BofA Securities Maintains Agree Realty Corp(ADC.US) With Buy Rating, Raises Target Price to $91
BofA Securities analyst Jana Galan has reaffirmed a "Buy" rating for Agree Realty Corp (ADC.US), while simultaneously increasing the target price from $90 to $91. According to TipRanks data, the analyst has a 46.9% success rate and an average return of -3.7% over the past year. The report highlights that this information is for informational purposes only and does not constitute investment advice.
Rep. Gilbert Ray Cisneros, Jr. Sells Shares of Agree Realty Corporation (NYSE:ADC)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $15,001 and $50,000 worth of Agree Realty Corporation (NYSE:ADC) stock on January 15, 2026. This divestment comes as the company announced a monthly dividend of $0.262, yielding approximately 4.0% but with a high payout ratio of 177.4%, raising concerns about sustainability. Despite Cisneros's sale, other insiders have been net buyers, acquiring 39,500 shares worth around $2.81 million in the last 90 days.
Envestnet Asset Management Inc. Increases Stake in Agree Realty Corporation $ADC
Envestnet Asset Management Inc. has increased its stake in Agree Realty Corporation (NYSE:ADC) by 12.8% in the third quarter, now owning 319,211 shares valued at approximately $22.68 million. This move contributes to institutional investors holding 97.83% of the company, with notable insider purchases also occurring recently. Agree Realty recently announced a monthly dividend of $0.262, resulting in a 4.0% yield, while the stock currently carries a "Moderate Buy" consensus rating with a target price of $80.50.
Stifel Maintains Agree Realty Corp(ADC.US) With Buy Rating, Raises Target Price to $84.5
Stifel analyst Simon Yarmak has reiterated a Buy rating for Agree Realty Corp (ADC.US), while simultaneously increasing the target price from $83.5 to $84.5. The analyst has a track record of 63.4% success and an average return of 11.2% over the past year, according to TipRanks data. This information is provided for informational purposes and does not constitute investment advice.
RBC Capital Maintains Agree Realty Corp(ADC.US) With Buy Rating, Raises Target Price to $81
RBC Capital analyst Brad Heffern has reiterated a Buy rating on Agree Realty Corp (ADC.US) and increased the target price from $79 to $81. According to TipRanks data, Heffern has a 50.1% success rate and a 9.2% average return over the past year. This report highlights key financial analysis from a third-party perspective, emphasizing that the information is for informational purposes only and not investment advice.
Agree Realty Vs. NNN REIT: Same Sector, Different Structural Bets After Q4
This article compares Agree Realty (ADC) and NNN REIT (NNN), highlighting their differing financial strategies despite operating in the same net lease sector. ADC leverages external capital for faster growth and higher investment, while NNN focuses on internal funding and financial discipline for stability. Both companies reported strong Q4 results and reaffirmed guidance, but their structural approaches to growth and balance sheet management cater to different market conditions and investor preferences.
Agree Realty Corporation (NYSE:ADC) Q4 2025 Earnings Call Transcript
Agree Realty Corporation (NYSE: ADC) reported strong Q4 2025 results and increased its 2026 investment guidance to $1.4 billion to $1.6 billion, representing a 10% increase from the prior range. The company achieved 4.6% AFFO per share growth in 2025, with an initial 2026 guidance projecting 5.4% year-over-year growth at the midpoint. Key drivers include robust investment across acquisition and development platforms, proactive balance sheet management, and strategic capital recycling, positioning ADC for continued earnings growth and operational efficiency.
Evercore Maintains Agree Realty Corp(ADC.US) With Buy Rating, Maintains Target Price $82
Evercore analyst James Kammert has maintained a Buy rating on Agree Realty Corp (ADC.US) and kept the target price at $82. According to TipRanks data, Kammert has a 57.9% success rate and an average return of 3.4% over the past year. TipRanks provides analysis data from financial analysts, calculating success rates and average returns based on virtual portfolios.
Agree Realty Corporation Reports Fourth Quarter and Full Year 2025 Results
Agree Realty Corporation announced its financial results for Q4 and full year 2025, showing significant increases in net income and Core FFO. The company invested heavily in retail properties, expanded its portfolio, and proactively managed its balance sheet through various financial initiatives. Looking ahead, Agree Realty provided optimistic 2026 guidance, forecasting increased AFFO per share and substantial new investments.
BMO Capital Maintains Agree Realty Corp(ADC.US) With Buy Rating, Maintains Target Price $80
BMO Capital analyst Eric Borden has reiterated a Buy rating for Agree Realty Corp (ADC.US) and maintained a target price of $80. Borden, with a 77.4% success rate and 6.0% average return over the past year, provided this assessment which is based on data from TipRanks. The information is intended for informational purposes only and not as an investment recommendation.
Agree Realty: Fourth Quarter Earnings Overview
Agree Realty Corp. exceeded analyst expectations in its fourth-quarter financial results, reporting funds from operations of $1.11 per share against an estimate of $1.10 per share. The real estate investment trust also surpassed revenue projections, with quarterly revenue reaching $190.5 million. Looking forward, the company expects its funds from operations for the next year to be between $4.54 and $4.58 per share, and its stock has seen a 6% increase year-to-date.
Agree Realty: Q4 Earnings Snapshot
Agree Realty Corp. (ADC) reported better-than-expected fourth-quarter earnings, with funds from operations reaching $128 million, or $1.11 per share, surpassing analyst estimates. The real estate investment trust also exceeded revenue forecasts, posting $190.5 million for the quarter. For the full year, the company reported funds from operations of $482.8 million and anticipates strong performance in the upcoming year.
Earnings Flash (ADC) Agree Realty Corporation Posts Q4 AFFO $1.11 per Share, vs. FactSet Est of $1.10
Agree Realty Corporation reported its Q4 Adjusted Funds From Operations (AFFO) at $1.11 per share, surpassing FactSet's estimate of $1.10. The company also announced Q4 revenue of $190.5 million, exceeding the FactSet estimate of $185.7 million, and provided a full-year 2026 AFFO guidance range of $4.54 to $4.58.
Agree Realty (NYSE: ADC) boosts 2026 AFFO guidance and investment plans
Agree Realty Corporation reported strong financial results for full-year 2025, with AFFO per share rising 4.6% to $4.33, driven by a $1.55 billion investment in retail net lease properties. The company has boosted its 2026 AFFO per share guidance to $4.54-$4.58 and increased its investment volume target to $1.4-$1.6 billion. With over $2.0 billion in liquidity and an A- issuer rating from Fitch Ratings, Agree Realty maintains a conservative balance sheet and continues its monthly dividend growth.
Azzad Asset Management Inc. ADV Acquires Shares of 13,674 Agree Realty Corporation $ADC
Azzad Asset Management Inc. ADV has initiated a new position in Agree Realty Corporation (NYSE:ADC) by purchasing 13,674 shares valued at approximately $971,000 during the third quarter. Other institutional investors also increased their stakes in Agree Realty. The company has a "Moderate Buy" consensus rating from analysts, with insider activity showing significant share purchases by Chairman Richard Agree and CFO Peter Coughenour.
Agree Realty (ADC) Declares Consistent Monthly Dividend
Agree Realty (ADC) has declared a consistent monthly dividend of $0.262 per share, yielding 4.13%. While the company exhibits stable revenue growth and strong gross margins, its financial health analysis indicates potential risks such as a high dividend payout ratio (1.73), moderate leverage, and valuation metrics near historical highs. Investors should consider these factors despite the company's strategic focus on retail properties and positive insider activity.
Agree Realty boosts monthly cash payout for shareholders by 3.6%
Agree Realty Corporation announced a 3.6% increase in its monthly cash dividend for common shares, raising it to $0.262 per share, reflecting an annualized dividend of $3.144. The company also declared a monthly cash dividend for its 4.25% Series A Cumulative Redeemable Preferred Stock. This move underscores Agree Realty's commitment to returning value to shareholders and highlights its financial stability as a real estate investment trust focused on retail properties.
Thrivent Financial for Lutherans Buys 25,236 Shares of Agree Realty Corporation $ADC
Thrivent Financial for Lutherans increased its stake in Agree Realty Corporation (NYSE:ADC) by 7.9% during the third quarter, purchasing an additional 25,236 shares, bringing its total holdings to 342,915 shares valued at $24.36 million. Other institutional investors like Vanguard Group Inc. and State Street Corp also significantly increased their positions in the real estate investment trust. Wall Street analysts currently rate Agree Realty as a "Moderate Buy" with a consensus price target of $80.23, although some have issued "hold" or "sell" ratings.
RBC Capital Says Agree Realty Corporation (ADC)'s Q4 Deal Activity Remains Within Guidance
RBC Capital maintained an Outperform rating on Agree Realty Corporation (ADC) while trimming its price target to $79 from $80. The firm noted that Q4 acquisitions were slightly below expectations but within management's guidance, with cap rates aligning with predictions. Agree Realty continues to demonstrate strong dividend growth and plans significant real estate investments in 2025, supported by long-term tenant leases.
RBC Capital Says Agree Realty Corporation (ADC)’s Q4 Deal Activity Remains Within Guidance
RBC Capital reaffirmed an Outperform rating on Agree Realty Corporation (ADC) while slightly trimming its price target to $79 from $80. The firm noted that Q4 acquisitions were slightly below expectations but still within management's guidance, and cap rates met their projections. Agree Realty has a strong dividend history, consistently increasing payouts annually since the 2008-09 financial crisis, and plans to invest up to $1.65 billion in real estate in 2025, supported by long-term tenant leases.
Agree Realty (ADC) Projected to Post Earnings on Tuesday
Agree Realty (ADC) is projected to release its Q4 2025 earnings after market close on February 10th, with analysts forecasting earnings per share of $1.10 and revenue of $189.86 million. The company recently declared a monthly dividend of $0.262 per share, representing a 4.4% yield. Insider buying has been noted, and analysts currently rate the stock as a "Moderate Buy" with an average target price of $80.23.
UBS Maintains Agree Realty Corp(ADC.US) With Buy Rating, Announces Target Price $82
UBS analyst Michael Goldsmith has maintained a Buy rating on Agree Realty Corp (ADC.US) and set a target price of $82. According to TipRanks, Goldsmith has a 43.8% success rate and a 0.1% average return over the past year. TipRanks provides data and analysis on financial analysts' performance, emphasizing that this information is for informational purposes only and not investment advice.
Agree Realty (NYSE:ADC) Downgraded by Wall Street Zen to "Sell"
Agree Realty (NYSE:ADC) was downgraded from "hold" to "sell" by Wall Street Zen, although the consensus rating from other analysts remains a "Moderate Buy" with an average target price of $80.23. Despite the downgrade, company insiders, including Chairman Richard Agree and CFO Peter Coughenour, have recently acquired a significant number of shares, indicating insider confidence in the stock. The article also provides financial details, recent stock performance, and institutional ownership information for Agree Realty.
Y Intercept Hong Kong Ltd Cuts Holdings in Agree Realty Corporation $ADC
Y Intercept Hong Kong Ltd significantly decreased its stake in Agree Realty Corporation ($ADC) by 41% in the third quarter, selling over 41,000 shares. Despite this, institutional investors collectively hold a vast majority of the stock, while company insiders, including the CFO and Chairman, increased their holdings. Agree Realty declared a monthly dividend with a 4.3% yield, though its high payout ratio raises concerns about sustainability.
Agree Realty Corporation $ADC Shares Bought by Strs Ohio
Strs Ohio significantly increased its holdings in Agree Realty Corporation (NYSE:ADC) by 79.2%, bringing their total stake to 194,492 shares valued at approximately $13.8 million. This increase in institutional ownership comes as company insiders, including CFO Peter Coughenour and Director John Rakolta Jr., also acquired additional shares. Despite a declared monthly dividend yielding 4.3%, concerns about sustainability are noted due to a high dividend payout ratio of 183.63%.
Universal Beteiligungs und Servicegesellschaft mbH Has $32.88 Million Holdings in Agree Realty Corporation $ADC
Universal Beteiligungs und Servicegesellschaft mbH reduced its stake in Agree Realty Corporation by 14.1% in the third quarter, but still holds 462,897 shares valued at $32.88 million. The article also highlights significant insider buying by the director and chairman, an analyst consensus of "Moderate Buy" with an $80.23 target, and the company's recent earnings beat and monthly dividend declaration.
Lmcg Investments LLC Increases Holdings in Agree Realty Corporation $ADC
Lmcg Investments LLC significantly increased its stake in Agree Realty Corporation ($ADC) by 26.1% in Q3, now owning 106,456 shares valued at $7.56 million. Company insiders, including a director and chairman, also made substantial purchases totaling $2.81 million in the last 90 days. Agree Realty, which pays a monthly dividend with an annual yield of approximately 4.3%, holds a "Moderate Buy" consensus rating from analysts with an average price target of $80.23.
Agree Realty Corporation (NYSE:ADC) Sees Significant Drop in Short Interest
Agree Realty Corporation (NYSE:ADC) experienced a significant 46.7% decline in short interest during December, totaling 4,967,102 shares by December 31st. This represents about 4.4% of shares shorted, with a days-to-cover ratio of 3.9. While analyst consensus is a "Moderate Buy" with an $80.23 target, corporate insiders have been increasing their holdings, purchasing 39,500 shares last quarter, and the company offers a 4.4% dividend yield.
OVERSEA CHINESE BANKING Corp Ltd Cuts Stock Position in Agree Realty Corporation $ADC
OVERSEA CHINESE BANKING Corp Ltd reduced its stake in Agree Realty Corporation by 13.5% in the third quarter, selling 14,977 shares and holding 95,789 shares valued at $6.81 million. Despite insider buying and a "Moderate Buy" analyst consensus, the company's dividend payout ratio stands at 183.63%, offering an annualized yield of approximately 4.3%. Other institutional investors like Vanguard Group and State Street Corp increased their holdings in Agree Realty, which reported revenue up 18.7% year-over-year.
Agree Realty Corporation to Issue Monthly Dividend of $0.26 (NYSE:ADC)
Agree Realty Corporation (NYSE:ADC) announced a monthly dividend of $0.262 per share, payable on February 13th to shareholders of record by January 30th, resulting in an annualized yield of 4.4%. While the current payout ratio is high at 159.4%, indicating reliance on the balance sheet, analysts forecast future EPS that would reduce this to a more sustainable 70.2%. The company recently surpassed earnings and revenue expectations in the last quarter and provided optimistic FY2025 guidance.
Insider Buying: Peter Coughenour Acquires Shares of Agree Realty Corp (ADC)
Peter Coughenour, CFO of Agree Realty Corp (ADC), recently purchased 500 shares, increasing his total holdings to 18,544 shares. This transaction contributes to a positive trend of 11 insider buys and no sells over the last year, signaling insider confidence in the company. Agree Realty Corp, a REIT specializing in retail properties, is currently considered fairly valued with a price-to-GF-Value ratio of 0.91.
Insider Buying: Agree Realty (NYSE:ADC) CFO Buys 500 Shares of Stock
Agree Realty (ADC) CFO Peter Coughenour purchased 500 shares of the company's stock on January 9th for $34,900, increasing his total holdings by 2.77% to 18,544 shares. The real estate investment trust recently declared a monthly dividend of $0.262 per share, and analysts currently rate the stock as a "Moderate Buy" with an average price target of $80.23. The company also reported strong quarterly earnings, surpassing analyst expectations.
Liberty One Investment Management LLC Makes New Investment in Agree Realty Corporation $ADC
Liberty One Investment Management LLC has made a new investment in Agree Realty Corporation (NYSE:ADC), purchasing over 155,000 shares valued at approximately $11.04 million in Q3, making it a significant holding in their portfolio. This move aligns with recent insider buying by the company's director and chairman, signaling strong confidence. Wall Street analysts currently hold a "Moderate Buy" consensus rating for Agree Realty, with an average price target of $80.23, following the company's slight EPS beat and consistent monthly dividend payments.
Insider Buying: Agree Realty (NYSE:ADC) Chairman Buys 24,000 Shares of Stock
Agree Realty (NYSE:ADC) Chairman Richard Agree purchased 24,000 shares of the company's stock on January 9th for approximately $1.696 million, increasing his total holdings to 159,855 shares. This transaction signals confidence in the real estate investment trust, which recently reported strong earnings, issued positive FY2025 guidance, and maintains a "Moderate Buy" consensus rating from analysts. Despite an elevated dividend payout ratio, the company declared a monthly dividend implying a 4.5% yield.
How Agree Realty's $1.55B 2025 Investments Shape Its 2026 Outlook
Agree Realty Corporation (ADC) conducted strong investment activity in 2025, deploying approximately $1.55 billion into retail net lease properties across 41 states. This included 338 properties net leased to top-tier tenants, reinforcing Agree Realty’s investment-grade tenant base and enhancing income stability. The company forecasted 2026 investment activity between $1.25 billion and $1.5 billion, indicating a solid foundation for continued earnings growth.
Royal Bank Of Canada Cuts Agree Realty (NYSE:ADC) Price Target to $79.00
Royal Bank of Canada has adjusted its price target for Agree Realty (NYSE:ADC) to $79.00, down from $80.00, while maintaining an "outperform" rating. This adjustment still suggests a potential upside of approximately 12.6% for the real estate investment trust. Market analysts generally hold a "Moderate Buy" consensus for ADC, with an average target price of $80.23, reflecting continued positive sentiment despite the slight target reduction.
Agree Realty Announces Fourth Quarter 2025 Earnings Release Date and Conference Call Information
Agree Realty Corporation announced that its fourth quarter and full year 2025 operating results will be released after market close on Tuesday, February 10, 2026. A conference call to discuss these results is scheduled for Wednesday, February 11, 2026, at 9:00 AM ET. Interested parties can access the call via teleconference or a live webcast on the company's website.
Agree Realty stock maintains Buy rating at Stifel following strong 2025 investment volume By Investing.com
Stifel has reiterated its Buy rating and raised its price target for Agree Realty (NYSE:ADC) to $83.50, following the company's strong 2025 investment volume of $1.55 billion, which fell within guidance. The company also announced an impressive 2026 investment guidance range of $1.25-$1.5 billion, the highest initial guidance in its history, signaling confidence in future acquisitions. These financial activities underscore Agree Realty's strategic growth and robust performance in the retail net lease sector.
How Agree Realty's $1.55B 2025 Investments Shape Its 2026 Outlook
Agree Realty (ADC) deployed $1.55 billion in 2025 across 338 retail net lease properties, reinforcing its investment-grade tenant base and income stability. With over $2 billion in liquidity, the company projects $1.25 billion to $1.5 billion in 2026 investments. This disciplined approach and strong balance sheet position Agree Realty for continued growth and stable shareholder returns.
Agree Realty sets 2026 investment target of up to $1.5 billion By Investing.com
Agree Realty Corporation (NYSE:ADC) has announced plans to invest between $1.25 billion and $1.50 billion in retail net lease properties during 2026, following approximately $1.55 billion in real estate investments in 2025. The company's financial position is strong, with total liquidity exceeding $2.0 billion and a fortified balance sheet. This strategic investment target highlights their continued growth and expansion in the retail net lease sector.
Agree Realty Corp Announces 2025 Investment Activity & 2026 Outlook
Agree Realty Corp reported a total investment volume of $1.55 billion for 2025, encompassing 338 properties across 41 states. The company also announced 2026 investment guidance between $1.25 billion and $1.50 billion and holds over $2.0 billion in liquidity. Notably, they secured a $350 million term loan at a fixed rate of 4.02%.
Agree Realty Announces 2025 Investment Activity & 2026 Investment Outlook
Agree Realty Corporation (NYSE: ADC) announced its 2025 investment activity, totaling approximately $1.55 billion across 338 net-leased properties, with 64.9% of annualized base rents from investment-grade tenants. The company also provided a 2026 investment outlook of $1.25 billion to $1.50 billion and updated on its capital markets activity, including a new $350 million term loan and significant liquidity. CEO Joey Agree expressed satisfaction with 2025 performance and highlighted the company's strong position for accelerated earnings growth in 2026.
Mizuho Securities Maintains Agree Realty Corp(ADC.US) With Hold Rating, Announces Target Price $75
Mizuho Securities analyst Haendel St. Juste has maintained a Hold rating on Agree Realty Corp (ADC.US) and set a target price of $75. TipRanks data indicates that St. Juste has a 51.1% success rate and a 3.4% average return over the past year. The article clarifies that this information is for informational purposes and not investment advice.
Agree Realty’s Dividend Allure Meets Rate Reality: Is ADC Still A Defensive Haven For 2026?
Agree Realty Corp (ADC) stock has declined recently despite its attractive monthly dividend, raising questions about its defensive capabilities amidst fluctuating interest rates. The stock's performance lags the broader market, and while analysts largely maintain "Buy" ratings, tempered enthusiasm suggests a focus on its stable income rather than rapid capital appreciation. ADC's future performance hinges on interest rate movements and its ability to secure accretive property acquisitions.
Agree Realty Corp: Quiet Dividend Workhorse Or Value Trap In A Higher-For-Longer World?
Agree Realty Corp's stock has remained in a narrow trading range despite elevated interest rates, yet its dividend yield has increased and Wall Street analysts generally hold a constructive view. The article examines whether ADC is poised for a gradual re-rating or continued sideways movement, analyzing its consistent performance, dividend profile, and strategic focus on necessity-based retailers. It concludes that while not a growth stock, ADC acts as a stable income machine for patient investors.
Agree Realty (NYSE:ADC) Director Acquires $1,082,700.00 in Stock
Agree Realty Director John Rakolta Jr. recently acquired 15,000 shares of the company's stock for $1,082,700.00, increasing his total holdings to 562,606 shares. The company has also announced a monthly dividend of $0.262 per share, yielding approximately 4.3%, and analysts maintain a "Moderate Buy" rating with a consensus target price of $80.32. Agree Realty reported strong quarterly earnings and provided optimistic FY2025 guidance.
Is Realty Income's 5.7% Yield Attractive Enough to Buy the Stock Now?
Realty Income (O), known as "The Monthly Dividend Company," boasts a 5.7% dividend yield and a long track record of dividend increases, making it attractive to income investors. Despite a recent share price decline, its dividend is supported by a diversified portfolio of over 15,500 properties, defensive tenant mix, and strong balance sheet, with growth expected from industrial real estate, alternative assets, and European expansion. While its valuation is at a discount to peers, its moderate growth expectations lead to a "Hold" rating for existing shareholders focusing on stable income.
Mizuho Modestly Adjusts Valuation on Agree Realty (ADC)
Mizuho slightly lowered its price target for Agree Realty (ADC) from $77 to $75, while maintaining a Neutral rating on the stock. Agree Realty is a net-lease REIT focused on freestanding retail properties, which provides stable rent checks and supports its dividend, growing at an annual rate of 5.3% over the past decade. The company plans to invest up to $1.65 billion in new properties in 2025 and declared a monthly dividend of $0.262 per share.
Agree Realty: A Sleep-Well-At-Night Monthly Dividend REIT Worth Accumulating (NYSE:ADC)
Agree Realty Corporation (ADC) offers a high-quality, diversified net lease retail REIT portfolio with strong investment-grade tenant concentration and robust lease terms. Despite macroeconomic weakness, ADC demonstrates financial strength through low leverage, no significant debt maturities until 2028, and a manageable average interest rate. The company provides a monthly dividend yield of approximately 4.36% with a sustainable AFFO payout ratio of around 69%, making it an attractive accumulation target.
Agree Realty Sees Strong Capital Deployment Momentum and Resilient Retail Demand
Joey Agree, President and CEO of Agree Realty (NYSE: ADC), highlighted the company's strong capital deployment across its acquisition, development, and developer funding platforms, leading to raised full-year guidance for 2025. Agree Realty maintains significant financial flexibility and focuses on non-discretionary, core consumer goods and services retailers. This strategy positions the company to capitalize on new opportunities quickly.
