TickerTalks
Browse all tickers →
TickerTalks›$ADP
ADADP

Automatic Data Processing, Inc.

$ADP·$105B·Software - Application·Technology
$261.80-0.7%YTD+1.9%1Y-9.7%
Price updated 8h ago·X counts updated 1d ago
ADADP
$ADPAutomatic Data Processing, Inc.
$261.80-0.71%90 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $ADP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

90X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ADP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Neutral sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

$ADP posts are macro commentary, not a view on the payroll processor itself. Traders are chewing on August private payrolls printing 38K vs 47K expected — the weakest since January — and debating what a cooling labor market means for the Fed. The tone is watchful rather than bullish or bearish on the ticker.

Read what X is saying about $ADP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ADP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

ADP is a payroll and HCM duopoly compounder at 25x P/E — CEO Maria Black just sold $8.4M into a mid-range tape.

Automatic Data Processing is one of the two US payroll-and-HCM duopoly names (with Paychex) — a genuinely wide-moat SaaS-adjacent business with high customer retention and consistent execution. The stock is flat YTD.

  • The economics remain excellent: Q4 (June 2026) revenue grew 6.8% YoY to $5.47B at 21% operating margin and a 70% return on equity — this is what a wide-moat compounder looks like every quarter.
  • The valuation is fair: 25x trailing P/E, EV/EBITDA of 17x, and a 4.6% free-cash-flow yield — priced consistently with peer compounders, so multiple expansion needs a catalyst.
  • The insider signal is loud: CEO Maria Black sold $8.4M on Sept 3 plus multiple officer clips — coordinated top-of-house selling at 71% of the 52-week range is the honest counter, though on a compounder like ADP these tend to be scheduled diversification, not top-calls.

Q1 fiscal 2027 earnings on Oct 28 is the reset — a beat plus fresh commentary on the labor market from ADP's own private payrolls data extends the story; a soft small-business PEO commentary and the stock stays range-bound.

Agrees with X sentimentX sentiment is macro commentary on August private payrolls (38K vs 47K expected, weakest since January) — not a directional view on ADP the equity. Neutral framing matches the tape.

What to watch: Q1 fiscal 2027 earnings on Oct 28 — a beat plus fresh commentary on the labor market from ADP's own private payrolls data extends the story; a soft small-business PEO commentary and the stock stays range-bound.

On the calendar: 2026-10-28 — Q1 FY27 earnings

ceo 84m salewide moat duopolylabor market read

Read the AI verdict on $ADP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-based payroll and human capital management platform processing wages for over one million businesses globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ADP.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $ADP

Partial — Cloud-based payroll and human capital management platform processing wages for over one million businesses globally.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.0%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
70.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$2.64$2.59+1.9%
Q1 2026Apr 29, 2026$3.37$3.30+2.1%
Q4 2025Jan 28, 2026$2.62$2.57+1.9%
Q3 2025Oct 29, 2025$2.49$2.44+2.0%
Next earningsWed, Oct 28·consensus EPS $2.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$5.5B+6.8%53.0%20.8%$2.45$1.2B
Q3 FY26$5.9B+7.0%48.3%30.1%$3.39$2.0B
Q2 FY26$5.4B+6.2%46.1%23.8%$2.63$1.1B
Q1 FY26$5.2B+7.1%45.2%-2.4%$2.50$595.6M

Forward consensus

4-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.9B$21.9B – $22.0B$11.07$11.04 – $11.1012
FY27$23.2B$23.1B – $23.4B$12.26$12.11 – $12.3413
FY28$24.5B$24.3B – $24.8B$13.39$13.15 – $13.6212
FY29$25.9B$25.6B – $26.2B$14.57$14.00 – $14.927

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 399.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.835-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Joseph DesilvaExecutive VP631 sh$178KSellSep 2Joseph DesilvaExecutive VP6.5K sh$1.8MSellSep 2Christopher D'ambrosioCorp. VP1.9K sh$530KSellSep 2Maria BlackCEO29.8K sh$8.4MSellSep 2David FoskettCorp. VP1.5K sh$433KSellAug 21Brian L. MichaudExecutive VP120 sh$34KSellAug 20David KwonCorp VP798 sh$223KSellJul 30David KwonCorp VP2.4K sh$641KSellMay 8Brian L. MichaudExecutive VP848 sh$180KBuyMay 7Swan Robert HolmesDirector3.6K sh$746K
1–10 of 11
+ 47 other (27 awards · 14 inkinds · 3 exempts · 3 discretionarys) in window

See when $ADP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 103
AI summary

Vishwas Sugla, Chief Strategy Officer at ADP (ADP), filed a Form 3 disclosing no initial ownership of ADP securities. The filing is a routine Section 16 insider reporting requirement.

3New insider — initial holdingsAug 63
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for ADP (ADP) dated 2026-08-06. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KMaterial agreementJun 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Automatic Data Processing, Inc. (ADP) entered into revolving credit option, which in the case of the Five-Year Facility is comprised of U with a counterparty on 2026-06-26, involving $5.7 billion. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 8.01: Other event
+ 9 other (2 proxys · 2 13Gs · 2 earnings 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Big Week of Jobs & Inflation Data, Micron Earningszacks.com·19h agoADP to Announce First Quarter Fiscal 2027 Financial Results on October 28, 2026prnewswire.com·23h agoBest Dividend Kings: September 2026seekingalpha.com·3d agoDurable Goods Orders Came in Better Than Expectedzacks.com·4d ago10 Dividend Growth Stocks: September 2026seekingalpha.com·4d ago

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AI$NBIS$MSTR$ZETA$BULL$UBER$U$APP
Voices on X · last 7 days

No standout posts about $ADP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport