Agree Realty Corporation (ADC)

Sep 26, 2026

Agree Realty Corporation (NYSE:ADC) has received a "Moderate Buy" consensus recommendation from Wall Street brokerages, with an average 12-month price target of $83.25. The company recently reported quarterly revenue of $216.33 million, exceeding estimates, though EPS missed expectations. Shares are currently trading near their 52-week low, and company insiders have recently purchased a significant number of shares.

Sep 22, 2026

Agree Realty (NYSE:ADC) shares recently hit a new 52-week low of $67.49. Despite this, the stock holds a consensus "Moderate Buy" rating with an average analyst price target of $83.25. The company announced a monthly dividend of $0.267 per share, yielding approximately 4.7% annually, and insiders have purchased a significant number of shares recently.

Sep 18, 2026

Stifel maintained a "Buy" rating for Agree Realty (ADC) but lowered its price target to $81.50 from $84.00, reflecting a cautious outlook amidst shifting market conditions. Despite the adjustment, ADC is considered 14.1% undervalued according to GuruFocus's GF Value™ and holds a strong GF Score™ of 87/100, driven by excellent growth and valuation metrics. Insider activity also shows significant buying, reinforcing confidence in the stock's future.

Sep 14, 2026

Agree Realty Corporation (NYSE:ADC) experienced a significant 56.1% drop in short interest during August, falling to 6.2 million shares. Institutional investors hold a high percentage of the stock, with BlackRock and California State Teachers’ Retirement System among those increasing their positions, and a director also made a substantial purchase. Despite missing Q2 earnings estimates, the company declared a monthly dividend and maintains a "Moderate Buy" consensus rating from analysts.

Sep 14, 2026

The California State Teachers Retirement System (CalSTRS) significantly increased its stake in Agree Realty Corporation (NYSE:ADC) by 7,473.6% in Q2, now owning 10.62 million shares valued at approximately $804.2 million. This represents 8.54% of the REIT. Despite the large institutional investment and positive analyst sentiment, Agree Realty recently reported Q2 revenue of $216.33 million (up 16.8% YoY) but missed EPS estimates at $0.44.