Agree Rlty Corp Stock Price, News & Analysis

Agree Realty (NYSE: ADC) reported total 2025 real estate investment volume of approximately $1.55 billion across 338 properties and announced 2026 investment guidance of $1.25 billion to $1.50 billion. In 2025 the company acquired 305 retail net lease properties for about $1.44 billion at a weighted-average cap rate of 7.2% and weighted-average remaining lease term of 11.5 years.

As of December 31, 2025, annualized base rents were ~66.8% from investment-grade tenants, ground-leased ABR rose to ~$75 million (~10.2%), and total liquidity exceeded $2.0 billion. Capital markets actions include an unsecured $350 million term loan (fixed at 4.02% including swaps) with a 12-month delayed draw, and equity forward activity totaling settled proceeds of ~$428 million plus outstanding forward equity.

Agree Realty (NYSE: ADC) released its 2024 Sustainability Report on December 18, 2025, marking its fifth annual report. The report highlights ESG initiatives, enhanced reporting aligned with ISSB IFRS S1 and S2, increased tenant outreach, wider green-lease integration, expanded GHG data coverage, and Gold-level Green Lease Leaders recognition for a third consecutive year. The report is available at the company website.

Agree Realty (NYSE: ADC) declared monthly cash dividends for common and preferred shares. The Board approved a $0.262 monthly common dividend, equal to an annualized $3.144 per common share, a 3.6% increase versus the prior annualized amount of $3.036. The common dividend is payable January 15, 2026 to holders of record at the close of business on December 31, 2025.

The Board also approved a monthly cash dividend on its 4.25% Series A preferred of $0.08854 per depositary share, equivalent to $1.0625 per annum, payable January 2, 2026 to holders of record at the close of business on December 23, 2025.

Agree Realty (NYSE: ADC) closed an unsecured $350 million 5.5-year delayed-draw term loan with a 12-month draw window and maturity in May 2031. The facility includes an accordion to $500 million. The company executed $350 million of forward-starting swaps to fix SOFR through May 2031, producing an effective interest rate of 4.02% based on its A- credit rating. The company amended its $1.25 billion revolving credit facility and a $350 million term loan due January 2029 to remove the SOFR credit spread adjustment and align terms. Management said the financing raises total liquidity to $2.2 billion and maintains a staggered maturity profile with no material maturities until 2028.

Agree Realty (NYSE: ADC) declared monthly cash dividends for common and preferred shares on November 11, 2025.

The Board approved a common dividend of $0.262 per share monthly (annualized $3.144), a 3.6% increase versus the prior annualized $3.036. The common dividend is payable December 12, 2025 to holders of record at the close of business on November 28, 2025. The Board also declared a monthly cash dividend on its 4.25% Series A preferred of $0.08854 per depositary share (equivalent to $1.0625 annually), payable December 1, 2025 to holders of record at the close of business on November 21, 2025.

Agree Realty (NYSE: ADC) reported Q3 2025 results and raised full-year guidance. The company invested approximately $451 million in 110 retail net-lease properties and commenced five development/DFP projects with about $51 million committed. Management raised 2025 investment guidance to $1.50B–$1.65B and increased 2025 AFFO per share guidance to $4.31–$4.33.

Key operating and financials: Q3 net income of $50.3M (+18.2% YoY); Q3 Core FFO per share $1.09 (+8.4% YoY); Q3 AFFO per share $1.10 (+7.2% YoY). Declared monthly dividend $0.256 for Q3 and $0.262 for October. Liquidity exceeded $1.9B and Fitch assigned an A- issuer rating with stable outlook.

Agree Realty (NYSE: ADC) announced an increase to its monthly common dividend to $0.262 per share, a 2.3% month-over-month rise and an annualized rate of $3.144 per share, representing a 3.6% year-over-year increase versus the fourth quarter of 2024.

The common dividend is payable November 14, 2025 to holders of record at the close of business on October 31, 2025. The board also declared a monthly dividend on its 4.25% Series A cumulative redeemable preferred shares of $0.08854 per depositary share (equivalent to $1.0625 per annum), payable November 3, 2025 to holders of record at the close of business on October 24, 2025.

Agree Realty (NYSE: ADC) has scheduled its third quarter 2025 earnings release and conference call. The company will release Q3 2025 operating results after market close on Tuesday, October 21, 2025, followed by a conference call on Wednesday, October 22, 2025 at 9:00 AM ET.

Shareholders and interested parties can participate via teleconference using USA Toll Free (800) 715-9871 or International (646) 307-1963 with Conference ID 2741039. A live webcast will be available through the company's website, and a replay will be archived in the Investors section at www.agreerealty.com.

Agree Realty (NYSE: ADC) has announced dividend declarations for both its common and preferred shares. The company's Board authorized a monthly common share dividend of $0.256, representing an annualized amount of $3.072 per share - a 2.4% increase from the previous $3.00 per share.

Additionally, ADC declared a monthly cash dividend of $0.08854 per depositary share for its 4.25% Series A Cumulative Redeemable Preferred Stock, equivalent to $1.0625 annually. The common share dividend will be paid on October 14, 2025, while the preferred dividend is payable October 1, 2025.