Automatic Data Processing

Automatic Data Processing reported a 6% revenue increase to $5.5 billion in the first quarter of fiscal 2027, adjusted earnings per share of $2.82 (+13%), and an adjusted operating margin of 26.8% (+1.3 percentage points). The company raised its full-year outlook and now expects roughly 6% revenue growth and adjusted EPS growth of 10–12%. Drivers include the digitization of HR processes and the AI platform The Zone; the stock has already risen sharply since spring. » Mere på deraktionaer.de

At the Global TMT Conference ADP emphasized that artificial intelligence (The Zone, ADP Assist) boosts productivity, sales and customer retention and is planned for broad deployment by the end of fiscal 2027. The company describes a stable labor market with subdued hiring, notes strong customer and pipeline growth for Lyric HCM but also sees implementation backlogs that delay revenues. For fiscal 2027 ADP forecasts payrolled employees per customer to grow 0–1% and an EBIT margin expansion of 70–90 basis points; share repurchases are expected to remain above 2% of outstanding shares. ADP highlights a robust balance sheet, sustained pricing power and further global expansion potential. » Mere på de.investing.com

Automatic Data Processing reported fourth-quarter revenue up 7% to about $5.5 billion and adjusted earnings per share of $2.64, 17% higher than a year earlier and slightly above consensus. The AI offerings are expanding: customers held more than 12 million conversations with ADP Assist agents. Management expects sustained positive earnings momentum due to the recurring fee base, interest-bearing client funds and favorable conditions. » Mere på deraktionaer.de

ADP reported record 92.1% client retention, 7% Employer Services revenue growth and a 130-basis-point margin expansion in Q3 FY26, underlining the stickiness of its payroll and compliance franchise. The company earns substantial high-margin float income—guiding FY26 client fund interest to $1.34–$1.35 billion—while returning capital via share buybacks and a 50-plus year dividend growth streak. Management raised FY26 adjusted EPS growth guidance to 10–11%, and ADP’s low-beta profile and recurring fees support resilient long-term compounding despite risks if float income and employment soften. » Mere på finance.yahoo.com

Mairs & Power highlighted Automatic Data Processing in its Q1 2026 investor letter, noting that fears about AI affecting software pricing and jobs pressured the stock but the firm reassessed and remains confident in ADP's position. The article notes ADP shares traded around $220 on June 1, 2026 with a market cap near $91.7 billion, and mentions Morgan Stanley has revised ADP's target lower after an earnings re-rating. Hedge fund holdings in ADP edged down slightly to 67 portfolios at the end of Q1 2026. » Mere på finance.yahoo.com