AGREE REALTY (ADC) stock: insider trades, news & valuation
Real Estate · Strong buyingShare price and insider trades
AGREE REALTY insider trading at a glance (Oct 9, 2026): in the past 12 months, 6 insiders bought $11.6M and 0 sold $0 of ADC stock on the open market, including a cluster buy that began Sep 16, 2026; P/E 35.5 vs. a sector median of 24.5.
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ADC insider buying and selling by quarter
Open-market purchases (green, above the line) and sales (red, below), by trade date.
| Quarter | Bought | Purchases | Sold | Sales |
|---|---|---|---|---|
| Q4 2026 | — | 0 | — | 0 |
| Q3 2026 | $4.1M | 6 | — | 0 |
| Q2 2026 | $2.9M | 5 | — | 0 |
| Q1 2026 | $1.7M | 2 | — | 0 |
| Q4 2025 | $3.1M | 4 | — | 0 |
Valuation, profit and volume
Pick score 65/100Summary
Over the past 12 months, 6 AGREE REALTY CORP insiders reported open-market purchases totaling $11.6M, while 0 insiders reported sales totaling $0. The most recent cluster buy began on Sep 16, 2026, when 3 insiders bought a combined $1.9M. Among insiders with enough purchase history to measure, Richard Agree (Chair) has the highest Insider Score at 56.
ADC earnings: how the stock reacted
Each quarterly results release (SEC 8-K Item 2.02), the trend before it, insider trades in the 30 days before, and the 2-day market reaction. “E” marks releases on the chart above.
| Release | 15 days before | Insiders, 30 days before | Reaction (2 days) | Next 30 days |
|---|---|---|---|---|
| Jul 30, 2026 | +3.1% | None | -2.9%S&P +2.4% | -5.9% |
| Apr 21, 2026 | +3.9% | Bought $11K | -3.6%S&P +0.4% | -1.2% |
| Feb 10, 2026 | +4.2% | None | +1.9%S&P -0.3% | +3.5% |
| Oct 21, 2025 | +7.4% | Bought $2.0M (3) | -0.8%S&P -0.5% | -0.5% |
| Jul 31, 2025 | +1.8% | None | +1.5%S&P -2.0% | -1.0% |
| Apr 22, 2025 | +5.7% | None | -1.9%S&P +4.2% | -2.5% |
| Feb 11, 2025 | +1.7% | None | -1.9%S&P -0.2% | +8.0% |
| Oct 22, 2024 | +1.5% | None | +2.3%S&P -1.0% | +0.0% |
Most companies bar insiders from trading in the weeks before results, so pre-earnings purchases are rare and often made by directors or under pre-set plans. Past reactions don't predict future ones.
ADC stock news and SEC filings
Recent 8-K filings and headlines. Tone is scored from the headline wording; “Policy” marks regulatory, trade or government topics.
Insider transactions
Open-market purchases and sales.
| Filed | Insider | Type | Shares | Price | Value | Since | Score |
|---|---|---|---|---|---|---|---|
| Sep 23SEC | Craig ErlichChief Growth Officer | Buy | 1,00060,388 held (+2%) | $67.55 | $68K | -2.4% | — |
| Sep 17SEC | John Rakolta Jr.Director | Buy | 20,000654,602 held (+3%) | $68.78 | $1.4M | -4.1% | 46 |
| Sep 17SEC | Joey AgreeCEO, President | Buy | 7,360682,465 held (+1%) | $68.06 | $501K | -3.1% | 46 |
| Sep 2SEC | John Rakolta Jr.Director | Buy | 10,000632,197 held (+2%) | $72.42 | $724K | -8.9% | 46 |
| Aug 31SEC | John Rakolta Jr.Director | Buy | 20,000622,061 held (+3%) | $73.23 | $1.5M | -9.9% | 46 |
| Aug 31SEC | John Rakolta Jr.Director | Buy | 136622,197 held (+0%) | $73.52 | $10K | -10.3% | 46 |
| Jun 8SEC | Richard AgreeChair | Buy | 5,00090,512 held (+6%) | $71.41 | $357K | -7.6% | 56 |
| May 19SEC | John Rakolta Jr.Director | Buy | 20,000595,798 held (+3%) | $74.57 | $1.5M | -11.6% | 46 |
| May 18SEC | Joey AgreeCEO, President | Buy | 13,295675,105 held (+2%) | $75.41 | $1.0M | -12.5% | 46 |
| May 18SEC | Greg LehmkuhlDirector | Buy | 75034,465 held (+2%) | $75.09 | $56K | -12.2% | — |
| Apr 3SEC | John Rakolta Jr.Director | Buy | 146new position | $75.69 | $11K | -12.9% | 46 |
| Jan 13SEC | Peter CoughenourCFO | Buy | 50018,544 held (+3%) | $69.80 | $35K | -5.5% | — |
| Jan 12SEC | Richard AgreeChair | Buy | 24,000159,855 held (+18%) | $70.67 | $1.7M | -6.7% | 56 |
| Dec 29SEC | John Rakolta Jr.Director | Buy | 15,000562,606 held (+3%) | $72.18 | $1.1M | -8.6% | 46 |
| Oct 9SEC | John Rakolta Jr.Director | Buy | 25,154553,700 held (+5%) | $70.41 | $1.8M | -6.3% | 46 |
| Oct 6SEC | Craig ErlichChief Growth Officer | Buy | 36052,846 held (+1%) | $70.85 | $26K | -6.9% | — |
| Oct 3SEC | Joey AgreeCEO, President | Buy | 3,528638,688 held (+1%) | $70.63 | $249K | -6.6% | 46 |
Insiders at AGREE REALTY CORP
| Insider | Bought | Sold | Last filing | Score |
|---|---|---|---|---|
| John Rakolta Jr.Director | $7.9M | — | Sep 17, 2026 | 46 |
| Richard AgreeChair | $2.1M | — | Jun 8, 2026 | 56 |
| Joey AgreeCEO, President | $1.8M | — | Sep 17, 2026 | 46 |
| Craig ErlichChief Growth Officer | $93K | — | Sep 23, 2026 | — |
| Greg LehmkuhlDirector | $56K | — | May 18, 2026 | — |
| Peter CoughenourCFO | $35K | — | Jan 13, 2026 | — |
Insider activity at other Real Estate companies
Same sector, ranked by insider buying in the last 90 days.
ADC stock: common questions
Are AGREE REALTY CORP insiders buying ADC stock?
In the past 12 months, 6 insiders reported open-market purchases of ADC worth $11.6M. The latest was Chief Growth Officer Craig Erlich bought $68K of ADC at $67.55 — largest purchase by this insider in our records.
Are AGREE REALTY CORP insiders selling ADC stock?
0 insiders reported sales worth $0 over the same period.
Where does this data come from?
Every transaction comes from Form 4 filings that insiders must submit to the SEC within two business days of a trade. We pull them from SEC EDGAR every night.
What is ADC's P/E ratio?
ADC trades at about 35.5 times trailing earnings, compared with a median of 24.5 for the Real Estate sector.
What is ADC's 52-week range?
Over the past year ADC has traded between $65.03 and $80.23. It last closed at $65.95 on Oct 9, 2026.