ADTRAN HOLDINGS INC (ADTN)

Sector: Information Technology

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2026 Annual Meeting Analysis

ADTRAN HOLDINGS INC · Meeting: May 13, 2026

Policy v1.2medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

0

Directors AGAINST

6

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

/6 AGAINST

Against Analysis

✗ AGAINST
Thomas R. Stanton3yr TSR underperformance vs peerspeer gap -35.7pp exceeds 20pp threshold5yr TSR also fails mitigant check

Stanton has served as CEO and director since 2005, giving him full tenure overlap with the underperformance period; ADTN's 3-year price return of -15.6% trails the disclosed compensation peer group median by 35.7 percentage points, well above the 20-point trigger for negative absolute TSR, and the 5-year return of -15.5% trails the peer median by 83.0 percentage points (exceeding the same 20-point threshold), so the 5-year mitigant does not rescue the vote.

✗ AGAINST
H. Fenwick Huss3yr TSR underperformance vs peerspeer gap -35.7pp exceeds 20pp threshold5yr TSR also fails mitigant check

Huss has served since 2002, giving him full tenure overlap with the underperformance period; the same 3-year peer underperformance of 35.7 percentage points fires the trigger, and the 5-year gap of 83.0 percentage points means the long-term record does not provide a mitigant.

✗ AGAINST
Gregory J. McCray3yr TSR underperformance vs peerspeer gap -35.7pp exceeds 20pp threshold5yr TSR also fails mitigant check

McCray has served since 2017, giving him substantial tenure overlap with the underperformance period; the 3-year peer gap of 35.7 percentage points triggers a vote against, and the 5-year gap of 83.0 percentage points means the longer track record does not provide relief.

✗ AGAINST
Jacqueline H. Rice3yr TSR underperformance vs peerspeer gap -35.7pp exceeds 20pp threshold5yr TSR also fails mitigant check

Rice has served since 2016, giving her full tenure overlap; the 3-year peer underperformance of 35.7 percentage points triggers the vote-against threshold, and the 5-year gap of 83.0 percentage points means the longer record does not mitigate the trigger.

✗ AGAINST
Nikos Theodosopoulos3yr TSR underperformance vs peerspeer gap -35.7pp exceeds 20pp threshold5yr TSR also fails mitigant check

Theodosopoulos joined in July 2022 (approximately 3.5 years ago), so he is beyond the 24-month new-director exemption and has meaningful tenure overlap with the underperformance period; the 3-year peer gap of 35.7 percentage points fires the trigger, and the 5-year gap of 83.0 percentage points means the longer record does not mitigate.

✗ AGAINST
Kathryn A. Walker3yr TSR underperformance vs peerspeer gap -35.7pp exceeds 20pp threshold5yr TSR also fails mitigant check

Walker has served since 2014, giving her full tenure overlap; the 3-year peer underperformance of 35.7 percentage points triggers the vote-against threshold, and the 5-year gap of 83.0 percentage points means the longer record does not provide a mitigant.

For Analysis

All six nominees are voted AGAINST. ADTN's 3-year price return of -15.6% trails the company-disclosed compensation peer group median by 35.7 percentage points, well above the 20-point trigger that applies when absolute 3-year TSR is negative. The 5-year return of -15.5% trails the peer median by 83.0 percentage points, so the 5-year mitigant check also fails for every nominee. All directors have tenure that meaningfully overlaps the underperformance period; Theodosopoulos, the most recently appointed nominee (July 2022), is beyond the 24-month new-director exemption. The policy requires a vote against all qualifying directors under these circumstances.

Say on Pay

✓ FOR

CEO

Thomas R. Stanton

Total Comp

$7,683,726

Prior Support

94.7%%

pay for performance concern notedmax bonus payout 200pct while stock negative 3yr

The prior Say on Pay vote received 94.7% support at the 2025 annual meeting, well above the 70% threshold, and the compensation program includes meaningful performance conditions — annual cash bonuses tied to Adjusted EBIT and revenue goals, market-based stock awards tied to relative TSR over three years, and performance-based stock awards tied to a multi-year strategic plan — meaning incentive pay is not simply fixed pay in disguise. While ADTN's 3-year stock return is negative and the CEO received a maximum 200% cash bonus payout ($2.88 million) alongside total compensation of approximately $7.68 million, the bonus was earned against disclosed financial targets (revenue and Adjusted EBIT) that the company demonstrably achieved, with revenue growing 17.5% to $1.08 billion and operating cash flow improving by $26.2 million; the incentive structure has real, measurable performance conditions, which is the key test under this policy. On balance, the pay mix is heavily weighted toward variable compensation, clawback policies meeting Dodd-Frank requirements are in place, and prior shareholder engagement was strong, so a FOR vote is warranted.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

tenure not disclosedfee amounts not extractable from provided text

The auditor fee table excerpt provided does not contain the actual dollar amounts for audit and non-audit fees, so the non-audit fee ratio test cannot be completed; per policy, when fee data is not determinable from the available text, the default vote is FOR. PricewaterhouseCoopers LLP is a Big 4 firm appropriate for a company of ADTN's size, auditor tenure is not disclosed in the provided text (which is a minor negative flag but not a trigger for a No vote under policy), and no material financial restatement attributable to audit failure has been identified.

Overall Assessment

The 2026 ADTRAN Holdings annual meeting presents four proposals; the most significant finding is that all six director nominees are voted AGAINST due to severe and sustained stock underperformance — ADTN's 3-year return of -15.6% trails the company's own disclosed peer group median by 35.7 percentage points (well above the 20-point trigger), and the 5-year data provides no relief. The Say on Pay vote is FOR because the compensation program contains genuine, measurable performance conditions and received 94.7% shareholder support in 2025; auditor ratification is FOR as PricewaterhouseCoopers is an appropriate Big 4 auditor though full fee data was not available in the provided text.

Filing date: March 27, 2026·Policy v1.2·medium confidence

Compensation Peer Group

16 companies disclosed in 2026 proxy filing

CALXCalix, Inc.
CASACasa Systems, Inc.
CIENCiena Corporation
CMTLComtech Telecommunications Corp.
EXTRExtreme Networks, Inc.
FNFabrinet
HLITHarmonic Inc.
INFNInfinera Corporation
LITELumentum Holdings Inc.
MTSIMACOM Technology Solutions Holdings, Inc.
MEIMethode Electronics, Inc.
NTGRNETGEAR, Inc.
NTCTNetScout Systems, Inc.
OSISOSI Systems, Inc.
RBBNRibbon Communications Inc.
VIAVViavi Solutions Inc.