— Know what they know.
Not Investment Advice

ADT NYSE

ADT Inc.
1W: +1.3% 1M: +11.2% 3M: -7.2% YTD: -14.1% 1Y: -21.0% 3Y: +17.6% 5Y: -10.1%
$6.87
-0.01 (-0.15%)
 
Weekly Expected Move ±4.4%
$6 $7 $7 $7 $8
NYSE · Industrials · Security & Protection Services · Tech Score Buy · Power 69 · $5.0B mcap · 527M float · 1.48% daily turnover · Short 56% of daily vol
Credit Risk of going bust: higher than 52% of companies Debt: 60.5% of company value Bonds: $170.3M held by 234 funds, 167 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.48 (down 93%), ADT Inc. would be worth roughly what it owes.
Total debt $7.69B against a stock market value of $5.02B.
Distance to default 4.91 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.96B (short-term plus half of long-term), stock volatility 29.6%; Altman Z 0.57. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Supply Chain Overview

15 relationships
15
As Filer
counterparties named
0
As Counterparty
mentioned by others
4
Rel. Types
2021-11-09
Earliest Filing
2025-07-25
Latest Filing
investor: 9 target: 3 partner: 2 acquirer: 1

Counterparties (Filed by ADT)

15 relationships

Companies named in ADT's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
Apollo Global Management, Inc. APOS investor Affiliate managing the selling stockholders in the share offering 2025-07-25 View
Barclays Capital Inc. BCLYF investor Representative of underwriters for the share offering 2025-07-25 View
Citigroup Global Markets Inc. — investor Representative of underwriters for the share offering 2025-07-25 View
Iris Buyer LLC — acquirer Agreed to acquire all equity interests of Fire & Security Holdings, LLC from ADT Inc. 2023-08-08 View
State Farm Fire & Casualty Company — investor Invested $1.2 billion in ADT Inc. via a private placement of common stock and committed $300 million to an innovation fu 2022-10-13 View
State Farm Fire & Casualty Company — investor Purchased 133,333,333 shares of common stock for $1.2 billion in a private placement and committed $300 million to an in 2022-09-06 View
Google LLC — partner Amended a commercial agreement to commit an additional $150 million in success funds and agreed not to tender Class B sh 2022-09-06 View
Apollo Global Management, Inc. APOS investor Affiliated with the majority stockholders (Prime Security Services entities) who agreed to tender shares in the tender o 2022-09-06 View
Compass Solar Group, LLC COMP investor Investor entering into an Investor Rights Agreement with ADT Inc. 2021-12-09 View
MGG SPV VIII LLC — investor Investor entity (Blocker) entering into an Investor Rights Agreement with ADT Inc. 2021-12-09 View
MGG SPV VII LLC — investor Investor entity (Blocker) entering into an Investor Rights Agreement with ADT Inc. 2021-12-09 View
Compass Group Management, LLC COMP partner Member Representative for the Investor Rights Agreement. 2021-12-09 View
Compass Solar Group, LLC COMP target Target of acquisition for all issued and outstanding membership interests. 2021-11-09 View
MGG SPV VIII LLC — target Target of acquisition for all issued and outstanding membership interests. 2021-11-09 View
MGG SPV VII LLC — target Target of acquisition for all issued and outstanding membership interests. 2021-11-09 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-08-31 Material Agreement; Financial Obligation; Exhibits Agreement View
2026-07-30 Earnings Release; Regulation FD; Exhibits View
2026-05-28 Material Agreement; Financial Obligation; Shareholder Vote; Exhibits Agreement View
2026-05-08 Officer/Director Change; Bylaws Amendment; Other Events; Exhibits View
2026-04-30 Earnings Release; Regulation FD; Exhibits View
2026-04-24 Other Events View
2026-03-02 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2026-02-24 Regulation FD Disclosure; Financial Statements and Exhibits View
2025-11-04 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-10-28 Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Other Events; Fin Agreement View
2025-10-15 Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Financial Stateme Agreement View
2025-09-30 Other Events; Financial Statements and Exhibits View
2025-09-30 Other Events; Financial Statements and Exhibits View
2025-09-25 Other Events View
2025-09-15 Other Events View
2025-07-25 Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Other Events; Fin Agreement View
2025-07-24 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-06-02 Departure/Election of Directors; Appointment of Officers View
2025-05-21 Submission of Matters to a Vote of Security Holders View
2025-04-24 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms