- Prev close
- $268.07
- Day range
- $266.30 – $273.00
- From 52-wk high
- -9.0%
- Next earnings
- in 35 days
ADP’s -1.2% session looks more like ordinary drift than stock-specific damage, with peers also softer and the business still showing steady growth and margins. The setup is mixed rather than clean because the valuation is not cheap at PE 24.6 and forward PE 21.4.
ADP
AUTOMATIC DATA PROCESSING
As of Sep 16, 2026
68/100
Worth keeping an eye onHealth ScoreWhy it moved
ADP finished down -1.2% while the S&P 500 fell -0.4% and the Nasdaq 100 was flat at +0.0%, so the move was a bit weaker than the market but not dramatically so. The peer group was also soft — PAYX -0.3%, KFY -0.5%, with PAYC +0.4% and PCTY +0.1% — which points to a modest sector-level bid for caution rather than a clear company-specific catalyst. The session also faded from an open of $273.3 to a high of $277.6199 before closing at $273.19, which reads as an intraday reversal rather than a clean trend break.
Normal volatility?
This looks like normal volatility for a steady compounder, not a fundamental break. Revenue is still +6.7% YoY on a TTM basis and +6.8% YoY in the latest quarter, EPS is +9.6% YoY TTM, and margins remain strong at gross +46.5%, operating +26.3%, and net +20.1%. The stock also carries beta 0.81, so it should move less than the market, yet it still trades at PE 24.6, forward PE 21.4, and PEG 2.63 — a PEG of 2.63 means investors are paying 2.63x the growth rate, so solid execution is already partly priced in and the share price can still swing on modest news. Analyst consensus is mixed but constructive, with 3 strong-positive, 5 positive, 13 neutral, 1 negative, and 1 strong-negative, which does not signal a deterioration in third-party expectations.
Earnings preview
The next earnings date is 2026-10-27. The facts here do not give a formal analyst revenue or EPS estimate for that print, so I cannot state a consensus forecast for the report; what is available is the current operating backdrop of revenue +6.7% YoY TTM, latest-quarter revenue +6.8% YoY, EPS +9.6% YoY TTM, and margins of gross +46.5%, operating +26.3%, and net +20.1%. There is no prior post-earnings reaction history in the facts, so the market’s focus should be on whether ADP can sustain that mid-single-digit revenue growth, hold operating margin near +26.3%, and keep employment-demand indicators like the ADP National Employment Report Pulse, which recently showed U.S. private employers adding an average of 16,250 jobs per week for the four weeks ending August 29, 2026, supportive of payrolls activity.
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