ADPSoftware
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Get what investors say about ADP next
Follow ADP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ADP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ADP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-03-17 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | ADP's payroll and HR processing is mission-critical and extraordinarily complex—navigating 50 different US… |
| 2024-09-26 | Terry SmithFounder & CIO, Fundsmith | Bullish | Financial Planner Life Podcast | ADP is a technology business providing payroll processing — a high-recurring-revenue, essential-service model… |
| 2021-12-01 | Terry SmithFounder & CIO, Fundsmith | Bullish | Investors' Chronicle | Payroll-processing software embeds itself in business operations in a way that is painful and costly to… |
| 2021-10-06 | Rom WilsonFounder & Portfolio Manager, ACM Capital Management | Bullish | Dennis Hong | Blend of stable Parisian hub airports and higher-growth emerging-market airports (India, Kazakhstan, Chile)… |
| 2018-12-16 | Bill AckmanCEO, Pershing Square | Bullish | Investing Principle | ADP is massively underperforming its potential — margins can expand 1,200 basis points vs management's… |
Next report: 26 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | before the open | 2.82 vs 2.79 | -2.2% |
Notable options days
Sessions in the last 120 where ADP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-27 | ||||||
| 2026-10-22 | ||||||
| 2026-09-10 | ||||||
| 2026-08-11 | ||||||
| 2026-07-29 | ||||||
| 2026-07-28 | ||||||
| 2026-07-27 | ||||||
| 2026-07-01 |
ADP on the Wheel
ADP passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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