Agree Realty Corp stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideToo few of the required measures on file
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideToo few of the required measures on file
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideWatch
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideStrong
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Fundamental score not available. This company's filings don't yet contain enough of the measures AIR requires. AIR still assesses it on News flow, Momentum and Safety, and the missing score lowers its Evidence strength.
Discovery Gap: Medium (11/100) · Gap confidence 45/100
Some evidence isn't yet fully priced in.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 45/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideModerate 36/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Capital returns
Latest dividend change
Dividend raised · Raised its monthly dividend to $0.271 a share, from $0.267 (up 1%).
Filed 20 Oct 2026 · As stated in the filing →
Evidence timeline
- Expected
Wed 10 Feb · expected 10-K
Last year filed 10 Feb 2026.
Wed 21 Apr · expected 10-Q
Last year filed 21 Apr 2026.
- Filed
Tue 20 Oct · 8-K
8-K · Item 2.02 — Results of operations
Agree Realty raised 2026 AFFO per share guidance to $4.58–$4.59 (from $4.57–$4.59). Q3 showed strong operational metrics: Net Income per share +18.5% YoY, Core FFO per share +4.9%, AFFO per share +4.9%. Invested $1.3B YTD across growth platforms. Balance sheet strengthened with $2.0B liquidity and 3.9x net debt/EBITDA.
Gap Low · 1 → Medium · 14Progress is running ahead of attention.
- Dividend raisedRaised its monthly dividend to $0.271 a share, from $0.267 (up 1%). As stated in the filing →
Tue 20 Oct · 10-Q
Quarterly report (10-Q), period ending 30 Sep 2026
Gap Low · 1 → Medium · 14Progress is running ahead of attention.
Fri 2 Oct · 8-K
Tue 22 Sep · 8-K
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Agree Realty completed a $400M underwritten public offering of 5.650% senior unsecured notes due 2036, generating approximately $390.1M in net proceeds after underwriting costs and expenses.
Thu 30 Jul · 8-K
Thu 30 Jul · 10-Q
Quarterly report (10-Q), period ending 29 Jul 2026
Thu 2 Jul · 8-K
Thu 14 May · 8-K
Fri 24 Apr · 8-K
Tue 21 Apr · 10-Q
Quarterly report (10-Q), period ending 20 Apr 2026
Tue 21 Apr · 8-K
8-K · Item 2.02 — Results of operations
- Dividend raisedRaised its monthly dividend to $0.267 a share. As stated in the filing →
Thu 2 Apr · 8-K
Thu 26 Feb · 8-K
Tue 10 Feb · 8-K
Tue 10 Feb · 10-K
Annual report (10-K), FY2026
Mon 5 Jan · 8-K
Tue 18 Nov · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.