A

Agree Realty Corporation

ADCNYSEREAL ESTATE
$74.15-0.13 (-0.18%)
Market closedPrev close $74.28

Price action

Daily adjusted bars

2signals overlaid
Prior signal2

Snapshot

Key stats

AV May 30
Market cap
$9.02B
P/E ratio
40.49
Forward P/E
39.84
Beta
0.50
52W range
$67.76 - $81.22
Dividend yield
4.12%
Volume
1.80M
Sector
REAL ESTATE

Analyst

Consensus price target

Live

Current

$74.15

Target

$85.00

+10.85 (+14.6%) upside12mo horizon

AlphaYou verdict

Insider Buy

LONGLive
19/ 100
WeakScore 19 / 100Issued May 20, 2026

Insider bought $1.5M of ADC this 14d.

  • Smart money9.9/40
  • Fundamentals5.2/35
  • Technicals2.0/15
  • Macro1.9/10

Receipts

Recent signals for this ticker

  • LONGMay 20
    Insider Buy

    Insider bought $1.5M of ADC this 14d.

    Public Recommendation·Checkpoints pending
  • LONGMay 19
    Insider Cluster

    C-suite + 1 other insiders bought $1.1M of ADC this 14d.

    Public Recommendation·Checkpoints pending

Smart money

Insider, fund, and political flow

Live15 receipts
  • insider buy

    Director RAKOLTA JOHN JR bought $1.5M

    +2982800.0
  • filing 13f fund flow

    Two Sigma Investments LP holds $304.7M (13F 2026-03-31)

    +4.0
  • filing 13f fund flow

    Citadel Advisors LLC holds $71.4M (13F 2025-12-31)

    +4.0
  • filing nport p fund flow

    Janus Investment Fund (legacy active) holds $41.9M (NPORT-P 2025-09-30)

    +4.0
  • filing nport p fund flow

    Janus Detroit Street Trust (active ETFs) holds $102K (NPORT-P 2026-01-31)

    +4.0
  • filing 13f fund flow

    FMR LLC (Fidelity) holds $2.0M (13F 2025-12-31)

    +3.0

Top trader activity

Pending

Copy-trading signal layer from real US-equity operators. Wires in once the CopyTrading feed is mapped to US-stock tickers.

BTC Astro risk regime

Pending

Cross-asset risk timing overlay. Used as context only, never a primary stock source.

Reputation

Sources and actors behind this ticker

Source families

Actors and filers

Checkpoint ledger

Public recommendation outcomes

Pending

No public recommendation checkpoints have landed for this ticker yet.

D7 appears first, then D15 and D30 as the call matures.

Each row is a public recommendation. Alpha columns compare the frozen issued price with SPY, QQQ, and sector ETF checkpoints when available.

Raw source coverage

Primary-source receipt chain

100.0%
Linked
4
Events
2
Signals
2
Recs
Source coverage4/4
SEC EDGAR Form 43/3 linked
SEC EDGAR 13F1/1 linked
Recent source events
  • SEC EDGAR Form 4

    INSIDER BUY · May 19· source

    raw linked
  • SEC EDGAR Form 4

    INSIDER BUY · May 18· source

    raw linked
  • SEC EDGAR Form 4

    INSIDER BUY · May 18· source

    raw linked
  • SEC EDGAR 13F

    FILING 13F FUND FLOW · May 15· source

    raw linked

Fundamentals

Valuation, quality, growth

Live

Valuation

  • P/E40.49
  • Forward P/E39.84
  • P/S12.03
  • P/B1.48

Quality

  • Profit margin29.2%
  • Operating margin48.7%
  • ROE3.7%
  • ROA2.4%

Growth

  • Revenue YoY--
  • Earnings YoY--
  • Beta0.50
  • Dividend yield4.1%

Technicals

Trend, momentum, levels

Live

Trailing returns

  • 5d-1.67%
  • 20d-3.49%
  • 60d-8.42%

Trend vs SMAs

  • vs SMA50-2.25%
  • vs SMA200+1.42%

52w range position

$67.7647%$81.22

Computed from AV daily adjusted bars. No options-flow, IV, or order-book signals on this page yet.

Macro

Sector + regime context

Live
  • macro regime shift

    VIX 17.8 (mild) as of 2026-05-18

    +17.8
  • macro regime shift

    10y-2y spread 54bps (flattish) as of 2026-05-19

    +0.5
  • macro regime shift

    Industrial Production 102.5 (mild expansion) as of 2026-04-01

    +102.5
  • macro regime shift

    Initial claims 211,000 vs 26w mean (ratio 0.99, neutral)

    +1.0
  • macro regime shift

    CPI YoY 3.95% (hot vs Fed target)

    +4.0

Earnings

EPS beat / miss history

Live
$0.54$0.50$0.46$0.43$0.39Q2 '24Q4 '24Q2 '25Q4 '25Q1 '26
BeatMissMatchEstimate

Debate

Key issues

Live
  • Bullish view

    • Director RAKOLTA JOHN JR bought $1.5M
    • Two Sigma Investments LP holds $304.7M (13F 2026-03-31)
    • Citadel Advisors LLC holds $71.4M (13F 2025-12-31)
    • Janus Investment Fund (legacy active) holds $41.9M (NPORT-P 2025-09-30)

    Bearish view

    No receipts on this side yet.

Arguments are pulled from contributing receipts (Form 4 / 13F / fundamentals / macro) for this ticker. Each side carries the count of receipts behind it, not an analyst headline count.

Track record

Recommendation receipts

vs SPY

S&P 500

2 recs · 2L · 0S

Median alpha

-2.82%

Mean alpha

-2.82%

Hit rate

0.0%

Mean return

-0.87%

vs QQQ

Nasdaq-100

2 recs · 2L · 0S

Median alpha

-4.39%

Mean alpha

-4.39%

Hit rate

0.0%

Mean return

-0.87%

D7 recommendation-counted alpha. Each receipt aggregates same-day same-direction signals into one row to avoid double-counting.