Earnings Fallout: Social media buzz centers on Automatic Data Processing's recent Q4 earnings, which beat estimates but lagged behind sector peers, triggering an 18.5% plunge in the stock price. Traders highlight persistent data privacy risks and macroeconomic headwinds as key pressures weighing on the payroll giant.
Oversold Signals: Conversations point to the stock's RSI dipping below 30, flagging it as deeply oversold alongside other market heavyweights. Amid April's favorable seasonality, some view this as a potential setup for a rebound, though caution prevails over further downside if support at $197 fails.
Fundamentals Debate: Enthusiasts praise ADP's stellar 47% ROIC, sticky revenue from payroll services, and generous dividend yield, yet skeptics warn of AI-driven automation threats and muted employment growth curbing future prospects. The disconnect between robust balance sheet strength and a 27% yearly decline fuels intense debate on recession resilience.
Note: This discussion summary was generated from an AI condensation of post data.
Automatic Data Processing Insider Trading Activity
Automatic Data Processing insiders have traded $ADP stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $ADP stock by insiders over the last 6 months:
- DAVID KWON (Corp VP) has made 0 purchases and 2 sales selling 1,706 shares for an estimated $447,428.
- CHRISTOPHER D'AMBROSIO (Corp. VP) has made 0 purchases and 3 sales selling 1,629 shares for an estimated $370,961.
- BRIAN L. MICHAUD (Executive VP) sold 1,000 shares for an estimated $234,180
- MARIA BLACK (President & CEO) has made 0 purchases and 6 sales selling 715 shares for an estimated $183,880.
- DAVID FOSKETT (Corp. VP) sold 266 shares for an estimated $63,042
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Automatic Data Processing Revenue
Automatic Data Processing had revenues of $5.4B in Q2 2026. This is an increase of 6.16% from the same period in the prior year.
You can track ADP financials on Quiver Quantitative's ADP stock page.
Automatic Data Processing Congressional Stock Trading
Members of Congress have traded $ADP stock 4 times in the past 6 months. Of those trades, 3 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 has traded it 3 times. They made 2 purchases worth up to $30,000 on 03/19, 11/05 and 1 sale worth up to $15,000 on 03/19.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $50,000 on 11/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Automatic Data Processing Hedge Fund Activity
We have seen 876 institutional investors add shares of Automatic Data Processing stock to their portfolio, and 1,192 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 9,984,259 shares (-74.7%) from their portfolio in Q4 2025, for an estimated $2,568,250,942
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 3,415,576 shares (+6493.0%) to their portfolio in Q4 2025, for an estimated $878,588,614
- CARDANO RISK MANAGEMENT B.V. added 3,223,855 shares (+950.1%) to their portfolio in Q4 2025, for an estimated $829,272,221
- MORGAN STANLEY removed 1,707,421 shares (-14.2%) from their portfolio in Q4 2025, for an estimated $439,199,903
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,388,585 shares (+522.7%) to their portfolio in Q4 2025, for an estimated $357,185,719
- CLEARBRIDGE INVESTMENTS, LLC added 964,405 shares (+133.3%) to their portfolio in Q4 2025, for an estimated $248,073,898
- JPMORGAN CHASE & CO removed 958,440 shares (-33.0%) from their portfolio in Q4 2025, for an estimated $246,539,521
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Automatic Data Processing Analyst Ratings
Wall Street analysts have issued reports on $ADP in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 01/29/2026
- Wells Fargo issued a "Underweight" rating on 10/30/2025
To track analyst ratings and price targets for Automatic Data Processing, check out Quiver Quantitative's $ADP forecast page.
Automatic Data Processing Price Targets
Multiple analysts have issued price targets for $ADP recently. We have seen 8 analysts offer price targets for $ADP in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Jason Kupferberg from Wells Fargo set a target price of $214.0 on 03/27/2026
- Jacob Smith from Guggenheim set a target price of $270.0 on 03/19/2026
- David Grossman from Stifel set a target price of $270.0 on 02/09/2026
- James Faucette from Morgan Stanley set a target price of $274.0 on 01/29/2026
- Tien-Tsin Huang from JP Morgan set a target price of $275.0 on 01/29/2026
- Bryan Keane from Citigroup set a target price of $265.0 on 01/29/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $306.0 on 01/27/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
