Agree Realty Corporation
ADC
NYSE·Real Estate·REIT - Retail·Mkt cap $8.7B
$72.62
▼ -0.15%
P/E
39.04
Mkt Cap
$8.7B
52-Wk Range
$69.56–$82.08
52-Week Range
$69.56 - $82.08
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 0.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Diversified portfolio of 1,000+ properties reducing tenant concentration risk
- Long-term net lease agreements providing stable, predictable cash flows
- Strong tenant relationships with industry-leading retail brands
- Geographic diversification across 45 states providing regional resilience
Bear Case
2 risks
- Low volatility (beta 0.5).
- Premium valuation to Retail REITs peers
Growth
Stable outlook
Strategic acquisitions of net-leased retail properties in high-growth markets
Value
Premium valuation to Retail REITs peers
Momentum
Stable
-0.8% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Solid
4.36% yield
Smart-money signal
Who's buying ADC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 20, 2026
JUL 30, 2026
Reported EPS of $0.44 vs $0.48 consensus (-7.6% surprise). Revenue of $205.1M vs $204.5M expected (+0.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-7.6%
Revenue trend · last 8Q
—
—
—
+15%
+19%
+19%
+19%
+17%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$154.3M
$160.7M
$169.2M
$175.5M
$183.2M
$190.5M
$200.8M
$205.1M
Margins · last 8Q
Gross
92.6%
Operating
46.5%
Profit
25.7%
Wall Street consensus
9 analysts · 56% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
56%
Hold
44%
Sell
0%
Median Price Target
—
Latest: Jefferies · $84.00 · Jun 1, 2026
vs Industry
How ADC stacks vs REIT - Retail
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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