Agree Realty (ADC) Projected to Post Quarterly Earnings on Tuesday

Agree Realty (NYSE:ADC) is expected to issue its Q3 2025 results after the market closes on Tuesday, October 21st. Analysts expect the company to announce earnings of $1.08 per share and revenue of $181.8740 million for the quarter. Agree Realty has set its FY 2025 guidance at 4.290-4.320 EPS.Parties can find conference call details on the company’s upcoming Q3 2025 earningreport page for the latest details on the call scheduled for Wednesday, October 22, 2025 at 9:00 AM ET.

Agree Realty (NYSE:ADC) last released its quarterly earnings data on Thursday, July 31st. The real estate investment trust reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.05 by $0.01. The firm had revenue of $175.53 million during the quarter, compared to analysts’ expectations of $173.95 million. Agree Realty had a return on equity of 3.47% and a net margin of 28.16%.The business’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same quarter last year, the firm earned $1.04 earnings per share. On average, analysts expect Agree Realty to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Agree Realty Price Performance

ADC opened at $75.16 on Friday. The stock has a market cap of $8.32 billion, a price-to-earnings ratio of 44.74, a PEG ratio of 2.44 and a beta of 0.55. Agree Realty has a 1 year low of $67.58 and a 1 year high of $79.65. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 0.59. The stock has a fifty day moving average price of $72.19 and a 200 day moving average price of $73.60.

Agree Realty Increases Dividend

The business also recently announced a monthly dividend, which will be paid on Friday, November 14th. Shareholders of record on Friday, October 31st will be issued a dividend of $0.262 per share. This represents a c) annualized dividend and a yield of 4.2%. This is an increase from Agree Realty’s previous monthly dividend of $0.26. The ex-dividend date is Friday, October 31st. Agree Realty’s dividend payout ratio is 182.74%.

Analyst Ratings Changes

Several research firms have weighed in on ADC. Evercore ISI raised their target price on Agree Realty from $83.00 to $85.00 and gave the company an “outperform” rating in a report on Monday, September 15th. Barclays cut their target price on Agree Realty from $78.00 to $77.00 and set an “equal weight” rating on the stock in a report on Wednesday, August 20th. Wall Street Zen lowered Agree Realty from a “hold” rating to a “sell” rating in a report on Sunday, July 13th. Truist Financial set a $84.00 target price on Agree Realty in a report on Friday, August 8th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Agree Realty in a report on Wednesday, October 8th. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $80.63.

Insiders Place Their Bets

In other news, CEO Joey Agree purchased 4,108 shares of the stock in a transaction that occurred on Wednesday, August 13th. The shares were purchased at an average cost of $72.15 per share, for a total transaction of $296,392.20. Following the completion of the purchase, the chief executive officer directly owned 633,060 shares of the company’s stock, valued at approximately $45,675,279. The trade was a 0.65% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Greg Lehmkuhl purchased 750 shares of the stock in a transaction that occurred on Friday, September 5th. The shares were purchased at an average price of $72.84 per share, for a total transaction of $54,630.00. Following the completion of the purchase, the director directly owned 27,684 shares of the company’s stock, valued at approximately $2,016,502.56. This trade represents a 2.78% increase in their ownership of the stock. The disclosure for this purchase can be found here. Over the last three months, insiders have acquired 36,742 shares of company stock valued at $2,601,704. Company insiders own 1.80% of the company’s stock.

Institutional Investors Weigh In On Agree Realty

A number of institutional investors have recently added to or reduced their stakes in the stock. State Street Corp boosted its holdings in Agree Realty by 7.1% during the second quarter. State Street Corp now owns 5,764,979 shares of the real estate investment trust’s stock valued at $422,629,000 after purchasing an additional 381,438 shares in the last quarter. Balyasny Asset Management L.P. boosted its holdings in Agree Realty by 3.4% during the second quarter. Balyasny Asset Management L.P. now owns 1,235,483 shares of the real estate investment trust’s stock valued at $90,264,000 after purchasing an additional 40,392 shares in the last quarter. Bank of America Corp DE boosted its holdings in Agree Realty by 26.4% during the second quarter. Bank of America Corp DE now owns 951,096 shares of the real estate investment trust’s stock valued at $69,487,000 after purchasing an additional 198,493 shares in the last quarter. Sei Investments Co. boosted its holdings in Agree Realty by 38.8% during the second quarter. Sei Investments Co. now owns 641,225 shares of the real estate investment trust’s stock valued at $46,848,000 after purchasing an additional 179,147 shares in the last quarter. Finally, Adelante Capital Management LLC boosted its holdings in Agree Realty by 15.4% during the second quarter. Adelante Capital Management LLC now owns 427,610 shares of the real estate investment trust’s stock valued at $31,241,000 after purchasing an additional 56,958 shares in the last quarter. 97.83% of the stock is owned by institutional investors and hedge funds.

About Agree Realty

Agree Realty Corporation is a publicly traded real estate investment trust that is RETHINKING RETAIL through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. As of December 31, 2023, the Company owned and operated a portfolio of 2,135 properties, located in 49 states and containing approximately 44.2 million square feet of gross leasable area.