Agree Realty Corporation (NYSE:ADC) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Agree Realty Corporation (NYSE:ADC) has received a consensus "Moderate Buy" recommendation from brokerages, with an average 12-month price target of $83.21. The company recently declared a monthly dividend of $0.262, yielding approximately 4.1%, and insiders, including Chairman Richard Agree, have recently increased their holdings in the stock. Agree Realty operates as a real estate investment trust specializing in retail properties with long-term, triple-net leases.
Insider Buying: Agree Realty (NYSE:ADC) Director Acquires 146 Shares of Stock
Agree Realty (NYSE:ADC) Director John Rakolta, Jr. recently purchased 146 shares of the company's stock for a total value of $11,050.74. The company declared a monthly dividend of $0.262, yielding approximately 4.1%, though its payout ratio is notably high at 177.4%. Analyst ratings for Agree Realty are mixed but generally positive, with a consensus of "Moderate Buy" and an average price target of $83.21.
Director linked to small Agree Realty (NYSE: ADC) insider share purchase
Agree Realty director John Rakolta Jr. reported an indirect open-market purchase of 146 common shares of Agree Realty (NYSE: ADC) by his wife on April 1, 2026, at $75.69 per share. Following this transaction, his wife indirectly holds 146 shares, while Rakolta Jr. directly owns 568,387.097 common shares, which includes shares acquired through a dividend reinvestment plan. This insider activity indicates a small, positive sentiment toward the company.
Agree Realty (NYSE: ADC) outlines 2025 pay, governance and 2026 proposals
Agree Realty (ADC) has released details on its 2025 performance, executive compensation, and proposals for its 2026 annual meeting. Stockholders will vote on the election of two directors, the ratification of Grant Thornton LLP as auditor for 2026, and a non-binding advisory vote on executive compensation. The company highlights its strong net-lease retail portfolio performance in 2025, including a 99.7% leased rate, 5.1% growth in Core FFO per share, and robust liquidity, while emphasizing its commitment to pay-for-performance executive compensation and advanced corporate governance and sustainability practices.
[ARS] AGREE REALTY CORP SEC Filing
This article reports on an SEC filing (Form ARS) by Agree Realty Corp (ADC) on April 2, 2026, at 04:06 PM. The filing is described as having a low impact and neutral sentiment. The article also provides a brief overview of ADC's stock performance rankings and recent news and SEC filings.
[8-K] AGREE REALTY CORP Reports Material Event
Agree Realty Corporation filed an 8-K report detailing its weighted-average common share counts for the quarter ended March 31, 2026. The report specified basic and diluted earnings per share calculations, including figures for outstanding common shares, unvested restricted shares, share-based compensation, and the impact of forward equity offerings. The company also clarified its use of the treasury stock method for dilution from forward equity offerings.
Agree Realty’s Fortress Portfolio Presents an Undervalued Defensive Advantage and Reliable Monthly Dividends for Long-Term Investors
Agree Realty (ADC) offers a stable investment opportunity with its robust portfolio of over 2,500 properties leased to major retailers, strong credit tenants, and a focus on essential industries. The company provides reliable monthly dividends, supported by conservative financial management and a payout ratio below 75% of adjusted funds from operations. Its current valuation, trading below historical price-to-book ratios, suggests an undervalued defensive advantage for long-term investors seeking consistent income and intrinsic value growth.
Agree Realty Announces First Quarter 2026 Earnings Release Date and Conference Call Information
Agree Realty Corporation (NYSE: ADC) has announced that its first quarter 2026 operating results will be released after market close on Tuesday, April 21, 2026. A conference call to discuss these results is scheduled for Wednesday, April 22, 2026, at 9:00 AM ET. Interested parties can access the call via teleconference or a live webcast on the company's website.
Wealth Enhancement Advisory Services LLC Acquires 30,824 Shares of Agree Realty Corporation $ADC
Wealth Enhancement Advisory Services LLC significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by 221.5% in the fourth quarter, acquiring 30,824 additional shares. This brings their total holdings to 44,739 shares valued at approximately $3.15 million. The article also highlights notable insider buying by the CFO and Chairman, an upcoming monthly dividend with a 4.2% yield, and a "Moderate Buy" consensus rating from analysts with an average price target of $83.21.
ADC PE Ratio & Valuation, Is ADC Overvalued
Agree Realty Corp (ADC) is currently in the "Fair zone" with a forward P/E ratio of 39.74, which is comparable to its five-year average. The fair price for ADC is estimated to be between $70.77 and $81.02, based on a relative valuation method. While ADC's P/S ratio is significantly higher than the industry average, its strong revenue growth might partially explain this premium, though its sustainability is questioned.
Agree Realty Corp. Experiences Revision in Its Stock Evaluation Amid Market Dynamics
Agree Realty Corp., a small-cap realty player, has seen a revision in its stock evaluation, with a P/E ratio of 44 and a price-to-book value of 1.53. While it offers a dividend yield of 3.52%, its return on capital employed (ROCE) and return on equity (ROE) indicate challenges in generating returns relative to its equity base. The company's valuation metrics are notably higher compared to some peers, highlighting a competitive market landscape.
Truist Raises its Price Target on Agree Realty (ADC) to $82
Truist has raised its price target for Agree Realty (ADC) to $82 from $79, maintaining a Buy rating after updating its model with new revenue growth and expense assumptions. This follows a previous target raise by Raymond James to $90, citing strong operational performance, a robust tenant base, and capital availability. Agree Realty reported Q4 AFFO of $1.11, exceeding consensus estimates, and projects FY26 AFFO of $4.54-$4.58.
Truist Raises its Price Target on Agree Realty (ADC) to $82
Truist has raised its price target for Agree Realty Corporation (ADC) to $82 from $79, maintaining a Buy rating after the company's Q4 results. Raymond James also increased its target to $90 with a Strong Buy rating, citing growth in funds from operations and a robust tenant base. Agree Realty reported Q4 AFFO of $1.11, exceeding consensus, and expects FY26 AFFO between $4.54 and $4.58.
Agree Realty Corp Stock: Stable REIT Leader in Retail Real Estate with Strong Dividend Appeal for No
Agree Realty Corp (NYSE: ADC) is a premier net lease REIT focused on retail properties, offering reliable income through long-term leases with high-quality tenants. The company prioritizes disciplined growth through strategic acquisitions and development, maintaining a strong balance sheet and a track record of consistent dividend increases. It provides a defensive income play for North American investors, complementing growth portfolios with stable returns and inflation-hedged dividends.
Vanguard realignment: ADC ownership reported as 0 shares (Vanguard subsidiaries to report)
The Vanguard Group has filed an amended Schedule 13G/A report for Agree Realty Corp (ADC), reporting 0 shares beneficially owned and 0% ownership due to an internal realignment on January 12, 2026. This administrative change means Vanguard's subsidiaries will now report their ownership stakes separately, as per SEC Release No. 34-39538. This reporting adjustment does not reflect a change in ADC's actual ownership base, but rather a disaggregation of Vanguard's reporting structure.
Agree Realty Corp. Experiences Evaluation Revision Amid Mixed Market Performance Indicators
Agree Realty Corp. has undergone a re-evaluation due to market changes, with its stock currently priced at $75.72 after a fluctuating year. Technical indicators present mixed signals, and while the company's one-year return of 0.33% significantly lags the S&P 500's 16.12%, its three-year return of 16.60% has outperformed the index. This adjustment highlights the company's market position and performance relative to broader indices.
Agree Realty (NYSE:ADC) - Stock Analysis
Agree Realty Corporation (NYSE: ADC) is a publicly traded real estate investment trust specializing in properties net leased to essential retail tenants, demonstrating stable rental revenue and strong occupancy rates. The company is trading significantly below its estimated fair value and offers a reliable dividend yield of 4.15%, with forecast earnings growth of 13.49% per year. However, its interest payments are not well covered by earnings, and the stock has underperformed both the US Retail REITs industry and the broader US market over the past year.
ADC SEC Filings - Agree Rlty Corp 10-K, 10-Q, 8-K Forms
This page provides access to Agree Realty Corporation's (ADC) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events. It details the company's retail net lease real estate business, financial performance, and capital structure. The page also features summaries of recent insider transactions and other significant filings, along with relevant stock data and rankings.
Tudor Investment Corp ET AL Trims Stock Holdings in Agree Realty Corporation $ADC
Tudor Investment Corp ET AL reduced its stake in Agree Realty Corporation by 21.3% in the third quarter of last year, selling over 120,000 shares. Despite this, company insiders like Director John Rakolta Jr. and Chairman Richard Agree increased their holdings by purchasing a combined 39,500 shares. Agree Realty also declared a monthly dividend of $0.262, which implies a 4.0% yield, though its high payout ratio of 177.4% might raise concerns about sustainability.
Raymond James Maintains Agree Realty Corp(ADC.US) With Buy Rating, Raises Target Price to $90
Raymond James analyst RJ Milligan has maintained a "Buy" rating for Agree Realty Corp (ADC.US) and increased the target price from $84 to $90. According to TipRanks, the analyst has a 62.8% success rate and an 8.4% average return over the past year. This report provides an update on the analyst's view regarding the real estate investment trust.
ADC: Raymond James Raises Price Target to $90.00, Maintains Stro
Raymond James has raised its price target for Agree Realty (ADC) to $90.00 from $84.00, while maintaining a Strong Buy rating. This upgrade reflects a positive outlook on the company's performance, adding to a series of recent analyst upgrades for ADC. Agree Realty, a REIT focused on net-leased retail properties, has an average analyst target price of $83.21 and a GuruFocus estimated fair value of $83.07.
Evercore ISI Group Maintains Outperform on Agree Realty, Raises Price Target to $87 - Agree Realty (NYSE:ADC)
Evercore ISI Group has maintained its Outperform rating on Agree Realty (NYSE:ADC) and increased its price target to $87. This headline-only article indicates a positive analyst outlook for the company.
Raymond James Financial Issues Positive Forecast for Agree Realty (NYSE:ADC) Stock Price
Raymond James Financial has increased its price target for Agree Realty (NYSE:ADC) from $84.00 to $90.00 and reiterated a "strong-buy" rating, indicating a potential upside of 12.23%. This positive outlook comes despite mixed recent revisions from other analysts, with a consensus target price of $83.21 and a "Moderate Buy" rating. Insider activity shows recent share purchases by a director and the chairman, while institutional investors hold approximately 97.8% of the stock.
Lighthouse Investment Partners LLC Grows Stake in Agree Realty Corporation $ADC
Lighthouse Investment Partners LLC increased its stake in Agree Realty Corporation (NYSE:ADC) by 16.7% in Q3, now owning 210,000 shares valued at $14.9 million. Several institutional investors also adjusted their positions, and company insiders, including Director John Rakolta Jr. and CFO Peter Coughenour, made significant share purchases totaling 39,500 shares. Agree Realty declared a monthly dividend of $0.262 per share, and analysts rate the stock as a "Moderate Buy" with an average price target of $82.59.
Elevation Point Wealth Partners LLC Buys 27,112 Shares of Agree Realty Corporation $ADC
Elevation Point Wealth Partners LLC significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by over 8,000%, acquiring 27,112 additional shares. This increase brings their total holdings to 27,440 shares valued at approximately $1.96 million. The report also highlights insider buying by Agree Realty's CFO and a Director, totaling 39,500 shares worth about $2.81 million over the past 90 days.
Barclays Raises Price Target for Agree Realty (ADC) to $81.00
Barclays has raised its price target for Agree Realty (ADC) to $81.00 from $78.00, while maintaining an Equal-Weight rating. This adjustment reflects updated projections for the company. Agree Realty, a REIT, focuses on retail properties net leased to industry tenants such as Walmart and 7-Eleven.
Barclays Maintains Agree Realty Corp(ADC.US) With Hold Rating, Raises Target Price to $81
Barclays analyst Richard Hightower has maintained a "Hold" rating for Agree Realty Corp (ADC.US) and increased the target price from $78 to $81. According to TipRanks, Hightower has a 42.5% success rate and a -1.5% average return over the past year. This information is intended for informational purposes only and not as investment advice.
Schroder Investment Management Group Boosts Agree Realty Stake
Schroder Investment Management Group has significantly increased its stake in Agree Realty Corporation (NYSE: ADC) by 29.3% in the third quarter of 2025, now owning 326,453 shares valued at approximately $22.9 million. This move signals growing institutional confidence in the real estate investment trust, which specializes in retail properties with long-term, triple-net leases. The increased investment suggests that institutional investors see strong long-term growth potential in Agree Realty's retail-focused strategy and diversified property portfolio.
Engineers Gate Builds $85 Million Position in Net-Lease Retail REIT Agree Realty
Engineers Gate Manager LP has significantly increased its stake in Agree Realty (ADC) by acquiring an additional 1,144,617 shares, valuing its position at $85.16 million and representing 1.01% of its reportable assets under management. Agree Realty specializes in net-leased retail properties, focusing on long-term agreements with creditworthy tenants, providing stable income streams. The article highlights the company's resilient business model, centered on essential and value-oriented retailers, which helps protect against economic downturns.
ADC.PRA Agree Realty Corp. - 4.25% PRF perpetual USD 25 - Ser A 1/1000th declares $0.0885 dividend
Agree Realty Corp. - 4.25% PRF perpetual USD 25 - Ser A 1/1000th (ADC.PRA) has declared a dividend of $0.0885. This indicates a regular payment to shareholders of this preferred stock series.
Duff & Phelps Investment Management Co. Acquires 634,520 Shares of Agree Realty Corporation $ADC
Duff & Phelps Investment Management Co. significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by 311.0% in the third quarter, acquiring an additional 634,520 shares. This purchase brings their total holdings to 838,570 shares, valued at $59.57 million. Other institutional investors like Vanguard Group Inc., State Street Corp, and JPMorgan Chase & Co. also increased their positions in the real estate investment trust, which has seen its stock trade down recently.
Duff & Phelps Boosts Stake in Agree Realty Corporation
Duff & Phelps Investment Management Co. has significantly increased its stake in Agree Realty Corporation (NYSE: ADC), a real estate investment trust. The firm boosted its holdings by 311% during the third quarter of 2026, adding 634,520 shares to reach a total of 838,570 shares, valued at approximately $59.6 million. This substantial increase suggests Duff & Phelps sees significant upside potential in Agree Realty's portfolio and growth prospects despite broader economic uncertainty.
Agree Realty Corporation (NYSE:ADC) to Issue $0.26 Monthly Dividend
Agree Realty Corporation (NYSE:ADC) has declared a monthly dividend of $0.262 per share, payable on April 15th to shareholders of record on March 31st, equating to an annualized yield of 3.9%. While the current payout ratio is high at 159.4%, analysts project future earnings per share of $4.47, which would reduce the payout ratio to a more sustainable 70.2%. Shares of ADC traded down 0.7% to $79.93, with a market capitalization of $9.59 billion and a P/E ratio of 45.24.
Agree Realty (ADC) Maintains Monthly Dividend with 3.91% Yield
Agree Realty (ADC) declared a consistent monthly dividend of $0.262 per share, resulting in a 3.91% forward yield, and aims for 5.4% growth in adjusted funds from operations by 2026 with significant investment plans. Despite strong revenue growth and a robust operating margin, the company faces potential financial challenges as indicated by its Altman Z-Score and high valuation metrics. Insider buying activity signals confidence, but investors should monitor financial health and sector-specific risks.
Agree Realty to Issue $0.26 Monthly Dividend
Agree Realty Corporation (NYSE:ADC) has announced a monthly dividend of $0.262 per share, representing a 3.9% annualized yield. While its current dividend payout ratio is high at 159.4%, analysts expect it to decrease to 70.2% next year. The company's commitment to consistent shareholder returns makes it an attractive option for income-oriented investors.
ADC Analyst Rating: Mizuho Raises Price Target to $86 | ADC Stock News
Mizuho maintained a 'Neutral' rating on Agree Realty (ADC) but increased its price target to $86 from $75, marking a 14.67% adjustment. This change reflects ongoing evaluations and expectations for ADC's market performance. The average target price from 17 analysts is $83.03, suggesting a 3.15% upside from the current price, with a consensus indicating an "Outperform" status.
Mizuho Forecasts Strong Price Appreciation for Agree Realty (NYSE:ADC) Stock
Mizuho has increased its price target for Agree Realty (NYSE:ADC) stock from $75 to $86, maintaining a "neutral" rating and suggesting a 6.9% upside. This follows significant insider buying, including the Chairman and CFO, and aligns with an overall "Moderate Buy" analyst consensus. The company shows solid financial metrics and increased institutional investor interest, indicating confidence in its future performance.
Agree Realty Declares Monthly Common and Preferred Dividends
Agree Realty Corporation has announced monthly cash dividends for both its common stock and preferred stock. The common share dividend is $0.262, representing a 3.6% annualized increase, and is payable April 15, 2026. The preferred share dividend is $0.08854 per depositary share, payable April 1, 2026.
ADC: UBS Maintains "Buy" and Raises Price Target to $91.00 | ADC Stock News
UBS has maintained its "Buy" rating for Agree Realty (ADC) and increased its price target from $82.00 to $91.00, representing a 10.98% increase. This adjustment reflects growing positive sentiment, following a series of "Buy" and "Outperform" ratings from other analysts over recent months. The average one-year target price from 17 analysts for ADC is $81.85, suggesting an upside of 0.98% from its current price, with GuruFocus estimating a fair value of $82.75.
Agree Realty Corporation $ADC Shares Sold by American Century Companies Inc.
American Century Companies Inc. reduced its stake in Agree Realty Corporation (NYSE:ADC) by 7.2% in the third quarter, selling 61,304 shares. Despite this, other institutional investors increased their holdings, and company insiders recently purchased shares. Analysts currently rate Agree Realty as a "Moderate Buy" with a consensus price target of $80.50.
Elo Mutual Pension Insurance Co Grows Stake in Agree Realty Corporation $ADC
Elo Mutual Pension Insurance Co significantly increased its holding in Agree Realty Corporation (NYSE:ADC) by 108.9% in the third quarter, bringing their total ownership to 27,751 shares valued at $1.97 million. Other institutional investors also raised their stakes, and analysts have issued "Moderate Buy" ratings with an average price target of $80.50. Company insiders have also been notably active, purchasing shares, and Agree Realty recently declared a monthly dividend of $0.262 per share.
Agree Realty Corp. Hits New 52-Week High of $82.07
Agree Realty Corp. achieved a new 52-week high of $82.07 on March 3, 2026, showcasing strong performance with a 36.28% increase over the past year, significantly outperforming the S&P 500. The company has a market capitalization of $9,391 million, a P/E ratio of 43.00, and offers a dividend yield of 3.53%. Its financial metrics also include a return on equity of 3.45% and a price-to-book ratio of 1.50.
Agree Realty Corp. Experiences Revision in Stock Evaluation Amid Positive Market Trends
Agree Realty Corp. has revised its evaluation, with its stock currently priced at $80.48. The company has shown strong resilience, outperforming the S&P 500 across various time frames. Technical indicators suggest a positive trend for the stock within the realty sector.
AGREE REALTY CORP DEP SHS EA REP 1/1000 CUM PFD STK SR A Stock Quote, Share Price, News and Analysis
This article provides a stock quote, share price, news, and analysis for AGREE REALTY CORP DEP SHS EA REP 1/1000 CUM PFD STK SR A (ADC-A.US). It appears to be a stub or placeholder from Longbridge, indicating that detailed information such as news and financial analysis would typically be found here. The page also mentions various Longbridge services and promotional programs.
Lasalle Investment Management Securities LLC Purchases 429,469 Shares of Agree Realty Corporation $ADC
Lasalle Investment Management Securities LLC significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by 208.5%, acquiring an additional 429,469 shares, bringing its total to 635,405 shares valued at approximately $45.14 million. This makes Agree Realty Lasalle's 23rd-largest position. The article also highlights recent insider buying, with Chairman Richard Agree and Director John Rakolta Jr. collectively purchasing 39,500 shares, and notes that Agree Realty will pay a monthly dividend of $0.262, representing a 3.9% yield, though its payout ratio stands at 177.4%.
Citigroup Inc. Has $11.59 Million Holdings in Agree Realty Corporation $ADC
Citigroup Inc. significantly reduced its stake in Agree Realty Corporation (NYSE:ADC) by 73.5% in the third quarter, now holding 163,161 shares valued at $11.59 million. Despite this, other hedge funds increased their positions, and Agree Realty announced a monthly dividend of $0.262 per share, yielding 3.9%, though it has a high payout ratio of 177.4%. Insider buying trend continues, with Chairman Richard Agree and CFO Peter Coughenour acquiring shares recently.
Agree Realty Highlights Strong Liquidity and Forward Equity Plan
Agree Realty (ADC) announced a strong liquidity position, with anticipated net proceeds of over $623 million from forward sale agreements for 8.3 million shares and a total of 17.9 million shares in outstanding forward equity representing over $1.3 billion. This robust financial standing, combined with substantial cash and credit facilities, contributes to over $2.5 billion in total liquidity. The company's balance sheet is highlighted as a key competitive asset, supporting its growth plans, ability to fund net lease retail investments, and projected increases in adjusted funds from operations and dividends.
Agree Realty Corp. Experiences Valuation Adjustment Amidst Competitive Realty Sector Landscape
Agree Realty Corp., a small-cap realty player, has adjusted its valuation, now showing a P/E ratio of 43 and a price-to-book value of 1.48. The company's dividend yield is 3.67%, with ROCE at 5.60% and ROE at 3.46%. Its valuation metrics are compared against peers like AGNC Investment Corp. and EastGroup Properties, Inc., revealing a competitive and varied landscape within the realty sector.
Agree Realty stock hits 52-week high at $79.76
Agree Realty Corporation's stock has reached a new 52-week high of $79.76, demonstrating strong performance with a 1-year return of 14.06%. The company has consistently raised dividends for 13 years, but an InvestingPro analysis suggests the stock might be overvalued. Recent Q4 2025 earnings showed stable financial performance, meeting EPS forecasts and exceeding revenue expectations.
Agree Realty (NYSE: ADC) outlines $2.5B liquidity and 2026 AFFO outlook
Agree Realty Corporation (ADC) has provided an updated investor presentation detailing its robust liquidity position of over $2.5 billion and its 2026 Adjusted Funds From Operations (AFFO) per share guidance of $4.54 to $4.58. The company has significantly expanded its equity capacity through forward sale agreements, totaling 17.9 million shares tied to over $1.3 billion in anticipated net proceeds. This strategic financial positioning and outlook reinforce its strong investment-grade ratings and support its continued growth strategy in high-quality retail net lease assets.
