AGREE REALTY CORP

• 10-QQ3 FY2026Positive

  Filed Oct 20

  Retail acquisitions lift rents, but share issuance tempers per-share growth and September’s notes carry a higher borrowing cost.

  • Revenue$213.9MYoY +16.7%
  • Net income$68.4MYoY +31.2%

• 8-KPositiveEarningsGuidance raised

  Filed Oct 20

  Cuts FY2026 investment plans to ≈$1.6B and raises property-sale targets; lifts AFFO/share guidance to $4.58–$4.59.

• 8-K

  Filed Oct 2

  Forward equity offerings added 38.6K Q3 and 255K 9M weighted-average diluted shares before settlement under the treasury stock method.

• 8-KDebt financing

  Filed Sep 22

  Subsidiary completes $400M offering of 5.650% senior unsecured notes, guaranteed by Agree Realty and certain subsidiaries

• 10-QQ2 FY2026

  Filed Jul 30

  Long-lease retail acquisitions drive rent growth, but equity dilution and higher interest expense temper per-share gains.

  • Revenue$205.1MYoY +16.8%
  • Net income$54.7MYoY +11.1%

• 8-KPositiveEarningsGuidance raised

  Filed Jul 30

  Record retail net lease investment; FY2026 guidance raised to $1.6B-$1.8B in deployment and $4.57-$4.59 in AFFO/share.

• 8-K

  Filed Jul 2

  Forward equity offerings added 329K weighted-average diluted shares in Q2.

• 8-KShareholder vote

  Filed May 14

  Stockholders elected both director nominees and ratified Grant Thornton as auditor; executive pay won advisory approval.

• 8-KEquity raise

  Filed Apr 24

  New $1.75B ATM equity program replaces October 2024 program, enabling direct share sales or forward transactions.

• 10-QQ1 FY2026Positive

  Filed Apr 21

  Retail acquisitions drove rent growth, but share issuance tempered AFFO per-share gains as borrowing costs rose.

  • Revenue$200.8MYoY +18.7%
  • Net income$62.1MYoY +32.0%

• 8-KPositiveEarningsGuidance reaffirmed

  Filed Apr 21

  Property investment plan holds at $1.4B–$1.6B, above January’s outlook; forward-equity dilution estimates rise

• 8-K

  Filed Apr 2

  Forward equity offerings added 398K weighted-average shares to diluted EPS before settlement under the treasury stock method.

• 8-KPositiveGuidance raisedEquity raiseDebt financing

  Filed Feb 26

  ATM forward sales with over $623M in expected net proceeds support raised 2026 investment guidance of $1.4B-$1.6B.

• 10-KFY2025Impairment / charge

  Filed Feb 10

  Retail-property acquisitions drove rental growth, but added borrowing and share issuance limited per-share gains.

  • Revenue$718.4MYoY +16.4%
  • Net income$204.3MYoY +8.0%

• 8-KPositiveEarningsNew guidance

  Filed Feb 10

  Raises 2026 retail net-lease investment outlook to $1.4B–$1.6B and initiates non-GAAP AFFO guidance of $4.54–$4.58 per share.

• 8-KPositiveGuidance raisedEquity raiseDebt financing

  Filed Jan 5

  Targets $1.25B–$1.5B in FY2026 acquisitions, development and Developer Funding Platform projects after deploying ≈$1.55B in 2025.

Coverage: 10-K, 10-Q and 8-K filings filed since Jan 1, 2026.

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