US · Real Estate · REIT - Industrial
EPS came in at 0.66 against a street estimate of 0.66 — a beat of 0.0%.
Analysts rate STAG Industrial Inc a buy (5 buy, 6 hold, 1 sell out of 12) with an average price target of $41.33.
CONFIDENT Q2 showed 3.2% FFO growth, 19.8% leasing spreads, and raised 2026 guidance. Strong industrial fundamentals with data center demand and nearshoring driving incremental leases. Low leverage (5.2x) supports acquisition and development strategy. Q2 2026 Inland markets outperforming coastal. Data center-related demand concentrated Midwest, Southeast, Texas with 2.3M sq ft leased YTD at 7-year avg term, 33% rent bumps. Analysts pressed acquisition cadence (sparse LOI), leasing spread softness (Q1 outliers explained), and development vs. M&A strategy. Management emphasized individual-asset underwriting discipline, development superiority (7%+ yields), and confidence in improved 2027 from supply-demand rebalancing. No portfolio premium for mid-market sizes cited as strategic constraint. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.95% |
| Vanguard Portfolio Management, LLC | 8.91% |
| FMR Inc | 6.56% |
| State Street Corp | 4.76% |
| Vanguard Capital Management, LLC | 4.49% |
| NORGES BANK | 4.15% |
| Nuveen, LLC | 2.30% |
| Geode Capital Management, LLC | 2.12% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • STAG Industrial, Inc. and its operating partnership amended three note purchase agreements on October 27, 2026. • The amendments | 2026-10-29 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 rental income rose to $230,970 thousand from $209,995 thousand, up approximately 10%. • Total revenue increase | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to common stockholders was $70.7 million, or $0.37 per diluted share, up from $48.6 mil | 2026-10-27 |
| Quarterly report · Q2 2026 STAG INDUSTRIAL, INC. — FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $7.48 billion (June 30, 2026) vs. $7.21 | 2026-07-28 |
| Results announced · Q3 2026 STAG INDUSTRIAL Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Income Per Share (Diluted): $0.28 for Q2 2026, up 3.7% vs. $0.27 in Q2 2025 • Core F | 2026-07-28 |
| Material agreement · Q3 2026 STAG INDUSTRIAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company consolidated $150 million and $200 million unsecured term loans into single $350 | 2026-07-22 |
| Shareholder vote results · Q2 2026 STAG INDUSTRIAL, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held April 27, 2026 • Total votes cast: approximately 177.0 m | 2026-04-29 |
| Quarterly report · Q1 2026 STAG INDUSTRIAL, INC. — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total assets: $7,183,566 thousand as of March 31, 2026 (down from $7,208,069 th | 2026-04-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.39 / share ex-date Dec 31, 2026 · pay Jan 15, 2027 | 2026-12-31 |
| Dividend | $0.39 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.39 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.39 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.12 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.12 / share ex-date Nov 28, 2025 · pay Dec 15, 2025 | 2025-11-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for STAG Industrial Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.