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ADCNew York Stock Exchange

Agree Realty (ADC) Financial Results

Report publication dates, analyst consensus, and how Agree Realty's share price reacted to previous results — all in one place, in English.

Updated: October 11, 2026

Share Price
65.95 USD
+0.20%
Market Cap
$8.23 bn
Next Report
October 20, 2026
confirmed date
Earnings Beat
50%
out of 4 last quarters
Average Share Price Movement
2.40%
on the session after publication
P/E Ratio
35.46
Agree Realty's performance against forecastsThe company beat analyst forecasts in 50% of the last 4 quarters.50%above forecasts
Agree Realty's earnings beat analyst consensus in 4 of the last reports.

When Agree Realty reports earnings

Agree Realty's next earnings report is scheduled for October 20, 2026, according to the company's announcement.

The expected earnings per share (EPS) is 0.47 USD. Analyst forecasts range from 0.46 to 0.48 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.

Expected revenue: $212.78M.

Agree Realty's last earnings report: what the numbers showed

Agree Realty's last reported earnings cover the quarter ended June 30, 2026. Revenue was $205.10 million, and net income was $54.65 million. Earnings per share reached $0.47, compared to analysts' forecast of $0.47 — 1.54% below expectations. On the first trading day after the release, the share price changed by -3.22%.

Revenue
$205.10 million
for the quarter
Net income
$54.65 million
for the quarter
EPS
0.47 USD
forecast 0.47
Surprise
-1.54%
vs. consensus
Share price after report
-3.22%
next trading day
Net margin
26.65%
net income to revenue

Insider Transactions: Agree Realty

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
14
≈ $9.9M
Sales · 12 mo.
2
Unique individuals
8
in the last year
Last transaction
September 21, 2026
Latest transactionsForm 4, STOCK Act, OGE, MAR
Josh Gottheimer
Josh Gottheimer · sale ADC
Agree Realty · joint
$1K–$15KJune 1, 2026
Gil Cisneros
$15K–$50KJanuary 15, 2026
Josh Gottheimer
Josh Gottheimer · sale ADC
Agree Realty · joint
$1K–$15KApril 9, 2025
Craig Erlich · purchase ADC
$68K on September 21, 2026
John Rakolta · purchase ADC
$1.4MSeptember 16, 2026
Joey Agree · purchase ADC
$501K on September 16, 2026
John Rakolta · purchase ADC
$724K31 August 2026
John Rakolta · purchase ADC
$9,99928 August 2026
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 50% of the last 4 quarters.

The average share price change on the day after earnings release is 2.40% — regardless of direction. The largest move was 3.63%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.

Agree Realty share price reaction to earningsBar chart: Agree Realty share price change on the day after the last 4 earnings releases. Increased after 1 of them, decreased after 3. Largest movement: 3.63%.-0.82%X 25+1.93%Feb 26-3.63%Q26-3.22%Q26
Agree Realty share price change on the day of the report's release. Green bar indicates an increase, red indicates a decrease.
EPS forecast vs. actual — Agree RealtyBar chart comparing Agree Realty's earnings per share forecast with actual results over the last 4 quarters. Results were higher than forecast in 2 of them.0.460.47Q3 250.470.47Q4 250.470.49Q1 260.470.47Q2 26analyst forecastCompany earnings
Agree Realty earnings per share: analyst forecast and actual result, in USD.
Agree Realty quarterly results — forecast, actual, and share price performance on the day after release. EPS values in USD.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026July 30, 20260.470.47-1.54%-3.22%
March 31, 2026April 21, 20260.470.49+4.36%-3.63%
December 31, 2025February 10, 20260.470.47-0.14%+1.93%
September 30, 2025October 21, 20250.460.47+2.46%-0.82%

How much this company's stock moves after earnings

Agree Realty's share price changes by an average of 2.40% on the first trading day after earnings releases — based on the last 4 reports, regardless of direction. This ranks 154 out of 180 companies for which we calculated this statistic.

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Forecasts for Agree Realty — EPS values in USD.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter0.470.47+1.15%$212.78 million4
Next quarter0.470.47+1.42%$219.87 million4
Current year1.921.83+4.88%$839.48 million2
Next year1.911.92-0.25%$953.70 million4

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Agree Realty Revenue and MarginBar chart of Agree Realty's quarterly revenue for the last 5 quarters; revenue is growing, with the net margin overlaid as a line.Q2 25Q3 25Q4 25Q1 26Q2 2628.03%28.44%29.42%30.90%26.65%Quarterly revenueNet margin
Agree Realty quarterly revenue in USD and net margin for the same quarter.
Agree Realty income statement, quarterly.
QuarterRevenueGross marginOperating marginNet margin
June 30, 2026$205.10 million87.63%48.12%26.65%
March 31, 2026$200.81 million87.60%48.67%30.90%
December 31, 2025$190.49 million87.40%48.29%29.42%
September 30, 2025$183.22 million88.01%48.68%28.44%
June 30, 2025$175.53 million87.58%47.55%28.03%

Agree Realty Dividend

The last ex-dividend date was September 30, 2026. The date of the next payment is not yet known — it depends on the resolution of the general meeting, and Yahoo only provides the date after it is announced.

Note: The payout ratio is 168.87%, meaning Agree Realty paid out more than it earned—from savings, debt, or a one-time gain. Such a dividend may not be repeated next year.

Dividend Yield
4.87%
from the last payment
Per Share
3.20 USD
annually
Payout Ratio
168.87%
portion of profit returned to shareholders
Ex-dividend date
September 30, 2026
last known

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Agree Realty

Agree Realty Corporation is listed on the New York Stock Exchange under the ticker ADC, and its headquarters are in the United States. The company belongs to the real estate sector (industry: REIT - Retail).

  • Ticker: ADC
  • Exchange: New York Stock Exchange
  • Trading Currency: USD
  • Sector: Real Estate
  • Number of Analysts Providing Estimates: 18
  • 52-Week Range: 64.43 – 82.08
  • Company website: https://www.agreerealty.com

Frequently Asked Questions

When does Agree Realty release earnings?

The next report is scheduled for October 20, 2026.

What were Agree Realty's results last quarter?

For the quarter ended June 30, 2026: revenue 205.10M USD, net income 54.65M USD, EPS 0.47 USD. This is -1.54% compared to analyst forecasts.

What is Agree Realty's ticker symbol?

ADC — on the New York Stock Exchange. You may also see it listed as ADC on quote services.

What is the earnings per share forecast for Agree Realty?

The analyst consensus for the upcoming quarter is $0.47 per share. Individual forecasts range from $0.46 to $0.48.

How much does Agree Realty's share price typically change after earnings?

On average, 2.40% in the session after publication, counting both directions. The largest recorded movement was 3.63%.

Does Agree Realty usually beat analyst forecasts?

In the last 4 quarters, results exceeded forecasts in 50% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where can I check Agree Realty's financial results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other companies in the "Real Estate" sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

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