Record Investment Activity: Recent discussions on social media have centered around Agree Realty Corporation's massive $1.55 billion investment in 2025 across 338 retail net lease properties. Many users are impressed by the scale of this expansion, noting the company's strong liquidity position of over $2 billion. The buzz reflects optimism about the firm's strategic growth.
2026 Outlook and Ratings: The conversation also highlights the company's 2026 investment guidance, which some describe as ambitious and a sign of continued momentum. However, mixed reactions surfaced after a recent downgrade to a 'sell' rating by a notable analyst group, sparking debates about future performance. Investors seem divided on the implications of these updates.
Note: This discussion summary was generated from an AI condensation of post data.
Agree Realty Corporation Insider Trading Activity
Agree Realty Corporation insiders have traded $ADC stock on the open market 9 times in the past 6 months. Of those trades, 9 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ADC stock by insiders over the last 6 months:
- JOHN JR RAKOLTA has made 2 purchases buying 40,154 shares for an estimated $2,853,793 and 0 sales.
- RICHARD AGREE (EXECUTIVE CHAIRMAN OF BOARD) purchased 24,000 shares for an estimated $1,696,080
- JOEY AGREE (PRESIDENT & CEO) has made 4 purchases buying 10,478 shares for an estimated $750,478 and 0 sales.
- GREG LEHMKUHL purchased 750 shares for an estimated $54,630
- CRAIG ERLICH (CHIEF GROWTH OFFICER) purchased 360 shares for an estimated $25,504
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Agree Realty Corporation Revenue
Agree Realty Corporation had revenues of $183.2M in Q3 2025. This is an increase of 18.72% from the same period in the prior year.
You can track ADC financials on Quiver Quantitative's ADC stock page.
Agree Realty Corporation Congressional Stock Trading
Members of Congress have traded $ADC stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ADC stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/13 and 1 sale worth up to $15,000 on 09/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Agree Realty Corporation Hedge Fund Activity
We have seen 254 institutional investors add shares of Agree Realty Corporation stock to their portfolio, and 199 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,316,461 shares (+1164.2%) to their portfolio in Q3 2025, for an estimated $93,521,389
- COHEN & STEERS, INC. added 1,054,968 shares (+8.5%) to their portfolio in Q3 2025, for an estimated $74,944,926
- INVESCO LTD. removed 998,254 shares (-70.3%) from their portfolio in Q3 2025, for an estimated $70,915,964
- CITADEL ADVISORS LLC added 908,605 shares (+123.6%) to their portfolio in Q3 2025, for an estimated $64,547,299
- JPMORGAN CHASE & CO added 799,185 shares (+65.6%) to their portfolio in Q3 2025, for an estimated $56,774,102
- BLACKROCK, INC. added 785,866 shares (+5.1%) to their portfolio in Q3 2025, for an estimated $55,827,920
- DUFF & PHELPS INVESTMENT MANAGEMENT CO added 634,520 shares (+311.0%) to their portfolio in Q3 2025, for an estimated $45,076,300
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Agree Realty Corporation Analyst Ratings
Wall Street analysts have issued reports on $ADC in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 01/06/2026
- Wells Fargo issued a "Overweight" rating on 11/25/2025
- Truist Securities issued a "Buy" rating on 10/24/2025
- Keybanc issued a "Overweight" rating on 10/24/2025
- Evercore ISI Group issued a "Outperform" rating on 09/15/2025
- UBS issued a "Buy" rating on 08/12/2025
To track analyst ratings and price targets for Agree Realty Corporation, check out Quiver Quantitative's $ADC forecast page.
Agree Realty Corporation Price Targets
Multiple analysts have issued price targets for $ADC recently. We have seen 8 analysts offer price targets for $ADC in the last 6 months, with a median target of $82.0.
Here are some recent targets:
- Brad Heffern from RBC Capital set a target price of $79.0 on 01/06/2026
- Haendel St. Juste from Mizuho set a target price of $75.0 on 12/17/2025
- James Kammert from Evercore ISI Group set a target price of $83.0 on 12/15/2025
- Richard Hightower from Barclays set a target price of $78.0 on 12/03/2025
- John Kilichowski from Wells Fargo set a target price of $83.0 on 11/25/2025
- Upal Rana from Keybanc set a target price of $82.0 on 10/24/2025
- Ki Bin Kim from Truist Securities set a target price of $82.0 on 10/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
