arBtrage CAPITALIZING MARKETS — checking… Sign in Sign up
Calendar /

Agree Realty Corporation

ADC Real Estate Real Estate Investment Trusts
$66.70
▲ +3.4% Today
as of Oct 23, 16:45 ET
Last 30 days -5.76% Sep 14 → Oct 23
$63.99 $65.81 $67.63 $69.46 $71.28 Sep 14 Sep 22 Sep 30 Oct 07 Oct 15 Oct 23
Open
$67.48
High
$67.53
Low
$66.24
Volume
$1M
Avg Vol
$1M
Mkt Cap
$8.1B
P/E (TTM)
48.23
Beta
—
52w High
$82.08
52w Low
$64.34
Div Yield
—
Shares Out
$124M

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 20:15 Simply Wall St.
Should Agree Realty (ADC) Look Undervalued After Raised Guidance And A Higher Dividend?
Oct 22 · 16:16 Simply Wall St.
Agree Realty (ADC) Q3 Earnings Lift AFFO Outlook As Funding Risks Linger
Oct 22 · 14:13 Simply Wall St.
What Agree Realty (ADC)'s Raised AFFO Guidance Means For Shareholders
▸ Show all 25 press releases & news Free account →

ADC earnings at a glance

The options market is pricing a move of about ±2.9% after the report, a range of roughly $64.77 to $68.63 from today's $66.70. Over its last 6 reports the stock rose the next day 3 times and fell 3, moving ±1.5% on average; after the most recent report on Jul 30, 2026 it moved -0.8%. That means options currently expect more movement than ADC has typically delivered. ADC beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 24%. The share price of $66.70 sits near its 52-week low.

More Real Estate stocks · All stocks · Earnings calendar

Overview

52-week range
$64
$82
13% of range
Avg surprise (last 6)
+3.3%
Avg reaction (last 6)
-0.4%
50% positive
Latest IV / EM
24%
EM ±2.9% · $65 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.41$0.59$0.77$0.96$1.14 Actual $0.44Actual $0.42Actual $0.41Actual $0.43Actual $0.52Actual $0.42Actual $1.06Est $1.05Actual $1.06Est $1.03Actual $1.10Est $1.05Actual $1.11Est $1.07Actual $1.14Est $1.09Actual $1.14Est $1.11 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$54M$108M$162M$215M Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Jul 30, 2026Jun/2026 $1.14 $1.11 +2.7% +4.7% -0.8% earnings
Tue Apr 21, 20268K 2026-04-21 $1.14 $1.09 +4.6% — -2.8% earnings
Tue Feb 10, 20268K 2026-02-10 $1.11 $1.07 +3.7% — +0.3% earnings
Tue Oct 21, 2025Sep/2025 $1.10 $1.05 +4.8% — +0.2% earnings
Thu Jul 31, 2025Jun/2025 $1.06 $1.03 +2.9% — +2.8% earnings
Tue Apr 22, 2025Mar/2025 $1.06 $1.05 +0.9% — -2.4% earnings
Mon Sep 30, 2024Sep 2024 $0.42 — — — — financials
Sun Jun 30, 2024Jun 2024 $0.52 — — — — financials
Sun Mar 31, 2024Mar 2024 $0.43 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.41 — — — — financials
Fri Jun 30, 2023Jun 2023 $0.42 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.44 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$205M$201M—$183M$176M$169M—$154M
Cost of revenue————————
Gross profit————————
Operating income$95M$99M—$87M$82M$79M—$74M
Net income$55M$62M—$52M$49M$47M—$44M
EPS (diluted)$0.44$0.50—$0.45$0.43$0.42—$0.42

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$13M$25M$16M$14M$6M$8M$6M$13M
Inventory————————
Total current assets————————
Total assets$10.59B$10.18B$9.80B$9.48B$9.08B$8.80B$8.49B$8.18B
Long-term debt————————
Total liabilities$4.07B$3.94B$3.53B$3.61B$3.43B$3.16B$2.98B$2.89B
Total equity$6.52B$6.24B$6.27B$5.87B$5.65B$5.64B$5.51B$5.29B

Implied volatility — last 90 days

15%75%135%195%255% Jun 07 — IV 30% · EM ±4.2%Jun 08 — IV 28% · EM ±3.7%Jun 09 — IV 32% · EM ±4.0%Jun 10 — IV 24% · EM ±2.8%Jun 11 — IV 28% · EM ±3.0%Jun 12 — IV 34% · EM ±3.5%Jun 15 — IV 43% · EM ±3.1%Jun 16 — IV 49% · EM ±2.9%Jun 17 — IV 256% · EM ±10.7%Jun 19 — IV 21% · EM ±4.5%Jun 22 — IV 19% · EM ±3.9%Jun 23 — IV 18% · EM ±3.7%Jun 24 — IV 24% · EM ±4.8%Jun 25 — IV 18% · EM ±3.5%Jun 26 — IV 22% · EM ±4.2%Jun 29 — IV 35% · EM ±6.2%Jun 30 — IV 20% · EM ±3.4%Jul 01 — IV 22% · EM ±3.7%Jul 02 — IV 28% · EM ±4.5%Jul 03 — IV 29% · EM ±4.5%Jul 06 — IV 32% · EM ±4.4%Jul 07 — IV 24% · EM ±3.1%Jul 08 — IV 29% · EM ±3.7%Jul 09 — IV 29% · EM ±3.4%Jul 10 — IV 26% · EM ±2.8%Jul 13 — IV 35% · EM ±3.0%Jul 14 — IV 67% · EM ±4.9%Jul 15 — IV 100% · EM ±5.9%Jul 16 — IV 46% · EM ±1.9%Jul 20 — IV 17% · EM ±4.1%Jul 21 — IV 22% · EM ±5.0%Jul 22 — IV 23% · EM ±5.3%Jul 23 — IV 25% · EM ±5.5%Jul 24 — IV 19% · EM ±4.2%Jul 27 — IV 21% · EM ±4.3%Jul 28 — IV 20% · EM ±4.1%Jul 29 — IV 16% · EM ±3.3%Jul 30 — IV 21% · EM ±4.1%Jul 31 — IV 33% · EM ±6.4%Aug 03 — IV 29% · EM ±5.2%Aug 04 — IV 24% · EM ±4.2%Aug 05 — IV 21% · EM ±3.5%Aug 06 — IV 24% · EM ±3.9%Aug 07 — IV 18% · EM ±2.9%Aug 10 — IV 20% · EM ±2.7%Aug 11 — IV 23% · EM ±3.1%Aug 12 — IV 20% · EM ±2.5%Aug 13 — IV 23% · EM ±2.7%Aug 14 — IV 21% · EM ±2.3%Aug 17 — IV 25% · EM ±2.1%Aug 18 — IV 32% · EM ±2.3%Aug 19 — IV 26% · EM ±1.5%Aug 20 — IV 43% · EM ±1.8%Aug 24 — IV 16% · EM ±3.3%Aug 25 — IV 18% · EM ±3.7%Aug 26 — IV 17% · EM ±3.3%Aug 27 — IV 19% · EM ±3.8%Aug 28 — IV 31% · EM ±5.9%Aug 31 — IV 31% · EM ±5.4%Sep 01 — IV 49% · EM ±8.4%Sep 02 — IV 43% · EM ±7.2%Sep 03 — IV 44% · EM ±7.1%Sep 04 — IV 23% · EM ±3.6%Sep 07 — IV 26% · EM ±3.6%Sep 08 — IV 24% · EM ±3.1%Sep 09 — IV 47% · EM ±5.9%Sep 10 — IV 28% · EM ±3.4%Sep 11 — IV 42% · EM ±4.6%Sep 14 — IV 26% · EM ±2.2%Sep 15 — IV 24% · EM ±1.7%Sep 16 — IV 98% · EM ±5.8%Sep 17 — IV 123% · EM ±5.1%Sep 21 — IV 24% · EM ±5.0%Sep 22 — IV 27% · EM ±5.5%Sep 23 — IV 28% · EM ±5.7%Sep 24 — IV 26% · EM ±5.1%Sep 25 — IV 26% · EM ±4.9%Sep 28 — IV 28% · EM ±4.9%Sep 29 — IV 29% · EM ±5.0%Sep 30 — IV 29% · EM ±4.8%Oct 01 — IV 23% · EM ±3.6%Oct 02 — IV 24% · EM ±3.7%Oct 06 — IV 25% · EM ±3.3%Oct 07 — IV 24% · EM ±3.0%Oct 08 — IV 24% · EM ±2.9%

Sector peers

REXR
Rexford Industrial Realty, Inc.
$8.1B $38.71+5.2%
RHP
Ryman Hospitality Properties, Inc.
$8.2B $130.38+0.1%
BRX
Brixmor Property Group Inc.
$8.2B $28.13+2.6%
ARE
Alexandria Real Estate Equities, Inc.
$7.9B $43.02+1.8%
LINE
Lineage, Inc.
$7.8B $35.36+3.2%
CUBE
CubeSmart
$8.4B $40.16+3.1%

ADC earnings FAQ

What is ADC's expected move for earnings?

Options currently price a move of about ±2.9%, or $1.93 per share either way from $66.70.

How does ADC stock usually react to earnings?

Across the last 6 reports the average next-day move was ±1.5%, up 3 times and down 3 times.

What is ADC's implied volatility?

ADC's at-the-money implied volatility is about 24% based on the latest options snapshot.

View on Nasdaq ↗
🔒 Preview mode. Create a free account to unlock the full earnings calendar, all panels, heatmaps, options flow, and screener.
Sign up free → Sign in