ADC
AGREE REALTY CORP
$75.83
+1.40%
$9.1B
No data for this timeframe.
Vol
Market Cap$9.1B
Cap SizeMid Cap
Analyst ConsensusBuy (63%)
Inst. Holders50 funds
Inst. Value$5.9B
Inst. Activity21 buys / 15 sells
Insider Activity5B / 0S
Insider Net $$2.9M
Reddit Sentiment50° Neutral
SEC Reports7
Congressional1 trades
Recent Activity
Jun 8, 2026
SEC
Executive Chairman Richard Agree made a single open-market purchase of 5,000 ADC shares at $71.41, totaling $357K. This
INSIDER-BUY — Impact 5/10
Jun 4, 2026
Insider
AGREE RICHARD bought 5,000 shares
EXECUTIVE CHAIRMAN OF BOARD @ $71.41 ($357.1K)
May 18, 2026
SEC
CEO Joey Agree purchased $1.0M of ADC stock and director Greg Lehmkuhl bought $56K, alongside non-cash director grants.
CLUSTER — Impact 3/10
May 18, 2026
SEC
CEO Joey Agree and Director Greg Lehmkuhl made open-market purchases totaling ~$1.06M in ADC, with the CEO alone buying
CLUSTER — Impact 6/10
May 18, 2026
dark_pool
Dark Pool: ADC — 1.6M shares, 29,504 trades
Week starting 2026-05-18. Total ATS volume: 1,565,112 shares across 29,504 trades.
May 15, 2026
Insider
RAKOLTA JOHN JR bought 20,000 shares
Director @ $74.57 ($1.5M)
May 14, 2026
Insider
Frankel Merrie S. was granted 432 shares
Director
Inst.
Daiwa Securities Group Inc. — ADD
2,961,683 shares ($223.3M)
Price Targets
$84.56
+11.5% upside
Buy
Current $75.83
Low $80.00
Median $84.00
High $92.00
18 analysts
$80.00
$92.00
Analyst Ratings
6Strong Buy
9Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 13, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| Apr 24, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 22, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.46 ▼ -3.1% | $0.44 — $0.48 | 0% YoY | 3 |
| Next Q | $0.47 ▼ -3.6% | $0.45 — $0.48 | -0% YoY | 3 |
| Current FY | $1.90 ▼ -0.8% | $1.90 — $1.90 | 4% YoY | 1 |
| Next FY | $1.95 ▼ -2.3% | $1.73 — $2.08 | 3% YoY | 3 |
Latest Reports
BULLISH
INSIDER-BUY
5/10
Executive Chairman Richard Agree made a single open-market purchase of 5,000 ADC shares at $71.41, totaling $357K. This
Jun 8, 2026
NEUTRAL
CLUSTER
3/10
CEO Joey Agree purchased $1.0M of ADC stock and director Greg Lehmkuhl bought $56K, alongside non-cash director grants.
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.3B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $773.4M | — |
| STATE STREET CORP | $451.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $403.0M | — |
| TWO SIGMA INVESTMENTS, LP | $304.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | AGREE RICHARD | BUY | $357.1K |
| May 15, 2026 | RAKOLTA JOHN | BUY | $1.5M |
| May 14, 2026 | Frankel Merrie | A | $0.00 |
| May 14, 2026 | Agree Joey | BUY | $1.0M |
| May 14, 2026 | Lehmkuhl Greg | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | SELL | $15,001 - $50,000 |
50 institutional holders with $5.9B total value (78,159,728 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 21 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,890,008 | $1.3B | 22.9% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,260,006 | $773.4M | 13.1% | — |
| 3 | STATE STREET CORP | 5,966,403 | $451.3M | 7.7% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5,346,433 | $403.0M | 6.8% | — |
| 5 | TWO SIGMA INVESTMENTS, LP | 4,041,693 | $304.7M | 5.2% | — |
| 6 | Daiwa Securities Group Inc. | 2,961,683 | $223.3M | 3.8% | ADD +30.9% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,109,853 | $159.0M | 2.7% | — |
| 8 | PRUDENTIAL FINANCIAL INC | 1,907,109 | $143.8M | 2.4% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1,771,018 | $133.5M | 2.3% | — |
| 10 | BANK OF AMERICA CORP /DE/ | 1,526,561 | $115.1M | 2.0% | ADD +65.4% |
| 11 | RAYMOND JAMES FINANCIAL INC | 1,432,481 | $107.9M | 1.8% | — |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,396,798 | $105.3M | 1.8% | — |
| 13 | DEUTSCHE BANK AG\ | 1,336,269 | $100.7M | 1.7% | TRIM -38.6% |
| 14 | MORGAN STANLEY | 1,319,035 | $99.4M | 1.7% | — |
| 15 | JANUS HENDERSON GROUP PLC | 1,251,683 | $94.3M | 1.6% | — |
| 16 | GOLDMAN SACHS GROUP INC | 1,170,476 | $88.2M | 1.5% | — |
| 17 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1,101,386 | $83.0M | 1.4% | ADD +36.6% |
| 18 | SEI INVESTMENTS CO | 1,051,454 | $79.3M | 1.3% | ADD +27.2% |
| 19 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,010,118 | $76.1M | 1.3% | — |
| 20 | Russell Investments Group, Ltd. | 903,113 | $68.1M | 1.2% | TRIM -25.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | ADD | 2,262,991 | 2,961,683 | +30.9% | $223.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 923,081 | 1,526,561 | +65.4% | $115.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 2,175,773 | 1,336,269 | -38.6% | $100.7M | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 806,232 | 1,101,386 | +36.6% | $83.0M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 826,316 | 1,051,454 | +27.2% | $79.3M | 2026-Q1 |
| Holocene Advisors, LP | DOUBLED | 387,093 | 790,359 | +104.2% | $59.6M | 2026-Q1 |
| Nuveen, LLC | TRIM | 1,220,295 | 421,183 | -65.5% | $31.7M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 123,035 | 305,452 | +148.3% | $23.0M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 352,710 | 218,993 | -37.9% | $16.5M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 633,227 | 212,524 | -66.4% | $16.0M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 149,183 | 211,867 | +42.0% | $16.0M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 320,172 | 136,540 | -57.4% | $10.4M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | DOUBLED | 46,704 | 136,567 | +192.4% | $10.3M | 2026-Q1 |
| LMR Partners LLP | TRIM | 261,995 | 134,970 | -48.5% | $10.2M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 11,982 | 113,471 | +847.0% | $8.6M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 44,739 | 57,451 | +28.4% | $4.4M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 153,667 | 51,077 | -66.8% | $3.9M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 24,446 | 49,635 | +103.0% | $3.7M | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 23,059 | 42,713 | +85.2% | $3.2M | 2026-Q1 |
| M&T BANK CORP | TRIM | 104,734 | 33,527 | -68.0% | $2.5M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 24,312 | 30,837 | +26.8% | $2.3M | 2026-Q1 |
| ALLSTATE CORP | DOUBLED | 9,563 | 28,216 | +195.1% | $2.1M | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 14,675 | 20,075 | +36.8% | $1.5M | 2026-Q1 |
| XPONANCE LLC | ADD | 10,559 | 13,993 | +32.5% | $1.1M | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 17,283 | 12,394 | -28.3% | $938.7K | 2026-Q1 |
15 unique insiders with 21 transactions. Net insider value: $2.9M ($2.9M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | AGREE RICHARD | EXECUTIVE CHAIRMAN OF BOARD | BUY | 5,000 | $71.41 | $357.1K |
| May 15, 2026 | RAKOLTA JOHN JR | Director | BUY | 20,000 | $74.57 | $1.5M |
| May 14, 2026 | Frankel Merrie S. | Director | AWARD | 432 | — | — |
| May 14, 2026 | Agree Joey | PRESIDENT & CEO | BUY | 13,295 | $75.41 | $1.0M |
| May 14, 2026 | Lehmkuhl Greg | Director | AWARD | 2,159 | — | — |
| May 14, 2026 | Lehmkuhl Greg | Director | BUY | 750 | $75.09 | $56.3K |
| May 14, 2026 | Rossi Jerome R | Director | AWARD | 2,159 | — | — |
| May 14, 2026 | RAKOLTA JOHN JR | Director | AWARD | 2,159 | — | — |
| May 14, 2026 | Judlowe Michael | Director | AWARD | 2,159 | — | — |
| May 14, 2026 | Dearing Karen | Director | AWARD | 2,159 | — | — |
| May 14, 2026 | He Linglong | Director | AWARD | 2,159 | — | — |
| May 14, 2026 | Hollman Michael | Director | AWARD | 2,159 | — | — |
| May 6, 2026 | Erlich Craig | CHIEF GROWTH OFFICER | GIFT | 500 | — | — |
| Apr 1, 2026 | RAKOLTA JOHN JR | Director | BUY | 146 | $75.69 | $11.1K |
| Feb 23, 2026 | Breslin Stephen | CHIEF ACCOUNTING OFFICER | AWARD | 2,521 | — | — |
| Feb 23, 2026 | Coughenour Peter | CHIEF FINANCIAL OFFICER | AWARD | 8,510 | — | — |
| Feb 23, 2026 | Spehar Danielle M | GENERAL COUNSEL | AWARD | 4,539 | — | — |
| Feb 23, 2026 | Erlich Craig | CHIEF GROWTH OFFICER | AWARD | 5,673 | — | — |
| Feb 23, 2026 | AGREE RICHARD | EXECUTIVE CHAIRMAN OF BOARD | AWARD | 8,069 | — | — |
| Feb 23, 2026 | Agree Joey | PRESIDENT & CEO | AWARD | 24,584 | — | — |
| Feb 23, 2026 | Witteveen Nicole | CHIEF OPERATING OFFICER | AWARD | 8,510 | — | — |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 5.0/10.
BULLISH
INSIDER-BUY
5/10
Executive Chairman Richard Agree made a single open-market purchase of 5,000 ADC shares at $71.41, t
Jun 8, 2026
NEUTRAL
CLUSTER
3/10
CEO Joey Agree purchased $1.0M of ADC stock and director Greg Lehmkuhl bought $56K, alongside non-ca
May 18, 2026
BULLISH
CLUSTER
6/10
CEO Joey Agree and Director Greg Lehmkuhl made open-market purchases totaling ~$1.06M in ADC, with t
May 18, 2026
NEUTRAL
CLUSTER
3/10
CEO Joey Agree purchased $1.0M of ADC stock, and Director Greg Lehmkuhl bought $56K, both in open-ma
May 18, 2026
NEUTRAL
8-K
4/10
Agree Realty Corporation entered into a new $1.75 billion at-the-market (ATM) equity distribution ag
Apr 24, 2026
MIXED
424B5
6/10
Agree Realty Corporation has filed a 424B5 prospectus supplement to establish a new $1.75 billion at
Apr 24, 2026
BULLISH
8-K
8/10
Agree Realty Corporation reported strong first-quarter 2026 results with AFFO per share of $1.14, up
Apr 21, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (63% buy). Based on 24 analysts: 6 strong buy, 9 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$84.56 mean target
+11.5% upside
Buy (1.85)
$80.00 Low
$92.00 High
| Metric | Value |
|---|---|
| Current Price | $75.83 |
| Target Low | $80.00 |
| Target Mean | $84.56 |
| Target Median | $84.00 |
| Target High | $92.00 |
| # Analysts | 18 |
| Recommendation | Buy (1.85) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.46 | $0.44 | $0.48 | 0.5% | -3.1% | 0↑ 1↓ | $0.2B | 17.9% | 3 |
| Next Q 2026-09-30 |
$0.47 | $0.45 | $0.48 | -0.5% | -3.6% | 0↑ 2↓ | $0.2B | 16.4% | 3 |
| Current FY 2026-12-31 |
$1.90 | $1.90 | $1.90 | 4.1% | -0.8% | 0↑ 1↓ | $0.8B | 17.1% | 1 |
| Next FY 2027-12-31 |
$1.95 | $1.73 | $2.08 | 2.7% | -2.3% | 0↑ 1↓ | $0.9B | 12.9% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.458 | |
| 7d ago | $0.458 | |
| 30d ago | $0.473 | -0.015 |
| 60d ago | $0.484 | -0.026 |
| 90d ago | $0.481 | -0.023 |
11 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 13, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 22, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Apr 21, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 17, 2026 | BMO Capital | DOWNGRADE | Outperform | Market Perform |
| Mar 23, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 17, 2026 | Raymond James | MAINTAIN | Strong Buy | Strong Buy |
| Mar 13, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 11, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Mar 9, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 11, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Dec 17, 2025 | Mizuho | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 9 | 9 | 0 | 0 | 63% | |
| May 1, 2026 | 6 | 9 | 9 | 0 | 0 | 63% | |
| Apr 1, 2026 | 6 | 10 | 8 | 0 | 0 | 67% | |
| Mar 1, 2026 | 6 | 10 | 8 | 0 | 0 | 67% | |
| Feb 1, 2026 | 6 | 10 | 8 | 0 | 0 | 67% | |
| Jan 1, 2026 | 7 | 10 | 8 | 0 | 0 | 68% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Agree Realty Corp | Feb 16, 2026 (33d) |
50°
Neutral
Bearish
Neutral
Bullish
4 mentions
2 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 13, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 13, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 18, 2026
dark_pool
Dark Pool: ADC — 1.6M shares, 29,504 trades
Week starting 2026-05-18. Total ATS volume: 1,565,112 shares across 29,504 trades.
May 11, 2026
dark_pool
Dark Pool: ADC — 1.2M shares, 31,019 trades
Week starting 2026-05-11. Total ATS volume: 1,185,057 shares across 31,019 trades.
May 4, 2026
dark_pool
Dark Pool: ADC — 1.0M shares, 30,043 trades
Week starting 2026-05-04. Total ATS volume: 1,045,890 shares across 30,043 trades.
Apr 27, 2026
dark_pool
Dark Pool: ADC — 1.3M shares, 35,130 trades
Week starting 2026-04-27. Total ATS volume: 1,302,778 shares across 35,130 trades.
Apr 21, 2026
earnings_calendar
ADC Q1 2026 Earnings After Market Close — 2026-04-21
Apr 20, 2026
dark_pool
Dark Pool: ADC — 2.2M shares, 43,113 trades
Week starting 2026-04-20. Total ATS volume: 2,248,730 shares across 43,113 trades.
Apr 20, 2026
short_interest
FTD: ADC — 46,561 shares ($3.7M) failed to deliver
Settlement: 20260420, Price: $79.46, FTD Value: $3,699,737.06, AGREE REALTY CORP
Apr 13, 2026
dark_pool
Dark Pool: ADC — 1.5M shares, 32,125 trades
Week starting 2026-04-13. Total ATS volume: 1,531,129 shares across 32,125 trades.
Apr 8, 2026
short_volume
Short Volume: ADC — 69.8% short (0.4M / 0.6M)
Short: 385,192 | Exempt: 0 | TRF Vol: 551,938 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: ADC — 1.6M shares, 36,833 trades
Week starting 2026-04-06. Total ATS volume: 1,606,131 shares across 36,833 trades.
Mar 30, 2026
dark_pool
Dark Pool: ADC — 1.2M shares, 25,022 trades
Week starting 2026-03-30. Total ATS volume: 1,207,671 shares across 25,022 trades.
Mar 23, 2026
dark_pool
Dark Pool: ADC — 1.3M shares, 31,550 trades
Week starting 2026-03-23. Total ATS volume: 1,313,242 shares across 31,550 trades.
Mar 16, 2026
dark_pool
Dark Pool: ADC — 1.5M shares, 37,795 trades
Week starting 2026-03-16. Total ATS volume: 1,466,372 shares across 37,795 trades.
Mar 9, 2026
dark_pool
Dark Pool: ADC — 1.6M shares, 38,638 trades
Week starting 2026-03-09. Total ATS volume: 1,638,054 shares across 38,638 trades.
Mar 2, 2026
dark_pool
Dark Pool: ADC — 1.7M shares, 33,186 trades
Week starting 2026-03-02. Total ATS volume: 1,700,122 shares across 33,186 trades.