Agree Realty
About: Agree Realty Corporation operates as a fully integrated real estate investment trust mainly focused on the ownership, acquisition, development and management of retail properties net leased to industry-tenants. The Company is mainly in the business of acquiring, developing and managing retail real estate. Some of its properties in the portfolio include Walmart, 7-Eleven, Wawa, Gerber Collision and others.
Employees: 75
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
297% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $5.5M
48% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 42
45% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 138
6% more capital invested
Capital invested by funds: $8.74B [Q4 2024] → $9.29B (+$546M) [Q1 2025]
3% more funds holding
Funds holding: 448 [Q4 2024] → 462 (+14) [Q1 2025]
1.38% less ownership
Funds ownership: 113.39% [Q4 2024] → 112.01% (-1.38%) [Q1 2025]
43% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 4 (-3) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$78
5%
upside
Avg. target
$80
7%
upside
High target
$82
11%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Barclays Richard Hightower | 5%upside $78 | Equal-Weight Maintained | 21 Jul 2025 |
UBS Michael Goldsmith | 8%upside $80 | Buy Maintained | 16 Jul 2025 |
Mizuho Haendel St. Juste | 5%upside $78 | Neutral Maintained | 16 Jun 2025 |
Truist Securities Ki Bin Kim | 11%upside $82 | Buy Maintained | 5 May 2025 |
Financial journalist opinion
Based on 21 articles about ADC published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Why Investors Need to Take Advantage of These 2 Finance Stocks Now
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Negative
Seeking Alpha
1 week ago
Sell Alert: These Popular REITs No Longer Make The Cut
Don't chase REITs based on their popularity. Many aren't worth the hype. I highlight two popular REITs that I would sell.
Positive
Seeking Alpha
1 week ago
Agree Realty: Fortress Balance Sheet And Unique Growth Model
Agree Realty stands out as a premier net-lease REIT, boasting a high-quality, diversified portfolio anchored by investment-grade, necessity-based retail tenants. ADC's disciplined, multifaceted growth strategy—acquisitions, development, and partner funding—drives superior risk-adjusted returns and justifies its premium valuation. A fortress balance sheet, robust cash flow, and consistent dividend growth position ADC as a resilient, income-focused investment amid market volatility.
Positive
The Motley Fool
1 week ago
Prediction: 2 Stocks That Will Be Worth More Than Annaly Capital 5 Years From Now
Annaly Capital (NLY 0.66%) has a huge dividend yield that approaches 15%. And the mortgage real estate investment trust (REIT) just increased its dividend at the start of 2025.
Negative
Seeking Alpha
1 week ago
My Biggest Regrets As A REIT Investor
I have made many mistakes over the years. Some have cost me a lot of money. Learn from my mistakes and avoid major losses.
Positive
Seeking Alpha
1 week ago
Double-Checking The Credit Rating (Part 5): Agree Realty Corporation
ADC boasts strong asset quality, low debt risk, and a diversified portfolio of nearly 2,400 properties across all 50 states. Moody's Baa1 credit rating is justified by high asset coverage, low secured debt, and robust fixed charge coverage ratios. Market-adjusted metrics confirm ADC's financial strength, with a solid balance sheet and ample liquidity to cover obligations.
Positive
Seeking Alpha
1 week ago
2 REITs To Buy Before September 17th, 2025
The Fed is expected to cut interest rates on September 17th, 2025. This could lead to significant upside in the REIT sector. I highlight two REITs that present significant upside potential.
Positive
Seeking Alpha
1 week ago
Two Quality Stocks Whose Price Declines May Be Long-Term Buying Opportunities
Recent stock price pullbacks in two companies present potential buying opportunities for long-term investors, despite no obvious negative news. I emphasize the importance of distinguishing between temporary dips and fundamental business issues, referencing Warren Buffett's advice. T-Mobile's pullback offers a buying opportunity due to strong earnings growth, robust free cash flow, aggressive buybacks, and double-digit dividend increases.
Neutral
Seeking Alpha
2 weeks ago
7 Stocks I'm Buying As Tariffs And Deportations Prowl Behind The Rally
Tariff risks are underappreciated by the market; persistently high tariffs could weigh on economic growth, and investor complacency is unwarranted. Slowing population growth and deportations threaten U.S. economic expansion, especially in labor-dependent sectors, as immigration is key to workforce and consumption growth. Utility-scale renewables remain resilient despite policy headwinds, with cost competitiveness and strong demand from major tech firms supporting continued growth.
Neutral
The Motley Fool
2 weeks ago
3 Stocks That Cut You a Check Each Month
When you shift from building a nest egg to living off of your savings in retirement, there may also be a big change in the investment approach you take. Income often becomes more important since leaving the workforce means you need to replace the monthly income stream from your job.
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