Agree Realty
About: Agree Realty Corporation operates as a fully integrated real estate investment trust mainly focused on the ownership, acquisition, development and management of retail properties net leased to industry-tenants. The Company is mainly in the business of acquiring, developing and managing retail real estate. Some of its properties in the portfolio include Walmart, 7-Eleven, Wawa, Gerber Collision and others.
Employees: 75
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
100% more call options, than puts
Call options by funds: $7.54M | Put options by funds: $3.78M
76% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 37
75% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 7 (+3) [Q4]
45% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 130
4% more funds holding
Funds holding: 425 [Q3] → 443 (+18) [Q4]
1% more capital invested
Capital invested by funds: $8.6B [Q3] → $8.72B (+$124M) [Q4]
0.66% less ownership
Funds ownership: 113.83% [Q3] → 113.17% (-0.66%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$74
3%
downside
Avg. target
$79
4%
upside
High target
$84
11%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Wells Fargo John Kilichowski 53% 1-year accuracy 8 / 15 met price target | 7%upside $81 | Overweight Maintained | 10 Mar 2025 |
Barclays Richard Hightower 52% 1-year accuracy 11 / 21 met price target | 1%downside $75 | Equal-Weight Upgraded | 4 Mar 2025 |
RBC Capital Brad Heffern 64% 1-year accuracy 23 / 36 met price target | 3%upside $78 | Outperform Maintained | 13 Feb 2025 |
Mizuho Haendel St. Juste 73% 1-year accuracy 11 / 15 met price target | 3%downside $74 | Neutral Maintained | 8 Jan 2025 |
Stifel Simon Yarmak 34% 1-year accuracy 12 / 35 met price target | 7%upside $81 | Buy Maintained | 7 Jan 2025 |
Financial journalist opinion
Based on 8 articles about ADC published over the past 30 days
Positive
Seeking Alpha
4 days ago
Agree Realty: The Quality Speaks For Itself
Agree Realty is a top REIT investment with a 31% total return since my first coverage in 2024. ADC boasts a strong portfolio with 2,370 properties, 99.6% occupancy, and 68% rent roll from investment-grade tenants. ADC's disciplined investment strategy and robust balance sheet, with no major debt until 2028, ensure dividend safety and growth.
Positive
24/7 Wall Street
1 week ago
These 5 Dividend Stocks Will Pay You Like a Boss Every Month
Dividend stocks offer a reliable way to generate monthly income without the hassles of finding a side gig, buying and managing a rental property, or any other things you learn about while doom-scrolling social media these days.
Positive
Seeking Alpha
1 week ago
Dividends Come Back Into Vogue: My Favorite Places For Income Extraction
Currently, we have many signs pinpointing to a value factor outperforming growth. It seems that the dividend-oriented stocks might become the new glamour. In this article, I elaborate on the key reasons why I think so. I highlight 3 specific high and durable yield segments that could really deliver superior returns going.
Neutral
PRNewsWire
2 weeks ago
Agree Realty Declares Monthly Common and Preferred Dividends
ROYAL OAK, Mich. , March 11, 2025 /PRNewswire/ -- Agree Realty Corporation (NYSE: ADC) (the "Company") today announced that its Board of Directors has authorized, and the Company has declared, a monthly cash dividend of $0.253 per common share.
Neutral
Seeking Alpha
2 weeks ago
Realty Income Vs. Agree Realty: What Is The Best REIT To Buy In 2025?
Realty Income and Agree Realty are two of the most popular REITs. Each offers unique pros and cons to investors. But which is the best to buy today?
Positive
Seeking Alpha
2 weeks ago
A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement
In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk and inflation-protected income. I also provide concrete investment ideas that tick the necessary boxes for being included in the portfolio.
Positive
Seeking Alpha
2 weeks ago
I Am Buying These 6% Yielding Blue-Chip Dividend Stocks
Dividend stocks are today undervalued. Tech stocks are exciting, but dividend growth stocks are more rewarding. Here are a few of my favorite high-yielding blue-chip dividend stocks.
Positive
Seeking Alpha
3 weeks ago
7 Stocks I'm Buying As The U.S. Economy Starts To Crack
I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortgage rates, but offer quality rental homes and professional management.
Negative
Seeking Alpha
1 month ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
Positive
Seeking Alpha
1 month ago
Agree Realty: When The Perfect Blend Of Consistency, Reliability, And Quality Meet
Agree Realty's strong portfolio, minimal exposure to economic downturns, and robust growth potential make it a compelling long-term hold for income-focused investors. Despite recent inflation concerns, ADC's Q4 and full-year performance showcased solid AFFO growth, strong acquisitions, and a well-covered monthly dividend. The REIT's fortress balance sheet, minimal debt maturities, and liquidity of $2 billion position it well for continued growth and potential upside.
Charts implemented using Lightweight Charts™