Agree Realty Corporation

Agree Realty Corporation

Real Estate

NYSE:ADC · New York Stock Exchange

Market Cap $9.11B Beta 0.48 P/E (TTM) 41.4
$75.83 +1.40%

+$1.05 today

52W Low $69.56High $82.08

Vol 0.83M · Avg 1.29M

EPS (TTM)$1.83
Div Yield4.13%
REIT - Retail

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

3.3%

avg 4.7%

ROIC

3.5%

avg 3.9%

ROA

2.1%

avg 2.9%

Analysis

ROIC is currently the strongest return metric at 3.5% versus its period average of 3.9%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Joel N. Agree

President, Chief Executive Officer & Director$4.03M47$90,512.000.08%

Nicole Witteveen

Chief Operating Officer$1.15M36$26,713.000.02%

Peter Coughenour

Chief Financial Officer, Secretary & Investor Relations Professional$1.14M33$27,054.000.02%

Craig Erlich

Chief Growth Officer$906,386.0058$59,388.000.05%

Danielle Spehar

General Counsel$802,035.0058$31,491.000.03%

Kristina Kolbas

Vice President of People & Culture

Leah Marsaglia

Vice President & Corporate Controller

Jeff Konkle

Senior Vice President of Development & Construction

Larry Kaufman

Chief Information Officer & Vice President of Continuous Improvement

Reuben Goldman Treatman

Senior Director of Corporate Finance

Richard A. Agree

Executive Chairman of the Board82$90,512.000.08%

Stephen Breslin

VP & Chief Accounting Officer$14,536.000.01%

Marc Brandt

Vice President of Asset Management

Edward A. Eickhoff

Executive Vice President of Asset Management64$4,405.00<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

15

$8.33M

Sells

0

$0.00

Net Sentiment

+$8.33M

Net buying

Most Active

Agree Joey

5 transactions

DateInsiderTypeSharesPriceValue
Jun 4, 2026

AGREE RICHARD

Indirect

Buy5.0K$71.41$357,050.00
May 15, 2026

RAKOLTA JOHN JR

Direct

Buy20.0K$74.57$1,491,400.00
May 14, 2026

Lehmkuhl Greg

Direct

Buy750$75.09$56,317.50
May 14, 2026

Agree Joey

Direct

Buy13.3K$75.41$1,002,575.95
Apr 1, 2026

RAKOLTA JOHN JR

Indirect

Buy146$75.69$11,050.74
Jan 9, 2026

Coughenour Peter

Direct

Buy500$69.80$34,900.00
Jan 9, 2026

AGREE RICHARD

Indirect

Buy24.0K$70.67$1,696,080.00
Dec 24, 2025

RAKOLTA JOHN JR

Direct

Buy15.0K$72.18$1,082,700.00
Oct 7, 2025

RAKOLTA JOHN JR

Direct

Buy25.2K$70.41$1,771,093.14
Oct 3, 2025

Erlich Craig

Direct

Buy360$70.85$25,504.20

1–10 of 15

Analysis

Insiders reported 15 buys worth $8.33M and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $8.33M. Agree Joey was the most active insider with 5 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A+10.1%
+0.2% (15yr)1 analysts
RevenueN/AN/A+26.4%
+20.5% (15yr)3 analysts
Net IncomeN/AN/A+29.3%
+13.1% (15yr)3 analysts
EBITN/AN/A+27.5%
+19.3% (15yr)3 analysts

Analysis

Recent growth has been strongest in Net Income at +29.3% over three years. Forward estimates point to Revenue at +20.5% (15yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages ADC?

Agree Realty Corporation (ADC) lists 14 active executives. The top listed executive is Craig Erlich, Chief Growth Officer.

Are ADC insiders buying or selling?

Recent insider activity shows net buying of $19.48M.

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