Agree Realty (ADC) to Release Earnings on Thursday

Agree Realty (NYSE:ADC) is expected to announce its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect the company to announce earnings of $0.4761 per share and revenue of $204.5290 million for the quarter. Investors can check the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Friday, July 31, 2026 at 10:00 AM ET.

Agree Realty (NYSE:ADC) last issued its quarterly earnings results on Tuesday, April 21st. The real estate investment trust reported $0.50 EPS for the quarter, topping the consensus estimate of $0.47 by $0.03. The company had revenue of $211.49 million during the quarter, compared to analyst estimates of $195.73 million. Agree Realty had a net margin of 29.25% and a return on equity of 3.95%. The firm’s revenue was up 18.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.42 EPS. On average, analysts expect Agree Realty to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Agree Realty Stock Performance

NYSE:ADC opened at $80.16 on Thursday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.83 and a current ratio of 0.83. The stock has a market capitalization of $9.63 billion, a PE ratio of 43.33, a P/E/G ratio of 2.67 and a beta of 0.47. Agree Realty has a fifty-two week low of $69.56 and a fifty-two week high of $82.08. The company has a fifty day moving average of $75.89 and a two-hundred day moving average of $76.08.

Agree Realty Dividend Announcement

The business also recently announced a monthly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be given a $0.267 dividend. The ex-dividend date is Friday, July 31st. This represents a c) annualized dividend and a dividend yield of 4.0%. Agree Realty’s dividend payout ratio (DPR) is 172.97%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on ADC. Mizuho reduced their price target on shares of Agree Realty from $86.00 to $80.00 and set a “neutral” rating for the company in a research report on Wednesday, May 13th. Huntington assumed coverage on shares of Agree Realty in a research note on Wednesday, July 15th. They issued an “outperform” rating and a $84.00 price target on the stock. Jefferies Financial Group initiated coverage on Agree Realty in a report on Monday, June 1st. They issued a “buy” rating and a $84.00 price objective on the stock. Wall Street Zen upgraded Agree Realty from a “sell” rating to a “hold” rating in a research note on Saturday, July 18th. Finally, Barclays increased their target price on Agree Realty from $84.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $83.88.

Insider Transactions at Agree Realty

In related news, CEO Joey Agree purchased 13,295 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average price of $75.41 per share, with a total value of $1,002,575.95. Following the completion of the acquisition, the chief executive officer owned 675,105 shares in the company, valued at $50,909,668.05. This trade represents a 2.01% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Greg Lehmkuhl acquired 750 shares of Agree Realty stock in a transaction that occurred on Thursday, May 14th. The shares were bought at an average price of $75.09 per share, for a total transaction of $56,317.50. Following the transaction, the director owned 34,465 shares of the company’s stock, valued at $2,587,976.85. This represents a 2.22% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 19,045 shares of company stock worth $1,415,943 in the last ninety days. Insiders own 1.80% of the company’s stock.

Institutional Trading of Agree Realty

Large investors have recently added to or reduced their stakes in the stock. Compound Planning Inc. boosted its position in shares of Agree Realty by 18.2% during the 4th quarter. Compound Planning Inc. now owns 4,177 shares of the real estate investment trust’s stock valued at $301,000 after acquiring an additional 643 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Agree Realty by 11.0% in the fourth quarter. Invesco Ltd. now owns 468,934 shares of the real estate investment trust’s stock valued at $33,777,000 after purchasing an additional 46,492 shares during the period. Corient Private Wealth LLC increased its position in Agree Realty by 19.6% during the fourth quarter. Corient Private Wealth LLC now owns 6,982 shares of the real estate investment trust’s stock worth $503,000 after purchasing an additional 1,142 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in Agree Realty by 34.7% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 11,950 shares of the real estate investment trust’s stock worth $861,000 after purchasing an additional 3,079 shares during the last quarter. Finally, Blue Chip Partners LLC raised its stake in Agree Realty by 0.8% during the fourth quarter. Blue Chip Partners LLC now owns 37,560 shares of the real estate investment trust’s stock worth $2,705,000 after purchasing an additional 306 shares during the period. 97.83% of the stock is currently owned by hedge funds and other institutional investors.

Agree Realty Company Profile

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.