Recent discussions on X about Agree Realty Corporation (ADC) have centered around the company's newly achieved A- credit rating from Fitch Ratings, a development that has sparked notable interest. Many users on the platform have highlighted this upgrade as a sign of the company’s strong financial management and stability as a real estate investment trust (REIT) focused on net-leased properties. This news, coupled with the company’s consistent dividend announcements, has kept the stock in the spotlight.
Additionally, there’s been chatter about analyst upgrades, with some posts noting a raised price target from a major financial institution, reflecting confidence in ADC’s future performance. Users have also praised the company as one of the best-managed REITs, pointing to its strategic focus on partnerships with major retailers. The conversation remains dynamic as investors weigh the implications of these updates on the stock’s trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Agree Realty Corporation Congressional Stock Trading
Members of Congress have traded $ADC stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 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 06/11 and 1 sale worth up to $15,000 on 06/17.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Agree Realty Corporation Insider Trading Activity
Agree Realty Corporation insiders have traded $ADC stock on the open market 4 times in the past 6 months. Of those trades, 4 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 38,080 shares for an estimated $2,745,504 and 0 sales.
- JOEY AGREE (PRESIDENT & CEO) has made 2 purchases buying 4,850 shares for an estimated $349,927 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Agree Realty Corporation Hedge Fund Activity
We have seen 278 institutional investors add shares of Agree Realty Corporation stock to their portfolio, and 208 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LONG POND CAPITAL, LP removed 3,029,301 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $233,831,744
- COHEN & STEERS, INC. added 2,523,859 shares (+25.6%) to their portfolio in Q2 2025, for an estimated $184,393,138
- BLACKROCK, INC. added 2,275,716 shares (+17.5%) to their portfolio in Q2 2025, for an estimated $166,263,810
- FMR LLC removed 1,172,344 shares (-70.5%) from their portfolio in Q1 2025, for an estimated $90,493,233
- JPMORGAN CHASE & CO removed 1,120,682 shares (-47.9%) from their portfolio in Q2 2025, for an estimated $81,877,026
- BALYASNY ASSET MANAGEMENT L.P. added 1,012,363 shares (+554.0%) to their portfolio in Q1 2025, for an estimated $78,144,299
- PRUDENTIAL FINANCIAL INC added 928,077 shares (+98.7%) to their portfolio in Q1 2025, for an estimated $71,638,263
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:
- UBS issued a "Buy" rating on 08/12/2025
- Truist Securities issued a "Buy" rating on 05/05/2025
- Baird issued a "Outperform" rating on 04/25/2025
- Evercore ISI Group issued a "Outperform" rating on 04/24/2025
- Stifel issued a "Buy" rating on 04/23/2025
- Wells Fargo issued a "Overweight" rating on 03/10/2025
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 $81.5.
Here are some recent targets:
- Michael Goldsmith from UBS set a target price of $82.0 on 08/12/2025
- Richard Hightower from Barclays set a target price of $78.0 on 07/21/2025
- Haendel St. Juste from Mizuho set a target price of $78.0 on 06/16/2025
- Ki Bin Kim from Truist Securities set a target price of $82.0 on 05/05/2025
- RJ Milligan from Baird set a target price of $80.0 on 04/25/2025
- James Kammert from Evercore ISI Group set a target price of $83.0 on 04/24/2025
- Simon Yarmak from Stifel set a target price of $82.5 on 04/23/2025
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.
