Scott David A., who serves as Executive Vice President and Chief People and Administration Officer for ADT Inc. (NYSE: ADT), completed a personal purchase of common stock on March 5, 2026, acquiring 7,300 shares at $6.72 per share for a total cost of $49,056.
Following that purchase, Scott directly owns 7,300 shares of ADT common stock. In addition to the share acquisition, on the same date he received 445,103 options to purchase common stock with an exercise price of $6.74. Those options carry an expiration date of March 5, 2036, and are structured to vest in three equal annual installments on March 5, 2027, March 5, 2028, and March 5, 2029.
Separate analysis from InvestingPro contained in the company data cited alongside the filing indicates ADT appears undervalued at current levels, trading at a price-to-earnings ratio of 9.36 and offering a dividend yield of 3.4%. The analysis also notes ADT is one of more than 1,400 U.S. equities covered by comprehensive Pro Research Reports.
The company’s recent fourth-quarter 2025 disclosure showed mixed results that coincided with the insider activity. ADT reported earnings per share of $0.23, modestly above analyst expectations of $0.2224. Revenue for the quarter was $1.28 billion, below the forecasted $1.31 billion, a shortfall highlighted in the company’s financial review.
Analysts reacted differently to the quarter and the company’s 2026 guidance. Goldman Sachs reiterated a Buy rating on ADT shares and maintained a $10.40 price target following the results and guidance. By contrast, Barclays lowered its stance to Underweight from Equalweight and cut its price target to $7.00, citing a weak quarter and fiscal 2026 guidance the firm described as disappointing. Barclays pointed to flat revenues and earnings per share as factors that do not, in its view, differentiate ADT favorably in the current market.
The company’s operational metrics showed pressures in the quarter: gross customer attrition increased to 13.1%, and revenue payback rose to 2.3x compared with the prior year.
Context and implications
The insider purchase and concurrent option grant come against the backdrop of mixed financial performance and split analyst views. The transaction details - the share count, prices, and the long-dated option structure with multi-year vesting - are recorded in the company filing and reflect the executive compensation and ownership changes completed on March 5, 2026.