Agree Realty (ADC) Expected to Release Earnings on Tuesday

Agree Realty (NYSE:ADC) is anticipated to post its Q3 2026 results after the market closes on Tuesday, October 20th. Analysts expect Agree Realty to post earnings of $0.4776 per share and revenue of $211.43 million for the quarter. Agree Realty has set its FY 2026 guidance at 4.570-4.590 EPS. Investors may review the information on the company’s upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Wednesday, October 21, 2026 at 9:00 AM ET.

Agree Realty (NYSE:ADC) last issued its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported $0.44 earnings per share for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.04). Agree Realty had a return on equity of 3.90% and a net margin of 28.84%. The firm had revenue of $216.33 million for the quarter, compared to the consensus estimate of $204.53 million. During the same quarter in the prior year, the firm earned $1.06 EPS. The company’s revenue was up 16.8% on a year-over-year basis. On average, analysts expect Agree Realty to post $4.45 EPS for the current fiscal year and $4.67 EPS for the next fiscal year.

Agree Realty Price Performance

Shares of ADC opened at $66.94 on Friday. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.60. The stock has a market cap of $8.33 billion, a PE ratio of 35.99, a PEG ratio of 2.25 and a beta of 0.42. Agree Realty has a 12-month low of $64.43 and a 12-month high of $82.08. The business has a 50-day simple moving average of $70.19 and a two-hundred day simple moving average of $74.33.

Agree Realty Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be paid a dividend of $0.2710 per share. The ex-dividend date of this dividend is Friday, October 30th. This is a positive change from Agree Realty’s previous monthly dividend of $0.2670. This represents a $3.25 dividend on an annualized basis and a dividend yield of 4.9%. Agree Realty’s payout ratio is 172.04%.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Huntington started coverage on Agree Realty in a report on Wednesday, July 15th. They set an “outperform” rating and a $84.00 price target on the stock. Barclays upped their price objective on Agree Realty from $84.00 to $85.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 22nd. Stifel Nicolaus dropped their price objective on shares of Agree Realty from $84.00 to $81.50 and set a “buy” rating for the company in a report on Friday, September 18th. Robert W. Baird set a $83.00 target price on shares of Agree Realty in a research report on Friday, July 31st. Finally, Mizuho cut their target price on shares of Agree Realty from $80.00 to $72.00 and set a “neutral” rating on the stock in a research report on Thursday, September 17th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $82.81.

Insiders Place Their Bets

In related news, insider Craig Erlich acquired 1,000 shares of the stock in a transaction dated Monday, September 21st. The stock was bought at an average cost of $67.55 per share, for a total transaction of $67,550.00. Following the completion of the transaction, the insider directly owned 60,388 shares of the company’s stock, valued at $4,079,209.40. The trade was a 1.68% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John Rakolta, Jr. acquired 20,000 shares of the stock in a transaction dated Wednesday, September 16th. The shares were bought at an average price of $68.78 per share, with a total value of $1,375,600.00. Following the completion of the transaction, the director directly owned 654,602 shares of the company’s stock, valued at $45,023,525.56. The trade was a 3.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have purchased 48,496 shares of company stock valued at $3,418,670. 1.80% of the stock is currently owned by company insiders.

Agree Realty Company Profile

Agree Realty Corporation is a real estate investment trust (REIT) that owns, develops, acquires and manages retail properties leased primarily under long-term, single-tenant net lease agreements. Under these arrangements, tenants generally assume responsibility for property-level expenses such as taxes, insurance and maintenance.

The company focuses on necessity-based retail properties, including locations occupied by grocery stores, home improvement retailers, discount retailers, pharmacies and other service-oriented businesses.