Agree Realty Corporation

NYSE:ADC Aktierapport

Börsvärde: US$8.5b

Agree Realty Framtida tillväxt

Future kriterier kontrolleras 1/6

Agree Realty förväntas öka intäkter och intäkter med 12.5% respektive 11.7% per år. EPS förväntas tillväxt med 3.8% per år. Avkastningen på eget kapital förväntas bli 3.9% om 3 år.

Viktig information

12.5%

Tillväxttakt i vinsten

3.81%

Tillväxttakt för EPS

Retail REITs vinsttillväxt-1.5%
Intäkternas tillväxttakt11.7%
Framtida avkastning på eget kapital3.92%
Bevakning av analytiker

Good

Senast uppdaterad17 Sep 2026

Senaste uppdateringarna om framtida tillväxt

Inga uppdateringar

Recent updates

Seeking Alpha • Sep 11

Agree Realty's Cost Of Capital Advantage Keeps Them Winning

Summary Agree Realty stands out as the highest quality growth story in net lease, earning a Buy rating despite rising rates. ADC's key advantage is its ability to achieve accretive growth via a positive spread between acquisition cap rates and AFFO yield, unlike peers NNN and O. Low leverage (3.7x net debt/EBITDA post-forward equity) and a substantial equity cushion insulate ADC from rising debt costs. ADC's growth hinges on maintaining a premium valuation; a shift in market sentiment could constrain acquisition capacity and growth. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 17

ADC: Insider Buying And Dividend Increases Will Support Future Re Rating

Agree Realty's analyst price target is now $84, with recent research pointing to updated views on discount rates, revenue growth, profit margins, and future P/E assumptions in the net lease REIT group. Analyst Commentary Recent research on Agree Realty highlights a mix of supportive and cautious views as analysts recalibrate price targets, models, and assumptions across the net lease REIT group.
Uppdatering av berättelse • Jun 02

ADC: Dividend And Insider Buying Support Future Re Rating On Net Lease Execution

Analysts trimmed the blended price target on Agree Realty by about $1 to $84, reflecting slightly higher discount rate assumptions and recent recalibrations across the net lease REIT group, while still citing intact fundamentals and expectations that successful execution on the investment pipeline could support a re-rating closer to historical valuation multiples. Analyst Commentary Research coverage on Agree Realty has been active, with a mix of higher and lower price targets and a range of ratings from Buy to Neutral and Equal Weight.
Uppdatering av berättelse • Apr 25

ADC: Tenant Quality And Dividend Strength Will Support Expanded Acquisition Funding Capacity

Agree Realty's fair value estimate edges up to $85.39 from $84.25 as analysts lift price targets across the board, citing updated REIT models, steady acquisition activity, and what they view as solid tenant quality and funding capacity. Analyst Commentary Recent Street research on Agree Realty shows a cluster of price target increases alongside at least one downgrade, giving you a mixed but generally constructive read on how the company is executing and how its valuation is being framed.
Uppdatering av berättelse • Apr 10

ADC: Tenant Quality And Dividend Growth Offset Net Lease Sector Uncertainty

Analysts have lifted their average price targets for Agree Realty by several dollars, now clustering in an $81 to $91 range. They cite factors such as accelerating funds from operations per share growth, a low cost of capital, a solid tenant roster, and updated REIT models following recent quarterly results.
Uppdatering av berättelse • Mar 27

ADC: Tenant Quality And Capital Runway Will Support Future Upside

Agree Realty's analyst fair value estimate has been nudged higher to $84.25 from $82.81 as analysts factor in updated sector research highlighting funds from operations growth, a low cost of capital, resilient tenant quality, and an extended capital runway across recent price target increases from multiple firms. Analyst Commentary Recent Street research on Agree Realty has centered on updated models following Q4 results, sector level REIT work, and shifts in macro risks, feeding through to a series of price target revisions across the coverage universe.
Uppdatering av berättelse • Mar 11

ADC: Elevated Acquisitions And Spreads Will Shape Balanced Outlook

Analysts have lifted their average price target for Agree Realty from $82 to $91, citing steady acquisition activity, consistent investment spreads of about 100 to 150 basis points across triple net REITs, and what they see as potential upside to guidance if investment activity remains elevated. Analyst Commentary Recent Street research on Agree Realty has centered on price target revisions across several firms, with most updates clustering around the new US$91 level.
Seeking Alpha • Mar 29

Agree Realty: Is This Retail REIT Still A Buy After Sustained Rally? (Rating Downgrade)

Summary Agree Realty is paying out a 4% dividend yield, with AFFO guidance for its fiscal 2025 signalling healthy growth. There are no significant debt maturities until 2028 as ADC intends to invest at least $1.1 billion in net lease properties this year. The REIT's Series A preferreds offer a yield on cost that's 215 basis points greater than the commons, as the performance of both securities has diverged. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

Agree Realty Vs. Realty Income: Accumulate Both REITs Offering Different Benefits

Summary Agree Realty and Realty Income are two of my personal REIT holdings. ADC shows better stability and tenant credit quality. ADC's portfolio boasts 68.2% investment-grade tenants and a 99.6% occupancy rate, while O has only 32% investment-grade tenants and a 98.7% occupancy rate. O offers a higher starting dividend yield at 5.8%, but ADC has superior dividend growth, potentially leading to higher long-term income despite its shorter history. Both REITs face challenges from high interest rates and inflation, but ADC's higher-quality tenants and growth potential make it a resilient choice. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Q4 Earnings Update: Sell Agree Realty And Buy This REIT Instead

Summary Agree Realty's focus on high-quality investment-grade tenants, ground leases, and aggressive acquisitions initially made it a superior investment compared to Realty Income. Despite ADC's strong business model, its stretched valuation and lower expected returns prompt a downgrade to SELL. ADC's high valuation implies limited price appreciation, making it less attractive compared to peers and the market. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

Agree Realty: Why I Bought More Of The Commons And Preferreds

Summary I'm still buying Agree Realty's commons despite the REIT selloff, driven by the significant rise in long-term Treasury yields. ADC's strong financials include 12.8% revenue growth, 99.6% leased properties, and an investment-grade tenant base, supporting a 4.3% dividend yield. ADC's prudent debt maturity profile and $2 billion liquidity ensure stability, with no significant refinancing needed while Fed rates remain high. ADC's preferreds offer a 6% yield on cost, trading at a 29% discount, presenting a compelling fixed-income investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jan 04

Agree Realty: Still A Marginal Buy Case To Be Made Now

Summary A few months ago, Agree Realty upped its monthly dividend per share. The REIT delivered in the third quarter and looks positioned to keep generating solid AFFO per share growth. Agree Realty's credit rating was recently upgraded to BBB+ on a stable outlook by S&P. Shares of the REIT appear to be trading 8% below fair value. Agree Realty could be set to generate 10% annual total returns through 2027. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

Agree Realty: Three Ways To Invest In A Net Lease Leader

Summary ADC offers three investment options: common shares, preferred shares, and bonds, each with varying yields and risk profiles. We compare these three opportunities amidst the backdrop of a rising ten year treasury rate. ADC's business remains strong, but a sector leading valuation should make investors ask whether the common shares are the best opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01

Agree Realty: Unfortunately No Longer A 'Buy' At This Price (Rating Downgrade)

Summary Agree Realty is one of the more impressive triple-net lease REITs out there, with an upside that's non-trivial at the right valuation. That upside is no longer there, with the company trading far higher than when I bought it. As a result of this, using Q3'24 results, I am reiterating "Hold" on Agree Realty stock with the following specifics. Read the full article on Seeking Alpha
Seeking Alpha • Nov 13

Why Buy Treasuries When You Can Buy Agree Realty

Summary Warren Buffett's recent moves into Treasury bonds aren't necessarily suitable for everyday investors, and there are attractive stock opportunities like Agree Realty. ADC offers a 4% dividend yield, a strong balance sheet, and a history of consistent shareholder returns, making it a solid long-term investment. ADC's strategic portfolio management and development initiatives have positioned it well for future growth, with a focus on high-quality, recession-resistant tenants. For higher yield and safety, ADC.PR.A offers a 5.5% yield and trades at a 23% discount to par value, providing an attractive alternative. Read the full article on Seeking Alpha
Seeking Alpha • Oct 30

Agree Realty: A Strong Performance, But Preferreds Getting Less Attractive

Summary Agree Realty's preferred dividends are extremely well-covered, requiring less than 2% of core FFO and AFFO, making them one of the safest in the REIT sector. The REIT's balance sheet is robust, with $5.3B in equity and only $175M in preferred equity, providing a significant cushion for preferred shareholders. The preferred shares offer a 5.27% yield but have become less appealing due to a 15% price increase and a relatively low mark-up over the 5-year US Treasury yield. Due to double taxation as a European investor, my net yield on these preferred shares drops to around 3.4%, making them less attractive for my personal investment strategy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Agree Realty Q3 Earnings: Buying What They Are Selling

Summary ADC is a net lease REIT investing in single tenant retail properties and ground leases around the country. ADC reported Q3 earnings which were aligned with expectations. We talk cost of equity and explain what ADC's low yield means for the REIT and shareholders. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Resolving Dilemma Between Realty Income And Agree Realty

Summary Realty Income and Agree Realty are structurally similar REITs with a strong focus on the net lease retail segment and very defensive fundamentals. Yet, as a durable income investor, who seeks to maximize yield, while keeping the dividend cut risk limited, I have decided to include only one of them in my portfolio. In this article, I compare ADC and O side by side, elaborating on the key aspects, which, in my opinion, substantiate bullish views on both of them. At the same time, I also emphasize the reasons why, in my opinion, one is slightly more attractive than the other. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:ADC - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20281,075308N/A7765
12/31/2027957284N/A69711
12/31/2026843239N/A58510
6/30/2026780217534534N/A
3/31/2026750212523523N/A
12/31/2025718196504504N/A
9/30/2025689186484484N/A
6/30/2025660178466466N/A
3/31/2025637183459459N/A
12/31/2024617181432432N/A
9/30/2024601182439439N/A
6/30/2024583179420420N/A
3/31/2024560165397397N/A
12/31/2023537162392392N/A
9/30/2023510157387387N/A
6/30/2023483155396396N/A
3/31/2023458150395395N/A
12/31/2022430145362362N/A
9/30/2022405137329329N/A
6/30/2022382136278278N/A
3/31/2022360124262262N/A
12/31/2021339120246246N/A
9/30/2021319112238238N/A
6/30/202129697193193N/A
3/31/2021271100160160N/A
12/31/202024991143143N/A
9/30/202022990129129N/A
6/30/202021489137137N/A
3/31/202020183N/A132N/A
12/31/201918780N/A127N/A
9/30/201917370N/A118N/A
6/30/201915966N/A114N/A
3/31/201914760N/A99N/A
12/31/201813758N/A93N/A
9/30/201813161N/A91N/A
6/30/201812758N/A85N/A
3/31/201812260N/A84N/A
12/31/201711258N/A82N/A
9/30/201711054N/A71N/A
6/30/201710456N/A70N/A
3/31/20179852N/A61N/A
12/31/20169245N/A62N/A
9/30/20168540N/A56N/A
6/30/20167941N/A50N/A
3/31/20167440N/A52N/A
12/31/20157039N/A45N/A
9/30/20156537N/A44N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: ADC s prognostiserade vinsttillväxt ( 12.5% per år) är över sparkvoten ( 3.7% ).

Resultat vs marknad: ADC s intäkter ( 12.5% per år) förväntas växa långsammare än marknaden för US ( 17.2% per år).

Höga tillväxtresultat: ADC s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: ADC s intäkter ( 11.7% per år) förväntas växa långsammare än marknaden för US ( 13.4% per år).

Hög tillväxtintäkter: ADC s intäkter ( 11.7% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: ADC s avkastning på eget kapital förväntas bli låg om 3 år ( 3.9 %).

Upptäck tillväxtföretag

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/09/17 06:40
Aktiekurs vid dagens slut2026/09/17 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Agree Realty Corporation bevakas av 37 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Wesley GolladayBaird
Richard HightowerBarclays
Rich HightowerBarclays