Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$106.6B
397M shares
52-week range
$188.16 – $294.93
81% from low
Sector
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
Exchange
NASDAQ
CS
P/S (TTM)
5.0
EV / FCF (TTM)
22.2
ADP is a global, cloud-based human capital management provider offering payroll, compliance, talent management, benefits administration, and retirement services. The firm also provides human resources outsourcing services, including PEO offerings, enabling clients to reduce HR overhead. Its broad suite serves customers of all sizes across diverse sectors, and the firm holds large shares in its core markets. As of fiscal 2026, ADP counts over 1.1 million clients and manages payroll for more than 42 million workers across 140 countries.
www.adp.comNo one on the platform currently holds ADP.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 646,820 | $131.4M |
| Bridgewater Associatesas of 2025-12-31 | 52,121 | $13.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-11 | $1.7000 | 2026-10-01 |
| 2026-06-12 | $1.7000 | 2026-07-01 |
| 2026-03-13 | $1.7000 | 2026-04-01 |
| 2025-12-12 | $1.7000 | 2026-01-01 |
| 2025-09-12 | $1.5400 | 2025-10-01 |
| 2025-06-13 | $1.5400 | 2025-07-01 |
| 2025-03-14 | $1.5400 | 2025-04-01 |
| 2024-12-13 | $1.5400 | 2025-01-01 |
| 2024-09-13 | $1.4000 | 2024-10-01 |
| 2024-06-14 | $1.4000 | 2024-07-01 |
No one on the platform has traded ADP yet.
| 2024-03-07 | $1.4000 | 2024-04-01 |
| 2023-12-07 | $1.4000 | 2024-01-01 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 44.4% | 55.5% | 50.7% | — | — | — |
| Rev. Growth % | 6.7% | 7.9% | ||||
| Profit Margin % | 20.1% | 19.3% | 17.3% | |||
| Free Cash Flow Margin % | 23.9% | 20.3% | 17.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.5% on the P/E track.
At today's price, your expected annual return is +7.6% on the P/E track.
At today's price, your expected annual return is +12.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $23.2B | +5.9% | $12.26 | $12.11–$12.34 | 22.4× | 11 |
| 2028 | $24.5B | +5.7% | $13.39 | $13.15–$13.62 | 20.5× | 11 |
| 2029 | $25.9B | +5.5% | $14.57 | $14.00–$14.93 | 18.8× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $2.59 | $2.64 | +1.9% |
| 2026-04-29 | $3.30 | $3.37 | +2.1% |
| 2026-01-28 | $2.57 | $2.62 | +1.9% |
| 2025-10-29 | $2.44 | $2.49 | +2.0% |
| 2025-07-30 | $2.23 | $2.26 | +1.3% |
| 2025-04-30 | $2.97 | $3.06 | +3.0% |
| 2025-01-29 | $2.30 | $2.35 | +2.2% |
| 2024-10-30 | $2.21 | $2.33 | +5.4% |
| $122.2B |
| — |
| MMM3M Company | $162.01 | -1.79% | $83.6B | — |
| NOCNorthrop Grumman Corporation | $527.39 | +1.62% | $74.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ADP Automatic Data Processing stock watch, pullback to 268.33 support area with bullish indicators, see also $AMPL $ADP $APPF $APPN stocks at https://www.stockconsultant.com/?ADP Long Trade Target 1: 286.11 Profit: 6.7% Stop/Trailing Stop: 264.18 Loss: 1.5% P/L ratio: 4.5 : 1 - Excellent Target 2: 295.1 Profit: 10% P/L ratio: 6.7 : 1 - Excellent Extreme rally BULLISH [Positioning] Short term typical pullback, pullback may start to slow. [Positioning] at support [Timing] Mild bullish 3 day candlestick pattern. [Timing] Long trade quality BEARISH [Positioning] Intermediate trend possibly bearish, Uptrend turned sideways, may continue or pullback.
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The 2026 Dividend Champions: Updates, Performance, and Analysis - Updated 09/12/26 $UL $RNR $UVV $ADP $CSL https://www.dividendpower.org/dividend-champions-list/
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$ADP There was this divergence, where price goes up and volume goes down (arrows), that signalled a probable reversal. Then a bearish engulfing candle and the 5-day (green line) trending below the 10-day (yellow line). Those combined show a reversal is probable, which happened and this position was closed right before the downtrend and saved our 14% gain. Now we are waiting for anew intry, which in my opinion, won't happen under the 5-day EMA. Patience.
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$ADP legacy HCM stock 😂 This company is a house of cards if you know what really goes on behind the scenes.
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$ADP $AMZN ADP, Amazon Web Services announce expanded partnership Amazon Web Services, an Amazon (AMZN) company, and ADP, (ADP) announced an expanded, strategic partnership. The partnership affirms AWS as ADP's strategic cloud provider, enabling its continued AI transformation and ongoing innovation of generative and agentic AI solutions for its more than 1.1M clients across 140 countries and territories. Key focus areas for collaboration across the two companies include: A cloud foundation for scalable AI innovation: ADP is executing a strategic platform transformation initiative on AWS. For example, by implementing agentic services like AWS Transform and AWS Kiro, ADP used AI to accelerate the manual effort of bringing thousands of key applications to the cloud, such as tax and payroll systems. With its workflows on AWS, ADP can now more rapidly deploy new AI capabilities and scale services to meet client demand, all while maintaining enterprise-grade security and compliance standards across geographies. ADP Assist agents: Built on AWS with Amazon Bedrock, ADP Assist is an intelligent assistant that helps HR professionals automate tedious processes, identify and correct payroll anomalies, find answers to complex questions, and generate instant reports. ADP Assist agents, built with Amazon Bedrock AgentCore, serve as purpose-built agents for employees, managers, and HR and payroll practitioners that think, plan, and take action under human oversight. ADP Lyric HCM: AWS cloud and AI technology powers ADP's award-winning Lyric HCM platform. With ADP Assist integrated, Lyric unifies global HR, payroll, talent, and workforce management, providing enterprise organizations with customizable workflows, real-time analytics for decision making, and personalized employee experiences. Through collaboration with AWS, ADP implemented a generative AI-driven client onboarding process that reduced certain critical steps by greater than 50%. Global Data Platform: ADP leverages AWS to optimize the industry's largest workforce dataset into an intelligence foundation that powers AI HCM capabilities, including ADP Assist and its AI agents that work across ADP's solutions. This global data platform on AWS represents an unmatched industry dataset informed by 77 years of data and expertise spanning 42 million wage earners worldwide, providing the architecture for more personalized experiences for clients at scale, with security, privacy, and compliance embedded from the ground up.
View on StockTwits ↗Automatic Data Processing: Tailwinds At Its Back $ADP https://seekingalpha.com/article/4943734-automatic-data-processing-tailwinds-at-its-back
View on StockTwits ↗$ADP This is still positive, IMO, but when I see price going up and something like volume trending down, which is called divergence (arrows), I start to look and see if I need to exit. Then, it looks like a doji is forming today, which is a sign of indecision and the next few candles should determine the trend. For me, it would be a gamble to stay in and I think the dollars could be used other places, so I thank ADP for the gains and it's time to move on.
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$ADP Another quick video where I share how I spotted its fundamental dislocation and capitalized on it. I also share my outlook and its potential to rally for another ~20%. https://youtu.be/E_cpAq3TvGQ
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$ADP $MAR $CEG 🔥 Massive earnings update! Core AI Holdings posts +56% YoY revenue growth for Q2. Sentiment bullish 🐂📈
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$SNOW $FTNT $ACN $MO $ADP Snowflake benefits from cloud-data and AI workloads, Fortinet benefits from cybersecurity spending, Accenture benefits from enterprise technology investment, Altria benefits from consumer-product demand, and ADP benefits from employment and payroll activity. I'm watching cloud consumption, security budgets, technology spending, volumes, and labor trends.
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Wall St is expecting 2.78 EPS for $ADP Q1 [Reporting 10/28 BMO] http://www.estimize.com/intro/adp?chart=historical&metric_name=eps&utm_cont
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$BNS $BP $ADP $ACN $IBN Bank of Nova Scotia benefits from diversified Canadian and international banking, BP remains tied to global energy prices, ADP benefits from recurring payroll revenue, Accenture benefits from enterprise digital transformation and AI spending, and ICICI Bank benefits from India's growing financial system. I'm watching rates, enterprise spending, and loan growth.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.