Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$9.3B
120M shares
52-week range
$69.56 – $82.08
54% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
Borrow rate
0.36%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $137.1M | $187.5M | $248.6M | $339.3M | $429.8M | $537.5M | $617.1M | $718.4M |
| Cost of revenue | $17.0M | $23.5M | $31.8M | $41.1M | $52.3M | $66.7M | $74.8M | $88.1M |
| Gross profit | $120.1M | $164.0M | $216.8M | $298.3M | $377.5M | $470.8M | $542.2M | $630.3M |
| Gross margin | 87.6% | 87.5% | 87.2% | 87.9% | 87.8% | 87.6% | 87.9% | 87.7% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $73.0M | $114.4M | $133.1M | $190.3M | $218.1M | $254.4M | $302.2M | $340.4M |
| EBITDA | $119.0M | $161.9M | $215.8M | $295.7M | $386.2M | $463.9M | $543.3M | $617.1M |
| Net income | $58.2M | $80.1M | $91.4M | $122.3M | $152.4M | $170.0M | $189.2M | $204.3M |
| Net margin | 42.4% | 42.7% | 36.8% | 36.0% | 35.5% | 31.6% | 30.7% | 28.4% |
| EPS (diluted) | 1.80 | 1.93 | 1.74 | 1.78 | 1.83 | 1.70 | 1.78 | 1.77 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $833M | $1.94 | $1.92–$1.95 | 5 |
| 2027 | $908M | $2.06 | $2.04–$2.09 | 5 |
| 2028 | $1.0B | $2.08 | $1.66–$2.34 | 5 |
| 2029 | $1.1B | $2.15 | $1.90–$2.29 | 1 |
Forward consensus · source: Financial Modeling Prep
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.
www.agreerealty.comNo one on the platform currently holds ADC.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 36,000 | $2.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-30 | $0.2670 | 2026-07-15 |
| 2026-05-29 | $0.2670 | 2026-06-12 |
| 2026-04-30 | $0.2670 | 2026-05-14 |
| 2026-03-31 | $0.2620 | 2026-04-15 |
| 2026-02-27 | $0.2620 | 2026-03-13 |
| 2026-01-30 | $0.2620 | 2026-02-13 |
| 2025-12-31 | $0.2620 | 2026-01-15 |
| 2025-11-28 | $0.2620 | 2025-12-12 |
| 2025-10-31 | $0.2620 | 2025-11-14 |
| 2025-09-30 | $0.2560 | 2025-10-14 |
No one on the platform has traded ADC yet.
| $8.3B |
| — |
| FRTFederal Realty Investment Trust | $124.79 | -0.23% | $10.8B | — |
| NNNNNN REIT, Inc. | $47.07 | -0.84% | $9.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2025-08-29 |
| $0.2560 |
| 2025-09-15 |
| 2025-07-31 | $0.2560 | 2025-08-14 |
Trading at 43.1× earnings vs its 38.0× historical median P/E.
Fair value ≈ $67.32 · price $76.27 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$ADC Leases to strong retailers. Easy to re-rent if tenants leave. Net leases are landlord-friendly. Very little debt to cash flow.
View on StockTwits ↗$ADC Share Price: $74.79 Contract Selected: Jan 15, 2027 $75 Calls Buy Zone: $3.14 – $3.87 Target Zone: $5.57 – $6.81 Potential Upside: 68% ROI Time to Expiration: 216 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$ADC is there a particular reason this is dropping today more than others?
View on StockTwits ↗$ADC how bad would a U.S. default on the national debt be for Agree Realty? Reduce the dividend bad or possible bankruptcy bad? Interest rates would be crazy
View on StockTwits ↗$ADC CEO purchased 13,295 shares at $75.41 for a total of $1,002,576. Agree Joey now owns 679,067 shares. https://ceo-buys.com
View on StockTwits ↗$ADC Brilliant piece that captures ADC's situation perfectly. So if you want to update your understanding of ADC or get to know ADC better, this is essential reading. https://everyticker.com/quote/ADC/analysis/fortress-balance-sheet-meets-retail-real-estate-excellence-how-agree-realty-s-three-platform-strategy-delivers-superior-risk-adjusted-returns-nyse-adc
View on StockTwits ↗$JEPQ $JEPI $O $ADC All my monthly payers, am I missing any good ones?
View on StockTwits ↗$ADC Price: $76.54 (+0.20%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±0.18% RSI: 51.1 | Momentum: Moderate Volume: -14.0% vs avg Volatility: 0.97% Support: $75.12 | Resistance: $79.74 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
View on StockTwits ↗The Rhino Principle: Take Charge $ADC $DLR $ELS $O $PSA https://talkmarkets.com/article/the-rhino-principle-take-charge-1777220410
View on StockTwits ↗@603stockgoat I would think that $ADC has much more room to grow with a market cap of $9.5B vs $O which has a $60.5B market cap… Realty Income reminds me of the blob, absorbing almost anything it can just to move the needle.
View on StockTwits ↗$ADC How it feels to be holding 8,000 shares of this REIT's preferred shares with financials that damn good
View on StockTwits ↗$ADC Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.50 up 19.05% YoY • Reported revenue of $200.81M up 18.71% YoY • Agree Realty Corporation maintains its 2026 AFFO per share guidance at $4.54 to $4.58. The company anticipates investment volume between $1.4B and $1.6B and disposition volume of $25M to $75M.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.