New insider activity at Agree Realty ( (ADC) ) has taken place on January 13, 2026.
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Agree Realty’s Chief Financial Officer, Peter Coughenour, recently boosted his stake in the company by purchasing 500 shares of Agree Realty stock in a transaction valued at $34,900, signaling personal confidence in the company’s prospects.
Recent Updates on ADC stock
Over the last day, news on Agree Realty has centered on updated analyst views and detailed disclosures of its 2025 investment activity and balance-sheet position. RBC Capital trimmed its target after the company’s Q4 acquisition total came in slightly below that firm’s expectations, even though it still matched management’s guidance and cap rates were solid, suggesting only a modest recalibration rather than a change in fundamental view. Mizuho also reduced its target as part of a more cautious stance, while Evercore ISI’s small downward revision followed broader insights from the NAREIT conference, where the analyst saw shifting prospects across REIT sectors, with some segments facing ongoing challenges. Offsetting this caution, Agree Realty’s own update showed about $1.55 billion of 2025 real estate investments at attractive cap rates and long lease terms, a portfolio heavily weighted to investment‑grade tenants, increased exposure to ground leases, and over $2 billion of year‑end liquidity supported by a new $350 million term loan and equity issuance. This combination of robust growth metrics, strong balance-sheet liquidity, and slightly softer acquisition pacing versus certain forecasts is driving the recent fine-tuning of analyst price assumptions rather than wholesale changes in their broader outlook on the stock. The articles did not specify any notable single‑day share price move over the last 24 hours, focusing instead on these target and fundamentals‑driven updates.
Spark’s Take on ADC Stock
According to Spark, TipRanks’ AI Analyst, ADC is a Outperform.
The score is driven primarily by strong financial performance and a favorable earnings-call outlook (raised investment and AFFO guidance, high occupancy, and improved credit standing). Offsetting factors are a relatively expensive valuation (high P/E) and neutral-to-weak technical momentum (negative MACD and price slightly below key longer-term averages).
To see Spark’s full report on ADC stock, click here.
More about Agree Realty
YTD Price Performance: -0.90%
Average Trading Volume: 1,183,843
Technical Sentiment Signal: Buy
Current Market Cap: $8.1B