Agree Realty stock reports higher Q2 earnings and guidance

Published on 10/05/2026 at 22:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Agree Realty stock was last at USD 65.58 on October 5, 2026, while Q2 net income rose 11.5 percent year over year. Analysts see a USD 83.25 average target.

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Agree Realty Corporation stock (ISIN US0084921008) was last at USD 65.58 on the NYSE on October 5, 2026 at 4:00 p.m. ET, down 0.46 percent from the prior session. The latest company figures show Q2 2026 net income of USD 52.8 million, up 11.5 percent year over year, while management raised full-year AFFO guidance to USD 4.57-4.59 per share.

Q2 earnings raise the bar

According to StockTitan in its July 30, 2026 filing summary, Agree Realty reported Q2 net income attributable to common stockholders of USD 52.8 million, or USD 0.44 per share. Core FFO reached USD 136.0 million and AFFO USD 138.0 million, with AFFO per share at USD 1.14, up 7.4 percent from the prior year.

The operating update also points to record investment activity. Agree Realty invested USD 502 million across 102 retail net-lease properties in Q2 2026, while first-half investment volume reached USD 925 million, according to StockTitan.

Analysts see room above USD 65.58

According to MarketBeat on September 26, 2026, 16 brokerages gave the stock a Moderate Buy consensus, including 11 Buy, four Hold and one Strong Buy rating. The average 12-month price target was USD 83.25, which places the target 26.9 percent above the October 5 price.

The same MarketBeat report lists Stifel Nicolaus lowering its target from USD 84.00 to USD 81.50 while retaining a Buy rating on September 18, 2026. That split between a broad Moderate Buy view and selective target cuts gives the stock a mixed valuation backdrop.

October dates shape the next test

Agree Realty declared a monthly common dividend of USD 0.267 per share on September 10, 2026, equal to an annualized USD 3.204 and a 4.3 percent increase from the third quarter of 2025. The payment date is October 14, 2026.

Simply Wall St reports that Agree Realty plans to publish Q3 2026 results after the market close on October 20, 2026. That report will test whether the acquisition pace and raised AFFO outlook can offset the stock's position near its USD 64.98 52-week low.

Stock remains near yearly low

Agree Realty stock was last at USD 65.58 on the NYSE on October 5, 2026 at 4:00 p.m. ET. Its market capitalization was USD 7.9 billion, with a 52-week range of USD 64.98 to USD 82.08 and volume of 2,196,490 shares.