US · Real Estate · REIT - Retail
EPS came in at 1.15 against a street estimate of 1.11 — a beat of 3.6%.
Analysts rate Agree Realty Corporation a buy (12 buy, 8 hold, 0 sell out of 20) with an average price target of $77.75.
CONFIDENT Agree Realty reported strong third-quarter execution, raised 2026 AFFO guidance, and is prioritizing higher acquisition yields, capital recycling, and balance-sheet flexibility amid higher financing costs. Q3 FY26 The portfolio spans nearly 2,900 properties across all 50 states and the District of Columbia. Analysts focused on market competition, cap-rate repricing, development funding, and 2027 earnings durability. Management emphasized disciplined deployment, higher yields, capital recycling, and the strength of its pre-funded balance sheet. 2026-10-21…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.69% |
| Cohen & Steers Inc | 12.61% |
| Vanguard Portfolio Management, LLC | 8.14% |
| State Street Corp | 4.50% |
| Vanguard Capital Management, LLC | 4.15% |
| Principal Financial Group Inc | 3.58% |
| CenterSquare Investment Management LLC | 2.87% |
| Two Sigma Investments LLC | 2.72% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Agree Realty reported third-quarter 2026 revenue of $213.884 million, up from $183.222 million in the third quarter of 2025. • Ne | 2026-10-20 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Agree Realty reported third-quarter 2026 net income of $66.5 million, up 32.3% year over year; diluted net income per share rose 1 | 2026-10-20 |
| 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 |
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 2026-11-07.