Canada Pension Plan Investment Board Takes $92.53 Million Position in Agree Realty Corporation $ADC

Canada Pension Plan Investment Board acquired a new stake in Agree Realty Corporation (NYSE:ADCFree Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,221,720 shares of the real estate investment trust’s stock, valued at approximately $92,533,000.

Several other hedge funds have also recently added to or reduced their stakes in ADC. Legal & General Group Plc acquired a new position in Agree Realty during the second quarter worth about $52,047,000. The Manufacturers Life Insurance Company acquired a new stake in shares of Agree Realty in the second quarter valued at approximately $6,778,000. Cullen Capital Management LLC acquired a new stake in shares of Agree Realty in the second quarter valued at approximately $223,000. Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of Agree Realty during the 2nd quarter worth approximately $4,117,000. Finally, Capital Square LLC purchased a new position in shares of Agree Realty during the 2nd quarter worth approximately $678,000. 97.83% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Agree Realty

In other Agree Realty news, Chairman Richard Agree acquired 5,000 shares of the firm’s stock in a transaction dated Thursday, June 4th. The shares were acquired at an average price of $71.41 per share, for a total transaction of $357,050.00. Following the completion of the acquisition, the chairman directly owned 90,512 shares of the company’s stock, valued at $6,463,461.92. This trade represents a 5.85% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 1.80% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts recently issued reports on ADC shares. Barclays lifted their price objective on Agree Realty from $84.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 22nd. Mizuho lowered their target price on Agree Realty from $86.00 to $80.00 and set a “neutral” rating on the stock in a report on Wednesday, May 13th. Weiss Ratings downgraded Agree Realty from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, August 11th. Jefferies Financial Group initiated coverage on Agree Realty in a report on Monday, June 1st. They issued a “buy” rating and a $84.00 price target for the company. Finally, Huntington assumed coverage on Agree Realty in a research report on Wednesday, July 15th. They issued an “outperform” rating and a $84.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $83.94.

View Our Latest Research Report on ADC

Agree Realty Stock Performance

Shares of NYSE ADC opened at $73.79 on Thursday. The company has a market cap of $9.18 billion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 2.43 and a beta of 0.47. Agree Realty Corporation has a 12 month low of $69.56 and a 12 month high of $82.08. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.82 and a quick ratio of 0.82. The company has a 50-day simple moving average of $76.78 and a 200-day simple moving average of $76.80.

Agree Realty (NYSE:ADCGet Free Report) last announced its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported $0.44 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.48 by ($0.04). The firm had revenue of $216.33 million for the quarter, compared to analysts’ expectations of $204.53 million. Agree Realty had a net margin of 28.84% and a return on equity of 3.90%. The business’s quarterly revenue was up 16.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.06 EPS. Agree Realty has set its FY 2026 guidance at 4.570-4.590 EPS. On average, equities analysts anticipate that Agree Realty Corporation will post 4.45 earnings per share for the current year.

Agree Realty Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $0.267 dividend. The ex-dividend date is Monday, August 31st. This represents a c) annualized dividend and a yield of 4.3%. Agree Realty’s payout ratio is 172.04%.

Agree Realty Company Profile

(Free Report)

Agree Realty Corporation (NYSE: ADC) is a publicly traded real estate investment trust headquartered in Chicago, Illinois. Founded in 1971, the company converted to a REIT structure in 2013 and focuses on acquiring, developing and managing a diversified portfolio of retail properties under long-term, triple-net (NNN) leases. Its tenant roster spans national and regional retailers in sectors such as grocery, home improvement, convenience and specialty retail.

Agree Realty’s primary business activities include sourcing and underwriting new property acquisitions, originating build-to-suit projects and executing value-add redevelopment programs.

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Institutional Ownership by Quarter for Agree Realty (NYSE:ADC)

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