Real Estate Investment Trust (REIT) - Retail Net Lease
Strategic Profile
Agree Realty offers a high-quality, diversified net lease retail REIT portfolio, with peer-leading investment-grade tenant concentration and robust lease terms, standing out as an A-tier triple-net REIT with a high-quality, investment-grade tenant base and recession-resistant sector exposure. The company increased 2026 investment guidance to $1.4 billion to $1.6 billion, demonstrating strong confidence in acquisition opportunities.
Cyborg Score Rationale
According to 12 analysts, the average rating for ADC stock is "Buy." The monthly dividends reflect an annualized dividend amount of $3.144 per common share, representing a 3.6% year-over-year increase. In 2025, Agree Realty's revenue was $718.40 million, an increase of 16.42% compared to the previous year's $617.10 million, with earnings increasing 8.63%.
Top Insights
Owns 2,674 retail properties across all 50 states with 55.5M sq ft of leasable area as of Dec 2025
Revenue grew 16.4% YoY to $718M in 2025; raising 2026 AFFO guidance to $4.54-$4.58 per share
Dividend yield of 4.31% with recent 3.6% annual increase; targeting $1.4-$1.6B investment in 2026