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 investment vehicles [2]. - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [2].

Automatic Data Processing, Inc. (NASDAQ:ADP) is included among the 14 Best Dividend Aristocrats to Invest in Heading into 2026. ADP Downgraded to Underperform as Jefferies Flags Structural Headwinds Photo by Annie Spratt on Unsplash On December 16, Jefferies analyst Samad Samana downgraded Automatic Data Processing, Inc. (NASDAQ:ADP) to Underperform from Hold and cut the price target to $230 from $245. The firm said it “thinks highly” of management, but described the company’s fundamental outlook as “sh ...

Core Insights - Automatic Data Processing, Inc. (ADP) is enhancing growth through increased DataCloud penetration and investments in sales and service alignment initiatives, which are improving operational efficiency and supporting margin expansion [1][10] Financial Performance - In Q1 FY26, ADP achieved mid-single-digit growth in revenues, earnings, and EPS, with a strong adjusted EBIT margin of 25.5%, driven by robust new business bookings and high client retention [2][10] - The Zacks Consensus Estimate for Q2 FY26 revenues is $5.3 billion, reflecting a 5.6% increase year-over-year, while the full fiscal year estimate is $21.76 billion, indicating a 5.8% rise [7] - The consensus estimate for Q2 FY26 earnings is $2.58 per share, showing a 9.8% year-over-year growth, and for the full fiscal year, it is $10.93 per share, implying a 9.2% growth from the previous year [8] Strategic Initiatives - ADP is pursuing strategic acquisitions to enhance its product portfolio and global reach, with recent acquisitions like WorkForce Software strengthening its workforce management capabilities [3][10] - The company is focusing on assets that align with its core business to reinforce its long-term growth strategy [3] Shareholder Returns - ADP has raised its dividend for the 51st consecutive year, increasing it by 10% to an annual rate of $6.80 per share, reflecting management's confidence in the company's cash flows and financial resilience [4] Investment Appeal - ADP holds a Zacks Rank of 2 (Buy), indicating attractive investment opportunities [5] - The company has a strong earnings surprise history, surpassing the Zacks Consensus Estimate in the last four quarters with an average surprise of 2.7% [6]

Our major market indexes have flattened on low seasonal volume of late, and are slipping in early trading in the third-final trading day of 2025. The Dow is currently -52 points, the S&P 500 is -20, the Nasdaq -123 and the small-cap Russell 2000 is -5 points currently. Year-to-date, we’re up anywhere from +13% in the Russell 2000 to +21% in the Nasdaq. This looks to be the third-straight year the Nasdaq is trading at +20% or higher. Not too shabby.Home Price Reports This WeekAfter today’s open, we’ll get th ...

据ADP Research和斯坦福数字经济实验室的初步估算，截至12月6日的四周内，美国私营部门就业人数 每周平均增加11，500人。 ADP此前报告显示，11月就业人数月度变动为减少3.2万人 ADP与斯坦福数字经济实验室于10月28日启动了每周就业数据发布计划。 责任编辑：李肇孚 据ADP Research和斯坦福数字经济实验室的初步估算，截至12月6日的四周内，美国私营部门就业人数 每周平均增加11，500人。 ADP此前报告显示，11月就业人数月度变动为减少3.2万人 ADP与斯坦福数字经济实验室于10月28日启动了每周就业数据发布计划。 责任编辑：李肇孚 ...

Core Insights - The NER Pulse indicates that U.S. private employers added an average of 11,500 jobs per week for the four weeks ending December 6, 2025, showing a decrease from the previous week's upwardly revised figure of 17,500 jobs [1] Employment Data Summary - The job growth trend remains positive for the third consecutive week despite a slowdown in the rate of hiring [1] - The four-week moving average of job additions shows fluctuations, with the following weekly averages: - 11,500 jobs for the week ending December 6, 2025 - 17,500 jobs for the week ending November 29, 2025 - 3,750 jobs for the week ending November 22, 2025 - Negative job additions in the weeks prior, including -8,500 jobs for the week ending November 15, 2025, and -11,750 jobs for the week ending November 8, 2025 [1] Publication Schedule - The NER Pulse is published every Tuesday at 8:15 a.m. ET, except during the weeks when the monthly National Employment Report is released [2] - The next NER Pulse will be released on January 13, 2026, as there will be no publication on December 30, 2025 [3]

Core Viewpoint - Automatic Data Processing (ADP) is a stable and reliable company in the payroll processing industry, recognized as a Dividend King due to its consistent dividend increases over 51 years, making it an attractive option for income-focused investors [2][6][15] Company Overview - ADP operates in a mission-critical sector, providing payroll and human capital management services that are essential for businesses, leading to high switching costs and customer loyalty [3][7] - The company reported a revenue increase of 7% year-over-year to $5.2 billion and adjusted earnings per share growth of 7% to $2.49 in the first quarter of fiscal 2026 [8] Dividend Performance - In mid-November, ADP's board approved a quarterly dividend increase of $0.16 per share to $1.70, representing a 10% increase [5] - ADP's 51 consecutive years of dividend increases place it among a select group of Dividend Kings, highlighting its business durability [6] Growth Potential - ADP is implementing strategies to accelerate sales growth, including expanding within its existing customer base and attracting new customers through innovative channels [9][10] - The company is integrating payroll services into existing software platforms used by small businesses, reducing friction and enhancing distribution [10] - Management noted strong momentum for its ADP Lyric HCM platform, with new business bookings exceeding expectations [11] Financial Metrics - ADP has a market capitalization of $106 billion, a gross margin of 50.30%, and a dividend yield of 2.41% [13] - The company maintains a payout ratio of about 59%, indicating potential for future dividend growth alongside earnings momentum [13] Long-term Outlook - Management projects full-year fiscal 2026 earnings-per-share growth of 8% to 10% year-over-year, suggesting a positive long-term outlook for ADP [15]

Anand Chokkavelu has no position in any of the stocks mentioned. Matt Frankel, CFP has no position in any of the stocks mentioned. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. ...

Core Insights - The NER Pulse indicates that U.S. private employers added an average of 16,250 jobs per week for the four weeks ending November 29, 2025, suggesting a potential rebound in hiring after a period of job losses [1] - The data reflects a significant improvement from previous weeks, where job losses were recorded at -9,250, -12,000, and -7,250 for the weeks ending November 15, November 8, and November 1, respectively [1] - The NER Pulse is based on a four-week moving average and is seasonally adjusted, providing a more accurate estimate of real-time employment trends [1] Employment Trends - The four-week moving average for the week ending November 29, 2025, shows a notable increase compared to the previous weeks, indicating a shift in employment dynamics [1] - The job additions in the last week of November mark a significant turnaround from the negative job growth observed in earlier weeks of the month [1] Data Release Information - The NER Pulse is published every Tuesday at 8:15 a.m. ET, except during the weeks when the monthly National Employment Report is released [2] - The next NER Pulse will be released on January 12, 2026, following a pause on December 30, 2025, due to the reference week for the monthly report [3]

ADP's integration with Thatch ICHRA platform benefits over 900,000 small businesses, showcasing its commitment to innovation. Strategic investment in Thatch by ADP Ventures in April 2025 emphasizes ADP's focus on innovation through partnerships. Despite a potential downside indicated by Jefferies, ADP's strategic initiatives and market position keep it as a key player in the human resources and payroll services sector.Automatic Data Processing, Inc. (NASDAQ:ADP) is a prominent player in the human resources ...