ALRM
Alarm.com Holdings, Inc.
$45.98
+1.12%
$2.3B
No data for this timeframe.
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity17 buys / 12 sells
Insider Activity0B / 11S
Insider Net $-$3.1M
SEC Reports3
Recent Activity
Jun 12, 2026
Insider
Ramos Daniel sold 2,000 shares
See Remarks @ $46.50 ($93.0K)
Jun 10, 2026
Insider
Ramos Daniel sold 8,000 shares
See Remarks @ $46.23 ($369.8K)
Jun 10, 2026
Insider
Bradley Kevin Christopher sold 2,200 shares
Chief Financial Officer @ $46.15 ($101.5K)
May 20, 2026
SEC
Three insiders at Alarm.com, including CEO Stephen Trundle, sold a total of ~$280K in open-market sales on May 18, 2026,
CLUSTER — Impact 3/10
May 18, 2026
SEC
Officer Jeffrey Bedell filed a Form 144 to sell 1,915 shares of Alarm.com common stock, valued at approximately $83,318.
144 — Impact 3/10
Mar 19, 2026
SEC
Director Nevin Darius G exercised and sold 36,000 shares in a single day, generating over $1.66M in proceeds, while CFO
CLUSTER — Impact 6/10
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
779,200 shares ($33.7M)
Inst.
FEDERATED HERMES, INC. — DOUBLED
220,818 shares ($9.5M)
Price Targets
$59.00
+28.3% upside
Strong Buy
Current $45.98
Low $40.00
Median $57.50
High $85.00
6 analysts
$40.00
$85.00
Analyst Ratings
4Strong Buy
4Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 20, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 18, 2026 | JP Morgan | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.65 ▼ -3.2% | $0.63 — $0.66 | 8% YoY | 7 |
| Next Q | $0.76 | $0.73 — $0.79 | -0% YoY | 7 |
| Current FY | $2.77 ▼ -0.6% | $2.66 — $2.82 | 6% YoY | 7 |
| Next FY | $2.96 | $2.88 — $3.06 | 7% YoY | 7 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Three insiders at Alarm.com, including CEO Stephen Trundle, sold a total of ~$280K in open-market sales on May 18, 2026,
May 20, 2026
NEUTRAL
144
3/10
Officer Jeffrey Bedell filed a Form 144 to sell 1,915 shares of Alarm.com common stock, valued at approximately $83,318.
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $394.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170.8M | — |
| BANK OF MONTREAL /CAN/ | $114.8M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $93.0M | — |
| STATE STREET CORP | $87.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 12, 2026 | Ramos Daniel | SELL | $93.0K |
| Jun 10, 2026 | Ramos Daniel | SELL | $369.8K |
| Jun 10, 2026 | Bradley Kevin | SELL | $101.5K |
| Jun 4, 2026 | Whall Timothy | A | $0.00 |
| Jun 4, 2026 | Clarke Donald | A | $0.00 |
50 institutional holders with $1.4B total value (31,838,830 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, BANK. Net buying activity: 17 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,136,795 | $394.6M | 28.7% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,955,703 | $170.8M | 12.4% | — |
| 3 | BANK OF MONTREAL /CAN/ | 2,657,641 | $114.8M | 8.3% | DOUBLED +625.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,154,062 | $93.0M | 6.8% | — |
| 5 | STATE STREET CORP | 2,036,138 | $87.9M | 6.4% | — |
| 6 | MORGAN STANLEY | 1,263,002 | $54.5M | 4.0% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,117,359 | $48.3M | 3.5% | — |
| 8 | FMR LLC | 969,125 | $41.9M | 3.0% | — |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 779,200 | $33.7M | 2.4% | ADD +43.9% |
| 10 | TWO SIGMA INVESTMENTS, LP | 681,283 | $29.4M | 2.1% | ADD +65.0% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 579,599 | $25.0M | 1.8% | — |
| 12 | GOLDMAN SACHS GROUP INC | 565,112 | $24.4M | 1.8% | — |
| 13 | Select Equity Group, L.P. | 392,357 | $16.9M | 1.2% | — |
| 14 | DEUTSCHE BANK AG\ | 356,847 | $15.4M | 1.1% | — |
| 15 | Nuveen, LLC | 351,021 | $15.2M | 1.1% | DOUBLED +197.3% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 341,978 | $14.8M | 1.1% | — |
| 17 | BANK OF AMERICA CORP /DE/ | 341,854 | $14.8M | 1.1% | — |
| 18 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 281,573 | $12.2M | 0.9% | — |
| 19 | Invesco Ltd. | 269,177 | $11.6M | 0.8% | — |
| 20 | NOMURA HOLDINGS INC | 248,965 | $10.8M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 541,567 | 779,200 | +43.9% | $33.7M | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 59,193 | 220,818 | +273.0% | $9.5M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 280,017 | 143,181 | -48.9% | $6.2M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 11,805 | 124,320 | +953.1% | $5.4M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | DOUBLED | 42,044 | 113,434 | +169.8% | $4.9M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | NEAR_EXIT | 347,611 | 86,207 | -75.2% | $3.7M | 2026-Q1 |
| SEI INVESTMENTS CO | TRIM | 132,772 | 76,006 | -42.8% | $3.3M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 5,121 | 73,581 | +1336.8% | $3.2M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 134,345 | 70,442 | -47.6% | $3.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 37,306 | 68,306 | +83.1% | $3.0M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 12,145 | 40,911 | +236.9% | $1.8M | 2026-Q1 |
| Amundi | DOUBLED | 12,039 | 37,910 | +214.9% | $1.6M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 23,910 | 32,580 | +36.3% | $1.4M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 34,765 | 22,754 | -34.5% | $982.7K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,062 | 15,959 | +1402.7% | $689.3K | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 48,733 | 15,599 | -68.0% | $673.7K | 2026-Q1 |
| Atria Investments, Inc | ADD | 8,499 | 13,913 | +63.7% | $600.9K | 2026-Q1 |
| Freestone Grove Partners LP | ADD | 6,983 | 9,657 | +38.3% | $417.1K | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 4,599 | 6,761 | +47.0% | $292.0K | 2026-Q1 |
| Cerity Partners LLC | TRIM | 8,263 | 5,879 | -28.9% | $253.9K | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 4,158 | 5,213 | +25.4% | $225.2K | 2026-Q1 |
| Verition Fund Management LLC | NEAR_EXIT | 63,164 | 4,867 | -92.3% | $210.2K | 2026-Q1 |
| Resona Asset Management Co.,Ltd. | NEAR_EXIT | 9,730 | 1,379 | -85.8% | $58.4K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 474 | 765 | +61.4% | $33.0K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 567 | 742 | +30.9% | $32.0K | 2026-Q1 |
11 unique insiders with 23 transactions. Net insider value: -$3.1M ($0.00 bought, $3.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | Ramos Daniel | See Remarks | SELL | 2,000 | $46.50 | $93.0K |
| Jun 10, 2026 | Ramos Daniel | See Remarks | SELL | 8,000 | $46.23 | $369.8K |
| Jun 10, 2026 | Bradley Kevin Christopher | Chief Financial Officer | SELL | 2,200 | $46.15 | $101.5K |
| Jun 4, 2026 | Whall Timothy J. | Director | AWARD | 3,222 | — | — |
| Jun 4, 2026 | Clarke Donald E | Director | AWARD | 3,222 | — | — |
| Jun 4, 2026 | NEVIN DARIUS G | Director | AWARD | 3,222 | — | — |
| Jun 4, 2026 | McAdam Timothy P | Director | AWARD | 3,222 | — | — |
| Jun 4, 2026 | WU Simone | Director | AWARD | 3,222 | — | — |
| Jun 4, 2026 | Harper Cecile Burleigh | Director | AWARD | 3,222 | — | — |
| Jun 4, 2026 | Evans Stephen C. | Director | AWARD | 3,222 | — | — |
| May 26, 2026 | Ramos Daniel | See Remarks | SELL | 2,532 | $43.78 | $110.9K |
| May 26, 2026 | Kerzner Daniel | See Remarks | SELL | 3,944 | $43.78 | $172.7K |
| May 26, 2026 | Trundle Stephen | Chief Executive Officer | SELL | 6,073 | $43.78 | $265.9K |
| May 18, 2026 | Trundle Stephen | Chief Executive Officer | SELL | 2,944 | $43.56 | $128.2K |
| May 18, 2026 | Ramos Daniel | See Remarks | SELL | 1,561 | $43.56 | $68.0K |
| May 18, 2026 | Kerzner Daniel | See Remarks | SELL | 1,915 | $43.56 | $83.4K |
| Apr 8, 2026 | Kerzner Daniel | See Remarks | AWARD | 55,000 | — | — |
| Apr 8, 2026 | Ramos Daniel | See Remarks | AWARD | 25,000 | — | — |
| Apr 8, 2026 | Bradley Kevin Christopher | Chief Financial Officer | AWARD | 35,000 | — | — |
| Apr 8, 2026 | Trundle Stephen | Chief Executive Officer | AWARD | 65,000 | — | — |
| Mar 18, 2026 | NEVIN DARIUS G | Director | SELL | 36,000 | $46.17 | $1.7M |
| Mar 18, 2026 | NEVIN DARIUS G | Director | EXERCISE | 36,000 | $21.70 | $781.2K |
| Mar 18, 2026 | Bradley Kevin Christopher | Chief Financial Officer | SELL | 1,510 | $45.97 | $69.4K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
NEUTRAL
CLUSTER
3/10
Three insiders at Alarm.com, including CEO Stephen Trundle, sold a total of ~$280K in open-market sa
May 20, 2026
NEUTRAL
144
3/10
Officer Jeffrey Bedell filed a Form 144 to sell 1,915 shares of Alarm.com common stock, valued at ap
May 18, 2026
BEARISH
CLUSTER
6/10
Director Nevin Darius G exercised and sold 36,000 shares in a single day, generating over $1.66M in
Mar 19, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (57% buy). Based on 14 analysts: 4 strong buy, 4 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$59.00 mean target
+28.3% upside
Strong Buy (3.00)
$40.00 Low
$85.00 High
| Metric | Value |
|---|---|
| Current Price | $45.98 |
| Target Low | $40.00 |
| Target Mean | $59.00 |
| Target Median | $57.50 |
| Target High | $85.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.65 | $0.63 | $0.66 | 7.8% | -3.2% | 1↑ 3↓ | $0.3B | 4.2% | 7 |
| Next Q 2026-09-30 |
$0.76 | $0.73 | $0.79 | -0.4% | +0.2% | 1↑ 3↓ | $0.3B | 3.5% | 7 |
| Current FY 2026-12-31 |
$2.77 | $2.66 | $2.82 | 5.8% | -0.6% | 3↑ 2↓ | $1.1B | 5.4% | 7 |
| Next FY 2027-12-31 |
$2.96 | $2.88 | $3.06 | 6.9% | -0.3% | 3↑ 3↓ | $1.1B | 4.7% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.647 | |
| 7d ago | $0.666 | -0.019 |
| 30d ago | $0.668 | -0.022 |
| 60d ago | $0.668 | -0.021 |
| 90d ago | $0.661 | -0.015 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 20, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 18, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| May 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| Apr 1, 2026 | 4 | 4 | 4 | 1 | 0 | 62% | |
| Mar 1, 2026 | 4 | 4 | 4 | 1 | 0 | 62% | |
| Feb 1, 2026 | 4 | 4 | 4 | 1 | 0 | 62% | |
| Jan 1, 2026 | 5 | 4 | 4 | 1 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
ALRM Q1 2026 Earnings Scheduled — 2026-05-07