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Agree Realty Corporation (ADC) — chart, structure and Closelooknet read

The Closelooknet read

Agree Realty Corporation is a real estate investment trust that buys and develops retail properties and leases them to tenants under long-term net leases, where tenants cover most operating costs. Its portfolio spans many US states and its tenants are mostly chain retailers operating across both stores and online.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Agents can buy the score depth per call over HTTP 402 — see the catalogue. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for ADC, from the same nightly bakes the boards use. Research diary readings, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 46/100 · S&P 500 fund at 50, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-02
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 76th percentile of the window, -20.6% over 20 sessions. Factor regime → 2026-11-02
  • Sector × region Real estate in US: +2.0% week · +6.9% month · −2.6% quarter · +1.3% yearThe Sector Engine cell this name lives in, from XLRE.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-11-02
  • Sovereign pressure Index -1.63 · down 2.22 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-02
How it trades on rate days beta 0.41 to TLT · on the worst bond days it moved with the market

How it trades on rate days

How ADC has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.41 — tends to move with bonds for every 1% move in TLT (20+ year Treasuries), Agree Realty Corporation moved 0.41% on average · correlation 0.23 · higher than 34% of US names
  • Beta, last 3 months 0.69 more rate-sensitive lately than over the year
  • On the 10 worst bond days −0.97% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.09% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against REIT - Retail · US · 8 names with week and year-to-date

Peer group

REIT - Retail · US

Names in the same industry from the Closelooknet universe; scored names rank on their Closelooknet score, the rest on trend state.

Compared against ADC on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Agree Realty Corporation

ADC in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Agree Realty Corporation is a real estate investment trust that buys and develops retail properties and leases them to tenants under long-term net leases, where tenants cover most operating costs. Its portfolio spans many US states and its tenants are mostly chain retailers operating across both stores and online. The company is based in Royal Oak, United States.
Where it sits in the stack
Agree Realty carries no seat in our index; the diary places it in the Real Estate sector, US universe, under the REIT - Retail sleeve rather than any part of the AI build-out stack.
Who it is priced against
Closelooknet's peer group groups it with other US real estate names it scores, including CareTrust REIT, CoStar Group, Ke Holdings, American Healthcare REIT and Vivmark Residential; the market also commonly compares it with Realty Income.
Why Closelooknet tracks it
It carries a Closelooknet score, with the quality module reading strongest and the valuation module reading weakest; it holds no index seat and the diary has not yet quoted it in the dailies.
What the diary watches
The diary watches tenant credit quality and lease renewal terms across its retail tenant base, since a net-lease REIT's cash flow depends on those tenants staying current.

Agree Realty Corporation (ADC) trades on US exchanges, classified under Real Estate.

The Closelooknet company score reads 41/100 composite (momentum 38, quality 45, valuation 31) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 5 analyst actions on the wire · latest: price target by KeyBanc, 2026-10-27

The Street on this name

Analyst actions and the latest print for ADC from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target KeyBanc — target 76 from 82 Target cut to $76 from $82 (+12.8% to spot) 2026-10-27
  • Price target Stifel — target 76.5 from 81.5 Target cut to $76.5 from $81.5 (+14% to spot) 2026-10-21
  • Price target Baird — target 76 from 77 Target cut to $76 from $77 (+13.3% to spot) 2026-10-21

5 actions on the analyst wire since 2026-08-13: 5 target changes. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 4.65%, monthly · buybacks 4 m USD in FY2025

Dividends and capital return

What ADC pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 3.18 USD per share · a 4.65% yield on the 2026-11-02 close 12 distributions, paid monthly 2026-11-02
  • Change on the year +24.5% against the prior twelve months prior twelve months 2.56 USD per share
  • Last distribution 0.27 USD per share as the price series records it, within days of the ex-date 2026-10-30
  • By calendar year 2025: 3.08 USD · 2026: 2.66 USD to date first distribution recorded in the three-year window: 2025-01-31
  • Dividends paid, FY2025 348 m USD 33% of earnings
  • Buybacks, FY2025 4 m USD 0.0% of today's market value
  • Share count +9.2% in FY2025 13 m USD of stock-based compensation in the year
  • Capital returned 352 m USD in a year of negative free cash flow dividends and buybacks together

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-03

Quick answers

What is Agree Realty Corporation (ADC)?

Agree Realty Corporation trades as ADC on the US exchange (US) and is classified under Real Estate in the Closelooknet research universe, as of the registry build of 2026-11-03.

Is ADC in a Closelooknet index?

Not currently — Agree Realty Corporation is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-03.

What is Agree Realty Corporation's Closelooknet composite score?

41 out of 100, with momentum 38, quality 45 and valuation 31 sub-scores, as of 2026-11-03. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does ADC trade against its moving averages?

Agree Realty Corporation trades 0.0% above its 50-day and 7.0% below its 200-day moving average (3.3% above its 20-day). As of 2026-11-02 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Agree Realty Corporation compare with its peers?

Against its peer group (REIT - Retail · US), Agree Realty Corporation (ADC) sits 15.7% below its 52-week high, 0.0% above its 50-day average; Macerich Company (MAC) is 7.0% below, Tanger Factory Outlet Centers Inc (SKT) is 10.6% below, Phillips Edison & Co Inc (PECO) is 9.8% below, as of 2026-11-02. Put any of them next to ADC in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Agree Realty Corporation trade when bond yields rise?

Over the past year Agree Realty Corporation had a beta of 0.41 to TLT, the long-dated Treasury fund — it tends to move with bonds, higher than 34% of US names. On the 10 sessions in which long bonds fell most it moved −0.97% on average, against −0.74% for the S&P 500. As of 2026-11-02; The "How it trades on rate days" block on this page carries the lines.

What does Agree Realty Corporation do?

Agree Realty Corporation is a real estate investment trust that buys and develops retail properties and leases them to tenants under long-term net leases, where tenants cover most operating costs. Its portfolio spans many US states and its tenants are mostly chain retailers operating across both stores and online. The company is based in Royal Oak, United States. Closelooknet's peer group groups it with other US real estate names it scores, including CareTrust REIT, CoStar Group, Ke Holdings, American Healthcare REIT and Vivmark Residential; the market also commonly compares it with Realty Income. (Company snapshot of 2026-09-17.)

Where does Agree Realty Corporation sit in the AI build-out?

Agree Realty carries no seat in our index; the diary places it in the Real Estate sector, US universe, under the REIT - Retail sleeve rather than any part of the AI build-out stack. It carries a Closelooknet score, with the quality module reading strongest and the valuation module reading weakest; it holds no index seat and the diary has not yet quoted it in the dailies. (Company snapshot of 2026-09-17.)

Does Agree Realty Corporation pay a dividend?

Agree Realty Corporation has paid 3.18 USD per share over the last twelve months, paid monthly, a trailing yield of 4.65% on the 2026-11-02 close; the last distribution recorded in the price series was 0.27 USD on 2026-10-30. In fiscal 2025 the company paid 348 m USD in dividends and bought back 4 m USD of its own shares. The share count rose 9.2% over the fiscal year. As of 2026-11-02; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Agree Realty Corporation recently?

The most recent analyst action on Agree Realty Corporation on the Closelooknet wire is a price target by KeyBanc on 2026-10-27 (target 76 from 82). 5 actions on the analyst wire since 2026-08-13: 5 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for ADC, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

then REIT - Retail. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.