Agree Realty Corporation (ADC)

In the past six months, Agree Realty Corp. declared monthly common and preferred dividends in March, February, and January 2026. The company reported its fourth-quarter and full-year 2025 results on February 10, 2026, with Q4 2025 EPS of $1.11, exceeding analysts' expectations. Revenue for Q4 2025 reached $190.49 million, surpassing forecasts. The company also announced its 2025 investment activity and 2026 investment outlook in January 2026. The stock price has shown some fluctuations and underperformed the US Retail REITs industry and the broader US Market. Despite macro headwinds, the company's strong balance sheet and high occupancy position it for solid returns, with a projected 2026 AFFO per share growth of 5.4% at the midpoint.

Historically, Agree Realty Corporation exhibits some demand seasonality. December has been the strongest month, while February tends to be the weakest month. Overall, the stock has an average annual return of 12.35% with a monthly win rate of 58.8%. The seasonal pattern has a consistency score of 44.6 (Poor), based on 27 years of data.

Agree Realty Corporation (ADC) is a REIT focused on owning, acquiring, developing, and managing retail properties net-leased to tenants. As of December 31, 2025, its portfolio included 2,674 properties across all 50 states, totaling approximately 55.5 million square feet, and was 99.7% leased. Approximately 66.8% of annualized base rents are generated from investment-grade retail tenants. The company's business model involves properties net leased to omni-channel retail tenants.

Agree Realty Corp. has a broad geographic footprint, with its portfolio of over 2,670 properties located in all 50 states. Key states where its properties are located include Texas, Ohio, Florida, Michigan, Illinois, North Carolina, New Jersey, Pennsylvania, California, New York, Georgia, Virginia, Connecticut, and Wisconsin.

Agree Realty Corporation has demonstrated a positive brand reputation in the past year, particularly in its commitment to ESG initiatives. The company released its 2024 Sustainability Report in December 2025 and achieved Gold-level recognition from Green Lease Leaders for the third consecutive year. No specific events negatively affecting Agree Realty Corp.'s reputation in the past year were found in the provided search results.

Agree Realty Corporation's ownership structure includes institutional, retail, and individual investors. Approximately 88.78% of the company's stock is owned by Institutional Investors, 1.73% by Insiders, and 9.50% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Cohen & Steers, Inc., State Street Corp, Principal Financial Group Inc, Jpmorgan Chase & Co, and Geode Capital Management, Llc. Vanguard owns the most shares of Agree Realty Corporation. Insiders have shown recent buying activity.