AGREE REALTY CORP
ADC-PANYSE
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End-of-day
Price
No price history ingested.
Key statistics
No screener snapshot for this ticker.
Company profile
Management & directors
- Agree RichardEXECUTIVE CHAIRMAN OF BOARD
- Agree JoeyPRESIDENT & CEO
- Erlich CraigCHIEF GROWTH OFFICER
- Breslin StephenCHIEF ACCOUNTING OFFICER
- Coughenour PeterCHIEF FINANCIAL OFFICER
- Spehar Danielle MGENERAL COUNSEL
- Witteveen NicoleCHIEF OPERATING OFFICER
Roles derived from SEC Form 4 filings.
Earnings
ADC-PA Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$200.8M↑ +18.7%
Diluted EPS$0.50↑ +19.0%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $248.6M | $339.3M | $429.8M | $537.5M | $617.1M | $718.4M |
| Gross profit | — | — | — | — | — | — |
| Operating income | $133.1M | $190.3M | $218.1M | $254.4M | $302.2M | $340.4M |
| Net income | $91.4M | $122.3M | $152.4M | $170.0M | $189.2M | $204.3M |
| Diluted EPS | $1.74 | $1.78 | $1.83 | $1.70 | $1.78 | $1.77 |
| Operating cash flow | $143.0M | $246.3M | $362.1M | $391.6M | $432.0M | $504.1M |
| Free cash flow | -$1.2B | -$1.1B | -$1.2B | -$808.4M | -$442.5M | — |
| Gross margin | — | — | — | — | — | — |
| Operating margin | 53.6% | 56.1% | 50.7% | 47.3% | 49.0% | 47.4% |
| Net margin | 36.8% | 36.0% | 35.5% | 31.6% | 30.7% | 28.4% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $152.6M | $154.3M | $160.7M | $169.2M | $175.5M | $183.2M | $190.5M | $200.8M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $82.0M | $74.4M | $75.3M | $78.7M | $82.0M | $87.3M | $92.4M | $98.6M |
| Net income | $54.7M | $44.4M | $45.2M | $47.0M | $49.2M | $52.1M | $56.0M | $62.1M |
| Diluted EPS | $0.52 | $0.42 | $0.41 | $0.42 | $0.43 | $0.45 | $0.47 | $0.50 |
| Operating cash flow | $112.8M | $128.6M | $91.4M | $126.7M | $119.6M | $146.5M | $111.3M | $145.2M |
| Free cash flow | -$74.8M | -$87.4M | -$251.2M | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | 53.7% | 48.2% | 46.9% | 46.5% | 46.7% | 47.6% | 48.5% | 49.1% |
| Net margin | 35.9% | 28.8% | 28.1% | 27.8% | 28.0% | 28.4% | 29.4% | 30.9% |
Company news
Coming soonHeadlines for ADC-PA will appear here once the news feed is connected.
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-04 | AGREE RICHARD· EXECUTIVE CHAIRMAN OF BOARD | Buy | 5,000 | $71.41 | $357,050.00 | filing |
| 2026-05-15 | RAKOLTA JOHN JR | Buy | 20,000 | $74.57 | $1.5M | filing |
| 2026-05-14 | Agree Joey· PRESIDENT & CEO | Buy | 13,295 | $75.41 | $1.0M | filing |
| 2026-05-14 | Lehmkuhl Greg | Award | 2,159 | $75.28 | $162,529.52 | filing |
| 2026-05-14 | He Linglong | Award | 1,328 | $75.28 | $99,971.84 | filing |
| 2026-05-14 | RAKOLTA JOHN JR | Award | 1,328 | $75.28 | $99,971.84 | filing |
| 2026-05-14 | Judlowe Michael | Award | 1,328 | $75.28 | $99,971.84 | filing |
| 2026-05-14 | Lehmkuhl Greg | Buy | 750 | $75.09 | $56,317.50 | filing |
| 2026-05-14 | RAKOLTA JOHN JR | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-14 | Frankel Merrie S. | Award | 432 | $0.00 | $0.00 | filing |
| 2026-05-14 | Dearing Karen | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-14 | He Linglong | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-14 | Hollman Michael | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-14 | Judlowe Michael | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-14 | Rossi Jerome R | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-14 | Lehmkuhl Greg | Award | 2,159 | $0.00 | $0.00 | filing |
| 2026-05-06 | Erlich Craig· CHIEF GROWTH OFFICER | Gift | 500 | $0.00 | $0.00 | filing |
| 2026-04-01 | RAKOLTA JOHN JR | Buy | 146 | $75.69 | $11,050.74 | filing |
| 2026-02-23 | Agree Joey· PRESIDENT & CEO | Tax withholding | 41,487 | $79.32 | $3.3M | filing |
| 2026-02-23 | Erlich Craig· CHIEF GROWTH OFFICER | Tax withholding | 8,636 | $79.32 | $685,007.52 | filing |
| 2026-02-23 | Spehar Danielle M· GENERAL COUNSEL | Tax withholding | 5,706 | $79.32 | $452,599.92 | filing |
| 2026-02-23 | AGREE RICHARD· EXECUTIVE CHAIRMAN OF BOARD | Tax withholding | 4,577 | $79.32 | $363,047.64 | filing |
| 2026-02-23 | Coughenour Peter· CHIEF FINANCIAL OFFICER | Tax withholding | 4,401 | $79.32 | $349,087.32 | filing |
| 2026-02-23 | Witteveen Nicole· CHIEF OPERATING OFFICER | Tax withholding | 3,146 | $79.32 | $249,540.72 | filing |
| 2026-02-23 | Breslin Stephen· CHIEF ACCOUNTING OFFICER | Tax withholding | 1,475 | $79.32 | $116,997.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.