Agree Realty (ADC) Projected to Release Quarterly Earnings on Tuesday

Agree Realty (NYSE:ADC) is anticipated to announce its Q3 2026 results after the market closes on Tuesday, October 20th. Analysts expect the company to announce 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. Interested persons can find conference call details on the company’s upcoming Q3 2026 earnings report for the latest details on the call scheduled for Wednesday, October 21, 2026 at 9:00 AM ET.

Agree Realty (NYSE:ADC) last posted its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported $0.44 EPS for the quarter, missing the consensus estimate of $0.48 by ($0.04). The firm had revenue of $216.33 million for the quarter, compared to the consensus estimate of $204.53 million. Agree Realty had a return on equity of 3.90% and a net margin of 28.84%. The company’s revenue was up 16.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.06 EPS. 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 Monday. The company has a 50 day moving average of $70.19 and a two-hundred day moving average of $74.33. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.60. Agree Realty has a twelve month low of $64.43 and a twelve month high of $82.08. The company has a market cap of $8.33 billion, a price-to-earnings ratio of 35.99, a price-to-earnings-growth ratio of 2.25 and a beta of 0.42.

Agree Realty Increases Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be issued a dividend of $0.2710 per share. The ex-dividend date is Friday, October 30th. This represents a $3.25 annualized dividend and a dividend yield of 4.9%. This is a boost from Agree Realty’s previous monthly dividend of $0.2670. Agree Realty’s dividend payout ratio (DPR) is currently 172.04%.

Insider Activity

In other news, insider Craig Erlich bought 1,000 shares of Agree Realty stock in a transaction that occurred on Monday, September 21st. The stock was bought at an average price of $67.55 per share, for a total transaction of $67,550.00. Following the purchase, the insider directly owned 60,388 shares of the company’s stock, valued at approximately $4,079,209.40. The trade was a 1.68% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Joey Agree purchased 7,360 shares of the stock in a transaction on Wednesday, September 16th. The shares were purchased at an average cost of $68.06 per share, with a total value of $500,921.60. Following the transaction, the chief executive officer owned 682,465 shares in the company, valued at $46,448,567.90. This trade represents a 1.09% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 48,496 shares of company stock valued at $3,418,670 over the last ninety days. 1.80% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on ADC shares. Truist Financial initiated coverage on Agree Realty in a research report on Thursday, October 1st. They issued a “buy” rating and a $75.00 price objective for the company. Huntington began coverage on Agree Realty in a research report on Wednesday, July 15th. They set an “outperform” rating and a $84.00 target price on the stock. Barclays upped their target price on Agree Realty from $84.00 to $85.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 22nd. Stifel Nicolaus decreased their price target on Agree Realty from $84.00 to $81.50 and set a “buy” rating for the company in a research note on Friday, September 18th. Finally, Weiss Ratings downgraded Agree Realty from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $82.81.

About Agree Realty

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.