US · Real Estate · REIT - Retail
EPS came in at 1.14 against a street estimate of 1.11 — a beat of 2.7%.
Analysts rate Agree Realty Corporation a buy (12 buy, 8 hold, 0 sell out of 20) with an average price target of $82.17.
CONFIDENT ADC posted record $500M+ quarterly investments across three platforms, raised full-year guidance to $1.6–1.8B (24% above initial), and boosted AFFO guidance $0.02 midpoint to $4.57–$4.59. Portfolio hit 99.8% occupancy with 105% leasing recapture. Q2 2026 Nationwide footprint across all 50 states; specific state-level data not broken out. Analysts pressed on competition, credit quality, and development scalability. Management emphasized relationship depth, portfolio uniqueness, and selective growth discipline—no new entrants or fee streams. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.37% |
| Cohen & Steers Inc | 13.19% |
| Vanguard Portfolio Management, LLC | 8.51% |
| State Street Corp | 4.71% |
| Vanguard Capital Management, LLC | 4.35% |
| Principal Financial Group Inc | 3.75% |
| CenterSquare Investment Management LLC | 3.00% |
| Two Sigma Investments LLC | 2.84% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Agree Realty reported weighted-average common shares outstanding of 124,565,976 for the three months ended September 30, 2026, and | 2026-10-02 |
| Material agreement · Q3 2026 AGREE REALTY CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $400 million in senior unsecured notes (5.650% Notes due 2036) • Net p | 2026-09-22 |
| Quarterly report · Q2 2026 AGREE REALTY CORPORATION - 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Total Assets: $10,586,829 thousand (June 30, 2026) vs. $9,797,612 thousand (Dec | 2026-07-30 |
| Results announced · Q3 2026 AGREE REALTY CORPORATION - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Income per share (Q2): $0.44, up 2.2% year-over-year • Net Income per sha | 2026-07-30 |
| Company announcement · Q3 2026 AGREE REALTY CORPORATION (ADC) — FORM 8-K SUMMARY HEADLINE NUMBERS • Weighted-average common shares outstanding (Q2 2026, three months): 120,204,596 | 2026-07-02 |
| Shareholder vote results · Q2 2026 AGREE REALTY CORPORATION (ADC) – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 14, 2026 • Director John Rakolta, Jr. elect | 2026-05-14 |
| Company announcement · Q2 2026 AGREE REALTY CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Company established an at-the-market (ATM) equity distribution program with aggregate | 2026-04-24 |
| Quarterly report · Q1 2026 AGREE REALTY CORPORATION – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Assets: $10.18 billion as of March 31, 2026 (up from $9.80 billion at | 2026-04-21 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.27 / share ex-date Oct 30, 2026 · pay Nov 13, 2026 | 2026-10-30 |
| Dividend | $0.27 / share ex-date Sep 30, 2026 · pay Oct 14, 2026 | 2026-09-30 |
| Dividend | $0.27 / share ex-date Aug 31, 2026 · pay Sep 15, 2026 | 2026-08-31 |
| Dividend | $0.27 / share ex-date Jul 31, 2026 · pay Aug 14, 2026 | 2026-07-31 |
| Dividend | $0.27 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.27 / share ex-date May 29, 2026 · pay Jun 12, 2026 | 2026-05-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Agree Realty Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.