Company Dossier · Real Estate
Agree Realty
- Russell 1000
- MidCap 400
What Agree Realty is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to September 30, 2026: $0.81 billion, up 17% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to December 31, 2024: −$0.44 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to December 31, 2024: $0.87 billion, down 27% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (October 21, 2026): sentiment 0.65 on a −1 to +1 scale (mixed), confidence 0.78 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 3 lowered, 6 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 10, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $4.1 million on the open market.SEC Form 4
- 495 institutional managers reported a position at June 30, 2026 (−6 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Agree Realty's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.4B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 17, 2026 | $400M | 5.650% | 2036 (10y) | +90bp | 5.849% |
| May 14, 2025 | $400M | 5.600% | 2035 (10y) | +117bp | 5.692% |
| May 6, 2024 | $450M | 5.625% | 2034 (10y) | +130bp | 5.779% |
From the pricing term sheets Agree Realty filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 22, 20268-KMaterial agreement signedItem 1.01
- May 14, 20268-KShareholder vote resultsItem 5.07
- Feb 10, 202610-KAnnual report (10-K)2 risk factors added, 0 removed
- Nov 18, 20258-KMaterial agreement signedItem 1.01
- May 23, 20258-KMaterial agreement signedItem 1.01
- May 16, 20258-KShareholder vote resultsItem 5.07
- Feb 11, 202510-KAnnual report (10-K)2 risk factors added, 0 removed
- Feb 13, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Kite Realty Group Trust KRG | $0.8B | — | Jun 30, 2026 |
| STAG Industrial STAG | $0.9B | — | Mar 31, 2026 |
| First Industrial Realty Trust FR | $0.8B | — | Jun 30, 2026 |
| EastGroup Properties EGP | $0.8B | — | Jun 30, 2026 |
| EPR Properties EPR | $0.7B | −$0.1B | Jun 30, 2026 |
| American Tower AMT | $0.9B | $4.0B | Jun 30, 2026 |
| Healthpeak Properties DOC | $0.7B | — | Jun 30, 2026 |
| NNN Reit NNN | $0.9B | — | Dec 31, 2025 |
Identity
- SEC CIK
- 917251