ADT Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 92/100
What the filing says
On October 29, 2026, ADT's Board unanimously approved a definitive agreement for Thrive Holdings to acquire the company in an all-cash transaction at $10.00 per share. The transaction is expected to close in Q1 2027, subject to stockholder approval and U.S. antitrust clearance. Upon completion, ADT will become private and cease trading on NYSE. The filing also reports Q3 2026 results: total revenue $1.349B (up 4% YoY), GAAP EPS $0.20 (up 18%), adjusted EPS $0.24 (up 4%). Year-to-date, ADT returned $748M to shareholders via $617M share repurchases (89M shares) and $130M dividends.
Why this rating
Transformational M&A event taking company private at fixed price; removes public trading and strategic optionality. Represents ~2.3x implied equity value relative to $4.3B market cap if transaction closes as stated.
Price action (we called it neutral)
before filing · preread $9.85 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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