Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
32301 WOODWARD AVENUE, ROYAL OAK, MI
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
21 Oct 2026

Agree Realty Corporation filed Form 10-Q

Agree Realty Corporation submitted Form 10-Q to the SEC for the period ending Sep 30, 2026.

20 Oct 2026

Agree Realty Corporation reported Operating or financial results

Agree Realty Corporation filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

2 Oct 2026

Agree Realty Corporation reported Another company event

Agree Realty Corporation filed an 8-K covering another company event.

22 Sep 2026

Agree Realty Corporation reported A material agreement

Agree Realty Corporation filed an 8-K covering a material agreement, a material financing obligation, another company event, supporting financial statements or exhibits.

14 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Agree Realty Corporation.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$12.52M
Total assets (USD)$10.59B
Total liabilities (USD)$4.07B
Shareholders' equity (USD)$6.52B
Long-term debt (USD)$1.85B

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Real Estate

Company Price Market Cap
WELL - Welltower Inc. $235.98
Yahoo Finance
$170.08B
PLD - Prologis, Inc. $128.69
Yahoo Finance
$122.01B
BN - Brookfield Corporation $37.54
Yahoo Finance
$92.00B
AMT - American Tower Corporation $180.61
Yahoo Finance
$84.16B
BAM - Brookfield Asset Management Ltd. $45.93
Yahoo Finance
$73.36B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$205.10M$95.31M$54.65M$0.4410-Q · 30 Jul 2026
Q1 2026$200.81M$98.55M$62.05M$0.5010-Q · 21 Apr 2026
Q4 2025$190.49M$92.43M$56.04MUnavailable10-K · 10 Feb 2026
Q3 2025$183.22M$87.26M$52.12M$0.4510-Q · 21 Oct 2025
Q2 2025$175.53M$82.01M$49.20M$0.4310-Q · 31 Jul 2025
Q1 2025$169.16M$78.70M$47.00M$0.4210-Q · 22 Apr 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $81.75
24.2% upside potential
📈
Strong Buy
Unavailable
👍
Buy
8
⏸️
Hold
2
📉
Sell
0
10 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 72.00–93.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
21
Sep 2026
Erlich Craig
CHIEF GROWTH OFFICER
Open-market purchase
$67.55 per share
1,000 shares
SEC Form 4
16
Sep 2026
RAKOLTA JOHN JR
Director
Open-market purchase
$68.78 per share
20,000 shares
SEC Form 4
16
Sep 2026
Agree Joey
Director, PRESIDENT & CEO
Open-market purchase
$68.06 per share
7,360 shares
SEC Form 4
31
Aug 2026
RAKOLTA JOHN JR
Director
Open-market purchase
$72.42 per share
10,000 shares
SEC Form 4
28
Aug 2026
RAKOLTA JOHN JR
Director
Open-market purchase
$73.52 per share
136 shares
SEC Form 4
27
Aug 2026
RAKOLTA JOHN JR
Director
Open-market purchase
$73.23 per share
20,000 shares
SEC Form 4
19
Aug 2026
Witteveen Nicole
CHIEF OPERATING OFFICER
Tax withholding
$74.39 per share
293 shares
SEC Form 4
4
Jun 2026
AGREE RICHARD
Director, EXECUTIVE CHAIRMAN OF BOARD
Open-market purchase
$71.41 per share
5,000 shares
SEC Form 4
15
May 2026
RAKOLTA JOHN JR
Director
Open-market purchase
$74.57 per share
20,000 shares
SEC Form 4

Top Shareholders

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19,112,107 shares
6.831% change
6/30/2026
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16,403,414 shares
-8.178% change
6/30/2026
Vanguard Group Inc
15,731,141 shares
0.54% change
12/31/2025
Vanguard Portfolio Management Llc
10,588,511 shares
3.202% change
6/30/2026
State Street Corp
5,858,959 shares
-1.801% change
6/30/2026
Vanguard Capital Management Llc
5,405,144 shares
1.098% change
6/30/2026
Principal Financial Group Inc
4,662,379 shares
3.011% change
6/30/2026
Centersquare Investment Management Llc
3,730,917 shares
8.787% change
6/30/2026
Two Sigma Investments, Lp
3,535,058 shares
-12.535% change
6/30/2026
Daiwa Securities Group Inc.
2,921,805 shares
-1.346% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 1 day ago