Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment sector, progressing from an analyst to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ABBV, ADP, HRL, JNJ, LOW, PEP, and SPGI, through various financial instruments [2]. - The article emphasizes that the author's opinions are personal and not influenced by compensation from any company mentioned [2].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ______________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number 1-5397 __________________________ AUTOMATIC DATA PROCESSING, INC. (Exact name of registrant as specified in its charter) ____ ...

Core Viewpoint - Automatic Data Processing, Inc. (ADP) is facing challenges in its growth potential due to high valuation and slowing employment trends, despite reporting a revenue increase in its recent financial results [2][3][6]. Financial Performance - For the quarter ending December 2025, ADP reported a revenue of $5.36 billion, reflecting a 6.2% increase from the previous year, but it fell short of the Zacks Consensus Estimate of $5.38 billion, resulting in a negative surprise of 0.47% [4]. - ADP's earnings per share (EPS) for the same quarter was $2.62, surpassing the consensus estimate of $2.58, indicating a positive surprise of 1.62% and growth from the previous year's EPS of $2.35 [4]. Market Position - ADP's current stock price is $254.28, showing a slight decrease of 0.09% or $0.23, with a trading range between $248.30 and $255.73 today [5]. - The company's market capitalization is approximately $102.8 billion, with a trading volume of 1,945,350 shares on the NASDAQ exchange [5]. Analyst Sentiment - Jefferies has maintained an "Underperform" rating for ADP, citing concerns over its high valuation of 22 times earnings and mid single-digit growth potential [2][6]. - The skepticism regarding ADP's Q2 report suggests that analysts do not expect significant share price boosts in the near term [2].

Key Takeaways Automatic Data Processing reported Q2 EPS of $2.62, up 11.5% y/y, as revenues increased 6.2%.Employer Services revenues rose 6% to $3.6B, while PEO Services grew 6% to $1.8B, both topping estimates.ADP reaffirmed its FY26 view, projecting a 6% y/y revenue increase and 9-10% adjusted EPS growth.Automatic Data Processing, Inc. (ADP) has reported impressive second-quarter fiscal 2026 results, wherein earnings and revenues outpaced the Zacks Consensus Estimate.ADP’s earnings per share of $2.62 bea ...

Shares of Automatic Data Processing, Inc. ( ADP ) have been a poor performer over the past year, losing about 15% of their value and missing out on a market rally. The combination of a slowing jobs marketOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure: I/we have n ...

Automatic Data Processing (ADP) reported $5.36 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.2%. EPS of $2.62 for the same period compares to $2.35 a year ago.The reported revenue represents a surprise of -0.47% over the Zacks Consensus Estimate of $5.38 billion. With the consensus EPS estimate being $2.58, the EPS surprise was +1.62%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare ...

Core Insights - ADP has introduced new ADP Assist agents that leverage advanced intelligence to address real workforce challenges, enhancing creativity and connection in the workplace [1][2] - The company emphasizes a human-centric approach in its AI solutions, aiming to keep people at the center of work processes while improving efficiency and decision-making [2][5] AI Innovation - ADP Assist agents are designed to think, plan, and take action with human oversight, driving productivity and reducing manual effort in payroll and HR functions [5] - These agents are tailored for specific roles such as employees, managers, HR, and payroll practitioners, utilizing over 75 years of workforce data and expertise [5][3] Data-Driven Foundation - The agents are built on ADP's global data platform, which encompasses 1.1 million clients across 140 countries and territories, serving 42 million wage earners worldwide [5][8] - This extensive dataset allows for higher-quality insights and stronger predictive capabilities compared to generic AI solutions [8] Human-Centric Approach - The design principles of ADP Assist agents focus on amplifying culture, creativity, and meaningful connections at work [5] - The agents aim to simplify HR and payroll processes, allowing practitioners to concentrate on supporting their workforce [4][6] Key Functionalities - ADP Assist payroll agents automatically audit for payroll variances and suggest remediations under human oversight [6] - HR agents provide personalized answers to frequently asked questions based on specific employee handbooks, reducing the burden on help desks [6] - The analytics agents can create and analyze custom reports and dashboards, enhancing decision-making capabilities [6][7] Talent Management - HR agents can initiate talent actions through simple natural language commands, significantly reducing the time spent on HR workflows [7] - This functionality allows for real-time responses and guided next steps, improving overall efficiency in talent management [7]

Automatic Data Processing (NasdaqGS:ADP) Q2 2026 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsMaria Black - President and CEOMatthew Keating - VP of Investor RelationsPeter Hadley - CFOConference Call ParticipantsAshish Sabadra - AnalystBryan Bergin - AnalystBryan Keane - AnalystDan Dolev - AnalystDan Jester - AnalystKartik Mehta - AnalystMark Marcon - AnalystRamsey El-Assal - AnalystScott Wurtzel - AnalystTien-tsin Huang - AnalystOperatorGood morning. My name is Michelle, and I'll be your ...

Automatic Data Processing (NasdaqGS:ADP) Q2 2026 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsMaria Black - President and CEOMatthew Keating - VP of Investor RelationsPeter Hadley - CFOConference Call ParticipantsAshish Sabadra - AnalystBryan Bergin - AnalystBryan Keane - AnalystDan Dolev - AnalystDan Jester - AnalystKartik Mehta - AnalystMark Marcon - AnalystRamsey El-Assal - AnalystScott Wurtzel - AnalystTien-tsin Huang - AnalystOperatorGood morning. My name is Michelle, and I'll be your ...

Automatic Data Processing (NasdaqGS:ADP) Q2 2026 Earnings call January 28, 2026 08:30 AM ET Speaker9Good morning. My name is Michelle, and I'll be your conference operator. At this time, I would like to welcome everyone to ADP's second quarter fiscal 2026 earnings call. I would like to inform you that this conference is being recorded. After the prepared remarks, we will conduct a question-and-answer session. Instructions will be given at that time. I will now turn the conference over to Matt Keating, Vice ...