ADP (ADP) reported fiscal first-quarter revenue of $5.4907 billion, up 6% from a year earlier, while net earnings increased 11% to $1.1252 billion for the three months ended September 30, 2026.
GAAP diluted earnings per share rose 14% to $2.83. The company raised its fiscal 2027 guidance for revenue growth and adjusted diluted EPS growth.
- Basic earnings per share were $2.84, compared with $2.50 a year earlier.
- Employer Services revenue increased 6%, while PEO Services revenue increased 7%.
- Interest on funds held for clients rose 15% to $329.3 million.
- ADP forecast fiscal 2027 revenue growth of about 6% and GAAP diluted EPS growth of 12% to 14%.
$ADP Insider Trading Activity
$ADP insiders have traded $ADP stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ADP stock by insiders over the last 6 months:
- JOSEPH DESILVA (Executive VP) has made 0 purchases and 2 sales selling 7,143 shares for an estimated $2,021,386.
- DAVID KWON (Corp VP) has made 0 purchases and 4 sales selling 3,212 shares for an estimated $864,646.
- DAVID FOSKETT (Corp. VP) sold 1,529 shares for an estimated $432,707
- BRIAN L. MICHAUD (Executive VP) sold 120 shares for an estimated $33,564
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ADP Hedge Fund Activity
We have seen 1,042 institutional investors add shares of $ADP stock to their portfolio, and 1,064 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 12,729,777 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,850,833,559
- INVESCO LTD. added 9,352,813 shares (+222.2%) to their portfolio in Q2 2026, for an estimated $2,094,562,471
- JPMORGAN CHASE & CO added 2,222,742 shares (+inf%) to their portfolio in Q2 2026, for an estimated $497,783,070
- MORGAN STANLEY added 1,967,080 shares (+30.8%) to their portfolio in Q2 2026, for an estimated $440,527,566
- BARCLAYS PLC removed 1,526,096 shares (-63.0%) from their portfolio in Q2 2026, for an estimated $341,769,199
- FEDERATED HERMES, INC. added 1,349,923 shares (+2050.8%) to their portfolio in Q2 2026, for an estimated $302,315,255
- MARSHALL WACE, LLP added 1,298,807 shares (+274.8%) to their portfolio in Q2 2026, for an estimated $290,867,827
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ADP Congressional Stock Trading
Members of Congress have traded $ADP stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ADP stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 07/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
