AGREE REALTY CORP
Realty Income (O), Agree Realty (ADC), and LTC Properties (LTC) are REITs paying monthly dividends. O, trading at $54.14, has a 5.99% yield and raised its 115th consecutive dividend. ADC, at $65.88, offers a 4.9% yield with steady raises. LTC, priced at $43.01, yields 5.3% and is shifting to a seniors housing model. All three cover dividends with cash flow and have October payments.
Agree Realty reported weighted-average diluted shares of 124.95M for Q3 2026 and 122.23M year-to-date. Basic EPS shares were 124.36M for Q3 and 121.42M YTD. Diluted shares before OP Units were 124.60M for Q3 and 121.88M YTD. Forward equity offerings added 38,597 incremental diluted shares in Q3.
AGREE REALTY CORP (ADC) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. On October 2, 2026, Agree Realty Corporation (the "Company") announced its weighted-average number of common shares outstanding for the three and nine months ended September 30, 2026. The following table computes the Company’s weighted-average number of c
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning ADC (AGREE REALTY CORP). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent ADC coverage spans financial news, corporate actions and insider activity.
In the last 30 days, ADC insiders filed 3 SEC Form 4 transactions — 3 purchases ($1.9M) and no sales. The most active reporter was RAKOLTA JOHN JR with 1 filing.
Improved AFFO guidance and strong occupancy bolster dividend sustainability.
The increase in diluted shares may exert slight downward pressure on the stock as earnings per share are diluted.
Minor informational filing with negligible market impact.
Potential for modest upside given strong dividend and low credit losses, but floating‑rate commercial paper exposure adds risk.
Small positive signal from insider buy.
AlphAI scores every news story that mentions ADC with an AI model for sentiment and relevance, and aggregates insider trades from AGREE REALTY CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Realty Income (O), Agree Realty (ADC), and LTC Properties (LTC) are REITs paying monthly dividends. O, trading at $54.14, has a 5.99% yield and raised its 115th consecutive dividend. ADC, at $65.88, offers a 4.9% yield with steady raises. LTC, priced at $43.01, yields 5.3% and is shifting to a seniors housing model. All three cover dividends with cash flow and have October payments.
2 min readAgree Realty reported weighted-average diluted shares of 124.95M for Q3 2026 and 122.23M year-to-date. Basic EPS shares were 124.36M for Q3 and 121.42M YTD. Diluted shares before OP Units were 124.60M for Q3 and 121.88M YTD. Forward equity offerings added 38,597 incremental diluted shares in Q3.
1 min readAGREE REALTY CORP (ADC) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. On October 2, 2026, Agree Realty Corporation (the "Company") announced its weighted-average number of common shares outstanding for the three and nine months ended September 30, 2026. The following table computes the Company’s weighted-average number of c
1 min readFive REITs (NNN, EPRT, ADC, O, WPC) are highlighted for their dividend resilience amid rising interest rates. NNN, EPRT, ADC, O, and WPC reported strong occupancy, long lease terms, and raised AFFO guidance. Their dividends are well-covered by AFFO, with yields ranging from 4.3% to 5.8%. However, rising financing costs and tenant credit risks are noted.
3 min readInsiders traded shares in five companies: Torm's CFO sold 42,533 shares ($1.64M), Dick's directors bought 9,567 shares ($1.24M), Baozun's CEO bought 13,900 shares ($39,825), Agree's CGO bought 1,000 shares ($67,550), and UR-Energy's VP Finance bought 96,556 shares ($110,068).
1 min readErlich Craig (CHIEF GROWTH OFFICER) purchased 1,000 shares of AGREE REALTY CORP (ADC) at $67.55 on 2026-09-21.
1 min readAGREE REALTY CORP (ADC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. The information set forth in Item 2.03 of this Current Report on Form 8-K is hereby incorporated by reference into this Item 1.01. Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Shee
2 min readFive dividend stocks for retirees: Realty Income (O) raised its 136th monthly dividend, with a 5.45% yield and Q2 2026 AFFO growth of 3.8%. Main Street Capital (MAIN) increased its monthly dividend to $0.265 and paid a supplemental. Agree Realty (ADC) yields 4.61%, with Q2 AFFO up 7.4%. STAG Industrial (STAG) offers a 4.05% quarterly yield, with Core FFO up 3.2%. EPR Properties (EPR) has the highest yield at 5.1%, with Q2 AFFO up 14.5%.
3 min readOn September 15-16, 2026, insiders made notable transactions: Avenue RP Opportunities Fund and director Par Chadha bought XBP Global Holdings (XBP) shares at $2.83 each, totaling $1.5M and $580K respectively. Directors at Agree Realty (ADC) bought shares near its 52-week low. A director at Inhibrx (INBX) bought 5K shares at $100 each. A director at CrowdStrike (CRWD) sold 119K shares for $28.6M. Silver Lake Partners sold Dell (DELL) shares for $28M. A 10% owner of Talos Energy (TALO) sold 1.38M
2 min readStifel reduced its price target for Agree Realty (ADC) to $81.50 from $84.00, maintaining a Buy rating. The company issued $400 million in senior unsecured notes at a 5.849% yield, terminating swaps to lower the all-in rate. ADC's stock trades near its 52-week low at $68.16, with a 4.7% dividend yield. The REIT reported strong Q2 2026 earnings, exceeding AFFO and revenue estimates, and raised full-year guidance.
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