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 7,312 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
8%
upside
Avg. target
$81
13%
upside
High target
$84
17%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Mizuho Haendel St. Juste | 9%upside $78 | Neutral Maintained | 16 Jun 2025 |
Barclays Richard Hightower | 8%upside $77 | Equal-Weight Maintained | 21 May 2025 |
UBS Michael Goldsmith | 17%upside $84 | Buy Maintained | 13 May 2025 |
Truist Securities Ki Bin Kim | 14%upside $82 | Buy Maintained | 5 May 2025 |
Baird RJ Milligan | 12%upside $80 | Outperform Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 24 articles about ADC published over the past 30 days
Neutral
Seeking Alpha
1 day 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
1 day 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.
Positive
Seeking Alpha
2 days ago
Agree Realty: Buy The Dip
Agree Realty is a high-quality, well-managed REIT with a resilient, investment-grade tenant base and a disciplined acquisition strategy. The recent price dip presents an attractive entry point, offering a 4.3% yield and a forward P/FFO of 16.7. ADC's strong balance sheet, high liquidity, and focus on necessity-based retail support its well-protected dividend and long-term growth.
Positive
Seeking Alpha
2 days ago
Agree Realty: The Secret Behind The Highest Quality Net Lease REIT
Agree Realty stands out for its disciplined capital allocation, conservative underwriting, and sector-leading balance sheet strength among net lease REITs. ADC prioritizes e-commerce-resistant tenants, maintains high investment-grade exposure, and consistently demonstrates prudent acquisition and disposition strategies. The company's low leverage and minimal near-term debt maturities shield it from interest rate headwinds, supporting reliable AFFO growth and dividend safety.
Neutral
24/7 Wall Street
2 days ago
5 Monthly Pay High-Yield Passive Income Stocks Are Printing Money For Shareholders
Passive income is characterized by its ability to generate revenue without requiring the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.
Neutral
Business Wire
3 days ago
Agree Realty Declares Monthly Common and Preferred Dividends
ROYAL OAK, Mich.--(BUSINESS WIRE)--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. The monthly dividend reflects an annualized dividend amount of $3.072 per common share, representing a 2.4% increase over the annualized dividend amount of $3.00 per common share from the third quarter of 2024. The dividend is payable August 14, 2025 to stockholders of.
Positive
Seeking Alpha
3 days ago
Agree Realty: A Quality REIT Worth Buying Now
As part of my investment strategy, I believe in combining quality and value. Agree Realty's accelerating investment guidance and record liquidity bode well for future growth. The REIT enjoys a low cost of capital.
Positive
Zacks Investment Research
4 days ago
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Positive
Seeking Alpha
5 days ago
Cash Flow Matters: Two Cheap Stocks With Relatively Secure Dividends And Upside Potential
Despite new S&P highs, I expect continued market volatility and see a 50/50 chance of recession in the next 6–12 months. The Fed's reluctance to cut rates, ongoing trade tensions, and potential stagflation keep me cautious, even as market sentiment turns greedy. Realty Income remains attractive for dividend investors due to its diversified portfolio, strong balance sheet, and proactive management despite tenant challenges.
Positive
The Motley Fool
1 week ago
2 Top Dividend Stocks to Buy in July
There are different ways to use dividends when it comes to selecting investments. Often, dividend investors focus all their attention on the highest-yielding stocks.
Charts implemented using Lightweight Charts™