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 7,296 funds
0
Analysts bullish %
of 7 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
49% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 41
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] → $9.27B (+$534M) [Q1 2025]
3% more funds holding
Funds holding: 447 [Q4 2024] → 461 (+14) [Q1 2025]
1.53% less ownership
Funds ownership: 113.39% [Q4 2024] → 111.86% (-1.53%) [Q1 2025]
43% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 4 (-3) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$77
3%
upside
Avg. target
$81
9%
upside
High target
$84
13%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Barclays Richard Hightower | 3%upside $77 | Equal-Weight Maintained | 21 May 2025 |
UBS Michael Goldsmith | 13%upside $84 | Buy Maintained | 13 May 2025 |
Truist Securities Ki Bin Kim | 10%upside $82 | Buy Maintained | 5 May 2025 |
Baird RJ Milligan | 7%upside $80 | Outperform Maintained | 25 Apr 2025 |
Evercore ISI Group James Kammert | 11%upside $83 | Outperform Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 19 articles about ADC published over the past 30 days
Positive
Seeking Alpha
21 hours ago
Why I Will Never Retire
Retirement is often misunderstood; rather than a cliff, it should be an off-ramp to more meaningful, flexible work and personal fulfillment. Research shows that abrupt retirement can negatively impact health, purpose, and longevity; maintaining meaningful work and community is crucial. Financial independence should be about gaining the freedom to design a fulfilling life, not simply quitting work altogether.
Positive
Seeking Alpha
3 days ago
Compound Your Retirement With These 5 Monthly Dividend REITs
I focus on the power of compounding—both in life and investing—and recommend a slow, steady approach to building wealth. My top five monthly dividend REIT picks are Realty Income, LTC Properties, Agree Realty, Healthpeak, and Apple Hospitality, all offering value and safety. Each REIT is attractively valued, boasts strong balance sheets, and provides well-covered, above-average yields, supporting a SWAN (sleep well at night) retirement.
Positive
Seeking Alpha
4 days ago
Agree Realty: Add The King Of Retail REITs To Your Portfolio
Agree Realty Corporation is a net lease real estate investment trust, with a top tier retailer tenant list. ADC consistently outperforms the real estate sector indexes, paying a consistent monthly dividend. Q1 2025 results were strong: double-digit AFFO growth, dividend increase, and raised guidance, reflecting momentum from a robust U.S. economy.
Neutral
PRNewsWire
4 days ago
Agree Realty Declares Monthly Common and Preferred Dividends
ROYAL OAK, Mich. , June 10, 2025 /PRNewswire/ -- Agree Realty Corporation (NYSE: ADC) (the "Company") today announced that its Board of Directors has authorized, and the Company has declared, a monthly cash dividend of $0.256 per common share.
Positive
Seeking Alpha
4 days ago
Agree Realty: Crown Jewel Of My REIT Portfolio On Hold
Agree Realty consistently outperforms peers with strong AFFO growth, top-tier tenant quality, and a robust, defensive portfolio. The REIT boasts high investment-grade tenant exposure (68.3%), excellent occupancy (99.2%), and a BBB+ balance sheet, ensuring income and dividend safety. Investment activity remains strong, but ADC's premium valuation (17.4x P/FFO) limits near-term return potential vs. Realty Income and NNN REIT.
Positive
Seeking Alpha
5 days ago
Agree Realty Is Ready For The Next Market Shift
Agree Realty is a defensive, growth-oriented REIT, thriving despite market volatility by focusing on essential, e-commerce-resistant tenants and disciplined portfolio management. ADC's record investments, low-cost long-term financing, and robust balance sheet (net debt/EBITDA 3.4x, no major maturities until 2028) set it apart from peers. The company's high-quality tenant mix, proactive asset management, and strong liquidity support sustainable dividend growth and reliable returns for investors.
Positive
The Motley Fool
1 week ago
3 Top Real Estate Dividend Stocks to Buy for Super Easy Passive Income in June
Investing in real estate can be a great way to make passive income. There are lots of options, including buying a rental property.
Positive
Seeking Alpha
1 week ago
5 Monthly Dividend REITs To Retire With Passive Income
Many REITs pay dividends on a monthly basis. Some of them are offering high dividend yields today. I present 5 of the best monthly paying REITs for passive income.
Positive
Seeking Alpha
1 week ago
Lesson Learned: Stay Inside Your Circle Of Competence
I maintain a heavy allocation to REITs, leveraging my lifelong real estate expertise and focusing on my circle of competence for superior risk-adjusted returns. Agree Realty stands out for its high-quality tenant base, disciplined management, and predictable dividend growth, making it a core long-term holding. Digital Realty benefits from global data center demand, scale, and prudent balance sheet management, supporting robust growth and a well-covered dividend.
Positive
The Motley Fool
2 weeks ago
Best Stock to Buy Right Now: Realty Income vs. Agree Realty
The S&P 500 (^GSPC -0.01%) is offering a tiny 1.3% yield today. The average real estate investment trust (REIT) has a yield of around 4.1%.
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