<div id="readability-page-1"><div><ul> <li>In December 2025, Agree Realty Corporation’s board approved and declared a higher monthly cash dividend of $0.262 per common share, equivalent to an annualized $3.144 and reflecting a 3.6% increase over the fourth-quarter 2024 rate, along with a monthly dividend of $0.08854 per Series A preferred depositary share.</li> <li>This dividend increase signals management’s confidence in the REIT’s cash flow profile and underscores its continued emphasis on delivering consistent income to both common and preferred shareholders.</li> <li>We’ll now examine how this higher recurring dividend payout shapes Agree Realty’s income-focused investment narrative and its risk‑reward profile for shareholders.</li> </ul><p>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>Agree Realty Investment Narrative Recap</h2><p>To own Agree Realty, you need to be comfortable with a REIT that leans hard into acquisition‑driven growth, necessity‑based retail tenants, and steady monthly income. The December 2025 dividend increase to US$0.262 per share supports the income story but does not materially change the near term catalyst around maintaining disciplined capital allocation, nor does it remove the key risk that heavy external growth could amplify dilution and interest costs if funding becomes less favorable.</p> <p>The most relevant recent announcement is the board’s October and December 2025 decision to lift the common dividend to an annualized US$3.144 per share, a 3.6% increase over the fourth quarter 2024 rate. That move sits directly against the backdrop of aggressive acquisition and development plans, which can support higher recurring payouts but also heighten exposure to execution missteps and funding pressures if growth is not matched by sustainable cash generation.</p> <p>Yet investors should also be aware that if acquisition‑driven expansion coincides with rising funding costs and weaker tenant credit...</p> <p>Read the full narrative on Agree Realty (it's free!)</p><p>Agree Realty's narrative projects $1.0 billion revenue and $286.8 million earnings by 2028. This requires 15.1% yearly revenue growth and a $108.9 million earnings increase from $177.9 million today.</p><p>Uncover how Agree Realty's forecasts yield a $81.88 fair value, a 15% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/fa01990e-c277-46af-aaa1-21082e721206/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/fa01990e-c277-46af-aaa1-21082e721206/chart/quote-price"/><figcaption>ADC 1-Year Stock Price Chart</figcaption></figure> <p>Two fair value estimates from the Simply Wall St Community span roughly US$81.88 to US$170.00, underlining how far apart individual views can be. Against that backdrop, the recent dividend uplift highlights how income strength can sit alongside concerns about dilution and funding risk, so it is worth weighing several of these perspectives before deciding how Agree Realty fits in your portfolio.</p><p>Explore 2 other fair value estimates on Agree Realty - why the stock might be worth over 2x more than the current price!</p><h2>Build Your Own Agree Realty Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Agree Realty research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Agree Realty research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Agree Realty's overall financial health at a glance.</li></ul><h2>Ready To Venture Into Other Investment Styles?</h2><p>These stocks are moving-our analysis flagged them today. Act fast before the price catches up:</p><ul><li>The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li><li>These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. 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<p>Agree Realty Corporation announced a 3.6% increase in its monthly cash dividend to $0.262 per common share, reflecting confidence in its cash flow and commitment to consistent income for shareholders. This move aligns with its acquisition-driven growth strategy but also highlights potential risks related to funding and dilution. The company's narrative projects significant revenue and earnings growth by 2028, with a fair value estimate suggesting a 15% upside to its current stock price.</p>

What Agree Realty (ADC)'s Higher Monthly Dividend Says About Its Income Strategy and Risk‑Reward Balance