ADP (ADP) vs. PAYC and PAYX: Can Recurring Revenue and Buybacks Offset Slower Growth?
Is ADP a good stock to buy? We came across a bullish thesis on Automatic Data Processing, Inc. on Astute Optics - US’s Substack.
Automatic Data Processing Inc (ADP)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Heathbridge Capital Management Robert Richards | 55,875 | $14,419,103 | -2% | 4.8% |
| 2. | Laurion Capital Management Benjamin A. Smith | 44,323 | $11,437,993 | 0.18% | |
| 3. | Bailard Inc Thomas Bailard | 25,242 | $6,513,951 | +20% | 0.13% |
| 4. | Lee Munder Capital Group Lee Munder | 2,210 | $570,313 | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $206.05 | 3,619 | $745,694.95 | 5,072 | 2026-05-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $282.87 | 631 | $178,490.97 | 18,824 | 2026-09-03 | Filing | |
| $283.00 | 1,529 | $432,707.00 | 14,146 | 2026-09-02 | Filing | |
| $283.00 | 6,512 | $1,842,896.00 | 19,455 | 2026-09-02 | Filing | |
| $283.00 | 1,872 | $529,776.00 | 9,928 | 2026-09-02 | Filing | |
| $280.82 | 10,591 | $2,974,142.38 | 80,624 | 2026-09-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,329,634 | $601,185,363 | 1.32% | |
| 2. | 1,123,872 | $290,026,407 | 0.42% | |
| 3. | 935,913 | $241,521,709 | 0.14% | |
| 4. | 933,541 | $240,909,594 | 0.29% | |
| 5. | 695,933 | $179,592,470 | 0.31% |
News See All
Strong Execution Lifted Automatic Data Processing (ADP) in Q3
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
Paychex (PAYX) vs ADP (ADP): Which Payment Giant Has a Wider Moat?
Paychex, Inc. (NASDAQ:PAYX) and Automatic Data Processing, Inc.
Automatic Data Processing (ADP) Has a Hidden Earnings Advantage From Higher Interest Rates
Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Automatic Data Processing (ADP): Is Its Payroll Moat and Float Windfall Built to Last?
Automatic Data Processing, Inc. (NASDAQ:ADP) runs payroll and human-resources software for hundreds of thousands of businesses.
3 Dividend King Stocks with Yields above Their Sector Averages
Coca-Cola ($KO), Procter & Gamble ($PG), and Automatic Data Processing ($ADP) are three Dividend King stocks with established dividend-growth recor...
Bloom Energy Stock (BE) Can Shrug Off AI Slowdown Fears
Bloom Energy ($BE), at first glance, has an obvious reason to worry investors when artificial intelligence (AI) stocks sell off. This is because it...
The Week That Was, The Week Ahead: Macro and Markets, September 6
U.S. stocks finished Friday mixed after a stronger-than-expected August jobs report pushed Treasury yields higher and revived concerns that the Fed...
Automatic Data Processing (ADP) Dividend Outlook: Strong Fundamentals, Modest Yield
Automatic Data Processing, Inc. (NASDAQ:ADP) has quietly built one of the better dividend records in the market. The company has now increased its dividend for 51 straight years.
Should You Buy Automatic Data Processing (ADP) On Post-Earnings Dip?
Automatic Data Processing (NASDAQ:ADP) reported fiscal fourth-quarter results on Wednesday. Adjusted earnings per share and revenue beat Wall Street estimates. The stock is down on Thursday.
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