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Overview
Smart money at a glance
Filings to Oct 5, 2026Net buying: insiders sold $0 and bought $4.1M on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- +$4.1M netNet buying
- CongressSTOCK Act, last 180 days
- -$1K to -$15K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 3 added, 2 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Market overview
Fundamentals Oct 5- Open
- $65.21
- 52-wk high
- $80.90
- High
- $66.16
- 52-wk low
- $64.98
- Low
- $64.98
- Prev close
- $65.03
- Mkt cap
- $8.22B
- P/E
- 35.4x
- Volume
- 1.55M
- Fwd P/E
- 35.1x
- Beta
- 0.46
- Div yield
- 4.83%
- P/S
- 10.5x
- P/B
- 1.3x
- Profit margin
- +28.8%
- Op margin
- +48.1%
- ROE
- +3.7%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ADC filings
Are insiders buying or selling Agree Realty Corporation (ADC) stock?
Net buying: insiders sold $0 and bought $4.1M of ADC stock on the open market in the 90 days to Oct 5, 2026, according to SEC Form 4 filings. The largest was Rakolta, John Jr (Director), who bought $3.6M. The latest filing was on Sep 23, 2026.
Which members of Congress have traded ADC recently?
Rep. Josh Gottheimer (D) sold $1K to $15K on Jun 1, 2026, disclosed 36 days later. In total, 1 member disclosed 1 ADC trade with trade dates in the last 180 days, filed a median 36 days after trading.
How current is this ADC smart-money data?
This summary uses filings available on Oct 5, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net buying.
What funds are doing
Buys/Adds (3)
- QR
Qube Research
$30.2M
added
- DS
D.E. Shaw
$22.2M
added
- BA
Balyasny
$18.0M
added
What insiders are doing
What Congress is doing
Sells (1)
How top traders are positioned
No tracked top-trader positions in ADC right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 2.7% above what analysts expected.
Last report
Jul 30, 2026
Period ending
Jun 30, 2026
Earnings per share
$1.11 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 30, 2026 | $1.14 / $1.11Alpha Vantage | +2.70% beat | Unavailable | Unavailable |
| Mar 31, 2026 | Apr 21, 2026 | $0.49 / $0.47Alpha Vantage | +4.26% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 10, 2026 | $0.47 / $0.47Alpha Vantage | -0.66% in line | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 21, 2025 | $0.47 / $0.46Alpha Vantage | +2.17% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 31, 2025 | $0.46 / $0.46Alpha Vantage | +0.00% in line | Unavailable | Unavailable |
| Mar 31, 2025 | Apr 22, 2025 | Unavailable | - | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 11, 2025 | $0.41 / $0.44Alpha Vantage | -6.52% miss | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 22, 2024 | $0.40 / $0.43Alpha Vantage | -6.98% miss | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Oct 20, 2026, in 15 days
Estimates as of Oct 5, 2026
EPS expected
$0.46 to $0.48
Revenue expected
8 analysts
Last 30 days
Analysts raising estimates
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $183.2M | $190.5M | $200.8M | $205.1M |
| Cost of what it sold | $22.0M | $24.0M | $24.9M | $164.1M |
| Gross profit | $161.3M | $166.5M | $175.9M | $41.0M |
| What it spent | ||||
| Sales and admin | $10.9M | $11.1M | $11.5M | $12.0M |
| Other operating costs | $63.1M | $63.0M | $65.9M | -$69.7M |
| Total operating expenses | $74.0M | $74.1M | $77.4M | -$57.7M |
| What was left | ||||
| Operating profit | $87.3M | $92.4M | $98.6M | $98.7M |
| Interest on debt | $35.2M | $36.4M | $36.0M | $38.9M |
| Profit before tax | $52.5M | $56.5M | $98.6M | $55.2M |
| Tax | $225.0K | $260.0K | -$500.0K | $375.0K |
| Net profit | $52.1M | $56.0M | $62.2M | $54.7M |
| EBITDA | $158.2M | $166.3M | $139.3M | $164.4M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is mixed
Agree Realty reports diluted shares of 124.95M for Q3 2026, 122.23M YTD
NeutralOct 2Agree Realty Corp stock hits 52-week low at $66.46
NeutralOct 1Agree Realty Corporation : RBC Cuts Target Pr
Leans bearishOct 1Press Release: Agree Realty Announces Third Quarter 2026 Earnings Release Date and Conference Call Information
NeutralOct 1Agree Realty Corp To Go Ex-Dividend On September 30th, 2026 With 0.267 USD Dividend Per Share
Leans bullishSep 30Corient Private Wealth LP Sells 40,790 Shares of Agree Realty Corporation $ADC
NeutralSep 30Agree Realty Corporation (NYSE:ADC) Stock Rated "Moderate Buy" by Wall Street Brokerages
Leans bullishSep 26Agree Realty Completes $400 Million 5.650% Senior Notes Due 2036; Nets About $390.1 Million
BullishSep 22
Macro
32 macro signals shaping ADC right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results