Recent discussions on X regarding Agree Realty Corporation (ADC) have been ignited by the company's recognition as one of the safest monthly dividend stocks for long-term investors. Many participants on the platform are focusing on ADC’s consistent dividend history and its smaller, retail-focused portfolio, which some argue offers stability in a volatile market. This buzz reflects a growing interest among income-seeking investors who are drawn to the real estate investment trust (REIT) sector.
Additionally, there’s chatter about ADC’s strategic positioning and potential for growth following mentions of major 2025 acquisition plans circulating in recent news. Posts on X highlight a sense of optimism about how these developments could bolster the company’s market presence. The conversation remains dynamic, with users keenly watching for updates on how these plans might impact future performance.
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 4 times in the past 6 months. Of those trades, 2 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 3 times. They made 2 purchases worth up to $30,000 on 08/13, 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 7 times in the past 6 months. Of those trades, 7 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 4 purchases buying 10,478 shares for an estimated $750,478 and 0 sales.
- GREG LEHMKUHL purchased 750 shares for an estimated $54,630
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Agree Realty Corporation Hedge Fund Activity
We have seen 272 institutional investors add shares of Agree Realty Corporation stock to their portfolio, and 193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- JPMORGAN CHASE & CO removed 1,120,682 shares (-47.9%) from their portfolio in Q2 2025, for an estimated $81,877,026
- AMERICAN CENTURY COMPANIES INC removed 896,414 shares (-51.2%) from their portfolio in Q2 2025, for an estimated $65,492,006
- WESTWOOD HOLDINGS GROUP INC added 894,825 shares (+inf%) to their portfolio in Q2 2025, for an estimated $65,375,914
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC removed 821,090 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $59,988,835
- NUVEEN, LLC added 781,272 shares (+85.7%) to their portfolio in Q2 2025, for an estimated $57,079,732
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 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 09/15/2025
- 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
- Stifel issued a "Buy" rating on 04/23/2025
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 7 analysts offer price targets for $ADC in the last 6 months, with a median target of $82.0.
Here are some recent targets:
- James Kammert from Evercore ISI Group set a target price of $85.0 on 09/15/2025
- Haendel St. Juste from Mizuho set a target price of $77.0 on 09/11/2025
- Richard Hightower from Barclays set a target price of $77.0 on 08/20/2025
- Michael Goldsmith from UBS set a target price of $82.0 on 08/12/2025
- 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
- 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.
