ADT Förvaltning
Förvaltning kriterier kontrolleras 3/4
ADT VD är Jim DeVries, utsedd i Dec 2018, har en mandatperiod på 7.58 år. totala årliga ersättningen är $ 14.88M, bestående av 7.8% lön 92.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.71% av företagets aktier, värda $ 34.62M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.4 år respektive 3.8 år.
Viktig information
Jim DeVries
Verkställande direktör
US$14.9m
Total ersättning
| VD-lön i procent | 7.82% |
| Anställning som VD | 7.6yrs |
| Ägande av VD | 0.7% |
| Ledningens genomsnittliga anställningstid | 4.4yrs |
| Styrelsens genomsnittliga mandatperiod | 3.8yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 25
ADT: Connected Home Standards Role Will Drive Future Repricing Potential
Analysts have increased their price target on ADT by $0.50 to reflect updated assumptions on discount rates and future P/E, citing recent research that reassesses the stock's risk and valuation profile. What’s in the News for ADT ADT launched ADT Blu, a self-installed home security system that customers can set up in minutes and manage through the ADT+ app, with options for modular expansion and either 24/7 professional monitoring or self-monitoring.Analysartikel • Jun 19
ADT (ADT) Stock Could Be 19.4% Undervalued After ConsumerAffairs Buyer’s Choice Awards
ADT (ADT) stock is back in focus after ConsumerAffairs awarded the company 2026 Buyer’s Choice honors for Best Customer Service and Best Product Offering, highlighting how customer perception relates to the home security provider’s valuation. See our latest analysis for ADT. That recognition arrives after a mixed period for ADT’s stock, with the latest share price at $6.58 and a share price return that is down 17.85% year to date but supported by a positive 3 year total shareholder return of...Uppdatering av berättelse • Jun 05
ADT: Cash Strength And AI Expansion Will Drive Future Repricing
Analysts report that the Street price target for ADT has recently moved in a mixed fashion, with Morgan Stanley lifting its target by $0.50 while Goldman Sachs brought its target down to $9 from $10.40. This reflects differing views on valuation despite broadly consistent assumptions around growth, margins, and discount rates.Seeking Alpha • May 16
ADT Has A Clear AI-Driven Future (Rating Upgrade)
Summary ADT becomes a more attractive investment following Apollo's complete exit and significant share repurchases. Despite flat revenue and EPS guidance in 2026, ADT targets a 5% revenue and 10% EPS CAGR, leveraging AI and the Origin AI acquisition for operational improvements and differentiation. My updated DCF values ADT at $10.33 per share, indicating a 50% undervaluation with an 8.5% shareholder yield. Risks remain from potential State Farm exit and competitive threats, but ADT's differentiated offering and capital allocation support a Strong Buy rating at current levels. Read the full article on Seeking AlphaUppdatering av berättelse • May 04
ADT: Cash Returns And Flat 2026 Outlook Will Shape Future Repricing
ADT's updated analyst price target edges higher to $8.16 from $8.10, as analysts factor in slightly adjusted revenue growth, profit margin assumptions, and a modestly higher future P/E multiple while keeping the change in the discount rate limited. Analyst Commentary Recent Street research paints a mixed picture for ADT, with some analysts more optimistic on long term potential and others focused on near term execution risk and guidance.Uppdatering av berättelse • Apr 19
ADT: Cash Flow Focus And Buybacks Will Support Long-Term Repricing
Narrative Update on ADT The updated analyst price target for ADT moves to $8.10, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in muted 2026 guidance, softer revenue trends, and execution risk around distribution changes and investment driven margin pressures. Analyst Commentary Recent research on ADT centers on lower price targets, more cautious 2026 expectations, and a mixed read on execution tied to distribution changes and investment plans.Uppdatering av berättelse • Apr 03
ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing
Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.Uppdatering av berättelse • Mar 19
ADT: Future Cash Focus And Buybacks Will Support Long-Term Upside
Narrative Update on ADT The updated analyst target for ADT has shifted lower by about $0.70 per share, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in mixed quarterly results, muted 2026 guidance, and a gradual path to any potential improvement in fundamentals. Analyst Commentary Recent research updates on ADT highlight a split view, with some analysts still seeing long-term upside potential and others focusing on execution challenges and muted guidance.Uppdatering av berättelse • Mar 04
ADT: Future Cash Focus And Buybacks Set Up Long-Term Upside
Analysts have trimmed their average price target on ADT to about $8.80 from $9.58, citing softer revenue growth expectations, slightly lower margin assumptions, a higher discount rate, and a higher future P/E multiple as they factor in muted 2026 guidance, slower subscriber growth, and execution risk around the company’s current plans. Analyst Commentary Recent research updates reflect a more cautious stance on ADT, with lower price targets clustered in a relatively narrow range and a focus on execution over the next few years.Analysartikel • Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analysartikel • Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysartikel • Dec 06
ADT Inc.'s (NYSE:ADT) Price Is Right But Growth Is Lacking
ADT Inc.'s ( NYSE:ADT ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared to...Analysartikel • Nov 07
ADT (NYSE:ADT) Will Pay A Dividend Of $0.055
The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 8th of January...Analysartikel • Sep 03
When Should You Buy ADT Inc. (NYSE:ADT)?
ADT Inc. ( NYSE:ADT ), might not be a large cap stock, but it saw its share price hover around a small range of US$8.11...Uppdatering av berättelse • Aug 27
Connected Smart Home Devices And AI Will Ensure Future Stability
Analysts have raised their price target for ADT from $9.38 to $9.58, citing increased investor interest from decreased private equity ownership, strong Q2 results, and robust free cash flow. Analyst Commentary Decreased private equity ownership is drawing increased investor attention.Analysartikel • Jul 27
ADT (NYSE:ADT) Has Affirmed Its Dividend Of $0.055
The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 2nd of October...Seeking Alpha • Apr 28
ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration
Summary I maintain a buy rating for ADT, driven by solid 1Q25 results, improved fundamentals, and promising growth prospects with the ADT+ platform. ADT's 1Q25 earnings showed 7% y/y revenue growth, margin expansion, and a record-low customer churn rate, highlighting the essential nature of its services. The ADT+ Translator and Trusted Neighbor features are strategic upgrades, enhancing customer retention and monetization, thus expanding ADT's addressable revenue base. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
ADT Inc.: Earnings Growth Will Drive Share Price Upside
Summary 4Q24 results highlight ADT's strong fundamentals, efficient customer acquisition strategy, reduced churn, and strong pricing power. ADT+ platform adoption boosts revenue through upfront equipment purchases, reducing reliance on new customer acquisition and providing revenue growth stability. AI-driven automation and State Farm partnership enhance margins and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price
Summary ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples. The company offers a 3.2% dividend yield with room for growth, alongside a significant buyback program to boost per share metrics. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
ADT Inc: I Have More Confidence That Growth Can Accelerate
Summary I reiterate a buy rating for ADT, confident that growth can accelerate to high single digits over the next three years. Key drivers include reduced customer churn, a successful State Farm partnership, new account acquisitions, and the rollout of the ADT+ platform. Potential decline in mortgage rates and rebuilding from recent hurricanes offer additional growth opportunities for ADT. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
ADT Inc.: Leading Player In US Home Security Solutions
Summary I give a buy rating for ADT Inc. due to its leading position and strong partnerships in the growing U.S. home security market. ADT benefits from a large total addressable market, with significant growth potential as many households still lack security solutions. Key partnerships with Google and State Farm enhance distribution capabilities, driving higher ARPU and customer retention. Read the full article on Seeking Alpha
Ny berättelse • Aug 28
Innovative Smart Home Integrations And Strategic Partnerships Drive Growth And Customer Loyalty
Expansion and innovation with the ADT+ platform and partnerships like Google increase customer acquisition, retention, and satisfaction.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$627m |
| Dec 31 2025 | US$15m | US$1m | US$601m |
| Sep 30 2025 | n/a | n/a | US$652m |
| Jun 30 2025 | n/a | n/a | US$640m |
| Mar 31 2025 | n/a | n/a | US$598m |
| Dec 31 2024 | US$16m | US$1m | US$619m |
| Sep 30 2024 | n/a | n/a | US$529m |
| Jun 30 2024 | n/a | n/a | US$520m |
| Mar 31 2024 | n/a | n/a | US$575m |
| Dec 31 2023 | US$9m | US$1m | US$450m |
| Sep 30 2023 | n/a | n/a | US$485m |
| Jun 30 2023 | n/a | n/a | US$193m |
| Mar 31 2023 | n/a | n/a | US$95m |
| Dec 31 2022 | US$9m | US$1m | US$312m |
| Sep 30 2022 | n/a | n/a | -US$93m |
| Jun 30 2022 | n/a | n/a | -US$33m |
| Mar 31 2022 | n/a | n/a | -US$241m |
| Dec 31 2021 | US$7m | US$1m | -US$344m |
| Sep 30 2021 | n/a | n/a | -US$395m |
| Jun 30 2021 | n/a | n/a | -US$399m |
| Mar 31 2021 | n/a | n/a | -US$380m |
| Dec 31 2020 | US$14m | US$1m | -US$632m |
| Sep 30 2020 | n/a | n/a | -US$592m |
| Jun 30 2020 | n/a | n/a | -US$661m |
| Mar 31 2020 | n/a | n/a | -US$658m |
| Dec 31 2019 | US$9m | US$1m | -US$424m |
Ersättning vs marknad: Jim s total kompensation ($USD 14.88M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.38M ).
Ersättning vs inkomst: Ersättningen från Jim har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Jim DeVries (62 yo)
7.6yrs
Anställning
US$14,881,421
Kompensation
Mr. James David DeVries, also known as Jim, is Director of AMSTED Industries Incorporated. He is Chairman of ADT Inc. from September 15, 2023. Mr. DeVries serves as CEO and President of The ADT Security Co...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Chairman | 7.6yrs | US$14.88m | 0.71% $ 34.6m | |
| CFO and President of Corporate Development & Transformation | 5.2yrs | US$8.43m | 0.43% $ 20.8m | |
| Executive VP and Chief Operating & Customer Officer | 1.3yrs | US$5.20m | 0.042% $ 2.0m | |
| Executive VP | 7.4yrs | US$2.84m | 0.053% $ 2.6m | |
| Executive VP & Chief Business Officer | 1.3yrs | US$5.07m | inga uppgifter | |
| VP, Chief Accounting Officer & Controller | 4.3yrs | inga uppgifter | 0.0084% $ 408.5k | |
| Executive VP and Chief People & Administration Officer | 2.8yrs | US$1.97m | 0.0010% $ 49.3k | |
| Executive VP and Chief Marketing & Communications Officer | less than a year | inga uppgifter | 0.00050% $ 24.4k | |
| Senior Vice President of National Account Sales | 11yrs | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Strategy Officer | 5.8yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Product Strategy & Innovation | 4.5yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Growth Officer | 2.3yrs | inga uppgifter | 0.0063% $ 306.0k |
4.4yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder
Erfaren ledning: ADT s ledningsgrupp anses vara erfaren ( 4.4 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Chairman | 7.7yrs | US$14.88m | 0.71% $ 34.6m | |
| Independent Director | 5.3yrs | US$250.00k | 0.011% $ 548.1k | |
| Additional independent director | 1.5yrs | US$268.48k | 0.0035% $ 169.4k | |
| Additional Independent Director | 1.9yrs | US$259.17k | 0.0047% $ 227.9k | |
| Additional Independent Director | 2.1yrs | US$262.22k | 0.010% $ 503.7k | |
| Lead Independent Director | 8.3yrs | US$300.00k | 0.017% $ 849.3k | |
| Independent Director | 3.8yrs | US$200.00k | 0.0025% $ 122.5k | |
| Independent Director | 7.7yrs | US$250.00k | 0.018% $ 854.7k | |
| Additional Independent Director | 2.1yrs | US$250.00k | 0.0053% $ 258.2k |
3.8yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder
Erfaren styrelse: ADT s styrelse anses vara erfaren ( 3.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/15 09:54 |
| Aktiekurs vid dagens slut | 2026/07/15 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
ADT Inc. bevakas av 8 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Peter Christiansen | Citigroup Inc |