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Ariel Appreciation Fund's investment thesis on ADT, Inc. ($ADT) — Q1 2025 | Buyside Digest

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$ADTNYSEADT, Inc.

BULL

Ariel Appreciation Fund—ADT

Fund Letter

Q1 2025

Published March 31, 2025

View Fund Profile

$7.71USD

+3.4% vs last month

$7.98Pitched

-3.3% since pitch

Market Cap$5.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

ADT demonstrated high operational resilience by growing cash flow, reducing debt, and maintaining low attrition rates despite a difficult economic climate. The company is...

— John W. Rogers

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What other investors think about $ADT, and what else Ariel Appreciation Fund is buying.

Other pitches on $ADT

Other investors who've written on ADT, Inc.

Ariel Small Cap Value StrategyBULL

Pitched Mar 31, 2025

Strong earnings, pricing power, low attrition, and robust free cash flow generation drove the company's shares higher. Supported by a...

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