What is the 13F Pro Quality Score for ADT?

13F Pro ranks ADT Inc. (ADT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ADT's current score at https://13fpro.ai/company/ADT (free sign-up required for the full ranking).

Which hedge funds own the most ADT stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ADT include STATE FARM MUTUAL AUTOMOBILE INSURANCE CO, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ADT as soon as new 13F filings post.

Where does 13F Pro source ADT data?

All ADT Inc. fundamentals and ownership data come directly from SEC EDGAR. ADT Inc. files with the SEC under CIK 1703056. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ADT in?

ADT Inc. (ADT) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives ADT's revenue?

Per ADT Inc.'s latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Monitoring and related services ($1.08B, -$8.1M YoY); Security installation, product, and other ($230.2M, +$33.4M YoY); Recurring monthly revenue ($1,045M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ADT.

How often is ADT research updated on 13F Pro?

ADT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ADT Inc.(ADT)Stock Analysis

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SEC EDGAR: CIK 1703056 ADT stock profile & AI dashboard →

13F Pro Quality Score

63.2/100

Rank #651 of 2,960 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

39.7/100

Profitability

66.7/100

Balance Sheet

64.5/100

Earnings Quality

86.1/100

Free Cash Flow

90.0/100

Institutional Flow

12.3/100

Revenue Scale

78.3/100

Dilution Risk

55.1/100

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Why ADT Scores 63/100

exact factor attribution · 2026-09-12

ADT's composite is driven by free cash flow and scale, held back by revenue growth and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.0 pts

90th pct

Scale

+4.2 pts

78th pct

Earnings quality

+3.6 pts

86th pct

Profitability

+2.5 pts

67th pct

Capital efficiency

+1.4 pts

65th pct

Shareholder dilution

+0.3 pts

55th pct

Earnings growth

-0.9 pts

31th pct

Institutional flow

-1.9 pts

12th pct

Revenue growth

-2.1 pts

40th pct

Latest change (2026-08-02): 66 → 65 · ↓ Revenue growth 50→40; ↓ Profit margin 80→71; despite ↑ Earnings growth 30→89

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ADT Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for ADT Inc. (ADT), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ADT at 63.2/100 on a 32-signal composite quality model, placing it at rank #651 of 2,960 stocks — the top 25% of the AI-ranked universe. ADT scores in the top quartile across free cash flow (90.0), earnings quality (86.1), revenue scale (78.3). Areas of concern include institutional flow (12.3) and revenue growth (39.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ADT Inc. reports quarterly revenue of $1.3B, net income of $153.8M, an operating margin of 24.1%. Top institutional holders of ADT by reported 13-F value include STATE FARM MUTUAL AUTOMOBILE INSURANCE, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ADT trades on the NYSE exchange and files with the SEC under CIK 1703056. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ADT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ADT Inc. directly from SEC EDGAR. ADT Inc.'s 13F Pro composite quality score has ranged between 44 and 70 since 2021, currently 63.2 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.

✦

Fun facts about ADT Inc.

Quirks, history, and lore behind ADT — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. security services company · large-cap · listed on the NYSE · headquartered in Florida.
2
The Numbers
Monitors roughly 6 million customers across the country, pulling in about $5 billion a year — mostly from recurring monthly fees rather than one-time sales.
3
The History
Traces its roots all the way back to 1874, when it started as a telegraph-based alert network — basically the 19th-century version of a panic button.
4
The Secret
Despite guarding everyone else's stuff, it has changed corporate ownership more times than most people change their alarm codes — spun off, merged, and reborn multiple times over the decades.
5
The Lore
Those yard signs and window stickers it plants at homes are considered so effective at deterring burglars that they're practically a product in their own right.
6
The Giveaway
That blue hexagon sign in your neighbor's front yard, the three-letter ticker that doubles as a distress call, and the company that answers when your alarm goes off at 3 a.m.

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What's Driving ADT's Business? Latest 10-Q Breakdown

✓ 25/25 datapoints verified

AI-extracted from ADT Inc.'s 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net income fell $11.3M YoY to $153.9M despite a $25.3M revenue increase to $1.31B, as SG&A rose $29.8M and gross customer revenue attrition climbed to 13.1%.

Biggest Revenue Drivers

Monitoring and related services$1.08B-$8.1M YoY

Lower recurring revenue from a decrease in volume, including the Multifamily Divestiture, partially offset by an increase in price.

Security installation, product, and other$230.2M+$33.4M YoY

Higher installation revenue driven by a higher mix of professionally installed systems under the outright sales (ADT+) model.

Biggest Revenue Drivers

Total revenue: $1.31B+$25.3M YoY

Monitoring and related services$1.08B-$8.1M YoY

Lower recurring revenue from a decrease in volume, including the Multifamily Divestiture, partially offset by an increase in price.

Within Monitoring and related services

Recurring monthly revenue$1,045M

Core contractual monitoring fee revenue within Monitoring and related services.

Security installation, product, and other$230.2M+$33.4M YoY

Higher installation revenue driven by a higher mix of professionally installed systems under the outright sales (ADT+) model.

Within Security installation, product, and other

Installation and other revenue$140.6M

Reflects the higher mix of professionally installed systems sold outright under the refined go-to-market approach.

Largest Expense Items

Selling, general, and administrative expenses$385.9M+$29.8M YoY

Increases in selling costs (amortization of deferred subscriber acquisition costs), share-based compensation, advertising costs, and allowance for credit losses.

Depreciation and intangible asset amortization$346.9M+$8.2M YoY

Higher depreciation of property and equipment and amortization of dealer-acquired customer contracts, partly offset by lower subscriber system asset depreciation from the shift to outright sales.

Total cost of revenue$263.5M+$13.4M YoY

Higher installation and product costs from the outright sales model shift, partially offset by lower monitoring and related services costs.

Margins: Operating income fell $26.1M YoY to $315.9M as SG&A (+$29.8M) and D&A (+$8.2M) outpaced revenue growth, driven partly by the ongoing shift toward the outright sales (ADT+) equipment ownership model.

Watch Items from the Filing

Gross customer revenue attrition rose to 13.1% from 12.8% YoY, driven by higher non-payment disconnects, partially offset by fewer voluntary disconnects.
Total debt outstanding was $7.69B against just $3.9M of cash and cash equivalents, reflecting a highly leveraged balance sheet.
Effective tax rate rose to 28.2% from 25.9% YoY, including 1.4% attributable to non-deductible items.
Apollo sold its remaining ~102 million shares in the May 2026 Offering, fully exiting ownership and ending board designee and consent rights.
The Company repurchased $601.6M of common stock in H1 2026, including $211M tied to Apollo's secondary offering, with $906M remaining under the $1.5B authorization.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$153.8M

Free Cash Flow

Q2 2026

$620.1M

Operating Margin

Q2 2026

24.1%

ROIC

Q2 2026

10.8%

D/E Ratio

Q2 2026

2.37

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.7% YoY

$5.13BFY 2025

FY22 $6.40BFY23 $4.65BFY24 $4.90BFY25 $5.13B

Net Income

+18.9% YoY

$596.0MFY 2025

FY22 $132.7MFY23 $463.0MFY24 $501.1MFY25 $596.0M

Operating Income

+8.3% YoY

$1.31BFY 2025

FY22 $508.7MFY23 $1.18BFY24 $1.21BFY25 $1.31B

Total Assets

-1.4% YoY

$15.82BFY 2025

FY22 $17.82BFY23 $15.96BFY24 $16.05BFY25 $15.82B

Total Debt

+2.9% YoY

$8.42BFY 2025

FY22 $11.67BFY23 $8.56BFY24 $8.18BFY25 $8.42B

Op. Cash Flow

-0.0% YoY

$1.88BFY 2025

FY22 $1.89BFY23 $1.66BFY24 $1.88BFY25 $1.88B

Free Cash Flow

-0.7% YoY

$1.71BFY 2025

FY22 $1.71BFY23 $1.48BFY24 $1.72BFY25 $1.71B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$5.13B +4.7%	$4.90B +5.3%	$4.65B -27.2%	$6.40B +20.5%	$5.31B -0.1%	$5.31B
Net Income	$596.0M +18.9%	$501.1M +8.2%	$463.0M +249.0%	$132.7M +138.9%	$-340.8M +46.1%	$-632.2M
Operating Income	$1.31B +8.3%	$1.21B +2.5%	$1.18B +131.8%	$508.7M +3229.4%	$15.3M -62.4%	$40.6M
Total Assets	$15.82B -1.4%	$16.05B +0.5%	$15.96B -10.4%	$17.82B +5.5%	$16.89B +4.8%	$16.12B
Total Debt	$8.42B +2.9%	$8.18B -4.4%	$8.56B -26.6%	$11.67B +15.8%	$10.07B +2.2%	$9.86B
Operating Cash Flow	$1.88B -0.0%	$1.88B +13.7%	$1.66B -12.2%	$1.89B +14.4%	$1.65B +20.7%	$1.37B
Free Cash Flow	$1.71B -0.7%	$1.72B +16.2%	$1.48B -13.4%	$1.71B +15.5%	$1.48B +22.5%	$1.21B

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Available Research

13F Pro tracks comprehensive data for ADT Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ADT

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$866.7M133,333,333 sh
BlackRock, Inc.
$469.1M72,164,639 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$322.1M49,552,024 sh
DIMENSIONAL FUND ADVISORS LP
$281.1M43,246,525 sh
LSV ASSET MANAGEMENT
$207.0M31,846,158 sh
AQR CAPITAL MANAGEMENT LLC
$181.1M28,106,229 sh
VANGUARD CAPITAL MANAGEMENT LLC
$170.5M26,231,219 sh
STATE STREET CORP
$135.6M20,693,604 sh
NORGES BANK
$128.0M19,697,105 sh
PRUDENTIAL FINANCIAL INC
$123.0M18,917,144 sh

Fund	Value	Shares
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$866.7M	133,333,333
BlackRock, Inc.	$469.1M	72,164,639
VANGUARD PORTFOLIO MANAGEMENT LLC	$322.1M	49,552,024
DIMENSIONAL FUND ADVISORS LP	$281.1M	43,246,525
LSV ASSET MANAGEMENT	$207.0M	31,846,158
AQR CAPITAL MANAGEMENT LLC	$181.1M	28,106,229
VANGUARD CAPITAL MANAGEMENT LLC	$170.5M	26,231,219
STATE STREET CORP	$135.6M	20,693,604
NORGES BANK	$128.0M	19,697,105
PRUDENTIAL FINANCIAL INC	$123.0M	18,917,144

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Is ADT a good stock to buy?

13F Pro's AI-powered analysis of ADT Inc. (ADT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ADT are available on the ADT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ADT is classified as a mid company.

Which hedge funds own ADT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ADT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ADT Inc.'s investment landscape.