ALRM
Alarm.com Holdings IncNASDAQ
Technology • Software - Application
Factor tilt: Mid-Cap Defensive
$65.03-2.98%
Close Nov 6, 2026
- Market cap
- $3.22B
- 1 month
- +17.7%
- 3 months
- +15.2%
- 1 year
- +36.4%
- 52-week range
- $42.13$67.96
- Dividend
- No dividends on record
- Next-quarter EPS estimate
- $0.75Quarter to Sep 30, 2026 · 6 analysts · revenue $266.33M · 0.0% in 30d
- Short interest
- 6.6% of float3.1M shares · settled Oct 15, 2026 · +1.6% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $1.06B
- Net income
- $117.9M
- Free cash flow
- $237.16M
- Book value
- $864.46M
- Total debt
- $567.47M
- P/E
- 27.3×
- Price / sales
- 3×
- Price / book
- 3.7×
- FCF yield
- +7.4%
- Net margin
- +11.1%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Alarm.com Holdings Inc
Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally. It operates in two segments, Alarm.com and Other.
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The company offers residential solutions, such as alarm transmission, smart signal, smart arming, and personal safety and awareness, as well as real-time alerts and always-on monitoring; video monitoring solutions, including video analytics, remote video monitoring, AI deterrence, video doorbell, intelligent integration, and cell connector; scenes, video analytics triggers, smart thermostat schedules, responsive savings, precision comfort, HVAC monitoring service, places feature, whole home water safety solution, and energy usage and solar monitoring solution. It also provides clean energy software and services SaaS platform; commercial grade video solutions, commercial video analytics, smarter access control, enterprise dashboard and multi-site management, connected fleet solution, energy savings, proactive protection for valuables and inventory, temperature monitoring, daily safeguard, and professionally supported and low cost of ownership solutions. In addition, the company offers OpenEye software comprising video surveillance as a service, cameras, recorders, and other peripherals designed for video applications; forensic video search, point-of sale system integration, customer site mapping, and large-scale camera deployments enterprise-level requirements; shooter detection systems; service provider portal, service dashboard, installation and support service provider solutions; and AI-powered enhancements to professional monitoring and false alarm reduction. Further, it provides business management services; sales, marketing, training services; and home builder program hardware and services. The company was founded in 2000 and is headquartered in Tysons, Virginia.
- Website
- alarm.com
- Headquarters
- Tysons, VA, United States
- Employees
- 2,051
- Listed
- Jun 26, 2015
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 25, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 6, 2026 | $277.7M | +9.2% | 65.6% | $32.5M | $24.2M |
| Mar 2026filed May 7, 2026 | $265.2M | +11.0% | 62.4% | $31.7M | $23.6M |
| Dec 2025filed Feb 19, 2026 | $261.7M | +8.0% | 62.7% | $36.4M | $34.7M |
| Sep 2025filed Nov 6, 2025 | $256.4M | +6.6% | 62.8% | $37.4M | $35.3M |
| Jun 2025filed Aug 7, 2025 | $254.3M | +8.8% | 65.6% | $32.0M | $34.6M |
| Mar 2025filed May 9, 2025 | $238.8M | +7.0% | 67.2% | $29.6M | $28.0M |
| Dec 2024filed Feb 20, 2025 | $242.2M | +7.1% | 65.5% | $30.9M | $30.3M |
| Sep 2024filed Nov 7, 2024 | $240.5M | +8.4% | 64.8% | $33.2M | $36.7M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 19, 2026 | $1.0B | +7.6% | 66.1% | $133.6M | $132.6M |
| Dec 2024filed Feb 20, 2025 | $939.8M | +6.6% | 65.3% | $108.5M | $124.1M |
| Dec 2023filed Feb 22, 2024 | $881.7M | +4.6% | 63.1% | $66.8M | $81.0M |
| Dec 2022filed Feb 24, 2023 | $842.6M | +12.5% | 59.3% | $51.0M | $56.3M |
| Dec 2021filed Feb 24, 2022 | $749.0M | +21.2% | 59.2% | $61.6M | $52.3M |
| Dec 2020filed Feb 25, 2021 | $618.0M | +23.0% | 63.2% | $56.3M | $77.9M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched ALRM. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
3,096,633 shares short
+48,728 shares (+1.6%) vs Sep 30, 2026
6.6% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
3,047,905 shares short
+92,619 shares (+3.1%) vs Sep 15, 2026
6.5% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
2,955,286 shares short
+162,228 shares (+5.8%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
2,793,058 shares short
+65,082 shares (+2.4%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
2,727,976 shares short
+130,319 shares (+5%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
2,597,657 shares short
+31,079 shares (+1.2%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind ALRM’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
24 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: sell 74 days ago
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What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
317 filers reported a long position in ALRM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
61.2%
of the 48.5M shares 13-F filers reported
Moves vs Q1 2026
8 added2 trimmed
Net shares held
+7.5%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $443.5M · 9.5M shares | 9.5M | +3.9% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $188.5M · 4M shares | 4M | +2% |
| 3 | DISCIPLINED GROWTH INVESTORS INC /MN | $167.5M · 3.6M shares | 3.6M | +9.7% |
| 4 | BANK OF MONTREAL /CAN/ | $161.4M · 3.5M shares | 3.5M | +30% |
| 5 | STATE STREET CORP | $102.2M · 2.2M shares | 2.2M | +7.5% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $100M · 2.1M shares | 2.1M | -0.6% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $62.5M · 1.3M shares | 1.3M | +6.6% |
| 8 | DIMENSIONAL FUND ADVISORS LP | $58.8M · 1.3M shares | 1.3M | +12.6% |
| 9 | MORGAN STANLEY | $55.3M · 1.2M shares | 1.2M | -6.3% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $47.2M · 1M shares | 1M | +29.7% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of ALRM file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 12, 2026 | BANK OF MONTREAL /CAN/13G · passive · amended | 6.98% |
| May 15, 2026 | DISCIPLINED GROWTH INVESTORS INC /MN13G · passive · amended | 6.6% |
| Apr 29, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5.09% |
| Apr 28, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC13G · passive | 8.04% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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