Current Report · Items 2.02, 9.01 · 8-K

Agree Realty Corporation

ADCNYSEEQUITYCurrent

Results of Operations and Financial Condition

Filed Jul 30, 2026Accepted Jul 30, 2026, 4:05 PM EDTCIK 917251Accession 0000917251-26-000061

Press release in this filing

Agree Realty Corporation Reports Second Quarter 2026 Results →

Company context

Agree Realty Corporation is a publicly traded real estate investment trust that is RETHINKING RETAIL through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. As of September 30, 2026, the Company owned and operated a portfolio of 2,888 properties, located in all 50 states and the District of Columbia, comprised of approximately 61.1 million square feet of gross leasable area. The Company’s common stock is listed on the New York Stock Exchange under the symbol “ADC”. For additional information on the Company and RETHINKING RETAIL, please visit www.agreerealty.com.

Current securities

ADCNYSE · EQUITY · Current ADC PRANYSE · PREFERRED · Current

Recent company filings

Registered securities in this filing

AGREE REALTY CORPORATION · 8-K · Filed 2026-07-30

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock, $0.0001 par value

Symbol: ADC
Exchange: NYSE
Classification: COMMON
Status: Current

Filing context

Context: c-2

Dimensions: us-gaap:StatementClassOfStockAxis

Depositary Shares, each representing one- thousandth of a share of 4.25% Series A CumulativeRedeemable Preferred Stock, $0.0001 par value

Symbol: ADCPrA
Exchange: NYSE
Classification: PREFERRED

Filing context

Context: c-3

Dimensions: us-gaap:StatementClassOfStockAxis

Accession 000091725126000061 · 2 registered-security cover members

Read the exact SEC filing ↗

Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations

Item 2.02. Results of Operations and Financial Condition. On July 30, 2026, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the second quarter ended June 30, 2026, and posted an updated investor presentation and supplemental financial information, including additional financial and operating metrics to its website. The press release, investor presentation and supplemental financial information are furnished as Exhibits 99.1, 99.2 and 99.3, respectively, to this Current Report on Form 8-K (this “Report”). The information furnished with this Item 2.02 (including Exhibits 99.1, 99.2 and 99.3 under Item 9.01 below) of this Report shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, nor shall such information be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Filed exhibits (2)

EX-99.1 (by filename) adc20260630-ex991.htm

EX-99.1 2 adc20260630-ex991.htm EX-99.1 Document Exhibit 99.1 32301 Woodward Ave. Royal Oak, MI 48073 www.agreerealty.com FOR IMMEDIATE RELEASE Agree Realty Corporation Reports Second Quarter 2026 Results Record Quarterly Investment Activity of $502 Million Raises 2026 Investment Guidance to $1.6 Billion to $1.8 Billion Increases 2026 AFFO Per Share Guidance to $4.57 to $4.59 Royal Oak, MI, July 30, 2026 -- Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced results for the quarter ended June 30, 2026. All per share amounts included herein are on a diluted per common share basis unless otherwise stated. Second Quarter 2026 Financial and Operating Highlights: • Invested a Company record of approximately $502 million in 102 retail net lease properties • Commenced five development or Developer Funding Platform (“DFP”) projects for total committed capital of approximately $88 million • Net Income per share attributable to common stockholders increased 2.2% to $0.44 • Core Funds from Operations (“Core FFO”) per share increased 7.5% to $1.13 • Adjusted Funds from Operations (“AFFO”) per share increased 7.4% to $1.14 • Declared a monthly dividend…

Open exhibit ↗

EX-99.2 (by filename) adc20260630-ex992.htm

EX-99.2 3 adc20260630-ex992.htm EX-99.2 adc20260630-ex992 Q 2 2 0 2 6 2© 2026 AGREE REALTY CORPORATION. ALL RIGHTS RESERVED. Agree Realty Overview (NYSE: ADC) OUR COMPANY NET LEASE REIT FOCUSED ON THE ACQUISITION & DEVELOPMENT OF HIGH-QUALITY RETAIL PROPERTIES Founded in 1971 by Executive Chairman, Richard Agree Public on the NYSE since 1994 $13.5 billion(1) retail net lease REIT headquartered in Royal Oak, Michigan 2,825 retail properties totaling 59.6 million square feet in all 50 states and the District of Columbia Investment grade issuer ratings of A- from Fitch, Baa1 from Moody’s, and BBB+ from S&P RETHINK RETAIL Capitalize on distinct market positioning in the retail net lease space Focus on industry- leading retailers through our three unique external growth platforms Leverage our real estate acumen and relationships to identify superior risk- adjusted opportunities Maintain a conservative and flexible capital structure that enables our growth trajectory Provide consistent, high-quality earnings growth and a well-covered, growing dividend A s o f J u n e 3 0, 2 02 6. ( 1) S e e G lo ss a ry b e g in n in g o n p a g e 4 1 fo r t h e d e fin iti o n o f E n te rp ris e …