Agree Realty Corporation (ADC) Guidance & Earnings Results

On 2026-10-20 Agree Realty Corporation raised guidance: "FY2026 AFFO per share raised to $4.58-$4.59 from $4.57-$4.59; investment volume narrowed to ~$1.6B from $1.6-$1.8B; disposition volume raised to $100-$150M from $50-$100M; G&A and non-reimbursable expense guidance…" — from its own filing, as read by EquiReason.

Source: SEC EDGAR filings · figures as of 2026-09-30 · read by EquiReason

ADCAgree Realty CorporationFollow ADC — free

REIT - Retail · Real Estate

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Market cap: 8.7B
P/E TTM: 34.4
Dividend yield: 4.8%
52-week: —
Next earnings: 8 Feb, in 107 days

What management guided

each earnings 8-K · figures checked against the filing text

Release	Direction	What they said
20 Oct 26	Raised	FY2026 AFFO per share raised to $4.58-$4.59 from $4.57-$4.59; investment volume narrowed to ~$1.6B from $1.6-$1.8B; disposition volume raised to $100-$150M from $50-$100M; G&A and non-reimbursable expense guidance unchanged at 5.3%-5.6% and 1.0%-1.5% of adjusted revenue respectively; income tax expense ~$2M; treasury stock method dilution lowered to $0.01-$0.02 from $0.02-$0.04. · full year
30 Jul 26	Raised	FY26 AFFO per share raised to $4.57-4.59 from $4.54-4.58; FY26 investment volume raised to $1.6-1.8B from $1.4-1.6B; disposition volume raised to $50-100M from $25-75M; G&A and non-reimbursable expenses unchanged. · full year
10 Feb 26	Raised	2026 AFFO per share guidance $4.54-$4.58; 2026 investment guidance $1.4-$1.6B · full year
21 Oct 25	Raised	AFFO per share raised to $4.31-$4.33 from $4.29-$4.32; investment volume raised to $1.50-$1.65B from $1.4-$1.6B · full year
31 Jul 25	Raised	FY25 AFFO per share raised to $4.29-$4.32 from $4.27-$4.30; FY25 investment volume raised to $1.4-$1.6B from $1.3-$1.5B; FY25 income tax expense narrowed to $2.5-$3M from $3-$4M · full year

Agree Realty Corporation — questions

What guidance did Agree Realty Corporation give?: On 2026-10-20: "FY2026 AFFO per share raised to $4.58-$4.59 from $4.57-$4.59; investment volume narrowed to ~$1.6B from $1.6-$1.8B; disposition volume raised to $100-$150M from $50-$100M; G&A and non-reimbursable expense guidance unchanged at 5.3%-5.6% and 1.0%-1.5% of adjusted revenue respectively; income tax expe"
When does Agree Realty Corporation report earnings?: Agree Realty Corporation's next earnings report is expected on 2027-02-08.

Every figure on this page comes from Agree Realty Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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