Monitor the upcoming proxy statement for details on the stockholder vote and any competing bids during the 30-day go-shop period. The transaction's completion depends on stockholder approval and antitrust clearance, with expected close in Q1 2027.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Oct 29 $9.86entry
- T+1 · 6d ago −0.30%α +0.17% · $9.83
- T+5 · due 12h ago Pending
- T+5 · todayOpen
- T+20 · in 22d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
ADT Inc. filed DEFA14A soliciting materials in connection with its proposed acquisition by Thrive Holdings for $10.00 per share, representing a total enterprise value of approximately $15.3 billion and equity value of $7.6 billion. The filing is a vendor communication announcing the merger and directing recipients to the press release, with the transaction expected to close in Q1 2027 subject to stockholder approval and antitrust clearance.
Key Financial Metrics
Key Facts
- ADT entered into a definitive merger agreement to be acquired by Thrive Holdings (through Abode Parent, LLC) in an all-cash transaction valued at $10.00 per share.
- Total enterprise value is approximately $15.3 billion; equity value is $7.6 billion.
- Transaction expected to close in Q1 2027, subject to stockholder approval and U.S. antitrust clearance.
- ADT will operate as a private company after closing.
- The filing is a DEFA14A (definitive additional proxy soliciting materials) sent to vendors via email on October 29, 2026.
- A prior SC 13D/A was filed by State Farm Mutual Automobile Insurance Co. on June 10, 2026, indicating activist stake context.
- An 8-K filed the same day (October 29, 2026) announced the merger agreement and added three executives to the Change in Control Severance Plan.
Financial Impact
All-cash acquisition at $10.00 per share, total enterprise value $15.3 billion, equity value $7.6 billion.
Risk Factors
- Risk that the transaction may not be completed in a timely manner or at all.
- Failure to receive required stockholder or regulatory approvals.
- Possibility of competing offers or acquisition proposals during the go-shop period.
- Stockholder litigation in connection with the transaction could cause delay or expense.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-437979 |
| Document: 0001193125-26-437979-index-headers.html | 0001193125-26-437979 |
| Document: 0001193125-26-437979-index.html | 0001193125-26-437979 |
| Document: 0001193125-26-437979.txt | 0001193125-26-437979 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 3, 2026 2d ago | DEFA14A | $9.90 | awaiting T+5 | awaiting T+5 | $9.90 (−0.00%) |
Nov 3, 2026 2d ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Nov 3, 2026 2d ago | Press Release | $9.85 | awaiting T+5 | awaiting T+5 | $9.90 (+0.51%) |
Oct 30, 2026 6d ago | SC 13G/A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers