Market Cap
$102.3B
ADP
AUTOMATIC DATA PROCESSING INC
$257.68 ▼ -2.38%
Prev close $263.96Market cap$102.3B
ConsensusSell
12-mo target$287.60 (+11.6%)
▼ Bearish
Analyst conviction 4/10
Insider Selling Cluster (6 insiders)32 New Institutional Positions18 Institutional ExitsCongressional Activity (1) Software & IT
Snapshot
The big-picture read on ADP right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (35%)
Inst. Holders
50 funds
Inst. Value
$59.2B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $11.6M sell
Insider Net $
-$11.6M
Social Sentiment
46° Neutral
SEC Reports
9
Congressional
9 trades
Price chart 30d -9.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Sep 11, 2026 SEC Short Volume: ADP — 61.6% short (0.3M / 0.6M)
Short: 341,569 | Exempt: 3,018 | TRF Vol: 554,190 | Short Ratio: 61.6% | Off-exchange volume (dark p
Multiple ADP insiders sold shares totaling $1.56M over a 7-day window, but this represents less than 0.002% of the $105.
CLUSTER — Impact 2/10
Sep 9, 2026 Insider
Sugla Vishwas was granted 2,827 shares
Chief Strategy Officer
Sep 9, 2026 Insider
Sep 5, 2026 SEC Sugla Vishwas was granted 2,073 shares
Chief Strategy Officer
A cluster of insider selling at ADP over the past week, led by CEO Maria Black who sold ~$8.1M in open-market transactio
CLUSTER — Impact 3/10
Two ADP executives — CEO Maria Black and EVP Joseph DeSilva — sold a combined $2.26M in open-market shares on September
CLUSTER — Impact 2/10
Sep 3, 2026 Insider
DeSilva Joseph sold 631 shares
Executive VP @ $282.87 ($178.5K)
Jul 30, 2026 Congress
Rich McCormick sell
$1,001 - $15,000 — House
Analyst ratings buy % +169.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
35% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 22, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 22, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 21, 2026 | Guggenheim | REITERATE | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 13 | 1 | 1 | 35% | |
| Aug 1, 2026 | 3 | 5 | 13 | 1 | 1 | 35% | |
| Jul 1, 2026 | 3 | 5 | 13 | 1 | 1 | 35% | |
| Jun 1, 2026 | 3 | 5 | 13 | 1 | 1 | 35% | |
| May 1, 2026 | 3 | 5 | 12 | 2 | 1 | 35% | |
| Apr 1, 2026 | 3 | 5 | 12 | 2 | 1 | 35% | |
| Mar 1, 2026 | 2 | 5 | 12 | 2 | 1 | 32% | |
| Feb 1, 2026 | 2 | 5 | 12 | 2 | 1 | 32% |
Price targets
Where 15 covering analysts think ADP trades over the next 12 months.
$287.60 +11.6% upside Buy
Current$257.68 Low$225.00 Median$287.00 High$322.00 15 analysts
$225.00$322.00
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
46°
Neutral
BearishNeutralBullish
Recent posts
Should I sell my ADP and Paycom stocks?
▲ 1 · 💬 0· ⚡ 0.5
Anyone on ADP?
▲ 1 · 💬 5· ⚡ 0.5
Treasury yields remain high even after all recent reports indicated softer inflation and econ data. Is this concerning for the market?
▲ 1 · 💬 5· ⚡ 0.5
Treasury yields remain high even after all recent reports indicated softer inflation and econ data. Is this concerning for the market?
▲ 1 · 💬 5· ⚡ 0.5
Private companies added just 44,000 workers in July, below expectations, ADP reports
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 6 neutral · avg impact 3.3/10.
NEUTRALCLUSTER2/10
Multiple ADP insiders sold shares totaling $1.56M over a 7-day window, but this represents less than
Sep 11, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at ADP over the past week, led by CEO Maria Black who sold ~$8.1M in op
Sep 5, 2026
NEUTRALCLUSTER2/10
Two ADP executives — CEO Maria Black and EVP Joseph DeSilva — sold a combined $2.26M in open-market
Sep 4, 2026
NEUTRALCLUSTER2/10
Two ADP executives sold a combined $257K in open-market sales over a 7-day window, with Corp VP Davi
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: ADP — 61.6% short (0.3M / 0.6M)
Short: 341,569 | Exempt: 3,018 | TRF Vol: 554,190 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: ADP — 62.9% short (0.3M / 0.5M)
Short: 325,195 | Exempt: 326 | TRF Vol: 517,031 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: ADP — 77.2% short (0.8M / 1.1M)
Short: 823,621 | Exempt: 185 | TRF Vol: 1,067,220 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: ADP — 60.9% short (0.5M / 0.8M)
Short: 479,692 | Exempt: 6,868 | TRF Vol: 787,954 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: ADP — 63.5% short (0.5M / 0.7M)
Short: 464,170 | Exempt: 8 | TRF Vol: 731,371 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.76 | $2.67–$2.92 | 11.0% | -0.3% | 9↑ 3↓ | $5.5B | 15 |
| Next Q | $2.92 | $2.84–$3.00 | 11.3% | -0.1% | 8↑ 3↓ | $5.7B | 15 |
| Current FY | $12.26 | $12.11–$12.39 | 10.2% | +0.0% | 13↑ 4↓ | $23.2B | 18 |
| Next FY | $13.40 | $13.00–$13.66 | 9.3% | +0.0% | 7↑ 5↓ | $24.6B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.763 | — |
| 7d ago | $2.769 | -0.005 |
| 30d ago | $2.770 | -0.007 |
| 60d ago | $2.757 | +0.006 |
| 90d ago | $2.753 | +0.011 |
Institutional ownership
Which big funds own ADP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $59.2B total value (264,445,015 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 36,156,415 | $8.1B | 13.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 26,095,828 | $5.8B | 9.9% | — |
| STATE STREET CORP | 20,389,160 | $4.6B | 7.8% | — |
| Invesco Ltd. | 13,562,578 | $3.0B | 5.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,729,777 | $2.9B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 11,955,019 | $2.7B | 4.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,541,337 | $2.4B | 4.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 10,029,229 | $2.2B | 3.8% | — |
| MORGAN STANLEY | 8,361,515 | $1.9B | 3.2% | ADD +30.8% |
| Capital Research Global Investors | 8,277,905 | $1.9B | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 6,394,435 | 8,361,515 | +30.8% | $1.9B |
| First Eagle Investment Management, LLC | ADD | 2,849,784 | 5,173,929 | +81.6% | $1.2B |
| NORGES BANK | NEW | — | 2,920,189 | — | $654.0M |
| Fundsmith LLP | TRIM | 3,855,105 | 2,601,567 | -32.5% | $582.6M |
| MARSHALL WACE, LLP | DOUBLED | 472,704 | 1,771,511 | +274.8% | $396.7M |
| FEDERATED HERMES, INC. | DOUBLED | 65,825 | 1,415,748 | +2050.8% | $317.1M |
| Robeco Institutional Asset Management B.V. | ADD | 636,645 | 926,639 | +45.6% | $207.5M |
| BARCLAYS PLC | TRIM | 2,423,330 | 897,234 | -63.0% | $200.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 130,887 | 794,831 | +507.3% | $178.0M |
| CITIGROUP INC | ADD | 477,174 | 787,660 | +65.1% | $176.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$11.6M — $0.00 bought, $11.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Sugla Vishwas | Chief Strategy Officer | AWARD | 2,827 | — | — |
| Sep 9, 2026 | Sugla Vishwas | Chief Strategy Officer | AWARD | 2,073 | — | — |
| Sep 3, 2026 | DeSilva Joseph | Executive VP | SELL | 631 | $282.87 | $178.5K |
| Sep 2, 2026 | Foskett David | Corp. VP | SELL | 1,529 | $283.00 | $432.7K |
| Sep 2, 2026 | D'Ambrosio Christopher | Corp. VP | SELL | 1,872 | $283.00 | $529.8K |
| Sep 2, 2026 | DeSilva Joseph | Executive VP | SELL | 6,512 | $283.00 | $1.8M |
| Sep 2, 2026 | Black Maria | President & CEO | SELL | 700 | $278.59 | $195.0K |
| Sep 2, 2026 | Black Maria | President & CEO | SELL | 256 | $279.44 | $71.5K |
| Sep 2, 2026 | Black Maria | President & CEO | SELL | 559 | $279.93 | $156.5K |
| Sep 2, 2026 | Black Maria | President & CEO | SELL | 1,018 | $281.60 | $286.7K |
Congressional trades
ADP trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 6 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Automatic Data Processing Inc | Aug 17, 2026(19d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Automatic Data Processing Inc | Jul 3, 2026(18d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Automatic Data Processing Inc | May 11, 2026(28d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Automatic Data Processing Inc | May 13, 2026(31d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Automatic Data Processing Inc | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Automatic Data Processing Inc | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Automatic Data Processing Inc | May 1, 2026(40d) |
| Mar 19, 2026 | Rich McCormick | R | HOUSE | BUY | $1,001 - $15,000 | Automatic Data Processing Inc | Apr 8, 2026(21d) |
| Mar 19, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Automatic Data Processing Inc | Apr 8, 2026(21d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ADP.
Shares short
10,508,337
Settlement Sep 15, 2026
Change vs prior
-2.5%
Semi-monthly cycle
Days to cover
5.3
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All ADP filing & press-release reports (9)
- CLUSTER reportSep 11, 2026
- CLUSTER reportSep 5, 2026
- CLUSTER reportSep 4, 2026
- CLUSTER reportAug 25, 2026
- 8-K reportJul 29, 2026
- INST-CLUSTER reportJul 20, 2026
- INST-CLUSTER reportJun 21, 2026
- COURT-RULING reportMay 31, 2026
- COURT-RULING reportMar 30, 2026