Automatic Data Processing

ADP

Market cap $86.3B

My watchlist aims to surface high-quality, attractively valued dividend stocks with the potential for double-digit total returns over 3–5 years. The original process blends quality and value, while pure quality and value variants offer unique selections and distinct performance profiles. Despite recent underperformance versus VYM, the watchlist maintains a 14.43% CAGR since inception, comfortably above the 12% target and with a higher starting yield.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

Concerns about a sluggish labor market and the disruption from artificial intelligence keep weighing on ADP shares. Despite the uncertainty, ADP continues to experience steady revenue, earnings, and dividend growth.

ADP rides on strong demand for cloud-based HCM and PEO services, with earnings expected to grow through fiscal 2027 despite higher acquisition costs.

ADP President of Global Product & Innovation Sreeni Kutam discusses how the company is applying AI across its products and operations for both customers and employees. He spoke with CNBC Senior Technology Reporter Arjun Kharpal during a panel at Davos.

ROSELAND, N.J., Feb. 24, 2026 /PRNewswire/ -- For the four weeks ending February 7, 2026, U.S. private employers added an average of 12,750 jobs per week, according to the NER Pulse, a weekly update of the monthly ADP National Employment Report  (NER).

Automatic Data Processing isn't just a payroll processor anymore, and the advent of artificial intelligence isn't quite the threat to this company that it seems like it would be on the surface. AI data centers are going to be a cash cow for the foreseeable future, but one name in particular is perfectly structured to turn this business into reliable cash flow for shareholders.

Automatic Data Processing (NASDAQ:ADP) just raised its quarterly dividend by 10%, marking the company's 50th consecutive year of dividend increases.

Barron's 2025 Top 100 Sustainable Companies, ranked via Calvert's ESG metrics, highlight dividend-paying 'dogs' with strong yield and potential upside. Yield-based analysis identifies Robert Half, Regions Financial, and others as offering dividends exceeding share prices, with Regions uniquely 'safer' by free cash flow. Analyst forecasts suggest 17.46%–42.16% net gains for select ESG 'dogs' by February 2027, with average risk 12% below the market.

ROSELAND, N.J., Feb. 17, 2026 /PRNewswire/ -- For the four weeks ending January 31, 2026, U.S. private employers added an average of 10,250 jobs per week, according to the NER Pulse, a weekly update of the monthly ADP National Employment Report  (NER).