REITResearch

Agree Realty Corporation ADC

Listed / Traded Retail NYSE Mgmt:

Agree Realty Corporation is a publicly traded real estate investment trust that is RE THINKING RETAIL through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants.

Snapshot

Price
$73.81
Market cap
$8.86B
Enterprise value
$12.13B
Dividend yieldi
4.34%
Annual dividendi
$3.20
Frequency
Monthly
FFO / sharei
$1.04 · Q1 2026
AFFO / sharei
$1.14 · Q1 2026
Net debt / EBITDAi
3.20x · Adj. EBITDA
Op. cash flow / sharei
$4.53
Price / OCFi
16.28
Payout (% of OCF)i
70.67%
Debt / book capitali
34.53%
Premium / disc. to NAVi
No free consensus-NAV source
Credit ratingi
No free ratings feed

Reported FFO / AFFO / leverage are from the Q1 2026 earnings release (filed 2026-04-21) — 8-K, EX-99.1.

Yield uses the latest declared dividend, annualized (latest regular payout × frequency; special/liquidating distributions excluded) — an announced-but-not-yet-declared change isn't reflected until it has an ex-date. FFO, AFFO and Net debt / Adj. EBITDA are the company's reported figures from its latest earnings 8-K. Price/OCF and payout use GAAP operating cash flow. NAV premium and credit ratings have no free source yet. See Methodology.

Dividends

Ex-dateRecordPaymentDeclaredAmountFreq.
2026-06-302026-06-302026-07-15 2026-06-08$0.27Monthly
2026-05-292026-05-292026-06-12 2026-05-12$0.27Monthly
2026-04-302026-04-302026-05-14 2026-04-09$0.27Monthly
2026-03-312026-03-312026-04-15 2026-03-10$0.26Monthly
2026-02-272026-02-272026-03-13 2026-02-05$0.26Monthly
2026-01-302026-01-302026-02-13 2026-01-13$0.26Monthly
2025-12-312025-12-312026-01-15 2025-12-11$0.26Monthly
2025-11-282025-11-282025-12-12 2025-11-11$0.26Monthly
2025-10-312025-10-312025-11-14 2025-10-14$0.26Monthly
2025-09-302025-09-302025-10-14 2025-09-09$0.26Monthly
2025-08-292025-08-292025-09-15 2025-08-12$0.26Monthly
2025-07-312025-07-312025-08-14 2025-07-10$0.26Monthly
2025-06-302025-06-302025-07-15 2025-06-10$0.26Monthly
2025-05-302025-05-302025-06-13 2025-05-13$0.26Monthly
2025-04-302025-04-302025-05-14 2025-04-10$0.26Monthly
2025-03-312025-03-312025-04-14 2025-03-11$0.25Monthly
2025-02-282025-02-282025-03-14 2025-02-06$0.25Monthly
2025-01-312025-01-312025-02-14 2025-01-14$0.25Monthly
2024-12-312024-12-312025-01-15 2024-12-12$0.25Monthly
2024-11-292024-11-292024-12-13 2024-11-12$0.25Monthly
2024-10-312024-10-312024-11-14 2024-10-10$0.25Monthly
2024-09-302024-09-302024-10-15 2024-09-10$0.25Monthly
2024-08-302024-08-302024-09-16 2024-08-13$0.25Monthly
2024-07-312024-07-312024-08-14 2024-07-11$0.25Monthly

Coverage (payout of operating cash flow): 70.67%. Tax-character split (ordinary / 199A / capital gain / return of capital) — not disclosed (requires the annual allocation release).

Balance sheet (latest FY: 2025)

Total debt
$3.35B
Cash
$16.30M
Net debt / EBITDAi
5.32x
Debt / book capitali
34.53%
Total assets
$9.80B
Total equity
$6.27B

Debt-maturity ladder, fixed/floating split, secured/unsecured and coverage ratios come from the supplemental — not yet ingested.

Financial history

FYRevenueNet incomeD&A EBITDAOp. cash flow
2025 $718.40M $204.35M $275.72M $617.06M $504.14M
2024 $617.10M $189.20M $240.22M $543.26M $431.97M
2023 $537.50M $169.96M $209.37M $463.95M $391.60M
2022 $429.81M $152.44M $166.91M $386.24M $362.12M
2021 $339.32M $122.27M $120.01M $295.67M $246.31M
2020 $248.57M $91.38M $82.64M $215.80M $142.96M

Same-store NOI, occupancy, leasing/WALT, top tenants, external-manager fees, development pipeline and (for non-traded vehicles) share-class fees, redemption/gating and NAV methodology are planned modules sourced from supplementals and prospectuses.