Nama Insights

Agree Realty (ADC)

Real Estate · Reit Retail · NYSE

Agree Realty (ADC) is a Real Estate company in the Reit Retail industry. It has a market capitalization of $9.11B and a trailing price-to-earnings ratio of 36.6. Over the most recent reported fiscal year, revenue grew 16.4%. Nama's AI scorecard rates it Buy, 5.8 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 5.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -10.2% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-14.9%
How far the last close sits under the highest price of the past five years.
Market cap$9.11B
Trailing P/E36.6
Price / book1.2
Price / sales10.8
FCF yield—
Dividend yield4.7%
Gross margin87.6%
Operating margin48.3%
Net margin29.8%
Revenue growth (YoY)+16.4%
Revenue growth (3-yr annual)+18.7%
EPS growth (YoY)+7.5%
FCF/share growth (YoY)—
Beta0.4
ExchangeNYSE
SectorReal Estate
IndustryReit Retail

ADC earnings

Next report: Feb 9, 2027 (Q4 2026, EPS estimate $0.48). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 20, 2026 $0.48 $0.47 +2.1% $213.88M
Q2 2026 Jul 30, 2026 $0.47 $0.47 +0.0% $205.10M
Q1 2026 Apr 21, 2026 $0.49 $0.47 +4.3% $200.81M
Q4 2025 Feb 10, 2026 $0.47 $0.47 +0.0% $190.49M

ADC analyst price target

Median target $76.00 from 18 analysts, ranging $72.00 – $91.00.

Reit Retail peers

TickerCompanyMarket capP/E
SPG Simon Property Group $86.71B 38.5
O Realty Income $56.31B 40.2
KIM Kimco Realty $16.96B 28.0
REG Regency Centers $13.99B 25.2
FRT Federal Realty Investment Trust $9.74B 22.2
BRX Brixmor Property Group $9.21B 30.9
NNN NNN REIT $7.98B 20.3
MAC Macerich $7.34B —
Explore live ADC data on Nama Insights →

Recent Congressional trades

Agree Realty trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Josh Gottheimer House Sell $1,001 - $15,000 Jul 7, 2026
Gilbert Cisneros House Sell $15,001 - $50,000 Feb 13, 2026
Lisa McClain House Sell $1,001 - $15,000 Oct 22, 2025
Lisa McClain House Buy $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Josh Gottheimer House Sell $1,001 - $15,000 May 14, 2025
Josh Gottheimer House Buy $1,001 - $15,000 May 15, 2024
Josh Gottheimer House Sell $1,001 - $15,000 Apr 7, 2024
Daniel Goldman House Sell $1,001 - $15,000 Aug 13, 2023
Susan M Collins Senate Sell $1,001 - $15,000 —

ADC FAQ

Is ADC a buy?
Nama's AI scorecard currently rates Agree Realty Buy (5.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ADC's P/E ratio?
Agree Realty trades at a trailing price-to-earnings ratio of 36.6.
When does ADC report earnings?
Agree Realty's next scheduled report is on Feb 9, 2027. Analysts expect EPS of $0.48.
What is the ADC price target?
The median analyst price target from 18 analysts is $76.00, with a range of $72.00 – $91.00.
Is ADC Shariah compliant?
Nama's AAOIFI-style screen reads Agree Realty as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does ADC pay a dividend?
Yes — Agree Realty's dividend yield is 4.7%.