Agree Realty (ADC) News Today

Agree Realty Corporation (ADC) reported third‑quarter 2025 results and issued strong forward guidance; shares moved lower today despite the beat, likely reflecting short‑term profit‑taking and valuation/metric scrutiny. Below are the investor‑relevant headlines and why they matter.

• Positive Sentiment: Q3 FFO/EPS and revenue beat consensus — FFO/EPS of $1.10 topped estimates (~$1.08) and revenue grew ~18.7% year‑over‑year, signaling operational outperformance. Agree Realty (ADC) Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Management raised FY‑2025 EPS guidance sharply to $4.310–$4.330, well above the prior consensus (~$2.76) — a material upward revision that should boost forward earnings expectations. Agree Realty (NYSE:ADC) Issues FY 2025 Earnings Guidance
• Positive Sentiment: Growth and deployment remain active — company invested about $451M in 110 retail net‑lease properties and commenced five development/DFP projects; AFFO and investment‑volume guidance also raised. Agree Realty Corporation Reports Third Quarter 2025 Results
• Neutral Sentiment: Full press release, slide deck and details are available for deeper review — useful for modeling rent rolls, acquisitions and AFFO assumptions. View Press Release / Slide Deck
• Neutral Sentiment: Analyst writeups (Zacks) provide comparisons of key metrics vs. estimates and context for the quarter — good for cross‑checking consensus assumptions. Agree Realty (ADC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Some fundamentals may limit investor enthusiasm: modest return on equity and balance‑sheet/liquidity metrics (and a relatively rich valuation) create potential for short‑term pressure despite the beat.

What to watch: management commentary on AFFO conversion and acquisition pipeline, quarterly call details/slides, and whether elevated guidance is sustained — these will drive near‑term stock direction as investors re‑price growth vs. valuation.