Winmill & CO. Inc. Invests $5.89 Million in Alarm.com Holdings, Inc. $ALRM

Winmill & CO. Inc. purchased a new stake in shares of Alarm.com Holdings, Inc. (NASDAQ:ALRM) during the second quarter, Holdings Channel reports. The firm purchased 126,100 shares of the software maker’s stock, valued at approximately $5,891,000. Alarm.com accounts for approximately 1.3% of Winmill & CO. Inc.’s investment portfolio, making the stock its 23rd largest holding.

Several other hedge funds and other institutional investors have also bought and sold shares of ALRM. Covestor Ltd grew its position in Alarm.com by 67.3% during the fourth quarter. Covestor Ltd now owns 691 shares of the software maker’s stock valued at $35,000 after acquiring an additional 278 shares during the last quarter. Strs Ohio bought a new stake in shares of Alarm.com in the 1st quarter worth approximately $56,000. Kemnay Advisory Services Inc. bought a new stake in shares of Alarm.com in the 4th quarter worth approximately $59,000. Danske Bank A S purchased a new stake in shares of Alarm.com in the 4th quarter valued at $92,000. Finally, Pacer Advisors Inc. boosted its stake in shares of Alarm.com by 21.2% in the 1st quarter. Pacer Advisors Inc. now owns 2,312 shares of the software maker’s stock valued at $100,000 after purchasing an additional 404 shares in the last quarter. Hedge funds and other institutional investors own 91.74% of the company’s stock.

Alarm.com Price Performance

NASDAQ ALRM opened at $57.51 on Monday. Alarm.com Holdings, Inc. has a 1 year low of $41.49 and a 1 year high of $59.53. The stock has a market capitalization of $2.84 billion, a PE ratio of 25.45, a PEG ratio of 1.83 and a beta of 0.76. The company has a debt-to-equity ratio of 0.57, a current ratio of 4.96 and a quick ratio of 4.38. The business’s 50-day moving average is $51.63 and its 200 day moving average is $47.60.

Alarm.com (NASDAQ:ALRM) last issued its quarterly earnings data on Thursday, August 6th. The software maker reported $0.77 EPS for the quarter, topping the consensus estimate of $0.65 by $0.12. Alarm.com had a net margin of 11.11% and a return on equity of 15.65%. The business had revenue of $277.73 million during the quarter, compared to analyst estimates of $264.96 million. During the same period in the prior year, the business earned $0.60 EPS. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. Alarm.com has set its FY 2026 guidance at 2.920-2.940 EPS. Sell-side analysts forecast that Alarm.com Holdings, Inc. will post 2.47 earnings per share for the current year.

Insider Buying and Selling at Alarm.com

In related news, CEO Stephen Trundle sold 6,073 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $43.78, for a total transaction of $265,875.94. Following the sale, the chief executive officer directly owned 324,842 shares of the company’s stock, valued at approximately $14,221,582.76. This represents a 1.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Daniel Ramos sold 2,000 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $46.50, for a total transaction of $93,000.00. Following the sale, the insider directly owned 53,099 shares of the company’s stock, valued at $2,469,103.50. This trade represents a 3.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,873 shares of company stock worth $1,446,228 in the last ninety days. 4.80% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on ALRM shares. Weiss Ratings raised shares of Alarm.com from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 29th. Barclays boosted their price target on shares of Alarm.com from $55.00 to $60.00 and gave the stock an “equal weight” rating in a research note on Monday, August 10th. Raymond James Financial reaffirmed a “strong-buy” rating and set a $65.00 price objective on shares of Alarm.com in a research note on Friday, August 7th. Wall Street Zen upgraded Alarm.com from a “hold” rating to a “buy” rating in a report on Sunday, August 16th. Finally, Zacks Research raised Alarm.com from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 19th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $55.00.

Alarm.com Profile

Alarm.com Holdings, Inc provides a cloud-based software platform for connected properties, enabling residential and commercial customers to monitor, manage and control security, energy and home automation solutions. The company’s interactive services connect security systems, smart thermostats, door locks, lights and video cameras through cellular, broadband and Z-Wave networks, offering real-time alerts and remote access via mobile and web applications.

Through its platform, Alarm.com delivers an integrated suite of products that includes intrusion detection, video monitoring and cloud recording, energy management features such as smart thermostat scheduling, and home automation controls for lighting, garage doors and connected appliances.