Agree Realty

ADC

Market cap $7.97B

Overview Fund Activity

71.98 USD

-0.08

0.11%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

71.98

0.00

0%

1 day

-0.11%

5 days

-0.04%

1 month

0.03%

3 months

-3.58%

6 months

-6.71%

Year to date

3.21%

1 year

-5.25%

5 years

8.18%

10 years

143.75%

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

Real Estate Retail REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

53% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 140

13% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 53

1.34% more ownership

Funds ownership: 112.33% [Q1] → 113.67% (+1.34%) [Q2]

0% more funds holding

Funds holding: 464 [Q1] → 464 (+0) [Q2]

2% less capital invested

Capital invested by funds: $9.31B [Q1] → $9.15B (-$166M) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$77

7% upside

Avg. target

$81

13% upside

High target

$85

18% upside

5 analyst ratings

3 positive

60%

2 neutral

40%

0 negative

0%

Evercore ISI Group James Kammert	$85	Outperform Maintained	15 Sep 2025
Mizuho Haendel St. Juste	$77	Neutral Maintained	11 Sep 2025
Barclays Richard Hightower	$77	Equal-Weight Maintained	20 Aug 2025
UBS Michael Goldsmith	$82	Buy Maintained	12 Aug 2025
Truist Securities Ki Bin Kim	$84	Buy Maintained	8 Aug 2025

See Analyst Rankings

Financial journalist opinion

Based on 13 articles about ADC published over the past 30 days

Warning: These REITs Face Serious Challenges

Not all REITs are worth buying. In fact, a lot of them should be avoided at all costs. I highlight some of the least desirable REITs to buy today.

Warning: These REITs Face Serious Challenges

Agree Realty: Top-Tier REIT With A Hefty Price Tag

Agree Realty stands out as a top-tier, defensive retail REIT, with a high-quality, diversified portfolio and strong investment activity. ADC boasts superior investment spreads, a BBB+ balance sheet, and prudent debt management, positioning it for continued AFFO and dividend growth. Despite outperforming peers, like O and NNN, in AFFO growth, ADC's premium valuation—trading at a 17.4x P/FFO—limits its current upside.

Agree Realty: Top-Tier REIT With A Hefty Price Tag

Agree Realty: Now One Of The Best REITs On Wall Street

I'm confident that Agree Realty's monthly dividend can keep growing for many more years. The net lease REIT continues to have a massive sandbox to drive long-term AFFO per share growth. Agree Realty recently received an A- credit rating from Fitch, which further vindicates its disciplined and conservative approach to growth.

Agree Realty: Now One Of The Best REITs On Wall Street

Realty Income Still Wins The Rematch With Agree Realty

Agree Realty has underperformed Realty Income by about 11% in total returns over the past nine months. ADC's dividend yield spread over Treasuries has improved slightly but remains historically low, limiting its attractiveness compared to O. ADC's premium to NAV has narrowed, yet risks remain for a potential move to a deep discount, especially if NAV estimates fall.

Realty Income Still Wins The Rematch With Agree Realty

Zacks Investment Research

Agree Realty (ADC) Moves to Buy: Rationale Behind the Upgrade

Agree Realty (ADC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Agree Realty (ADC) Moves to Buy: Rationale Behind the Upgrade

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 October 14, 2025 to stockholders o.

Agree Realty Declares Monthly Common and Preferred Dividends

24/7 Wall Street

Boomers Are Grabbing 5 High-Yield Monthly Pay Stocks to Supplement Social Security

While reaching retirement age can be both a blessing and a curse, relying on the U.S.

Boomers Are Grabbing 5 High-Yield Monthly Pay Stocks to Supplement Social Security

The Motley Fool

10 Dividend Stocks to Hold for the Next 10 Years

Dividend stocks are the cornerstone of a great investment portfolio. The right mix of dividend stocks can provide security for your funds as well as a growing passive income stream, which is why they are even more important for retirees.

10 Dividend Stocks to Hold for the Next 10 Years

Portfolio Review: 3 Stocks And 3 ETFs I'm Buying To Boost My Passive Income

Given heightened economic uncertainty, I am leaning more defensive and sticking with my dividend growth investing strategy, emphasizing diversification and income stability. The frozen housing market, soft labor conditions, and stagnating consumer spending signal potential economic weakness, despite optimism in select sectors like tech. My ETF portfolio review shows shifting leadership, with midstream energy outperforming previously, but preferreds and tech-focused ETFs now leading as trends evolve.

Portfolio Review: 3 Stocks And 3 ETFs I'm Buying To Boost My Passive Income

A Ranking Of Net-Lease REITs By Investment Spread For Q2 2025

Net-lease REITs remain resilient amid economic uncertainty, with stable interest rates supporting increased investment activity and positive guidance across the sector. Monetary policy (interest rates), not fiscal policy (tariffs), is the key driver for net-lease REIT performance, supporting a bullish outlook for the sector. Investment spread and total return analysis highlight VICI, First Industrial, Agree Realty, and Realty Income as top performers, though First Industrial and VICI have caveats this quarter.

A Ranking Of Net-Lease REITs By Investment Spread For Q2 2025

See News Rankings

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