maintaining the security, governance and compliance standards companies trust. The result is persona-based agents that solve key challenges across HR and payroll. ADP Assist agents work across HR and payroll workstreams to put practitioners at the center of moments that matter in the employee experience, removing manual strain and allowing them to focus on supporting their people. From streamlining the payroll process to resolving employee questions and prompting action against intelligent workforce insight, ADP Assist agents were built to address common client pain points for HR and payroll practitioners: Identifying payroll variances – Making payroll more efficient and accurate, ADP Assist payroll agents automatically audit for variances, suggesting and facilitating remediations under human oversight. Highlighting gaps in tax information – ADP Assist tax registration agents proactively identify when clients have missing or incomplete tax IDs for both state or local jurisdictions, guiding them through every step of the registration process. Empowering employees with clear, accessible policy guidance – ADP Assist HR agents create and deliver personalized, curated answers for frequently asked questions based on clients' distinct employee handbooks and policies, removing help desk responsibilities from practitioners and saving them time. Delivering tailored HR insights to drive smarter decisions – ADP Assist analytics agents can create, execute and analyze custom reports and visualizations based on simple search queries through chat, creating an intuitive and interactive experience. Providing data-driven workforce insights – ADP Assist analytics agents can analyze employee-level data to create easily actionable dashboards and presentation-ready workforce reports. Initiating talent actions with simple natural language: ADP Assist HR agents create key talent actions instantly, such as initiating a promotion, simply by the user typing what they want to do. By interpreting requests like promote Jordan Smith or who are my direct reports who are customer service associates earning less than 25 per hour?, the system delivers real-time answers and guided next steps, dramatically reducing time spent navigating HR workflows. ADP's global data platform serves as the engine powering ADP Assist agents, representing an unmatched workforce dataset spanning millions of workers across global regulatory environments. Key capabilities include: Integrated data architecture enables ADP to build intelligence into its agents; The combination of ADP's data sets and unique insights from servicing clients enables more personalized experiences for clients and Security and privacy by design with ethical AI principles embedded at the foundation.내러티브 업데이트 • Jan 27ADP: Dividend And Buyback Strength Will Support Premium P/E In Tougher BackdropAnalysts have nudged their price expectations for Automatic Data Processing slightly lower, trimming the fair value estimate by about US$1 to US$288.54. They are factoring in recent price target cuts alongside cautious commentary on the stock's ability to support a premium P/E multiple despite solid recent results.Declared Dividend • Jan 18First quarter dividend of US$1.70 announcedShareholders will receive a dividend of US$1.70. Ex-date: 13th March 2026 Payment date: 1st April 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 15Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.70 per share payable April 1, 2026 to shareholders of record on March 13, 2026.내러티브 업데이트 • Jan 12ADP: Dividend And Buyback Support Will Offset Tougher Employment And Rate BackdropAnalysts have trimmed their price targets for Automatic Data Processing to a range around $245 to $303, reflecting concerns that a tougher macro backdrop, slowing employment trends, and longer sales cycles could make it harder for the stock to support a premium P/E multiple despite recent solid quarterly results. Analyst Commentary Recent research updates show a more cautious stance around Automatic Data Processing, with trimmed price targets and a focus on how the company will handle a tougher backdrop for employment and interest rates.공시 • Jan 05Automatic Data Processing, Inc. to Report Q2, 2026 Results on Jan 28, 2026Automatic Data Processing, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 28, 2026Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$253. The fair value is estimated to be US$318, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.내러티브 업데이트 • Dec 24ADP: Dividend And Buyback Strength Will Support Returns Through Cyclical HeadwindsAnalysts have trimmed their price target on Automatic Data Processing by about $2 to reflect solid recent results but a tougher near term backdrop, citing slowing employment trends, longer sales cycles, cyclical risks for payroll outsourcers, and updated assumptions for interest rates and foreign exchange. Analyst Commentary Analysts remain divided on Automatic Data Processing as they recalibrate expectations following the latest quarterly results, with several trimming price targets but differing on the company’s ability to sustain premium valuation levels.내러티브 업데이트 • Dec 23ADP Stock: Why Boring Payroll Is One of the Most Durable Businesses in TechAutomatic Data Processing (NASDAQ: ADP) is rarely described as exciting. It doesn’t launch viral products or chase consumer trends.분석 기사 • Dec 11Automatic Data Processing (NASDAQ:ADP) Is Paying Out A Larger Dividend Than Last YearAutomatic Data Processing, Inc.'s ( NASDAQ:ADP ) dividend will be increasing from last year's payment of the same...공시 • Dec 11ADP Launches the Save4Retirement Pooled Employer PlanADP launched the Save4Retirement Pooled Employer Plan (PEP), a retirement plan that allows multiple unrelated employers to join a single, professionally managed 401(k) structure that consolidates administration and shifts key administrative fiduciary responsibilities to a pooled plan provider. Reduced Administrative Work and Fiduciary Liability: Independent registered investment advisors (RIAs) continue to guide and consult with employers on plan features, and team up with Retirement Services' participant Success Organization to support participant enrollment and ongoing education. The value for RIAs is the ability to consolidate clients into a single platform, reducing administrative complexity, simplifying oversight and elevating their client impact. Save4Retirement PEP is supported by ADP's embedded payroll and recordkeeping integration, which enables data to move between systems in real time. The advanced technology ensures important payroll data is synched with recordkeeping data to continuously verify transactions like employee deferrals from the latest ADP payroll cycle or adjustments to an employee's investment elections. This validation promotes confidence in plan compliance and the integrity of participant accounts.내러티브 업데이트 • Dec 10ADP: Dividend Strength Will Support Returns Despite Cyclical Employment HeadwindsThe analyst price target for Automatic Data Processing has been trimmed slightly as fair value moves from approximately $293.23 to $291.31 per share. Analysts cite a tougher path for sustaining premium valuation multiples amid slowing employment trends, cyclical concerns in payroll outsourcing, and evolving macro and interest rate expectations despite solid recent operating performance.Upcoming Dividend • Dec 05Upcoming dividend of US$1.70 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 01 January 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.0%).내러티브 업데이트 • Nov 26ADP: Persistent Demand And Dividend Growth Will Sustain Bullish MomentumAnalysts have recently lowered their price targets for Automatic Data Processing, reducing them by as much as $70 per share. They cite tougher growth prospects, cyclical risks, and macroeconomic headwinds, despite the company's solid recent results.분석 기사 • Nov 15Automatic Data Processing (NASDAQ:ADP) Will Pay A Larger Dividend Than Last Year At $1.70Automatic Data Processing, Inc. ( NASDAQ:ADP ) will increase its dividend on the 1st of January to $1.70, which is 10...Declared Dividend • Nov 14First quarter dividend increased to US$1.70Dividend of US$1.70 is 10% higher than last year. Ex-date: 12th December 2025 Payment date: 1st January 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 12Automatic Data Processing, Inc. Increases Quarterly Cash Dividend, Payable on January 1, 2026The board of directors of ADP approved a $0.16 increase in the quarterly cash dividend to an annual rate of $6.80 per share, Maria Black, ADP's President and Chief Executive Officer, announced on November 12, 2025. The increased cash dividend marks the 51 consecutive year in which ADP, a leading global technology company providing human capital management (HCM) solutions, has raised its quarterly dividend. The new quarterly dividend rate of $1.70 per share will be distributed on January 1, 2026 to shareholders of record on December 12, 2025.내러티브 업데이트 • Nov 12ADP: Resilient Demand Will Drive Long-Term Opportunity Amid Macro UncertaintyAnalysts have reduced their price target for Automatic Data Processing by approximately $18 to $293. They cited solid recent results but also expressed concerns about tougher macroeconomic conditions and slowing employment trends.Buy Or Sell Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$252. The fair value is estimated to be US$318, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.분석 기사 • Nov 05This Is Why Automatic Data Processing, Inc.'s (NASDAQ:ADP) CEO Compensation Looks AppropriateKey Insights Automatic Data Processing's Annual General Meeting to take place on 12th of November CEO Maria Black's...공시 • Oct 31Automatic Data Processing, Inc. Maintains Consolidated Earnings Guidance for the Fiscal Year 2026Automatic Data Processing, Inc. maintained consolidated earnings guidance for the fiscal year 2026. for the year, the company maintained its consolidated revenue outlook for 5% to 6% growth.Reported Earnings • Oct 30First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$2.50 (up from US$2.34 in 1Q 2025). Revenue: US$5.18b (up 7.1% from 1Q 2025). Net income: US$1.01b (up 5.9% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Oct 29Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired Pequity Inc.Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired Pequity Inc. on October 29, 2025. Megan Spelman and Neil Goldman of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to ADP. Automatic Data Processing, Inc. (NasdaqGS:ADP) completed the acquisition of Pequity Inc. on October 29, 2025.새로운 내러티브 • Oct 29ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin ResilienceAutomatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.내러티브 업데이트 • Oct 29Long-Term Demand For HR Outsourcing Will Overcome Near-Term Macro WeaknessAnalysts have marginally reduced their fair value estimate for Automatic Data Processing by about $2.55 to $311.62. This change reflects concerns over slowing employment trends, longer sales cycles, and cyclical headwinds highlighted in recent research.내러티브 업데이트 • Oct 14Cloud Based HR Solutions Will Transform Global Workforce ManagementThe consensus analyst price target for Automatic Data Processing has decreased by $4 to $314. This change reflects adjustments for changing macroeconomic expectations and updated sector outlooks.공시 • Sep 29Automatic Data Processing, Inc. to Report Q1, 2026 Results on Oct 29, 2025Automatic Data Processing, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Oct 29, 2025공시 • Sep 26Automatic Data Processing, Inc., Annual General Meeting, Nov 12, 2025Automatic Data Processing, Inc., Annual General Meeting, Nov 12, 2025.내러티브 업데이트 • Sep 18Cloud Based HR Solutions Will Transform Global Workforce ManagementAnalysts have slightly lowered ADP’s price target to $318.17, citing ongoing macroeconomic uncertainty and softer near-term bookings despite resilient long-term growth prospects in HCM, HR outsourcing, and payroll. Analyst Commentary Sector-wide volatility in human capital management due to slowing macroeconomic and employment trends is tempering near-term price targets.Recent Insider Transactions • Sep 16Non-Employee Director recently sold US$1.2m worth of stockOn the 12th of September, Carlos Rodriguez sold around 4k shares on-market at roughly US$295 per share. This transaction amounted to 11% 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.Upcoming Dividend • Sep 05Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.7%).공시 • Sep 04ADP Unveils Ai Features Built for HR's Biggest Challenges At Innovation Day 2025ADP unveiled new AI-powered features at its annual Innovation Day, demonstrating how purpose-built artificial intelligence can solve HR's most pressing operational challenges. The latest enhancements to Workforce Now, ADP Global Payroll and ADP Lyric HCM focus on eliminating time-consuming manual processes that burden the People Function: payroll anomalies that could require corrections if not caught early, analytics requests that take days to fulfill, and routine compliance tasks that pull teams away from strategic work. Soling Real HR Pain Points with ADP Assist: The newly unveiled features leverage ADP Assist, the company's AI-enhanced platform, to address five critical areas where HR teams lose the most time and efficiency: Flags Payroll Anomalies Before an Error Can Happen: New anomaly detection and resolution capabilities automatically identify inconsistencies or deviations in payroll data to uncover potential payroll mistakes and suggest corrections for HR practitioners to review and approve. Early adopters report saving up to 30 minutes per payroll cycle through proactive error prevention. Getting Instant Results for HR questions: Users can now ask questions conversationally and get immediate answers, charts, insights, and presentation-ready reports. The system understands context and business intent, turning "How are our overtime costs trending?" into actionable visualizations within seconds while maintaining full user oversight. Gaining Real-time Visibility into Workforce Trends: Pulling from ADP's unparalleled workforce data, spanning over 1.1 million companies of all sizes across over 140 countries and territories, AI helps HR leaders identify and understand trends that are happening within their workforce that might not be easily evident. Turning raw data into clear guidance and recommended actions, this helps leaders understand workforce trends, spot issues earlier, and make confident decisions faster. Global Compliance: AI monitors local, national, and emerging workplace requirements, helping clients stay on top of their compliance obligations with recommendations that practitioners can verify and implement. Powering Personal Development with AI: ADP Learning analyzes each employee's unique role, skills, and career goals to deliver tailored training recommendations to help accelerate their development path. Client-Centered AI Development: These innovations reflect ADP's systematic approach to AI development, where each feature undergoes rigorous testing with client feedback before release. The company's AI capabilities are built on decades of payroll and HR data insights, resulting in solutions that address real-world complexities rather than theoretical use cases. ADP incorporates compliance, transparency, and security into its AI tools from day one, examining privacy and accuracy at every stage of development.Recent Insider Transactions Derivative • Sep 03President notifies of intention to sell stockMaria Black intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$302, it would amount to US$2.3m. For the year to June 2019, Maria's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Maria's direct individual holding has increased from 40.94k shares to 77.62k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Sep 02Automatic Data Processing, Inc. (NASDAQ:ADP) Investors Are Less Pessimistic Than ExpectedWith a price-to-earnings (or "P/E") ratio of 30.2x Automatic Data Processing, Inc. ( NASDAQ:ADP ) may be sending very...Declared Dividend • Aug 10Fourth quarter dividend of US$1.54 announcedShareholders will receive a dividend of US$1.54. Ex-date: 12th September 2025 Payment date: 1st October 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Aug 07Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on October 1, 2025The board of directors of Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.54 per share payable October 1, 2025 to shareholders of record on September 12, 2025.Reported Earnings • Jul 31Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$10.02 (up from US$9.14 in FY 2024). Revenue: US$20.6b (up 7.1% from FY 2024). Net income: US$4.08b (up 8.7% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.분석 기사 • Jul 22Here's Why Automatic Data Processing (NASDAQ:ADP) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Jul 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$303. The fair value is estimated to be US$379, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.공시 • Jun 25Automatic Data Processing, Inc. to Report Q4, 2025 Results on Jul 30, 2025Automatic Data Processing, Inc. announced that they will report Q4, 2025 results Pre-Market on Jul 30, 2025Upcoming Dividend • Jun 06Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.7%).Reported Earnings • May 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$3.07 (up from US$2.89 in 3Q 2024). Revenue: US$5.55b (up 5.7% from 3Q 2024). Net income: US$1.25b (up 5.5% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.공시 • Apr 30ADP Announces CFO TransitionADP announced that Peter Hadley, ADP's Treasurer, has been appointed Chief Financial Officer, effective July 1, 2025. He succeeds Don McGuire, who has served as CFO since 2021. To ensure a seamless transition, Mr. McGuire will remain available through September 30, 2025. Mr. Hadley will report directly to Maria Black, President and Chief Executive Officer of ADP. Mr. Hadley, 52, joined ADP in 2002 and has held increasingly senior executive leadership positions since that time. Since 2022, he has served as Corporate Vice President and Treasurer of ADP, with responsibilities for overseeing ADP's capital structure, client funds investment portfolio, funding of global operations, capital markets activities, investor relations and corporate insurance programs. In 2017, Mr. Hadley was appointed President – Asia Pacific, where he had responsibility for ADP's business operations, strategy, and business development activities in the Asia-Pacific region. Prior to this role, he served as CFO for ADP's Global Enterprise Solutions and Employer Services International. Before joining ADP, Mr. Hadley held various roles at KPMG in the United Kingdom and Arthur Andersen in Australia. He holds a Master of Applied Finance from the Financial Services Institute of Australia and a Bachelor of Economics from the University of Sydney. Mr. Hadley is also a qualified Chartered Accountant with the Institute of Chartered Accountants in Australia.Declared Dividend • Apr 11Second quarter dividend of US$1.54 announcedShareholders will receive a dividend of US$1.54. Ex-date: 13th June 2025 Payment date: 1st July 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 09Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2025The board of directors of Automatic Data Processing, Inc. declared a regular quarterly dividend of $1.54 per share payable July 1, 2025 to shareholders of record on June 13, 2025.공시 • Apr 01Automatic Data Processing, Inc. to Report Q3, 2025 Results on Apr 30, 2025Automatic Data Processing, Inc. announced that they will report Q3, 2025 results Pre-Market on Apr 30, 2025Upcoming Dividend • Mar 07Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 14 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.7%).Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & DIrector Maria Black was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Feb 04Chief Administrative Officer notifies of intention to sell stockMichael Bonarti intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$303, it would amount to US$9.1m. Since March 2024, Michael's direct individual holding has increased from 69.05k shares to 72.84k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Jan 31Automatic Data Processing: It Has Always Been Expensive, Try Range TradingSummary Automatic Data Processing has benefited from increased demand for HCM solutions post-COVID-19, while maintaining high liquidity and cautious market expansion to sustain growth and minimize risks. Despite being consistently expensive, ADP's stock price is driven by solid fundamentals, including impressive margins, stable liquidity, and strategic market positioning. ADP faces potential risks from AI advancements but can adapt by enhancing its solutions and leveraging improving macroeconomic indicators and hybrid work trends. Recommend range trading with a take profit at $319.5-323.9 and stop loss at $288.4-292.8, as ADP's stock approaches the overbought region. Read the full article on Seeking AlphaReported Earnings • Jan 29Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$2.36 (up from US$2.14 in 2Q 2024). Revenue: US$5.05b (up 8.1% from 2Q 2024). Net income: US$963.2m (up 9.7% from 2Q 2024). Profit margin: 19% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.공시 • Jan 29Automatic Data Processing, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025Automatic Data Processing, Inc. provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 6% to 7% and Diluted EPS growth of 8% to 10%.Seeking Alpha • Jan 20Automatic Data Processing Moves Upmarket: Assessing The WorkForce AcquisitionSummary ADP's acquisition of WorkForce Software aligns with its core competencies, and seems reasonably priced, avoiding "diworse-ification" concerns. ADP is a brand new Dividend King, and its growth prospects look better than its peer group. Despite strong fundamentals, ADP's current valuation remains high, making it a hold. Read the full article on Seeking AlphaDeclared Dividend • Jan 17First quarter dividend of US$1.54 announcedShareholders will receive a dividend of US$1.54. Ex-date: 14th March 2025 Payment date: 1st April 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 16Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2025The board of directors of Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.54 per share payable April 1, 2025 to shareholders of record on March 14, 2025.Recent Insider Transactions Derivative • Jan 03Chief Financial Officer notifies of intention to sell stockDon McGuire intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$294, it would amount to US$2.5m. Since March 2024, Don's direct individual holding has increased from 12.64k shares to 18.59k. Company insiders have collectively sold US$34m more than they bought, via options and on-market transactions in the last 12 months.공시 • Dec 18Automatic Data Processing, Inc. to Report Q2, 2025 Results on Jan 29, 2025Automatic Data Processing, Inc. announced that they will report Q2, 2025 results Pre-Market on Jan 29, 2025Upcoming Dividend • Dec 06Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 01 January 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.5%).Seeking Alpha • Nov 15Automatic Data Processing: A Powerful New Dividend King Is BornSummary Automatic Data Processing's 10% dividend hike earlier this month made it the newest addition to the vaunted Dividend Kings. The company's revenue and adjusted diluted EPS exceeded analysts' expectations for its fiscal Q1. ADP's balance sheet is a financial fortress. Now 6% overvalued, the stock's valuation is the inverse of when I last covered it. ADP looks poised to generate 5% annual total returns through FY 2027. Read the full article on Seeking AlphaDeclared Dividend • Nov 08First quarter dividend increased to US$1.54Dividend of US$1.54 is 10% higher than last year. Ex-date: 13th December 2024 Payment date: 1st January 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 08Automatic Data Processing, Inc. Announces Executive Changes, January 1, 2025Automatic Data Processing, Inc. announced that John C. Ayala, Chief Operating Officer, will be stepping down from his role at the Company, effective as of January 1, 2025, and will continue to serve as a corporate officer of the Company during a transition period through March 31, 2025. The Company also announced that Joseph DeSilva, presently President, Global Sales, will become Executive Vice President, North America and Chief of Operations, effective as of January 1, 2025.공시 • Nov 06Automatic Data Processing, Inc. Increases Quarterly Cash Dividend, Payable on January 1, 2025The board of directors of ADP approved a $0.14 increase in the quarterly cash dividend to an annual rate of $6.16 per share, Maria Black, ADP's President and Chief Executive Officer, announced on November 6, 2024. The new quarterly dividend rate of $1.54 per share will be distributed on January 1, 2025 to shareholders of record on December 13, 2024.New Risk • Nov 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.34 (up from US$2.09 in 1Q 2024). Revenue: US$4.83b (up 7.1% from 1Q 2024). Net income: US$956.3m (up 11% from 1Q 2024). Profit margin: 20% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.공시 • Oct 15Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired WorkForce Software, LLC.Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired WorkForce Software, LLC on October 15, 2024. Automatic Data Processing, Inc. (NasdaqGS:ADP) completed the acquisition of WorkForce Software, LLC on October 15, 2024.공시 • Oct 01Automatic Data Processing, Inc. to Report Q1, 2025 Results on Oct 30, 2024Automatic Data Processing, Inc. announced that they will report Q1, 2025 results Pre-Market on Oct 30, 2024이익 및 매출 성장 예측NasdaqGS:ADP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202824,4595,23910,3546,125136/30/202723,1044,8537,6725,757166/30/202621,8264,4755,7865,425163/31/202621,6004,3464,8415,452N/A12/31/202521,2144,2354,1854,740N/A9/30/202520,9034,1364,2104,758N/A6/30/202520,5614,0804,3934,940N/A3/31/202520,2033,9984,2434,801N/A12/31/202419,9033,9344,1964,773N/A9/30/202419,5233,8494,0794,656N/A6/30/202419,2033,7523,5944,158N/A3/31/202418,9123,6993,4854,043N/A12/31/202318,5863,5583,3913,949N/A9/30/202318,3093,4923,2503,816N/A6/30/202318,0123,4123,6364,208N/A3/31/202317,6623,2613,3603,935N/A12/31/202217,2473,1462,9313,502N/A9/30/202216,8823,0273,1403,696N/A6/30/202216,4982,9492,5463,100N/A3/31/202216,1082,8622,3102,839N/A12/31/202115,6972,7442,5873,121N/A9/30/202115,3672,6972,2182,733N/A6/30/202115,0052,5992,5873,093N/A3/31/202114,6452,4722,6163,217N/A12/31/202014,5912,4822,5073,084N/A9/30/202014,5652,4862,4843,075N/A6/30/202014,5902,4672,4103,026N/A3/31/202014,6922,5302,4652,982N/A12/31/201914,4732,463N/A2,888N/A9/30/201914,2962,370N/A2,972N/A6/30/201914,1102,293N/A2,688N/A3/31/201913,9471,958N/A2,661N/A12/31/201813,8151,866N/A2,772N/A9/30/201813,5611,978N/A2,420N/A6/30/201813,2741,885N/A2,515N/A3/31/201813,0762,010N/A2,267N/A12/31/201712,7911,937N/A1,960N/A9/30/201712,5401,777N/A2,041N/A6/30/201712,3721,788N/A2,126N/A3/31/201712,2131,750N/A2,332N/A12/31/201612,0511,694N/A2,223N/A9/30/201611,8711,525N/A2,118N/A6/30/201611,6681,493N/A1,897N/A3/31/201611,4641,468N/A1,676N/A12/31/201511,2401,426N/A1,814N/A9/30/201511,0861,417N/A1,637N/A6/30/201510,9391,377N/A1,974N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ADP 의 연간 예상 수익 증가율(7.4%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: ADP 의 연간 수익(7.4%)이 US 시장(18.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ADP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ADP 의 수익(연간 5.4%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ADP 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ADP의 자본 수익률은 3년 후 70.7%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/20 00:41종가2026/06/18 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Automatic Data Processing, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullArgus Research CompanyMark MarconBairdRamsey El-AssalBarclays36명의 분석가 더 보기
분석 기사 • May 02Analysts Are Updating Their Automatic Data Processing, Inc. (NASDAQ:ADP) Estimates After Its Third-Quarter ResultsInvestors in Automatic Data Processing, Inc. ( NASDAQ:ADP ) had a good week, as its shares rose 9.0% to close at US$214...
공시 • Oct 31Automatic Data Processing, Inc. Maintains Consolidated Earnings Guidance for the Fiscal Year 2026Automatic Data Processing, Inc. maintained consolidated earnings guidance for the fiscal year 2026. for the year, the company maintained its consolidated revenue outlook for 5% to 6% growth.
공시 • Jan 29Automatic Data Processing, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025Automatic Data Processing, Inc. provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 6% to 7% and Diluted EPS growth of 8% to 10%.
내러티브 업데이트 • Jun 06ADP: Dividend Strength And AI Adoption Will Support Repriced Earnings PotentialAnalysts have nudged the Automatic Data Processing fair value estimate slightly lower to about $246.33, reflecting updated assumptions for discount rate, revenue growth, margins, and a lower future P/E multiple after a recent mix of reduced price targets and at least one rating upgrade. This frames the current risk/reward as more balanced.
Upcoming Dividend • Jun 05Upcoming dividend of US$1.70 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.5%).
Seeking Alpha • Jun 01Automatic Data Processing: Best Time In Years To Buy This Undervalued Dividend KingSummary Automatic Data Processing is a US-based global technology company providing cloud-based enterprise human resources management software and services. ADP improved its revenue from $11.7 billion in FY 2016 to $20.6 billion in FY 2025. That’s a compound annual growth rate of 6.5%. ADP has a stellar financial position. Its long-term debt/equity ratio is 0.6, while the interest coverage ratio is right around 13. The stock is now available for a P/E ratio of 20.3. That is well below its own five-year average of 29.7. Read the full article on Seeking Alpha
속보 • May 27ADP Lifts 2026 Targets as Q3 Results Outpace Estimates and Analyst Confidence GrowsADP raised its fiscal 2026 guidance, now targeting revenue growth of 6% to 7% and adjusted diluted EPS growth of 10% to 11%, after Q3 results that were ahead of profit and revenue estimates. Management pointed to ongoing demand for AI-enabled human capital management tools and rising payroll and compliance complexity as key drivers, while highlighting continued selective acquisitions and an AA- credit rating. Wells Fargo upgraded the stock from Underweight to Equal Weight with a US$214 price target, and Matrix Asset Advisors disclosed initial positions, citing ADP’s leadership in payroll and benefits administration and strong client retention. The guidance lift, coupled with analyst upgrades and new institutional interest, reflects increased confidence in ADP’s ability to convert its AI-focused products and large payroll footprint into higher earnings over the next few years. Investors should still pay attention to execution risks around AI integration and acquisitions, as well as potential shifts in client demand if competing human capital management platforms gain share.
내러티브 업데이트 • May 10ADP: Dividend Strength And AI Agents Will Support Repriced Earnings PotentialAnalysts recently trimmed the implied fair value for Automatic Data Processing by about $10 to $246.73. This reflects a series of lower price targets that factor in more moderate revenue growth assumptions, slightly higher profit margins and a reduced future P/E multiple.
분석 기사 • May 02Analysts Are Updating Their Automatic Data Processing, Inc. (NASDAQ:ADP) Estimates After Its Third-Quarter ResultsInvestors in Automatic Data Processing, Inc. ( NASDAQ:ADP ) had a good week, as its shares rose 9.0% to close at US$214...
Reported Earnings • Apr 30Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$3.39 (up from US$3.07 in 3Q 2025). Revenue: US$5.94b (up 7.0% from 3Q 2025). Net income: US$1.36b (up 8.8% from 3Q 2025). Profit margin: 23% (in line with 3Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
내러티브 업데이트 • Apr 25ADP: Dividend Strength And AI Agents Will Support Repriced Earnings PotentialAnalysts have trimmed Automatic Data Processing's analyst price target by roughly $5 to align with a slightly lower fair value estimate of about $256. This reflects updated assumptions around revenue growth, profit margins and future P/E, while incorporating a recent wave of reduced targets and mixed but constructive research commentary.
새로운 내러티브 • Apr 12Cloud HCM Adoption And Global Payroll Expansion Will Transform Long Term Earnings PowerCatalysts About Automatic Data Processing Automatic Data Processing provides payroll, human capital management and outsourced HR solutions to employers of all sizes around the world. What are the underlying business or industry changes driving this perspective?
Declared Dividend • Apr 12Dividend of US$1.70 announcedShareholders will receive a dividend of US$1.70. Ex-date: 12th June 2026 Payment date: 1st July 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
내러티브 업데이트 • Apr 10ADP: Dividend Strength And AI Agents Will Support Repriced Earnings MultipleThe analyst price target for Automatic Data Processing has been reduced by about $10 to reflect slightly higher discount rate assumptions, a modestly lower future P/E multiple, and recent Street target cuts, even as profit margin expectations are essentially unchanged. Analyst Commentary Recent Street research on Automatic Data Processing shows a cluster of reduced price targets alongside fresh bullish initiations.
공시 • Apr 09Adp Declares Regular Quarterly Dividend, Payable on July 1, 2026Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.70 per share payable July 1, 2026 to shareholders of record on June 12, 2026.
새로운 내러티브 • Mar 29AI Payroll Demand And International Expansion Will Shape A Steady But Limited OutlookCatalysts About Automatic Data Processing Automatic Data Processing provides payroll and broader human capital management services and outsourcing solutions to employers of various sizes across multiple countries. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Mar 27ADP: Dividend Strength And AI Agents Will Support Premium Earnings MultipleAnalysts have trimmed their average price target for Automatic Data Processing by $0.60 to $271.40 as they balance a series of target reductions from major firms with fresh bullish initiations that highlight steady assumptions for growth, margins, and valuation multiples. Analyst Commentary Recent research on Automatic Data Processing highlights a split view, with some firms trimming targets and others starting coverage with a positive stance.
공시 • Mar 25Automatic Data Processing, Inc. to Report Q3, 2026 Results on Apr 29, 2026Automatic Data Processing, Inc. announced that they will report Q3, 2026 results Pre-Market on Apr 29, 2026
내러티브 업데이트 • Mar 11ADP: Dividend Strength And AI HR Execution Will Support Premium P/EAnalysts have trimmed their average price target on Automatic Data Processing by about $5 to $272. This reflects slightly softer revenue growth assumptions, a modestly higher discount rate, and only a small adjustment to long term P/E expectations, despite relatively steady margin forecasts.
Upcoming Dividend • Mar 06Upcoming dividend of US$1.70 per shareEligible shareholders must have bought the stock before 13 March 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.3%).
공시 • Mar 03ADP Launches AI Agents to Help Make Work Easier, SmarterADP® announced the launch of a new destination within ADP Marketplace, designed to help organizations discover and deploy AI agents that seamlessly integrate with ADP and accelerate work across the entire employee lifecycle. This growing ecosystem of AI solutions empowers HR teams, managers, and employees with simple solutions that make work easier. AI agents can orchestrate workflows, which helps organizations streamline operations and focus on higher value work. The new agents go beyond traditional AI-enabled tools by planning, taking action, and completing multifistep tasks. Partners offering Agents and AI features in the ADP Marketplace as part of their solution must agree to comply with ADP Marketplace's AI principles regarding human oversight, monitoring, explainability and mitigating bias. These principles are based on the same AI principles ADP follows when developing its own products. By introducing solutions capable of supporting core HR, payroll, talent and workforce operations, ADP is helping clients transform their workflows with proactive and integrated tools that anticipate workforce needs and act in real time. The curated set of AI agents include partners like Absorb, Aquera, G-P, Built, Employ, Praisidio, salary.com, Tapcheck, MakeShift, Payactiv, and Quantum Workplace, whose solutions can help solve key HR challenges like: Finding Talent: Agents can help identify qualified candidates based on job requirements, connect with them quickly, and help keep them engaged--while keeping hiring decisions in the recruiter's hands. Staying Compliant: Agents can help navigate employment laws and global compliance and help with preparing required documents and templates. Gaining Workforce Insight: Agents can instantly deliver reports, dashboards, and visual insights from HR and workforce data -- and much more. The AI agents are now available to ADP clients through ADP Marketplace. Learn more at adp.com/ai-marketplace.
내러티브 업데이트 • Feb 25ADP: Dividend Strength And HR Platform Execution Will Support Premium P/EThe analyst price target for Automatic Data Processing has been reduced by about $2 to reflect slightly lower fair value estimates, as analysts factor in a series of recent target cuts alongside one bullish initiation. Analyst Commentary Recent research updates on Automatic Data Processing show a cluster of target price cuts alongside one new bullish initiation, which is why the average target has shifted only modestly.
내러티브 업데이트 • Feb 10ADP: Dividend Power And HR Platform Execution Will Support Premium P/EAnalysts have trimmed their average price target on Automatic Data Processing by about $10, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples after a series of target cuts from major research firms, alongside one fresh bullish initiation. Analyst Commentary Recent research on Automatic Data Processing shows a cluster of target cuts alongside one new, more optimistic initiation.
Reported Earnings • Jan 29Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: US$2.63 (up from US$2.36 in 2Q 2025). Revenue: US$5.36b (up 6.2% from 2Q 2025). Net income: US$1.06b (up 10% from 2Q 2025). Profit margin: 20% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jan 28ADP Accelerates AI Leadership with Launch of New AI Agents Designed to Solve Workforce ChallengesADP on January 28, 2026 introduced new ADP Assist agents that apply advanced intelligence to real workforce challenges and foster creativity and connection at work. Built on ADP's comprehensive global data platform, these new agents help organizations manage people, streamline processes and make informed decisions that support people at work. Built on the industry's strongest workforce data foundation, ADP Assist AI agents give companies a smarter and more efficient way to manage people and orchestrate work across the employee lifecycle. Unlike generic AI solutions, ADP's approach combines proprietary workforce insights with advanced automation to solve real workforce challenges while maintaining the security, governance and compliance standards companies trust. The result is persona-based agents that solve key challenges across HR and payroll. ADP Assist agents work across HR and payroll workstreams to put practitioners at the center of moments that matter in the employee experience, removing manual strain and allowing them to focus on supporting their people. From streamlining the payroll process to resolving employee questions and prompting action against intelligent workforce insight, ADP Assist agents were built to address common client pain points for HR and payroll practitioners: Identifying payroll variances – Making payroll more efficient and accurate, ADP Assist payroll agents automatically audit for variances, suggesting and facilitating remediations under human oversight. Highlighting gaps in tax information – ADP Assist tax registration agents proactively identify when clients have missing or incomplete tax IDs for both state or local jurisdictions, guiding them through every step of the registration process. Empowering employees with clear, accessible policy guidance – ADP Assist HR agents create and deliver personalized, curated answers for frequently asked questions based on clients' distinct employee handbooks and policies, removing help desk responsibilities from practitioners and saving them time. Delivering tailored HR insights to drive smarter decisions – ADP Assist analytics agents can create, execute and analyze custom reports and visualizations based on simple search queries through chat, creating an intuitive and interactive experience. Providing data-driven workforce insights – ADP Assist analytics agents can analyze employee-level data to create easily actionable dashboards and presentation-ready workforce reports. Initiating talent actions with simple natural language: ADP Assist HR agents create key talent actions instantly, such as initiating a promotion, simply by the user typing what they want to do. By interpreting requests like promote Jordan Smith or who are my direct reports who are customer service associates earning less than 25 per hour?, the system delivers real-time answers and guided next steps, dramatically reducing time spent navigating HR workflows. ADP's global data platform serves as the engine powering ADP Assist agents, representing an unmatched workforce dataset spanning millions of workers across global regulatory environments. Key capabilities include: Integrated data architecture enables ADP to build intelligence into its agents; The combination of ADP's data sets and unique insights from servicing clients enables more personalized experiences for clients and Security and privacy by design with ethical AI principles embedded at the foundation.
내러티브 업데이트 • Jan 27ADP: Dividend And Buyback Strength Will Support Premium P/E In Tougher BackdropAnalysts have nudged their price expectations for Automatic Data Processing slightly lower, trimming the fair value estimate by about US$1 to US$288.54. They are factoring in recent price target cuts alongside cautious commentary on the stock's ability to support a premium P/E multiple despite solid recent results.
Declared Dividend • Jan 18First quarter dividend of US$1.70 announcedShareholders will receive a dividend of US$1.70. Ex-date: 13th March 2026 Payment date: 1st April 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 15Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.70 per share payable April 1, 2026 to shareholders of record on March 13, 2026.
내러티브 업데이트 • Jan 12ADP: Dividend And Buyback Support Will Offset Tougher Employment And Rate BackdropAnalysts have trimmed their price targets for Automatic Data Processing to a range around $245 to $303, reflecting concerns that a tougher macro backdrop, slowing employment trends, and longer sales cycles could make it harder for the stock to support a premium P/E multiple despite recent solid quarterly results. Analyst Commentary Recent research updates show a more cautious stance around Automatic Data Processing, with trimmed price targets and a focus on how the company will handle a tougher backdrop for employment and interest rates.
공시 • Jan 05Automatic Data Processing, Inc. to Report Q2, 2026 Results on Jan 28, 2026Automatic Data Processing, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 28, 2026
Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$253. The fair value is estimated to be US$318, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
내러티브 업데이트 • Dec 24ADP: Dividend And Buyback Strength Will Support Returns Through Cyclical HeadwindsAnalysts have trimmed their price target on Automatic Data Processing by about $2 to reflect solid recent results but a tougher near term backdrop, citing slowing employment trends, longer sales cycles, cyclical risks for payroll outsourcers, and updated assumptions for interest rates and foreign exchange. Analyst Commentary Analysts remain divided on Automatic Data Processing as they recalibrate expectations following the latest quarterly results, with several trimming price targets but differing on the company’s ability to sustain premium valuation levels.
내러티브 업데이트 • Dec 23ADP Stock: Why Boring Payroll Is One of the Most Durable Businesses in TechAutomatic Data Processing (NASDAQ: ADP) is rarely described as exciting. It doesn’t launch viral products or chase consumer trends.
분석 기사 • Dec 11Automatic Data Processing (NASDAQ:ADP) Is Paying Out A Larger Dividend Than Last YearAutomatic Data Processing, Inc.'s ( NASDAQ:ADP ) dividend will be increasing from last year's payment of the same...
공시 • Dec 11ADP Launches the Save4Retirement Pooled Employer PlanADP launched the Save4Retirement Pooled Employer Plan (PEP), a retirement plan that allows multiple unrelated employers to join a single, professionally managed 401(k) structure that consolidates administration and shifts key administrative fiduciary responsibilities to a pooled plan provider. Reduced Administrative Work and Fiduciary Liability: Independent registered investment advisors (RIAs) continue to guide and consult with employers on plan features, and team up with Retirement Services' participant Success Organization to support participant enrollment and ongoing education. The value for RIAs is the ability to consolidate clients into a single platform, reducing administrative complexity, simplifying oversight and elevating their client impact. Save4Retirement PEP is supported by ADP's embedded payroll and recordkeeping integration, which enables data to move between systems in real time. The advanced technology ensures important payroll data is synched with recordkeeping data to continuously verify transactions like employee deferrals from the latest ADP payroll cycle or adjustments to an employee's investment elections. This validation promotes confidence in plan compliance and the integrity of participant accounts.
내러티브 업데이트 • Dec 10ADP: Dividend Strength Will Support Returns Despite Cyclical Employment HeadwindsThe analyst price target for Automatic Data Processing has been trimmed slightly as fair value moves from approximately $293.23 to $291.31 per share. Analysts cite a tougher path for sustaining premium valuation multiples amid slowing employment trends, cyclical concerns in payroll outsourcing, and evolving macro and interest rate expectations despite solid recent operating performance.
Upcoming Dividend • Dec 05Upcoming dividend of US$1.70 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 01 January 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.0%).
내러티브 업데이트 • Nov 26ADP: Persistent Demand And Dividend Growth Will Sustain Bullish MomentumAnalysts have recently lowered their price targets for Automatic Data Processing, reducing them by as much as $70 per share. They cite tougher growth prospects, cyclical risks, and macroeconomic headwinds, despite the company's solid recent results.
분석 기사 • Nov 15Automatic Data Processing (NASDAQ:ADP) Will Pay A Larger Dividend Than Last Year At $1.70Automatic Data Processing, Inc. ( NASDAQ:ADP ) will increase its dividend on the 1st of January to $1.70, which is 10...
Declared Dividend • Nov 14First quarter dividend increased to US$1.70Dividend of US$1.70 is 10% higher than last year. Ex-date: 12th December 2025 Payment date: 1st January 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 12Automatic Data Processing, Inc. Increases Quarterly Cash Dividend, Payable on January 1, 2026The board of directors of ADP approved a $0.16 increase in the quarterly cash dividend to an annual rate of $6.80 per share, Maria Black, ADP's President and Chief Executive Officer, announced on November 12, 2025. The increased cash dividend marks the 51 consecutive year in which ADP, a leading global technology company providing human capital management (HCM) solutions, has raised its quarterly dividend. The new quarterly dividend rate of $1.70 per share will be distributed on January 1, 2026 to shareholders of record on December 12, 2025.
내러티브 업데이트 • Nov 12ADP: Resilient Demand Will Drive Long-Term Opportunity Amid Macro UncertaintyAnalysts have reduced their price target for Automatic Data Processing by approximately $18 to $293. They cited solid recent results but also expressed concerns about tougher macroeconomic conditions and slowing employment trends.
Buy Or Sell Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$252. The fair value is estimated to be US$318, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
분석 기사 • Nov 05This Is Why Automatic Data Processing, Inc.'s (NASDAQ:ADP) CEO Compensation Looks AppropriateKey Insights Automatic Data Processing's Annual General Meeting to take place on 12th of November CEO Maria Black's...
공시 • Oct 31Automatic Data Processing, Inc. Maintains Consolidated Earnings Guidance for the Fiscal Year 2026Automatic Data Processing, Inc. maintained consolidated earnings guidance for the fiscal year 2026. for the year, the company maintained its consolidated revenue outlook for 5% to 6% growth.
Reported Earnings • Oct 30First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$2.50 (up from US$2.34 in 1Q 2025). Revenue: US$5.18b (up 7.1% from 1Q 2025). Net income: US$1.01b (up 5.9% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Oct 29Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired Pequity Inc.Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired Pequity Inc. on October 29, 2025. Megan Spelman and Neil Goldman of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to ADP. Automatic Data Processing, Inc. (NasdaqGS:ADP) completed the acquisition of Pequity Inc. on October 29, 2025.
새로운 내러티브 • Oct 29ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin ResilienceAutomatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.
내러티브 업데이트 • Oct 29Long-Term Demand For HR Outsourcing Will Overcome Near-Term Macro WeaknessAnalysts have marginally reduced their fair value estimate for Automatic Data Processing by about $2.55 to $311.62. This change reflects concerns over slowing employment trends, longer sales cycles, and cyclical headwinds highlighted in recent research.
내러티브 업데이트 • Oct 14Cloud Based HR Solutions Will Transform Global Workforce ManagementThe consensus analyst price target for Automatic Data Processing has decreased by $4 to $314. This change reflects adjustments for changing macroeconomic expectations and updated sector outlooks.
공시 • Sep 29Automatic Data Processing, Inc. to Report Q1, 2026 Results on Oct 29, 2025Automatic Data Processing, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Oct 29, 2025
공시 • Sep 26Automatic Data Processing, Inc., Annual General Meeting, Nov 12, 2025Automatic Data Processing, Inc., Annual General Meeting, Nov 12, 2025.
내러티브 업데이트 • Sep 18Cloud Based HR Solutions Will Transform Global Workforce ManagementAnalysts have slightly lowered ADP’s price target to $318.17, citing ongoing macroeconomic uncertainty and softer near-term bookings despite resilient long-term growth prospects in HCM, HR outsourcing, and payroll. Analyst Commentary Sector-wide volatility in human capital management due to slowing macroeconomic and employment trends is tempering near-term price targets.
Recent Insider Transactions • Sep 16Non-Employee Director recently sold US$1.2m worth of stockOn the 12th of September, Carlos Rodriguez sold around 4k shares on-market at roughly US$295 per share. This transaction amounted to 11% 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.
Upcoming Dividend • Sep 05Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.7%).
공시 • Sep 04ADP Unveils Ai Features Built for HR's Biggest Challenges At Innovation Day 2025ADP unveiled new AI-powered features at its annual Innovation Day, demonstrating how purpose-built artificial intelligence can solve HR's most pressing operational challenges. The latest enhancements to Workforce Now, ADP Global Payroll and ADP Lyric HCM focus on eliminating time-consuming manual processes that burden the People Function: payroll anomalies that could require corrections if not caught early, analytics requests that take days to fulfill, and routine compliance tasks that pull teams away from strategic work. Soling Real HR Pain Points with ADP Assist: The newly unveiled features leverage ADP Assist, the company's AI-enhanced platform, to address five critical areas where HR teams lose the most time and efficiency: Flags Payroll Anomalies Before an Error Can Happen: New anomaly detection and resolution capabilities automatically identify inconsistencies or deviations in payroll data to uncover potential payroll mistakes and suggest corrections for HR practitioners to review and approve. Early adopters report saving up to 30 minutes per payroll cycle through proactive error prevention. Getting Instant Results for HR questions: Users can now ask questions conversationally and get immediate answers, charts, insights, and presentation-ready reports. The system understands context and business intent, turning "How are our overtime costs trending?" into actionable visualizations within seconds while maintaining full user oversight. Gaining Real-time Visibility into Workforce Trends: Pulling from ADP's unparalleled workforce data, spanning over 1.1 million companies of all sizes across over 140 countries and territories, AI helps HR leaders identify and understand trends that are happening within their workforce that might not be easily evident. Turning raw data into clear guidance and recommended actions, this helps leaders understand workforce trends, spot issues earlier, and make confident decisions faster. Global Compliance: AI monitors local, national, and emerging workplace requirements, helping clients stay on top of their compliance obligations with recommendations that practitioners can verify and implement. Powering Personal Development with AI: ADP Learning analyzes each employee's unique role, skills, and career goals to deliver tailored training recommendations to help accelerate their development path. Client-Centered AI Development: These innovations reflect ADP's systematic approach to AI development, where each feature undergoes rigorous testing with client feedback before release. The company's AI capabilities are built on decades of payroll and HR data insights, resulting in solutions that address real-world complexities rather than theoretical use cases. ADP incorporates compliance, transparency, and security into its AI tools from day one, examining privacy and accuracy at every stage of development.
Recent Insider Transactions Derivative • Sep 03President notifies of intention to sell stockMaria Black intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$302, it would amount to US$2.3m. For the year to June 2019, Maria's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Maria's direct individual holding has increased from 40.94k shares to 77.62k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Sep 02Automatic Data Processing, Inc. (NASDAQ:ADP) Investors Are Less Pessimistic Than ExpectedWith a price-to-earnings (or "P/E") ratio of 30.2x Automatic Data Processing, Inc. ( NASDAQ:ADP ) may be sending very...
Declared Dividend • Aug 10Fourth quarter dividend of US$1.54 announcedShareholders will receive a dividend of US$1.54. Ex-date: 12th September 2025 Payment date: 1st October 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 07Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on October 1, 2025The board of directors of Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.54 per share payable October 1, 2025 to shareholders of record on September 12, 2025.
Reported Earnings • Jul 31Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$10.02 (up from US$9.14 in FY 2024). Revenue: US$20.6b (up 7.1% from FY 2024). Net income: US$4.08b (up 8.7% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
분석 기사 • Jul 22Here's Why Automatic Data Processing (NASDAQ:ADP) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Jul 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$303. The fair value is estimated to be US$379, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
공시 • Jun 25Automatic Data Processing, Inc. to Report Q4, 2025 Results on Jul 30, 2025Automatic Data Processing, Inc. announced that they will report Q4, 2025 results Pre-Market on Jul 30, 2025
Upcoming Dividend • Jun 06Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.7%).
Reported Earnings • May 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$3.07 (up from US$2.89 in 3Q 2024). Revenue: US$5.55b (up 5.7% from 3Q 2024). Net income: US$1.25b (up 5.5% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.
공시 • Apr 30ADP Announces CFO TransitionADP announced that Peter Hadley, ADP's Treasurer, has been appointed Chief Financial Officer, effective July 1, 2025. He succeeds Don McGuire, who has served as CFO since 2021. To ensure a seamless transition, Mr. McGuire will remain available through September 30, 2025. Mr. Hadley will report directly to Maria Black, President and Chief Executive Officer of ADP. Mr. Hadley, 52, joined ADP in 2002 and has held increasingly senior executive leadership positions since that time. Since 2022, he has served as Corporate Vice President and Treasurer of ADP, with responsibilities for overseeing ADP's capital structure, client funds investment portfolio, funding of global operations, capital markets activities, investor relations and corporate insurance programs. In 2017, Mr. Hadley was appointed President – Asia Pacific, where he had responsibility for ADP's business operations, strategy, and business development activities in the Asia-Pacific region. Prior to this role, he served as CFO for ADP's Global Enterprise Solutions and Employer Services International. Before joining ADP, Mr. Hadley held various roles at KPMG in the United Kingdom and Arthur Andersen in Australia. He holds a Master of Applied Finance from the Financial Services Institute of Australia and a Bachelor of Economics from the University of Sydney. Mr. Hadley is also a qualified Chartered Accountant with the Institute of Chartered Accountants in Australia.
Declared Dividend • Apr 11Second quarter dividend of US$1.54 announcedShareholders will receive a dividend of US$1.54. Ex-date: 13th June 2025 Payment date: 1st July 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 09Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2025The board of directors of Automatic Data Processing, Inc. declared a regular quarterly dividend of $1.54 per share payable July 1, 2025 to shareholders of record on June 13, 2025.
공시 • Apr 01Automatic Data Processing, Inc. to Report Q3, 2025 Results on Apr 30, 2025Automatic Data Processing, Inc. announced that they will report Q3, 2025 results Pre-Market on Apr 30, 2025
Upcoming Dividend • Mar 07Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 14 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.7%).
Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & DIrector Maria Black was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Feb 04Chief Administrative Officer notifies of intention to sell stockMichael Bonarti intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$303, it would amount to US$9.1m. Since March 2024, Michael's direct individual holding has increased from 69.05k shares to 72.84k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Jan 31Automatic Data Processing: It Has Always Been Expensive, Try Range TradingSummary Automatic Data Processing has benefited from increased demand for HCM solutions post-COVID-19, while maintaining high liquidity and cautious market expansion to sustain growth and minimize risks. Despite being consistently expensive, ADP's stock price is driven by solid fundamentals, including impressive margins, stable liquidity, and strategic market positioning. ADP faces potential risks from AI advancements but can adapt by enhancing its solutions and leveraging improving macroeconomic indicators and hybrid work trends. Recommend range trading with a take profit at $319.5-323.9 and stop loss at $288.4-292.8, as ADP's stock approaches the overbought region. Read the full article on Seeking Alpha
Reported Earnings • Jan 29Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$2.36 (up from US$2.14 in 2Q 2024). Revenue: US$5.05b (up 8.1% from 2Q 2024). Net income: US$963.2m (up 9.7% from 2Q 2024). Profit margin: 19% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
공시 • Jan 29Automatic Data Processing, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025Automatic Data Processing, Inc. provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 6% to 7% and Diluted EPS growth of 8% to 10%.
Seeking Alpha • Jan 20Automatic Data Processing Moves Upmarket: Assessing The WorkForce AcquisitionSummary ADP's acquisition of WorkForce Software aligns with its core competencies, and seems reasonably priced, avoiding "diworse-ification" concerns. ADP is a brand new Dividend King, and its growth prospects look better than its peer group. Despite strong fundamentals, ADP's current valuation remains high, making it a hold. Read the full article on Seeking Alpha
Declared Dividend • Jan 17First quarter dividend of US$1.54 announcedShareholders will receive a dividend of US$1.54. Ex-date: 14th March 2025 Payment date: 1st April 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 16Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2025The board of directors of Automatic Data Processing, Inc. has declared a regular quarterly dividend of $1.54 per share payable April 1, 2025 to shareholders of record on March 14, 2025.
Recent Insider Transactions Derivative • Jan 03Chief Financial Officer notifies of intention to sell stockDon McGuire intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$294, it would amount to US$2.5m. Since March 2024, Don's direct individual holding has increased from 12.64k shares to 18.59k. Company insiders have collectively sold US$34m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Dec 18Automatic Data Processing, Inc. to Report Q2, 2025 Results on Jan 29, 2025Automatic Data Processing, Inc. announced that they will report Q2, 2025 results Pre-Market on Jan 29, 2025
Upcoming Dividend • Dec 06Upcoming dividend of US$1.54 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 01 January 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.5%).
Seeking Alpha • Nov 15Automatic Data Processing: A Powerful New Dividend King Is BornSummary Automatic Data Processing's 10% dividend hike earlier this month made it the newest addition to the vaunted Dividend Kings. The company's revenue and adjusted diluted EPS exceeded analysts' expectations for its fiscal Q1. ADP's balance sheet is a financial fortress. Now 6% overvalued, the stock's valuation is the inverse of when I last covered it. ADP looks poised to generate 5% annual total returns through FY 2027. Read the full article on Seeking Alpha
Declared Dividend • Nov 08First quarter dividend increased to US$1.54Dividend of US$1.54 is 10% higher than last year. Ex-date: 13th December 2024 Payment date: 1st January 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 08Automatic Data Processing, Inc. Announces Executive Changes, January 1, 2025Automatic Data Processing, Inc. announced that John C. Ayala, Chief Operating Officer, will be stepping down from his role at the Company, effective as of January 1, 2025, and will continue to serve as a corporate officer of the Company during a transition period through March 31, 2025. The Company also announced that Joseph DeSilva, presently President, Global Sales, will become Executive Vice President, North America and Chief of Operations, effective as of January 1, 2025.
공시 • Nov 06Automatic Data Processing, Inc. Increases Quarterly Cash Dividend, Payable on January 1, 2025The board of directors of ADP approved a $0.14 increase in the quarterly cash dividend to an annual rate of $6.16 per share, Maria Black, ADP's President and Chief Executive Officer, announced on November 6, 2024. The new quarterly dividend rate of $1.54 per share will be distributed on January 1, 2025 to shareholders of record on December 13, 2024.
New Risk • Nov 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.34 (up from US$2.09 in 1Q 2024). Revenue: US$4.83b (up 7.1% from 1Q 2024). Net income: US$956.3m (up 11% from 1Q 2024). Profit margin: 20% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
공시 • Oct 15Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired WorkForce Software, LLC.Automatic Data Processing, Inc. (NasdaqGS:ADP) acquired WorkForce Software, LLC on October 15, 2024. Automatic Data Processing, Inc. (NasdaqGS:ADP) completed the acquisition of WorkForce Software, LLC on October 15, 2024.
공시 • Oct 01Automatic Data Processing, Inc. to Report Q1, 2025 Results on Oct 30, 2024Automatic Data Processing, Inc. announced that they will report Q1, 2025 results Pre-Market on Oct 30, 2024
