Agree Realty Corporation (ADC)

Agree Realty Corp. declared monthly common and preferred dividends, including a 3.6% increase in the monthly cash dividend per common share. The company announced its fourth-quarter 2025 earnings release date and its 2025 investment activity, totaling approximately $1.55 billion, and projected $1.25 billion to $1.50 billion in retail net lease properties for 2026. Stock price movements included closing at $72.55 on February 6, 2026, and analyst consensus ratings generally lean towards "Buy," with an average price target of $80.65.

Agree Realty Corp. primarily invests in retail properties net-leased to industry-leading tenants in essential retail sectors, suggesting resilience to typical retail seasonality. Essential retail businesses often experience more stable demand throughout the year compared to discretionary retail. The company's strategy of focusing on e-commerce and recession-resistant tenants further aims to mitigate seasonal or economic fluctuations.

Agree Realty Corporation is a real estate investment trust focused on owning, acquiring, developing, and managing retail properties net-leased to tenants. The company invests in and manages a diversified portfolio of retail properties net-leased to industry-leading, omni-channel retail tenants, including major retailers in resilient industries like grocery, home improvement, automotive services, and pharmacy.

Agree Realty Corp. has a significant geographic footprint across the United States. As of December 31, 2025, the company owned and operated 2,674 properties in all 50 states, encompassing approximately 55.5 million square feet of gross leasable area. 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 Corp. has generally maintained a positive brand reputation, highlighted by its focus on "Rethinking Retail" and its strong portfolio. The company published its fifth annual Sustainability Report in December 2025, showcasing its ESG initiatives. However, a recent downgrade to a 'sell' rating by a notable analyst group sparked debates among investors.

Agree Realty Corp. has a high level of institutional ownership, reported at 111.71% as of February 5, 2026. Insider activity has shown a positive trend with recent insider buying, including purchases by John Jr. Rakolta, Richard Agree, and Joey Agree.