Monitor stockholder vote and antitrust clearance timeline; the 30-day go-shop period may attract competing bids. The activist stake by State Farm adds potential for scrutiny or negotiation pressure.
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 supporting its acquisition by Thrive Holdings for $10.00 per share, with total enterprise value of approximately $15.3 billion and equity value of $7.6 billion. The transaction is expected to close in Q1 2027, subject to stockholder approval and antitrust clearance. This filing follows a prior SC 13D/A by State Farm and a same-day 8-K announcing the merger agreement.
Key Financial Metrics
Key Facts
- ADT entered into a definitive merger agreement to be acquired by Thrive Holdings for $10.00 per share
- Total enterprise value of approximately $15.3 billion, equity value of $7.6 billion
- Transaction expected to close in Q1 2027, subject to stockholder approval and antitrust clearance
- ADT will operate as a private company after closing
- 30-day go-shop period included in the agreement
- State Farm Mutual Automobile Insurance filed SC 13D/A on June 10, 2026, indicating activist stake context
- Same-day 8-K added three executives to 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
- Stockholder approval may not be obtained
- Antitrust regulatory clearance may be delayed or denied
- Competing offers may emerge during the go-shop period
- Stockholder litigation could delay or derail the transaction
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-437986 |
| Document: 0001193125-26-437986-index-headers.html | 0001193125-26-437986 |
| Document: 0001193125-26-437986-index.html | 0001193125-26-437986 |
| Document: 0001193125-26-437986.txt | 0001193125-26-437986 |
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
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