Every material Form 8-K Agree Realty filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Agree Realty reported third-quarter 2026 net income of $66.5 million, up 32.3% from a year earlier, and per-share AFFO of $1.15, up 4.9%. The company raised its 2026 AFFO per share guidance to $4.58 to $4.59 from $4.57 to $4.59, and it cut its investment volume guidance to approximately $1.6 billion from $1.6 to $1.8 billion.
Q3 2026 net income attributable to common stockholders rose 32.3% to $66.5 million; per-share net income rose 18.5% to $0.53.
Q3 2026 AFFO per share rose 4.9% to $1.15; Core FFO per share also rose 4.9% to $1.15.
2026 AFFO per share guidance revised to $4.58 to $4.59 from $4.57 to $4.59; investment volume guidance is now approximately $1.6 billion.
Company ended the quarter with approximately $2.0 billion of liquidity and a $400 million 5.65% senior notes offering at a 5.36% all-in rate.
Agree Limited Partnership, a subsidiary of Agree Realty Corporation, completed a $400 million underwritten offering of 5.650% notes maturing October 15, 2036, with the parent and certain subsidiaries guaranteeing the debt. The offering closed September 22, 2026 with net proceeds of approximately $390.1 million after the underwriting discount and estimated expenses, adding to the company's debt load.
Notes: $400 million principal, 5.650% interest, maturing October 15, 2036
Underwriters paid 97.847% of principal; offering closed September 22, 2026
Estimated net proceeds to the issuer of approximately $390.1 million
Indenture includes limits on additional indebtedness and a requirement to maintain unencumbered assets
Agree Realty reported second-quarter 2026 results on July 30, 2026, with net income attributable to common stockholders up 11.5% to $52.8 million and AFFO per share up 7.4% to $1.14. The company raised its 2026 AFFO per share guidance to $4.57 to $4.59 and its investment volume guidance to $1.6 billion to $1.8 billion, citing a Company-record $502 million invested in the quarter. For shareholders, the filing shows higher per-share cash earnings and a larger expected investment program for the year.
Q2 2026 net income attributable to common stockholders rose 11.5% to $52.8 million; net income per share rose 2.2% to $0.44
Core FFO per share rose 7.5% to $1.13; AFFO per share rose 7.4% to $1.14
2026 AFFO per share guidance raised to $4.57 to $4.59 from $4.54 to $4.58
2026 investment volume guidance raised to $1.6 billion to $1.8 billion from $1.4 billion to $1.6 billion
Agree Realty reported first-quarter 2026 net income attributable to common stockholders of $60.2 million, up 33.4% from $45.1 million a year earlier, and diluted EPS of $0.50 versus $0.42. Core FFO per share rose 8.1% to $1.13 and AFFO per share rose 7.9% to $1.14, while the company kept its 2026 AFFO per share guidance at $4.54 to $4.58 and raised its dividend for April to $0.267 per month. Shareholders also gain from the company's sale of 8.7 million shares via its at-the-market program for anticipated net proceeds of about $658 million.
Net income attributable to common stockholders was $60.2 million, or $0.50 per diluted share, versus $45.1 million, or $0.42, in Q1 2025.
Core FFO per share was $1.13 (up 8.1%) and AFFO per share was $1.14 (up 7.9%) for the quarter.
2026 AFFO per share guidance remains $4.54 to $4.58; the treasury stock method dilution estimate was revised to $0.02 to $0.04 from approximately $0.01.
Monthly dividend for April 2026 was raised to $0.267 per share, a 4.3% year-over-year increase, payable May 14, 2026.
Agree Realty reported fourth-quarter and full-year 2025 results, with Q4 AFFO per share up 6.5% to $1.11 and Core FFO per share up 7.3% to $1.10. The company gave 2026 AFFO per share guidance of $4.54 to $4.58 and raised its 2026 investment volume guidance to $1.4 billion to $1.6 billion, which matters to shareholders because it signals higher expected property investment and the dividend is set at an annualized $3.144 per share.
Q4 2025 AFFO per share rose 6.5% to $1.11; Core FFO per share rose 7.3% to $1.10.
Full-year 2025 net income per share fell 0.7% to $1.77, while full-year AFFO per share rose 4.6% to $4.33.
2026 investment volume guidance raised to $1.4 billion to $1.6 billion from $1.25 billion to $1.50 billion issued January 5, 2026; AFFO per share guidance is $4.54 to $4.58.
Monthly dividend of $0.262 per share for December, annualized at $3.144, a 3.6% year-over-year increase.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Agree Realty filing is on SEC EDGAR ↗. 8-K briefs of other companies →