Automatic Data Processing (ADP) reported results in line with expectations in Q4 FY2026 on revenue of $5.5B versus the $5.4B estimate (+6.8% YoY) and EPS of $2.64. The next Automatic Data Processing (ADP) earnings date is Oct 28, 2026. Below is the full Automatic Data Processing earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Automatic Data Processing (ADP) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
In line
EPS beat rate
5 of last 8 (quarters above estimate)
Avg next-day move
±2.5% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±12.8% (options-derived · into Oct 28, 2026)
Institutional ownership
91.4% (13F as of 2026-06-30)
Top 10 holders
40.5% (of shares outstanding)
Insider activity
3 buys / 3 sells (recent Form 4 filings)
Revenue
$5.5B (vs $5.4B est · +0.7% surprise · +6.8% YoY)
EPS
$2.64 (vs $2.59 est · +1.9% surprise · +9.4% YoY)
Share price
$283.01 (+0.8%)
Market cap
$113.1B
Automatic Data Processing (ADP) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$5.5B vs $5.4B est
$2.64 vs $2.59 est
+1.9%
-0.1%
In line
Q4 FY2026
$5.9B vs $5.9B est
$3.37 vs $3.30 est
+2.1%
+6.4%
Mixed
Q3 FY2026
$5.4B vs $5.3B est
$2.62 vs $2.57 est
+1.9%
-3.4%
In line
Q2 FY2026
$5.2B vs $5.1B est
$2.49 vs $2.44 est
+2.0%
-6.5%
Mixed
Q1 FY2026
$5.1B vs $5.0B est
$2.26 vs $2.23 est
+1.3%
+0.3%
In line
Q4 FY2025
$5.6B vs $5.5B est
$3.06 vs $2.97 est
+3.0%
+1.0%
Mixed
Q3 FY2025
$5.0B vs $5.0B est
$2.35 vs $2.30 est
+2.2%
+1.7%
Mixed
Q2 FY2025
$4.8B vs $4.8B est
$2.33 vs $2.21 est
+5.4%
+0.4%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.0%
36.2M
$8.1B
+1.9%
Vanguard Capital Management LLC
6.5%
26.1M
$5.8B
-0.2%
State Street Corp
5.1%
20.4M
$4.6B
+5.5%
Invesco Ltd.
3.4%
13.6M
$3.0B
+60.5%
Charles Schwab Investment Management INC
3.2%
12.7M
$2.9B
+10.1%
Sixth Street Partners Management Company, L.P.
3.2%
12.7M
$2.9B
+100.0%
Geode Capital Management, LLC
3.0%
12.0M
$2.7B
-0.3%
Vanguard Portfolio Management LLC
2.6%
10.5M
$2.4B
-4.6%
Wellington Management Group Llp
2.5%
10.0M
$2.2B
-0.7%
Morgan Stanley
2.1%
8.4M
$1.9B
+30.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Michaud Brian L.
officer: Executive VP
2026-08-21
Sell
120
$33564
Kwon David
officer: Corp VP
2026-08-20
Buy
967
$164235
Kwon David
officer: Corp VP
2026-08-20
Sell
798
$223440
Kwon David
officer: Corp VP
2026-08-20
Sell
967
$164235
Rodriguez Carlos A
director
2026-08-05
Buy
25K
—
Orihuela Samantha D
officer: Chief Marketing Officer
2026-08-05
Other
0
—
Orihuela Samantha D
officer: Chief Marketing Officer
2026-08-05
Other
0
—
Orihuela Samantha D
officer: Chief Marketing Officer
2021-09-01
Other
728
$100850
What you'll find
Next Automatic Data Processing (ADP) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Automatic Data Processing reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Automatic Data Processing (ADP)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Automatic Data Processing's next earnings date?
Automatic Data Processing's (ADP) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Automatic Data Processing (ADP) beat or miss earnings?
In Q4 FY2026, Automatic Data Processing (ADP) posted in-line results — revenue of $5.5B versus the $5.4B estimate (+0.7% surprise) and EPS of $2.64 versus $2.59 expected (+1.9% surprise). Magnisto decodes every Automatic Data Processing (ADP) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Automatic Data Processing beat earnings estimates?
Over its last 8 reported quarters, Automatic Data Processing (ADP) beat Wall Street EPS estimates 5 times, most recently a in-line result in Q1 FY2027. Magnisto tracks every Automatic Data Processing (ADP) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Automatic Data Processing stock move after earnings?
Over its last 8 quarterly reports, Automatic Data Processing (ADP) moved an average of ±2.5% the day after earnings — ranging from -6.5% (Q2 FY2026) to +6.4% (Q4 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±12.8% (derived). Magnisto tracks the realized post-earnings move for every Automatic Data Processing (ADP) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Automatic Data Processing?
Institutions hold about 91.4% of Automatic Data Processing's (ADP) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.0%), Vanguard Capital Management LLC (6.5%), State Street Corp (5.1%). Magnisto lists Automatic Data Processing's (ADP) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Automatic Data Processing (ADP)?
In the most recent Form 4 filings Magnisto tracks, Automatic Data Processing (ADP) insiders recorded 3 purchases and 3 sales — balanced buying and selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Automatic Data Processing (ADP) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Automatic Data Processing (ADP), anchored to the current $283.01 share price, so you can weigh the bull, base and bear cases for Automatic Data Processing side by side.
Is Automatic Data Processing (ADP) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Automatic Data Processing fits your own thesis and risk profile. This is research, not investment advice.