Stag Industrial, Inc. STAG

36.79 (0.50) (1.34%) as of 25 Sep
Market cap
$7.2B
P/E
28.3×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 5.86
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 — — 3 — — — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 7,190.00
Revenue 880.59
Net Income 252.17
Free Cash Flow (339.55)
Net Debt 3,375.94
Current Ratio 1.76
Debt/Equity 0.93
P/E ratio 28.30
P/S ratio 7.99
P/B ratio 1.90
Past 5Y EPS Growth 24.35%
This Y EPS Growth (24.84%)
Next Y EPS Growth 0.51%
Next 5Y EPS Growth (9.16%)
in millions of $

Dividends

Payout Ratio 1.36
Annual Dividend Rate 1.47
Annual Dividend Yield 3.92%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.55
0.39
0.39
0.39
2025 1.49
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2024 1.48
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2023 1.47
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2022 1.46
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2021 1.45
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2020 1.44
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2019 1.43
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2018 1.42
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2017 1.52
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
2016 1.39
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
0.12
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 22 37 101 67
Receivables 128 136 156 161
Inventory — — — —
Other — — — —
150 174 257 228
2023 2024 2025 Q'26
Payables 83 127 135 130
ST’ Debt — — — —
Other — — — —
83 127 135 130
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 14.48% 11.82% 8.74%
Cash Flow 14.30% 9.53% 6.10%
Earnings 0.00% 6.80% 15.35%
Book Value 15.65% 5.79% 2.01%

Revenue

Mar Jun Sep Dec Year
’26 224 224 — — —
’25 206 208 211 221 845
’24 188 190 191 199 767
’23 174 172 179 183 708
’22 159 162 166 170 657
’21 134 138 142 148 562
’20 119 118 117 130 483
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 117 111 — — —
’25 104 112 144 104 463
’24 105 122 128 105 460
’23 86 110 103 92 391
’22 89 102 107 90 388
’21 73 89 92 82 336
’20 71 78 76 70 294
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 25 (206) — — —
’25 78 47 (3) (155) (33)
’24 31 (51) (15) (235) (270)
’23 95 74 (105) 3 66
’22 (57) (85) 43 40 (59)
’21 (8) (31) (306) (537) (881)
’20 35 57 19 (372) (261)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.32 0.28 — — —
’25 0.49 0.27 0.26 0.44 1.46
’24 0.20 0.33 0.23 0.28 1.04
’23 0.28 0.29 0.28 0.23 1.07
’22 0.30 0.18 0.35 0.17 1.00
’21 0.13 0.20 0.30 0.50 1.15
’20 0.42 0.12 0.15 0.63 1.32
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
14.97 22.70 22.42 23.98 17.54 29.40 26.56 31.01 33.18 28.61

Analyst estimates 2026–2028

Powerpack
Low Price
25.51 28.95 29.07 31.66 34.50 48.27 48.16 39.60 41.63 39.73
High Price
68 72 73 72 78 86 93 95 91 93
Employees
4 4 5 6 6 7 7 7 8 9
Revenue/Emp
250 301 351 406 483 562 657 708 767 845
Revenue
78.63% 79.05% 80.34% 81.48% 81.51% 80.79% 80.88% 80.28% 79.82% 79.67%
Gross Margin
36 32 96 51 207 196 182 197 193 279
EBT
14.22% 10.69% 27.42% 12.48% 42.78% 34.94% 27.72% 27.86% 25.19% 33.04%
EBT Margin
36 32 96 51 207 196 182 197 193 279
Net Income
132 155 172 190 219 241 275 278 292 299
Depreciation
3.54 3.36 3.39 3.24 3.25 3.44 3.68 3.93 4.21 4.52
Revenue/Sh
0.29 0.24 0.80 0.35 1.32 1.15 1.00 1.07 1.04 1.46
Earnings/Sh
1.92 1.81 1.91 1.86 1.98 2.06 2.17 2.17 2.53 2.48
Cash Flow/Sh
(4.89) (6.41) (4.85) (9.76) (3.73) (7.45) (2.50) (1.80) (4.01) (2.66)
Capex/Sh
(2.97) (4.60) (2.94) (7.90) (1.75) (5.39) (0.33) 0.37 (1.48) (0.18)
Free CF/Sh
15.10 15.75 16.15 18.85 18.62 20.76 19.35 19.12 19.37 19.65
Book Value/Sh
71 90 103 125 149 163 179 180 182 187
Shares
98.79 123.18 31.90 92.85 23.73 42.44 32.35 36.66 32.52 25.18
PE Ratio
6.69 8.06 7.33 9.75 9.64 13.94 8.80 10.08 8.03 8.13
PS Ratio
1.82 1.92 1.61 1.73 1.73 2.31 1.67 2.07 1.75 1.87
PB Ratio
10.75 11.86 11.04 13.77 13.12 17.85 12.56 13.76 11.93 11.86
EV/Sales
(12.81) (8.68) (12.75) (5.65) (24.30) (11.39) (139.13) 146.68 (33.89) (300.08)
EV/FCF
136 162 198 233 294 336 388 391 460 463
Op' Cash Flow
(346) (574) (502) (1,224) (555) (1,217) (447) (325) (730) (497)
Capex
(210) (412) (304) (990) (261) (881) (59) 66 (270) (33)
FCF
12 19 19 16 28 40 45 67 47 122
Working Cap'
1,036 1,174 1,326 1,645 1,703 2,218 2,499 2,624 3,029 3,254
Total Debt
1,014 1,146 1,303 1,633 1,683 2,195 2,472 2,602 2,992 3,153
Net Debt
1,067 1,410 1,670 2,364 2,771 3,394 3,458 3,446 3,529 3,671
Sh' Equity
0.99% 0.87% 2.85% 1.21% 4.44% 3.58% 2.96% 3.09% 2.88% 3.89%
ROA
0.60% 1.23% 1.53% 1.53% 1.85% 1.83% 2.14% 2.46% 2.52% 2.90%
ROIC
2.47% 1.93% 5.76% 2.26% 7.89% 6.18% 5.20% 5.58% 5.42% 7.59%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Stag Industrial, Inc. (STAG) key facts

  • Stag Industrial, Inc. (STAG) is a Reit Industrial company in the Real Estate sector, listed on the New York Stock Exchange.
  • Stag Industrial, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $845.2 million, up 10.1% from fiscal 2024.
  • As of September 25, 2026, STAG traded at $36.79, a market capitalization of $7.2 billion.
  • Stag Industrial, Inc. pays an annual dividend of $1.47 per share, a yield of 3.92%, with a payout ratio of 135.7%.
  • Return on equity was 7.59% and debt-to-equity 0.93.

Source: company filings (standardised) and stockrow calculations.

Stag Industrial, Inc. (STAG) Latest News

News by impact score

Fine-tune

6 Aug

3

STAG Industrial, Inc. receives a BBB investment grade rating from S&P Global Ratings. BBB rating from S&P improves STAG's credit profile and lowers future borrowing costs.

30 Jul

3 transcript

Stag Industrial Q2 earnings call highlights key financial metrics, operational updates and outlook. Q2 earnings highlights detail quarterly results that may sway short-term market sentiment.

3

STAG Industrial maintains dividend support while executing new deals, which questions its underlying capital allocation priorities. Dividend and deal activity together point to moderate influence on financial performance and investor sentiment.

29 Jul

3

STAG posted strong leasing spreads and robust metrics during its Q2 2026 earnings call. Strong leasing spreads signal improved rental income potential supporting future revenue growth.

3

STAG Industrial posts Q2 results and dividend news with shares remaining near fair value. Q2 results and dividend updates deliver moderate financial details likely to affect near-term investor sentiment without major trajectory shifts.

28 Jul

3

Stag Industrial announced its second quarter 2026 results. Quarterly results release key financial data that can shift near-term stock valuation and sentiment.

3 Jul

3

STAG Industrial's removal from an index prompts investors to reassess the company's risk exposure and valuation metrics. Index removal may shift investor sentiment and visibility without altering core operations.

8 May

4

STAG Industrial's valuation looks favorable, driven by data center leasing growth and robust core FFO that underpin a positive dividend outlook. Data center leasing expansion and strong core FFO significantly bolster STAG's dividend sustainability and valuation trajectory.

4 May

4

RBC reports STAG Industrial confronting heavy lease rollovers and declining occupancy rates, posing risks to revenue and performance. Heavy lease roll and falling occupancy directly threaten STAG's core rental income and occupancy metrics, likely impacting financial trajectory.

3

STAG Industrial reports softer Q1 2026 earnings while maintaining steady dividends, shifting its overall investment appeal. Softer Q1 2026 earnings signal moderated financial performance, offset somewhat by steady dividends influencing investor sentiment.

2 May

4

Stag Industrial Q1 earnings call highlights strong operational performance, rental rate growth, portfolio expansion via acquisitions, and raised full-year guidance amid favorable industrial real estate market. Q1 earnings beats, acquisition momentum, and upward guidance revisions signal significant positive trajectory for revenue growth and market positioning.

30 Apr

4

Stag Industrial Inc. (STAG) reported strong leasing activity in Q1 2026 earnings call, driving high occupancy, revenue growth, and positive outlook amid industrial demand. Strong leasing activity signals robust demand and revenue growth, significantly boosting STAG's occupancy and financial trajectory.

29 Apr

4 transcript

Stag Industrial, Inc. (STAG) Q1 2026 earnings call transcript covers quarterly financial results, operational updates, leasing activity, acquisition plans, and management's outlook on industrial real estate market conditions. Earnings call reveals Q1 2026 financials, guidance, and strategic updates directly impacting STAG's valuation and market trajectory.

3

STAG Industrial, Inc. (STAG) Q1 2026 earnings call summary details the company's first-quarter financial results, operational updates, and forward guidance. Q1 2026 earnings call summary reveals financial performance and guidance with moderately noticeable influence on STAG's trajectory.

28 Apr

4 transcript

STAG Industrial (STAG) Q2 2025 earnings call transcript covers quarterly financial results, operational highlights, portfolio updates, leasing activity, acquisitions, dispositions, balance sheet management, and forward guidance. Earnings call transcripts disclose detailed financial metrics, management outlook, and strategic plans that can drive substantial shifts in stock price and investor expectations.

4

Stag Industrial, Inc. (STAG) announced first quarter 2026 results. Quarterly earnings announcement delivers critical financial metrics and guidance shaping STAG's trajectory and stock performance.

13 Feb

4 transcript

Stag Industrial, Inc. reported its Q4 earnings, highlighting strong performance metrics and strategic initiatives aimed at enhancing portfolio value. The company emphasized its commitment to expanding its industrial real estate holdings and maintaining a robust dividend policy. Management discussed market trends and operational efficiencies that contributed to revenue growth, while also addressing challenges in the current economic landscape. Overall, the earnings call reflected a positive outlook for the company's future prospects. Significant strategic initiatives and strong performance metrics indicate a likely positive impact on future market performance.

12 Feb

4 transcript

Stag Industrial, Inc. (STAG) reported strong financial growth in its Q4 2025 earnings call, highlighting significant increases in revenue and net income. The company attributed its success to strategic acquisitions and effective management of its industrial real estate portfolio. STAG's performance exceeded market expectations, leading to positive investor sentiment and a favorable outlook for future growth. The management team emphasized their commitment to expanding their footprint in key markets and enhancing operational efficiencies. Strong financial growth and strategic acquisitions are likely to significantly impact future performance and investor sentiment.

4 transcript

Stag Industrial, Inc. reported its Q4 2025 earnings, highlighting strong performance metrics and strategic initiatives aimed at enhancing portfolio value. The company emphasized its commitment to expanding its industrial real estate footprint and optimizing operational efficiencies. Key financial figures showed growth in revenue and net income, reflecting positive market conditions and effective management strategies. Management provided insights into future growth prospects and market trends, indicating confidence in sustaining momentum in the upcoming quarters. Strong financial performance and strategic initiatives are likely to significantly impact future growth and investor sentiment.

4 transcript

STAG Industrial, Inc. reported its Q4 2025 earnings, highlighting strong revenue growth and increased occupancy rates across its industrial properties. The company emphasized its strategic acquisitions and development projects, which contributed to overall performance. Management provided guidance for the upcoming year, projecting continued growth driven by favorable market conditions and demand for logistics space. Investors reacted positively to the earnings call, reflecting confidence in STAG's operational strategy and market positioning. Strong revenue growth and strategic acquisitions indicate significant potential for future performance.

3

Stag Industrial, Inc. (STAG) has experienced recent share price gains, prompting questions about its ongoing attractiveness as an investment. Analysts are evaluating the company's fundamentals, including its growth potential and market conditions, to determine if the current valuation is justified. Factors such as demand for industrial properties and rental income stability are being considered in the context of the broader economic landscape. Investors are advised to weigh these elements carefully before making decisions. Current share price gains may influence investor sentiment and financial performance but are not expected to fundamentally alter the company's trajectory.

3

Stag Industrial, Inc. (STAG) is highlighted as one of five safe, high-yield monthly pay dividend stocks suitable for retirees. The article emphasizes the importance of reliable income sources for retirees and positions STAG as a strong option due to its consistent dividend payments and solid performance in the real estate sector. Investors seeking stable returns may find STAG appealing, especially in the current economic climate where traditional income sources are under pressure. Stag Industrial's inclusion as a reliable dividend stock may moderately influence investor sentiment and financial performance.

11 Feb

4

Stag Industrial, Inc. (STAG) reported its Q4 results, surpassing estimates for both Funds From Operations (FFO) and revenues. The company's strong performance reflects robust demand in the industrial real estate sector, driven by e-commerce and supply chain needs. STAG's strategic acquisitions and portfolio management contributed to its positive financial outcomes, indicating a solid outlook for future growth. Strong Q4 performance and strategic acquisitions are likely to significantly impact future growth and investor sentiment.

4 earnings

Stag Industrial, Inc. reported its Q4 earnings, showcasing a solid performance with increased revenue and net income compared to the previous year. The company highlighted its strategic acquisitions and portfolio growth, which contributed to its overall financial stability. Management expressed optimism about future growth prospects and continued demand in the industrial real estate sector. Key metrics such as funds from operations (FFO) also showed positive trends, reinforcing investor confidence. The earnings report indicates significant growth and strategic moves that could alter the company's trajectory and investor sentiment.

4

Stag Industrial, Inc. reported its fourth quarter and full year 2025 results, highlighting significant growth in revenue and net income. The company achieved a notable increase in its portfolio, expanding its footprint in the industrial real estate sector. Management emphasized strong demand for logistics and warehouse spaces, which contributed to positive leasing activity and occupancy rates. The outlook for 2026 remains optimistic, with plans for further acquisitions and development projects aimed at enhancing shareholder value. The reported growth and strategic plans indicate a significant impact on future performance and investor sentiment.

8 Jan

3

Stag Industrial, Inc. has announced an increase in its dividend while transitioning from a monthly to a quarterly dividend payment schedule. This change reflects the company's ongoing commitment to returning value to shareholders, despite the shift in payment frequency. The dividend increase and change in payment frequency may influence investor sentiment and financial performance but are not expected to fundamentally alter the company's trajectory.

3

STAG Industrial, Inc. (STAG) has experienced notable share price momentum, prompting an assessment of its valuation and income appeal. The company's performance in the industrial real estate sector has attracted investor interest, particularly due to its consistent dividend payouts and growth potential. Analysts are evaluating the sustainability of this momentum and its implications for future earnings and market positioning. The recent share price momentum and income appeal may moderately influence STAG's financial performance and market sentiment.

24 Dec

4

Stag Industrial, Inc. (STAG) is highlighted among three industrial REITs expected to achieve strong growth by 2026, driven by increasing demand for logistics and warehouse spaces. The company is well-positioned to capitalize on trends in e-commerce and supply chain optimization, which are anticipated to boost occupancy rates and rental income. Analysts predict that STAG's strategic acquisitions and focus on high-quality properties will enhance its competitive edge in the industrial real estate sector. Stag Industrial's positioning in a growing market and strategic initiatives are likely to significantly impact its future performance and investor sentiment.

4

Boomers are increasingly investing in high-quality monthly dividend stocks, with Stag Industrial, Inc. (STAG) being highlighted as a popular choice. The appeal of STAG lies in its consistent dividend payments and strong performance in the industrial real estate sector. As more retirees seek reliable income sources, demand for such stocks is expected to rise, potentially benefiting STAG's market position and investor interest. Increased demand for monthly dividend stocks among retirees could significantly enhance Stag Industrial's market performance and investor sentiment.

23 Dec

4

Stag Industrial, Inc. (STAG) is highlighted as a potential investment opportunity for retirees aiming for millionaire status. The REIT focuses on acquiring and operating industrial properties, benefiting from the growing demand for logistics and distribution centers. With a strong dividend yield and a diversified portfolio, STAG is positioned to provide consistent income and capital appreciation. Analysts suggest that investing in STAG could lead to significant long-term financial gains, especially for those looking to secure their retirement. The company's strategic focus on industrial properties aligns with market trends, likely enhancing its growth and investor appeal.

stockrow.com/STAG · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com