Stock Pulse
ADP declared a $1.54 quarterly dividend, payable in July 2025, reflecting its commitment to returning value to shareholders [1], [2]. The company reported strong Q4 2025 revenues of $5.05 billion, exceeding expectations and demonstrating 8.1% YoY growth, leading to a 2.8% stock price increase [10]. While long-term performance remains positive with projected annual revenue growth of around 6-7% and a 5-year TSR of 113.67% [1], [5], [6], recent insider stock sales by company officers have been observed [11], [12]. Though institutional investors decreased holdings by 6.3% last week, they still maintain a significant 82% stake in ADP [3]. Despite solid financials and positive HCM market leadership reinforced by awards and client success stories [8], ADP faces potential headwinds from a slowdown in private sector job growth indicated by their February National Employment Report and potential weaker demand signaled by slower worksite employee growth [4], [9].