Upcoming Dividend • Jun 05
Upcoming dividend of US$1.70 per share Eligible 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%). Canlı Haberler • May 27
ADP Lifts 2026 Targets as Q3 Results Outpace Estimates and Analyst Confidence Grows ADP 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. Reported Earnings • Apr 30
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third 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. Declared Dividend • Apr 12
Dividend of US$1.70 announced Shareholders 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. Duyuru • Apr 09
Adp Declares Regular Quarterly Dividend, Payable on July 1, 2026 Automatic 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. Duyuru • Mar 25
Automatic Data Processing, Inc. to Report Q3, 2026 Results on Apr 29, 2026 Automatic Data Processing, Inc. announced that they will report Q3, 2026 results Pre-Market on Apr 29, 2026 Upcoming Dividend • Mar 06
Upcoming dividend of US$1.70 per share Eligible 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%). Duyuru • Mar 03
ADP Launches AI Agents to Help Make Work Easier, Smarter ADP® 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. Reported Earnings • Jan 29
Second quarter 2026 earnings: EPS exceeds analyst expectations Second 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. Duyuru • Jan 28
ADP Accelerates AI Leadership with Launch of New AI Agents Designed to Solve Workforce Challenges ADP 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. Declared Dividend • Jan 18
First quarter dividend of US$1.70 announced Shareholders 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. Duyuru • Jan 15
Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026 The 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. Duyuru • Jan 05
Automatic Data Processing, Inc. to Report Q2, 2026 Results on Jan 28, 2026 Automatic Data Processing, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 28, 2026 Buy Or Sell Opportunity • Jan 02
Now 20% undervalued after recent price drop Over 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. Duyuru • Dec 11
ADP Launches the Save4Retirement Pooled Employer Plan ADP 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. Upcoming Dividend • Dec 05
Upcoming dividend of US$1.70 per share Eligible 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%). Declared Dividend • Nov 14
First quarter dividend increased to US$1.70 Dividend 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. Duyuru • Nov 12
Automatic Data Processing, Inc. Increases Quarterly Cash Dividend, Payable on January 1, 2026 The 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. Buy Or Sell Opportunity • Nov 06
Now 21% undervalued after recent price drop Over 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. Duyuru • Oct 31
Automatic Data Processing, Inc. Maintains Consolidated Earnings Guidance for the Fiscal Year 2026 Automatic 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 30
First quarter 2026 earnings: EPS exceeds analyst expectations First 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. Duyuru • Oct 29
Automatic 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. Duyuru • Sep 29
Automatic Data Processing, Inc. to Report Q1, 2026 Results on Oct 29, 2025 Automatic Data Processing, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Oct 29, 2025 Duyuru • Sep 26
Automatic Data Processing, Inc., Annual General Meeting, Nov 12, 2025 Automatic Data Processing, Inc., Annual General Meeting, Nov 12, 2025. Recent Insider Transactions • Sep 16
Non-Employee Director recently sold US$1.2m worth of stock On 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 05
Upcoming dividend of US$1.54 per share Eligible 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%). Duyuru • Sep 04
ADP Unveils Ai Features Built for HR's Biggest Challenges At Innovation Day 2025 ADP 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 03
President notifies of intention to sell stock Maria 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. Declared Dividend • Aug 10
Fourth quarter dividend of US$1.54 announced Shareholders 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. Duyuru • Aug 07
Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on October 1, 2025 The 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 31
Full year 2025 earnings: Revenues and EPS in line with analyst expectations Full 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. Buy Or Sell Opportunity • Jul 13
Now 20% undervalued The 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. Duyuru • Jun 25
Automatic Data Processing, Inc. to Report Q4, 2025 Results on Jul 30, 2025 Automatic Data Processing, Inc. announced that they will report Q4, 2025 results Pre-Market on Jul 30, 2025 Upcoming Dividend • Jun 06
Upcoming dividend of US$1.54 per share Eligible 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 01
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third 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. Duyuru • Apr 30
ADP Announces CFO Transition ADP 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 11
Second quarter dividend of US$1.54 announced Shareholders 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. Duyuru • Apr 09
Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2025 The 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. Duyuru • Apr 01
Automatic Data Processing, Inc. to Report Q3, 2025 Results on Apr 30, 2025 Automatic Data Processing, Inc. announced that they will report Q3, 2025 results Pre-Market on Apr 30, 2025 Upcoming Dividend • Mar 07
Upcoming dividend of US$1.54 per share Eligible 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 02
Insufficient new directors There 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 04
Chief Administrative Officer notifies of intention to sell stock Michael 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. Reported Earnings • Jan 29
Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat Second 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. Duyuru • Jan 29
Automatic Data Processing, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year 2025 Automatic 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%. Declared Dividend • Jan 17
First quarter dividend of US$1.54 announced Shareholders 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. Duyuru • Jan 16
Automatic Data Processing, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2025 The 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 03
Chief Financial Officer notifies of intention to sell stock Don 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. Duyuru • Dec 18
Automatic Data Processing, Inc. to Report Q2, 2025 Results on Jan 29, 2025 Automatic Data Processing, Inc. announced that they will report Q2, 2025 results Pre-Market on Jan 29, 2025 Upcoming Dividend • Dec 06
Upcoming dividend of US$1.54 per share Eligible 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%). Declared Dividend • Nov 08
First quarter dividend increased to US$1.54 Dividend 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. Duyuru • Nov 08
Automatic Data Processing, Inc. Announces Executive Changes, January 1, 2025 Automatic 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. Duyuru • Nov 06
Automatic Data Processing, Inc. Increases Quarterly Cash Dividend, Payable on January 1, 2025 The 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 03
New minor risk - Financial position The 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 01
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First 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. Duyuru • Oct 15
Automatic 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. Duyuru • Oct 01
Automatic Data Processing, Inc. to Report Q1, 2025 Results on Oct 30, 2024 Automatic Data Processing, Inc. announced that they will report Q1, 2025 results Pre-Market on Oct 30, 2024 
