Agree Realty Corporation (NYSE:ADC) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Agree Realty Corporation (NYSE:ADC) have been given a consensus rating of “Moderate Buy” by the fourteen research firms that are covering the company, MarketBeat.com reports. Six equities research analysts have rated the stock with a hold recommendation and eight have issued a buy recommendation on the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $80.50.

A number of research firms recently weighed in on ADC. Royal Bank Of Canada upped their price target on Agree Realty from $79.00 to $81.00 and gave the stock an “outperform” rating in a report on Thursday. Barclays upped their target price on Agree Realty from $77.00 to $78.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 3rd. Truist Financial decreased their target price on Agree Realty from $84.00 to $82.00 and set a “buy” rating on the stock in a research report on Friday, October 24th. Wall Street Zen lowered shares of Agree Realty from a “hold” rating to a “sell” rating in a report on Tuesday, January 27th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Agree Realty in a report on Wednesday, January 21st.

Insiders Place Their Bets

In other news, Director John Rakolta, Jr. purchased 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The stock was purchased at an average cost of $72.18 per share, for a total transaction of $1,082,700.00. Following the completion of the transaction, the director owned 562,606 shares of the company’s stock, valued at $40,608,901.08. This trade represents a 2.74% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Peter Coughenour acquired 500 shares of Agree Realty stock in a transaction that occurred on Friday, January 9th. The stock was purchased at an average cost of $69.80 per share, with a total value of $34,900.00. Following the completion of the purchase, the chief financial officer owned 18,544 shares in the company, valued at $1,294,371.20. The trade was a 2.77% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders bought 39,500 shares of company stock worth $2,813,680. Corporate insiders own 1.80% of the company’s stock.

Institutional Investors Weigh In On Agree Realty

Large investors have recently modified their holdings of the business. Evergreen Capital Management LLC lifted its stake in shares of Agree Realty by 2.7% in the fourth quarter. Evergreen Capital Management LLC now owns 5,946 shares of the real estate investment trust’s stock worth $430,000 after buying an additional 154 shares in the last quarter. AE Wealth Management LLC grew its stake in Agree Realty by 3.5% during the 3rd quarter. AE Wealth Management LLC now owns 4,653 shares of the real estate investment trust’s stock valued at $331,000 after acquiring an additional 156 shares in the last quarter. IFP Advisors Inc raised its holdings in Agree Realty by 18.2% in the 3rd quarter. IFP Advisors Inc now owns 1,111 shares of the real estate investment trust’s stock valued at $79,000 after acquiring an additional 171 shares during the last quarter. QRG Capital Management Inc. lifted its stake in Agree Realty by 5.4% in the 3rd quarter. QRG Capital Management Inc. now owns 3,395 shares of the real estate investment trust’s stock worth $241,000 after purchasing an additional 174 shares in the last quarter. Finally, HighPoint Advisor Group LLC boosted its holdings in shares of Agree Realty by 5.8% during the 3rd quarter. HighPoint Advisor Group LLC now owns 3,162 shares of the real estate investment trust’s stock worth $225,000 after purchasing an additional 174 shares during the last quarter. Hedge funds and other institutional investors own 97.83% of the company’s stock.

Agree Realty News Summary

Here are the key news stories impacting Agree Realty this week:

• Positive Sentiment: Company guidance and management commentary from the Q4 earnings call emphasize confident growth and an acceleration signal for 2026, supporting the REIT’s growth narrative. Agree Realty Signals Confident Growth in 2026 Outlook
• Positive Sentiment: Analyst/coverage write-ups highlight Q4 execution that “confirms an acceleration signal,” reinforcing expectations for stronger organic growth and rent-roll momentum. Agree Realty’s Q4 Confirms Acceleration Signal
• Positive Sentiment: Macro tailwind: coverage on triple-net lease REITs notes that a topping/softening of interest rates would benefit NNN REITs like Agree Realty, improving cap-rate and financing dynamics. 2 Triple Net Lease REITs Set To Gain As Interest Rates Tick Lower
• Neutral Sentiment: Detailed Q4 call and earnings-transcript coverage is available for investors who want to model same-store metrics, disposition/acquisition activity and guidance details before positioning. Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Quarterly snapshots and analyst comparisons summarize results vs. Street estimates — useful for near-term EPS/FFO sensitivity but not a clear directional catalyst on their own. Agree Realty (ADC) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Sector comparisons and income-focused lists mention ADC alongside other NNN/REIT names — visibility to dividend investors is supportive but not an immediate price mover. Agree Realty Vs. NNN REIT: Same Sector, Different Structural Bets After Q4
• Negative Sentiment: The company disclosed a regulatory risk: evolving ADA and safety-code requirements that could increase compliance and capital costs, a direct headwind to cash flow if remediation or retrofits accelerate. Agree Realty Faces Compliance Cost Risks from Stricter ADA and Safety Codes

Agree Realty Stock Down 0.3%

ADC opened at $76.55 on Friday. The company has a fifty day moving average of $72.52 and a two-hundred day moving average of $72.83. The stock has a market capitalization of $9.19 billion, a price-to-earnings ratio of 43.25, a PEG ratio of 2.72 and a beta of 0.54. Agree Realty has a fifty-two week low of $68.98 and a fifty-two week high of $79.65. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.68 and a current ratio of 0.81.

Agree Realty Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be paid a $0.262 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a c) dividend on an annualized basis and a yield of 4.1%. Agree Realty’s dividend payout ratio (DPR) is currently 183.63%.

About Agree Realty

Agree Realty Corporation (NYSE: ADC) is a publicly traded real estate investment trust headquartered in Chicago, Illinois. Founded in 1971, the company converted to a REIT structure in 2013 and focuses on acquiring, developing and managing a diversified portfolio of retail properties under long-term, triple-net (NNN) leases. Its tenant roster spans national and regional retailers in sectors such as grocery, home improvement, convenience and specialty retail.

Agree Realty’s primary business activities include sourcing and underwriting new property acquisitions, originating build-to-suit projects and executing value-add redevelopment programs.