Agree Realty (ADC) Could Be 13% Undervalued On Its Monthly Dividend Update

Simply Wall St.08-23 09:21

Agree Realty (ADC) has declared a monthly dividend of US$0.2670 per share, payable on September 15, 2026. The ex-dividend and record dates are both set for August 31, 2026. See our latest analysis for...

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See our latest analysis for...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/agree-realty-adc-could-be-13-undervalued-on-its-monthly-divi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Agree Realty (ADC) Could Be 13% Undervalued On Its Monthly Dividend Update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAgree Realty (ADC) Could Be 13% Undervalued On Its Monthly Dividend Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-23 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/agree-realty-adc-could-be-13-undervalued-on-its-monthly-divi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Agree Realty (ADC) has declared a monthly dividend of US$0.2670 per share, payable on September 15, 2026. The ex-dividend and record dates are both set for August 31, 2026. See our latest analysis for...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/agree-realty-adc-could-be-13-undervalued-on-its-monthly-divi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/agree-realty-adc-could-be-13-undervalued-on-its-monthly-divi","article_id":"2661821759","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551736-choice2-main-header/1585186602415"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/agree-realty-adc-could-be-13-undervalued-on-its-monthly-divi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2661821759","pubTimestamp":1787448112,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Agree Realty (ADC) has declared a monthly dividend of US$0.2670 per share, payable on September 15, 2026. The ex-dividend and record dates are both set for August 31, 2026.\nSee our latest analysis for Agree Realty.\nAgree Realty's share price has eased in recent weeks, with a 1-month share price return of down 7.9% and a year to date share price return of 2.44%. The 1-year total shareholder return of 5.39% and 3-year total shareholder return of 35.94% point to a stronger longer term record.\nIf...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","NETL":"NETLease Corporate Real Estate ETF","BK4231":"零售房地产信托","BK4080":"零售业房地产投资信托","ADC":"艾格里房产","ADC.AU":"ACDC Metals Ltd"},"translate_title":"Agree Realty (ADC) 的月度股息更新可能被低估 13%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADC":1.5,"NETL":0.6,"ADC.AU":1.5},"content_text":"Agree Realty (ADC) has declared a monthly dividend of US$0.2670 per share, payable on September 15, 2026. The ex-dividend and record dates are both set for August 31, 2026. See our latest analysis for Agree Realty. Agree Realty's share price has eased in recent weeks, with a 1-month share price return of down 7.9% and a year to date share price return of 2.44%. The 1-year total shareholder return of 5.39% and 3-year total shareholder return of 35.94% point to a stronger longer term record. If you are comparing Agree Realty with other opportunities in real assets and income, it can help to broaden your search using our screen of 21 top founder-led companies Given Agree Realty's recent share price pullback, along with its ongoing monthly dividends, the key issue now is whether the current valuation still compensates you for the risks. How does the stock stack up on price and fundamentals today? AdvertisementMost Popular Narrative: 12.6% Undervalued Agree Realty's most followed valuation narrative points to a fair value of $84.56 compared with the recent share price of $73.88. This frames the current pullback in a different light for long term investors.  The durability of essential retail categories (grocery, pharmacy, home improvement, auto parts) is translating into high-quality, e-commerce-resistant tenant composition, supporting rent stability and protecting net margins against shifts in consumer behavior or economic cycles. Strategic focus on high-credit, national tenants (68% investment-grade across the portfolio) and demonstrated track record of re-leasing challenged assets at significantly higher rents, provides resilience in credit cycles and supports sustainable, long-term net margin expansion.  Read the complete narrative. Want to see what is behind that fair value for Agree Realty? The narrative leans heavily on compounding rental income, firmer margins and a rich earnings multiple. Curious which specific growth and profitability assumptions need to hold to support that outcome? Result: Fair Value of $84.56 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks around heavy use of equity funding diluting returns, and tenant concentration that could hurt rents if key retailers retrench. Find out about the key risks to this Agree Realty narrative. Another View on Agree Realty's Valuation The analyst narrative frames Agree Realty as about 12.6% undervalued at a fair value of $84.56 versus a share price near $73.88. Yet on a simple earnings yardstick, the stock looks expensive with a P/E of 42.3x versus a fair ratio of 37.9x and a US Retail REITs industry average of 31.5x. That premium P/E also sits well above a peer average of 23.3x, which raises a different question for investors. Is the extra price you pay for Agree Realty justified by its earnings quality and growth profile, or does it leave less room for error if sentiment cools from here? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ADC P/E Ratio as at Aug 2026Next Steps With Agree Realty trading at a premium P/E and mixed signals on value, it helps to move quickly and test the data for yourself. To weigh the balance between the concerns and the upside potential, start by reviewing its 4 key rewards and 1 important warning sign Looking for more investment ideas beyond Agree Realty? If you want to round out your view after Agree Realty, use the Simply Wall St screener to compare fresh ideas side by side in minutes.  Target potential mispriced opportunities by scanning for 48 high quality undervalued stocks that match your quality and valuation checklist. Strengthen your income stream by pinpointing companies in 12 dividend fortresses that combine higher yields with strong fundamentals. Prioritize resilience by focusing on 78 resilient stocks with low risk scores that aim to limit downside while still offering room for upside.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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