Agree Realty reports diluted shares of 124.95M for Q3 2026, 122.23M YTD
Agree Realty (ADC) reported its weighted-average diluted shares for the third quarter and nine months ended September 30, 2026. The company recorded 124.95 million diluted shares for Q3 2026 and 122.23 million for the nine months year-to-date. These figures include the impact of share-based compensation, forward offerings, and OP Units.
Truist Financial Maintains Agree Realty Corp(ADC.US) With Buy Rating, Announces Target Price $75
Truist Financial has reiterated its Buy rating for Agree Realty Corp (ADC.US) and set a target price of $75. This indicates a positive outlook from the financial firm on the company's stock performance.
Agree Realty Corp stock hits 52-week low at $66.46
Agree Realty Corp (ADC) stock has dropped to a 52-week low of $66.46, marking a 5.49% decline over the past year despite reporting 18% revenue growth and a 4.8% dividend yield. InvestingPro analysis suggests the stock is overvalued but in oversold territory according to its RSI. The company recently exceeded Q2 2026 earnings expectations, raising its full-year AFFO guidance, and priced $400 million in senior unsecured notes due in 2036.
Agree Realty Corporation : RBC Cuts Target Pr
This article reports that RBC Capital has reduced its price target for Agree Realty Corporation (ADC) from $78.00 to $77.00. The firm maintained an "Outperform" rating for the real estate investment trust.
Press Release: Agree Realty Announces Third Quarter 2026 Earnings Release Date and Conference Call Information
Agree Realty Corporation (NYSE: ADC) will release its third-quarter 2026 operating results before the market opens on Tuesday, October 27, 2026. The company will host a conference call and audio webcast on the same day at 9:00 AM ET to discuss these results.
Agree Realty Corp To Go Ex-Dividend On September 30th, 2026 With 0.267 USD Dividend Per Share
Agree Realty Corp is scheduled to go ex-dividend on September 30th, 2026. The company will pay a dividend of 0.267 USD per share. Investors wishing to receive this dividend must own shares before the ex-dividend date.
Corient Private Wealth LP Sells 40,790 Shares of Agree Realty Corporation $ADC
Corient Private Wealth LP significantly reduced its stake in Agree Realty Corporation (NYSE:ADC) by 83.6% in the second quarter, selling 40,790 shares and retaining 7,990 shares. Despite this, other institutional investors have increased their positions, with institutional ownership standing at 97.83%. Agree Realty reported increased quarterly revenue but missed EPS estimates, while analysts maintain a "Moderate Buy" rating with an average price target of $83.25.
Agree Realty Corporation (NYSE:ADC) Stock Rated "Moderate Buy" by Wall Street Brokerages
Agree Realty Corporation (NYSE:ADC) has received a "Moderate Buy" consensus recommendation from Wall Street brokerages, with an average 12-month price target of $83.25. The company recently reported quarterly revenue of $216.33 million, exceeding estimates, though EPS missed expectations. Shares are currently trading near their 52-week low, and company insiders have recently purchased a significant number of shares.
Agree Realty Completes $400 Million 5.650% Senior Notes Due 2036; Nets About $390.1 Million
Agree Realty has completed an underwritten public offering of $400 million in 5.650% senior unsecured notes due 2036, resulting in net proceeds of approximately $390.1 million. These notes, guaranteed by Agree Realty and its subsidiaries, aim to enhance the company's liquidity and support its financing strategy. The transaction involves U.S. Bank Trust Company as trustee and an underwriting agreement with major banks including PNC Capital Markets and J.P. Morgan Securities.
Agree Realty (NYSE:ADC) Reaches New 12-Month Low - Here's What Happened
Agree Realty (NYSE:ADC) shares recently hit a new 52-week low of $67.49. Despite this, the stock holds a consensus "Moderate Buy" rating with an average analyst price target of $83.25. The company announced a monthly dividend of $0.267 per share, yielding approximately 4.7% annually, and insiders have purchased a significant number of shares recently.
Stifel Maintains Agree Realty Corp(ADC.US) With Buy Rating, Cuts Target Price to $81.5
Stifel has maintained its Buy rating on Agree Realty Corp (ADC.US) but has reduced the target price to $81.5. This indicates a continued positive outlook on the company despite a revised valuation.
AGREE REALTY CORP DEP SHS EA REP 1/1000 CUM PFD STK SR A To Go Ex-Dividend On September 21st, 2026 With 0.08854 USD Dividend Per Share
AGREE REALTY CORP DEP SHS EA REP 1/1000 CUM PFD STK SR A is scheduled to go ex-dividend on September 21st, 2026. The company will issue a dividend of 0.08854 USD per share. Investors should note this date for dividend eligibility.
ADC 424B Filings - Agree Realty Corporation SEC 424B
This article provides an overview of Agree Realty Corporation's (ADC) 424B SEC filings over the last 12 months, detailing recent offerings. Key filings include a $400 million note issuance at 5.65% due 2036, a plan for senior unsecured notes as debt reaches $3.85 billion, and a $1.75 billion at-the-market equity distribution program. These proceeds are primarily for general corporate purposes, including property acquisitions, development, and debt refinancing.
ADC Maintains by Stifel -- Price Target Lowered to $81.50
Stifel maintained a "Buy" rating for Agree Realty (ADC) but lowered its price target to $81.50 from $84.00, reflecting a cautious outlook amidst shifting market conditions. Despite the adjustment, ADC is considered 14.1% undervalued according to GuruFocus's GF Value™ and holds a strong GF Score™ of 87/100, driven by excellent growth and valuation metrics. Insider activity also shows significant buying, reinforcing confidence in the stock's future.
Agree Realty (NYSE: ADC) director lifts stake to 654,602 shares
Agree Realty (ADC) director John Rakolta Jr. purchased 20,000 common shares on September 16, 2026, at a weighted average price of $68.78 per share. This transaction increased his direct holdings to 654,602.102 common shares, including shares acquired through a dividend reinvestment plan. Additionally, his wife indirectly holds 146 common shares.
Agree Realty Announces Pricing of $400 Million of 5.650% Senior Unsecured Notes Due 2036
Agree Realty Corporation announced the pricing of $400 million of 5.650% senior unsecured notes due 2036, with an effective yield to maturity of 5.849%. The company expects to use the net proceeds for general corporate purposes, including reducing indebtedness and funding acquisitions. This offering enhances the company's liquidity to over $2.0 billion and positions it for growth well into 2027, thanks to a proactive hedging strategy that resulted in a $19 million payment and a reduced all-in interest rate.
Agree Realty Corp stock hits 52-week low at 69.51 USD
Agree Realty Corp (ADC) stock has reached a 52-week low, trading at $69.54, just above its record low of $69.56. Despite this downturn and being listed as "Most Overvalued" by InvestingPro, the company demonstrates strong fundamentals, including a 4.57% dividend yield and 13 consecutive years of dividend increases, with analysts maintaining price targets between $80 and $93. Recent Q2 2026 earnings also surpassed expectations, with adjusted funds from operations per share of $1.14 and a raised full-year AFFO guidance, indicating robust underlying performance amidst market volatility.
Agree Realty Corp stock hits 52-week low at 69.51 USD
Agree Realty Corp (ADC) stock has hit a 52-week low at $69.54, reflecting a challenging market despite a modest 1-year return of 1.45%. While currently considered overvalued by InvestingPro analysis, the company boasts strong fundamentals including a 4.57% dividend yield and 13 consecutive years of dividend increases. Analysts maintain optimistic price targets ranging from $80 to $93, and recent Q2 2026 earnings exceeded expectations with higher-than-forecasted AFFO per share and revenue.
Short Interest in Agree Realty Corporation (NYSE:ADC) Drops By 56.1%
Agree Realty Corporation (NYSE:ADC) experienced a significant 56.1% drop in short interest during August, falling to 6.2 million shares. Institutional investors hold a high percentage of the stock, with BlackRock and California State Teachers’ Retirement System among those increasing their positions, and a director also made a substantial purchase. Despite missing Q2 earnings estimates, the company declared a monthly dividend and maintains a "Moderate Buy" consensus rating from analysts.
California State Teachers Retirement System Has $804.15 Million Stake in Agree Realty Corporation $ADC
The California State Teachers Retirement System (CalSTRS) significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by 7,473.6% in Q2, now owning 10.62 million shares valued at approximately $804.2 million. This represents 8.54% of the REIT. Despite the large institutional investment and positive analyst sentiment, Agree Realty recently reported Q2 revenue of $216.33 million (up 16.8% YoY) but missed EPS estimates at $0.44.
Agree Realty Corporation $ADC Shares Sold by Engineers Gate Manager LP
Engineers Gate Manager LP significantly reduced its stake in Agree Realty Corporation (NYSE:ADC) by 84.8% in the second quarter, selling over 500,000 shares. Despite this, other hedge funds increased their holdings, and institutional investors collectively own 97.83% of the company. Analysts have a "Moderate Buy" consensus rating for ADC, with an average price target of $83.94, and the company recently announced a monthly dividend.
Squarepoint Ops LLC Boosts Holdings in Agree Realty Corporation $ADC
Squarepoint Ops LLC significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by 103.4% in the second quarter, now holding 86,373 shares valued at approximately $6.54 million. The company reported a 16.8% year-over-year revenue increase to $216.33 million, surpassing estimates, though EPS of $0.44 missed expectations. Agree Realty maintains a "Moderate Buy" consensus from analysts with an average price target of $83.94 and offers a monthly dividend yielding about 4.5%.
Agree Realty Director Increases Shareholding
Agree Realty Director John Jr Rakolta purchased 10,000 shares of the company on August 31, 2026, for $724,200, signaling strong confidence in its future. This transaction increased his beneficial ownership to 632,343 shares. The company boasts robust financial health with an $8.6 billion market cap, 99.8% occupancy rate, and a 4.4% dividend yield, despite potential risks from rising interest rates.
Readystate Asset Management LP Invests $2.38 Million in Agree Realty Corporation $ADC
Readystate Asset Management LP recently acquired 31,481 shares of Agree Realty Corporation (NYSE:ADC) valued at approximately $2.38 million. Agree Realty, a REIT, reported quarterly revenue of $216.33 million, a 16.8% increase year-over-year, and declared a monthly dividend of $0.267 per share. Analysts maintain a "Moderate Buy" rating for the stock, with a consensus price target of $83.94, despite the company missing EPS expectations.
AXQ Capital LP Purchases Shares of 16,105 Agree Realty Corporation $ADC
AXQ Capital LP has acquired 16,105 shares of Agree Realty Corporation (NYSE:ADC) in the second quarter, valued at approximately $1.22 million. This move is part of broader institutional interest, with hedge funds and institutional investors owning 97.83% of the REIT. Despite missing EPS estimates, Agree Realty reported a 16.8% year-over-year revenue increase and declared a monthly dividend, while its director also increased his stake.
Agree Realty (ADC) Stock Looks Fully Valued After 37% Gains And Rich Earnings
Agree Realty (ADC) stock has seen a 37.5% price gain over the past three years but is now considered expensive with a P/E ratio of 41.6x, significantly higher than the industry average. While future growth in rental income and tenant cash flows could support its valuation, the stock currently appears overvalued based on earnings multiples and a low value score. Investors need to assess whether the company's income profile and balance sheet justify paying this premium.
Barclays Maintains Agree Realty Corp(ADC.US) With Hold Rating, Maintains Target Price $85
Barclays has reiterated its Hold rating on Agree Realty Corp (ADC.US) and maintained its price target of $85. This indicates a consistent outlook from the analyst firm regarding the company's stock performance.
Monday’s insider buys and sells: Agree Realty leads purchases
This article details significant insider trading activity from Monday, August 31, 2026, highlighting major purchases and sales across various sectors. Agree Realty Corp. saw the largest insider buy by dollar value, while InnSuites Hospitality Trust experienced the largest sale. The report provides details on individual transactions, stock performance, and InvestingPro analyses regarding valuation for each company mentioned.
Agree Realty Corporation (NYSE:ADC) Given Consensus Rating of "Moderate Buy" by Analysts
Agree Realty Corporation (NYSE:ADC) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $83.94, above its recent price of $72.36. Insiders and institutions have been actively buying shares, with insiders purchasing $1.83 million worth and institutions owning 97.83% of the stock. While quarterly revenue rose 16.8% year over year to $216.33 million, adjusted earnings per share missed estimates, but the company maintained its monthly dividend, yielding approximately 4.4%.
Bank of New York Mellon Corp Invests $68.83 Million in Agree Realty Corporation $ADC
Bank of New York Mellon Corp has acquired a new position in Agree Realty Corporation (NYSE:ADC), purchasing 908,817 shares valued at approximately $68.83 million during the second quarter. This investment makes Bank of New York Mellon Corp one of many institutional investors increasing their stakes in the real estate investment trust. Agree Realty recently announced a monthly dividend of $0.267, and its stock currently has a "Moderate Buy" rating from analysts with an average target price of $83.94.
Landscape Capital Management L.L.C. Acquires New Position in Agree Realty Corporation $ADC
Landscape Capital Management L.L.C. has acquired a new stake of 15,270 shares, valued at approximately $1.16 million, in Agree Realty Corporation (NYSE:ADC) during the second quarter. This move is part of a broader trend of increased institutional investment, with institutions and hedge funds now owning 97.83% of the stock. Despite missing earnings estimates in its latest quarterly report, Agree Realty showed 16.8% revenue growth, and analysts maintain a "Moderate Buy" rating with an average price target of $83.94, supported by insider buying from Chairman Richard Agree.
Elevation Point Wealth Partners LLC Acquires New Shares in Agree Realty Corporation $ADC
Elevation Point Wealth Partners LLC has acquired a new position in Agree Realty Corporation (NYSE:ADC), purchasing 28,622 shares valued at approximately $2.175 million in the second quarter. Several other institutional investors also adjusted their stakes in the real estate investment trust. Analysts currently rate Agree Realty as a "Moderate Buy" with a consensus price target of $83.94, despite recent downgrades from some firms.
Agree Realty Corp | 4: Statement of changes in beneficial ownership of securities-Officer Witteveen Nicole
This document is a Statement of Changes in Beneficial Ownership of Securities (Form 4) filed by Agree Realty Corp. The filing indicates a change in beneficial ownership for officer Nicole Witteveen, likely reflecting transactions related to company stock.
Quantbot Technologies LP Acquires Shares of 97,834 Agree Realty Corporation $ADC
Quantbot Technologies LP recently acquired a new stake of 97,834 shares in Agree Realty Corporation (NYSE:ADC), valued at approximately $7.41 million. This acquisition gives Quantbot Technologies LP about 0.08% ownership of the real estate investment trust. Institutional investors now hold 97.83% of Agree Realty, which maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $83.94.
209,954 Shares in Agree Realty Corporation $ADC Purchased by William Blair Investment Management LLC
William Blair Investment Management LLC has acquired 209,954 shares of Agree Realty Corporation (NYSE:ADC) during the second quarter, valued at approximately $15.9 million, giving it a 0.17% stake. The real estate investment trust reported quarterly revenue of $216.33 million, exceeding estimates, but its EPS of $0.44 missed the consensus forecast. Analysts currently maintain a "Moderate Buy" rating for Agree Realty with an average price target of $83.94.
Westpac Banking Corp Takes Position in Agree Realty Corporation $ADC
Westpac Banking Corp has acquired 25,768 shares of Agree Realty Corporation (NYSE:ADC) worth approximately $1.95 million in the second quarter. Agree Realty reported quarterly revenue of $216.33 million, surpassing estimates, but missed earnings per share forecasts with $0.44. The company announced a monthly dividend of $0.267 per share, yielding about 4.3%, and analysts currently maintain a "Moderate Buy" rating with an average price target of $83.94.
Mitsubishi UFJ Asset Management Co. Ltd. Purchases Shares of 102,730 Agree Realty Corporation $ADC
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 102,730 shares of Agree Realty Corporation (NYSE:ADC) valued at approximately $7.8 million during the second quarter. This purchase contributes to institutional investors collectively owning 97.83% of the REIT. Despite the stock trading down 0.7% at $73.95 after missing earnings estimates, analysts maintain a "Moderate Buy" rating with an average price target of $83.94, and the company has declared a monthly dividend offering a 4.3% annualized yield.
Agree Realty (NYSE: ADC) withholds 293 COO shares for tax bill
Agree Realty (NYSE: ADC) COO Nicole Witteveen had 293 common shares withheld on August 19, 2026, to cover tax liabilities associated with the vesting of 673 common shares. This transaction, valued at $74.39 per share, resulted in Witteveen directly holding 23,274 common shares after the tax-related disposition. The insider transaction was not an open-market sale but a tax withholding event.
OVERSEA CHINESE BANKING Corp Ltd Acquires New Holdings in Agree Realty Corporation $ADC
OVERSEA CHINESE BANKING Corp Ltd has acquired a new stake of 62,214 shares, valued at approximately $4.71 million, in Agree Realty Corporation (NYSE:ADC) during the second quarter. This acquisition represents about 0.05% of Agree Realty's total stock. The article also details other institutional investor activities, insider trading, and recent analyst ratings for Agree Realty.
Great Lakes Advisors LLC Buys New Position in Agree Realty Corporation $ADC
Great Lakes Advisors LLC has acquired a new stake in Agree Realty Corporation (NYSE:ADC), purchasing 53,292 shares valued at approximately $4.036 million. This move is part of a broader trend of institutional investors and hedge funds increasing their positions in the real estate investment trust, which now own 97.83% of the company's stock. Agree Realty recently reported its quarterly earnings, missing analyst estimates slightly on EPS but exceeding revenue expectations, and also declared a monthly dividend.
Pasadena Private Wealth LLC Invests $1.59 Million in Agree Realty Corporation $ADC
Pasadena Private Wealth LLC has acquired a new stake of 20,948 shares, valued at approximately $1.59 million, in Agree Realty Corporation (NYSE:ADC). This investment contributes to the 97.83% institutional ownership of the REIT, which also saw other hedge funds increasing their positions. Agree Realty reported a 16.8% year-over-year revenue increase to $216.33 million, though its EPS of $0.44 missed estimates, and the company announced a monthly dividend of $0.267 per share, offering a 4.3% annual yield.
First National Bank of Omaha Makes New $1.37 Million Investment in Agree Realty Corporation $ADC
First National Bank of Omaha has invested $1.37 million in Agree Realty Corporation, acquiring 18,130 shares. Other institutional investors also increased their stakes, with overall institutional ownership at 97.83%. Despite missing earnings estimates slightly, Agree Realty reported increased revenue, declared a monthly dividend, and holds a consensus "Moderate Buy" rating from analysts.
UBS Maintains Agree Realty Corp(ADC.US) With Buy Rating, Maintains Target Price $91
UBS has reiterated its Buy rating for Agree Realty Corp (ADC.US), maintaining a target price of $91. This indicates a continued positive outlook from the firm regarding the company's stock performance.
GSA Capital Partners LLP Purchases Shares of 93,165 Agree Realty Corporation $ADC
GSA Capital Partners LLP recently acquired a new stake of 93,165 shares in Agree Realty Corporation (NYSE:ADC), valued at approximately $7.1 million, making it their fourth-largest holding. Agree Realty reported a 16.8% year-over-year revenue increase but missed EPS estimates, and has declared a monthly dividend of $0.267 per share, representing a 4.3% annualized yield. Analysts have a "Moderate Buy" consensus rating for ADC, with an average price target of $83.94.
Cohen & Steers (ADC major holder) discloses 13.71% Agree Realty stake
Cohen & Steers entities have reported a beneficial ownership of 16,465,990 shares of Agree Realty Corporation (ADC) common stock, which represents 13.71% of the outstanding class. This disclosure, made via a SCHEDULE 13G/A filing, indicates that Cohen & Steers holds sole voting power over 12,772,552 shares and sole dispositive power over all 16,465,990 shares for its client accounts. The filing specifies that various Cohen & Steers subsidiaries hold these securities for the benefit of their account holders, who are entitled to dividends and sale proceeds.
Agree Realty Corp | 4: Statement of changes in beneficial ownership of securities-Officer AGREE RICHARD
This document is a statement of changes in beneficial ownership of securities for Agree Realty Corp, specifically pertaining to Officer AGREE RICHARD. It is filed as a Form 4, indicating a transaction or change in holdings that needs to be reported to regulatory bodies.
Agree Realty Corporation to Issue Monthly Dividend of $0.27 (NYSE:ADC)
Agree Realty Corporation (NYSE:ADC) has declared a monthly dividend of $0.267 per share, payable on September 15th to shareholders of record by August 31st. Despite missing EPS consensus in its latest quarterly earnings, the company saw revenue rise by 16.8% year-over-year. Analysts currently hold a "Moderate Buy" rating for ADC, with an average target price of $83.94, suggesting potential for future dividend coverage improvement.
Agree Realty raises common dividend by 4.3% to $3.204
Agree Realty Corporation has increased its monthly common dividend by 4.3% to $0.267 per share, leading to an annualized distribution of $3.204 per share. This decision reflects the company's confidence in its net-leased retail portfolio's stable cash flow and its commitment to returning capital to shareholders. The company also declared a monthly dividend of $0.08854 per depositary share on its Series A preferred stock, with payments scheduled for mid-September 2026 and early September 2026, respectively.
AGREE REALTY CORP DEP SHS EA REP 1/1000 CUM PFD STK SR A To Go Ex-Dividend On August 21st, 2026 With 0.08854 USD Dividend Per Share
Agree Realty Corp. Depositary Shares, each representing 1/1,000th interest in a share of 4.250% Series A Cumulative Redeemable Preferred Stock, will go ex-dividend on August 21st, 2026. Shareholders can expect to receive a dividend of $0.08854 per share. This announcement is important for investors tracking dividend income from this particular preferred stock series.
Royal Bank of Canada Has $9.04 Million Stock Position in Agree Realty Corporation $ADC
Royal Bank of Canada decreased its stake in Agree Realty Corporation (ADC) by 18.4% in the first quarter, now holding 119,895 shares valued at $9.04 million. Other institutional investors made various changes, with some increasing and some decreasing their positions. Despite missing EPS estimates, Agree Realty reported a 16.8% increase in revenue year-over-year, and insiders have recently purchased shares worth over $1.4 million.
