ADC AGREE REALTY CORP

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Apr 24, 2026 Processed 1mo ago SEC 0001628280-26-027250
8-K context-dependent: Items 8.01
Latest settled — T+20d ⚠ clustered
ADC-PA ▲ +0.17% at T+20d
NEUTRAL call ✓ call won +0.17% · α vs SPY -4.78% · entry $17.06 → $17.09
Next anchor: T+60d in 5w
Currently $75.83 · +344.49% from $17.06 entry
Entry anchored
Apr 24, 2026
via day open
T+1d
0.00%
call 0.00% · α +0.49%
$17.06
settled 7w ago
T+5d
-0.06%
call -0.06% · α -0.46%
$17.05
settled 6w ago
T+20d
+0.17%
call +0.17% · α -4.78%
$17.09
settled 22d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Agree Realty Corporation entered into a new $1.75 billion at-the-market (ATM) equity distribution agreement, replacing its prior program from October 2024. The company can now issue and sell common stock up to this amount through a syndicate of 14 sales agents, including both direct sales and forward sale agreements, to raise capital for general corporate purposes.

Actionable Insight

Monitor the company's future 10-Q and 10-K filings for disclosures on the amount of shares sold and net proceeds received under this program, as this will provide insight into the pace of capital raising and its impact on shareholder dilution.

Key Facts

  • Entered into a new $1.75 billion ATM equity distribution agreement on April 24, 2026.
  • The agreement replaces a prior ATM program established in October 2024.
  • Sales can be made through direct sales to agents or via forward sale agreements.
  • Proceeds will be used for general corporate purposes as outlined in the prospectus.
  • The offering is being conducted under an automatically effective shelf registration.

Financial Impact

Up to $1.75 billion in potential gross proceeds from the issuance of common stock.

dilutionequity issuancecapital structure

Risk Factors

  • Future sales under the ATM program will result in shareholder dilution.
  • The market may react negatively if shares are sold at a significant discount to the current market price.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-027250
Exhibit: exhibit51-8xk.htm0001628280-26-027250
Document: adc-20260424.htm0001628280-26-027250
Document: 0001628280-26-027250-index-headers.html0001628280-26-027250
Document: 0001628280-26-027250-index.html0001628280-26-027250
Document: 0001628280-26-027250.txt0001628280-26-027250
7 reports for ADC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ADC — sortable, filterable
Type Now
Jun 8, 2026
5d ago
Insider Buy
BULLISH ★ 5/10
$73.42 awaiting T+5awaiting T+5$75.83 (+3.29%)
May 18, 2026
26d ago
Insider Cluster
NEUTRAL ★ 3/10
$75.77 $75.51▼ −0.34%▼ −1.96%$75.83 (+0.08%)
May 18, 2026
26d ago
Insider Cluster
BULLISH ★ 6/10
$75.77 $75.51▼ −0.34%▼ −1.96%$75.83 (+0.08%)
May 18, 2026
26d ago
Insider Cluster
NEUTRAL ★ 3/10
$75.77 $75.51▼ −0.34%▼ −1.96%$75.83 (+0.08%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$17.06 $17.05▼ −0.06%▼ −0.46%$75.83 (+344.49%)
Apr 24, 2026
7w ago
424B5
MIXED ★ 6/10
$17.06 $17.05▼ −0.06%▼ −0.46%$75.83 (+344.49%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 8/10
$17.06 $17.04▼ −0.12%▼ −0.17%$75.83 (+344.49%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (43h 27m)

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