Universal Beteiligungs und Servicegesellschaft mbH Boosts Holdings in Agree Realty Corporation $ADC

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH boosted its position in Agree Realty by 9.9% in Q4, buying 45,677 shares to hold 508,574 shares (~0.44% of the company) valued at $36.8 million.
• Agree Realty beat quarterly estimates with $0.50 EPS vs. $0.47 and revenue up 18.7% to $211.49 million, and set FY2026 guidance of 4.540–4.580 EPS (analyst consensus ~4.42).
• The company raised its monthly dividend to $0.267 (annualized yield ~4.1%) and the stock is heavily institutionally owned (≈97.8%), while analysts’ consensus target is $84.50 (Moderate Buy).

Universal Beteiligungs und Servicegesellschaft mbH boosted its position in Agree Realty Corporation (NYSE:ADC - Free Report) by 9.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 508,574 shares of the real estate investment trust's stock after buying an additional 45,677 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.44% of Agree Realty worth $36,785,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ADC. Jane Street Group LLC grew its position in Agree Realty by 268.9% in the 1st quarter. Jane Street Group LLC now owns 27,365 shares of the real estate investment trust's stock valued at $2,112,000 after buying an additional 19,948 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in Agree Realty by 158.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 580 shares of the real estate investment trust's stock valued at $42,000 after buying an additional 356 shares during the last quarter. Arrowstreet Capital Limited Partnership purchased a new position in Agree Realty in the 2nd quarter valued at $1,875,000. EverSource Wealth Advisors LLC grew its position in Agree Realty by 245.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,358 shares of the real estate investment trust's stock valued at $99,000 after buying an additional 965 shares during the last quarter. Finally, First Trust Advisors LP grew its position in Agree Realty by 46.8% in the 2nd quarter. First Trust Advisors LP now owns 74,203 shares of the real estate investment trust's stock valued at $5,421,000 after buying an additional 23,662 shares during the last quarter. 97.83% of the stock is currently owned by hedge funds and other institutional investors.

Agree Realty Price Performance

Agree Realty stock opened at $77.25 on Friday. Agree Realty Corporation has a 52 week low of $69.56 and a 52 week high of $82.08. The company has a quick ratio of 0.81, a current ratio of 0.83 and a debt-to-equity ratio of 0.61. The firm's 50-day simple moving average is $78.18 and its 200 day simple moving average is $74.83. The firm has a market capitalization of $9.28 billion, a PE ratio of 41.76, a P/E/G ratio of 2.59 and a beta of 0.53.

Agree Realty (NYSE:ADC - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The real estate investment trust reported $0.50 EPS for the quarter, topping the consensus estimate of $0.47 by $0.03. Agree Realty had a net margin of 29.25% and a return on equity of 3.95%. The business had revenue of $211.49 million for the quarter, compared to analyst estimates of $195.73 million. During the same period in the previous year, the firm earned $0.42 EPS. The business's revenue for the quarter was up 18.7% compared to the same quarter last year. Agree Realty has set its FY 2026 guidance at 4.540-4.580 EPS. On average, equities research analysts predict that Agree Realty Corporation will post 4.42 EPS for the current fiscal year.

Agree Realty Increases Dividend

The company also recently announced a monthly dividend, which will be paid on Thursday, May 14th. Investors of record on Thursday, April 30th will be paid a $0.267 dividend. This represents a c) annualized dividend and a yield of 4.1%. The ex-dividend date of this dividend is Thursday, April 30th. This is a positive change from Agree Realty's previous monthly dividend of $0.26. Agree Realty's dividend payout ratio is presently 177.40%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ADC. Raymond James Financial upped their price target on shares of Agree Realty from $84.00 to $90.00 and gave the stock a "strong-buy" rating in a research note on Tuesday, March 17th. Robert W. Baird increased their price target on shares of Agree Realty from $80.00 to $82.00 and gave the company an "outperform" rating in a report on Wednesday. UBS Group increased their price target on shares of Agree Realty from $82.00 to $91.00 and gave the company a "buy" rating in a report on Monday, March 9th. BMO Capital Markets lowered shares of Agree Realty from an "outperform" rating to a "market perform" rating and set a $86.00 price objective on the stock. in a research report on Friday, April 17th. Finally, Weiss Ratings upgraded shares of Agree Realty from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat, Agree Realty has an average rating of "Moderate Buy" and a consensus target price of $84.50.

Agree Realty Company Profile

Agree Realty Corporation NYSE: ADC is a publicly traded real estate investment trust headquartered in Chicago, Illinois. Founded in 1971, the company converted to a REIT structure in 2013 and focuses on acquiring, developing and managing a diversified portfolio of retail properties under long-term, triple-net (NNN) leases. Its tenant roster spans national and regional retailers in sectors such as grocery, home improvement, convenience and specialty retail.

Agree Realty's primary business activities include sourcing and underwriting new property acquisitions, originating build-to-suit projects and executing value-add redevelopment programs.

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