Stag Industrial, Inc. $STAG Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its stake in Stag Industrial (NYSE:STAG) by 20.1% in the fourth quarter, selling 34,933 shares but retaining 138,958 shares valued at $5.1 million. Despite this, Stag Industrial reported strong quarterly results, beating EPS and revenue estimates, and declared a quarterly dividend of $0.3875 per share, yielding about 4.1%. Analyst sentiment for the real estate investment trust currently leans towards a "Hold" rating.
Behavioral Patterns of STAG and Institutional Flows
The article analyzes Stag Industrial Inc. (NASDAQ: STAG) using AI models, indicating a neutral sentiment across all time horizons and suggesting a wait-and-see approach. It highlights a mid-channel oscillation pattern and offers three distinct institutional trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, complete with entry, target, and stop-loss levels. The analysis points to an exceptional 16.5:1 risk-reward short setup.
STAG News | STAG INDUSTRIAL INC (NYSE:STAG)
This article provides news and analysis for STAG Industrial Inc. (NYSE:STAG), including recent earnings reports, technical analysis, and corporate announcements like their 2025 Sustainability Report. It also mentions related news concerning Americold's deal and its potential impact. The stock closed at $38.15 on May 22, 2026.
Pacific Heights Asset Management LLC Buys 100,000 Shares of Stag Industrial, Inc. $STAG
Pacific Heights Asset Management LLC increased its stake in Stag Industrial (NYSE:STAG) by 25% in the fourth quarter, purchasing an additional 100,000 shares to bring its total holdings to 500,000 shares valued at approximately $18.4 million. The article also notes significant insider selling by CEO William R. Crooker and Director Virgis Colbert, alongside recent solid quarterly results where Stag Industrial beat EPS estimates and announced a $0.3875 quarterly dividend. Analysts currently rate the stock as "Hold" with a consensus price target of $39.78.
Dana Investment Advisors Inc. Trims Stake in Stag Industrial, Inc. $STAG
Dana Investment Advisors Inc. reduced its stake in Stag Industrial, Inc. (NYSE:STAG) by 29.6% in the fourth quarter, selling over 52,000 shares. Despite this, Stag Industrial reported better-than-expected quarterly earnings and revenue, while also announcing a quarterly dividend of $0.3875 per share, yielding 4.1%. Analysts maintain a "Hold" rating on the stock with a consensus target price of $39.78.
Aegis Wealth Management Inc. Takes Position in Stag Industrial, Inc. $STAG
Aegis Wealth Management Inc. has acquired a new stake in Stag Industrial, Inc. (NYSE:STAG), purchasing 43,719 shares valued at approximately $1.6 million, making it their 17th-largest holding. Stag Industrial reported strong quarterly results, surpassing EPS and revenue expectations, and announced a quarterly dividend of $0.3875 per share, yielding 4.1%. The stock currently holds a "Hold" consensus rating from analysts with an average target price of $39.78.
STAG Industrial's Green Blueprint: Building Value Beyond Warehouses
STAG Industrial has released its 2025 Sustainability Report, detailing its comprehensive strategy to integrate environmental stewardship with financial growth. The company reported maintaining operational carbon neutrality for Scope 1 and 2 emissions for four consecutive years and committed to a 50% reduction in these emissions by 2030 from a 2018 baseline. This strategy, driven by solar expansion, energy efficiency, and tenant collaboration through green leases, aims to enhance long-term value for shareholders and align with increasing investor and regulatory scrutiny on ESG performance.
STAG INDUSTRIAL PUBLISHES 2025 SUSTAINABILITY REPORT
STAG Industrial, Inc. announced the publication of its 2025 Sustainability Report, emphasizing the company's commitment to creating a resilient portfolio and enduring value for shareholders and communities through meaningful environmental initiatives. The report is accessible on the company's investor relations website. STAG Industrial, a real estate investment trust, focuses on industrial properties across the United States.
Stag Industrial, Inc. (NYSE:STAG) Receives Average Recommendation of "Hold" from Brokerages
Stag Industrial, Inc. (NYSE:STAG) has received an average "Hold" recommendation from nine brokerages, with a consensus 1-year price target of $39.78. The company recently exceeded Q1 earnings expectations, reporting an EPS of $0.32 on revenue of $224.21 million, an increase of 9% year-over-year. Investors are also noting its quarterly dividend of $0.3875 per share, yielding approximately 4.0%, alongside recent insider share sales and substantial institutional ownership.
Should STAG’s Rising Revenue and Tightening EPS With Dividend Reaffirmed Require Action From STAG (STAG) Investors?
STAG Industrial, Inc. recently reported its first-quarter 2026 results, showing increased revenue but a decrease in net income and diluted EPS compared to the previous year. Despite the weaker profitability, the company re-authorized a second-quarter cash dividend of US$0.3875 per share, maintaining its income focus for shareholders. The article suggests that while revenue growth is positive, investors should consider the pressures on earnings and the consistency of the dividend payout amidst mixed earnings trends and potential softening demand for its industrial assets.
Number of shareholders of STAG Industrial, Inc. – SWB:SW6
This article focuses on the number of shareholders for STAG Industrial, Inc., traded on the Stuttgart Stock Exchange under the ticker SW6. It lists various sections related to the company's financials, news, community, and technical analysis tools available on the TradingView platform. The content is primarily a navigation and platform overview rather than a detailed report on shareholder numbers.
Stag Industrial, Inc. $STAG Position Increased by Strs Ohio
Strs Ohio significantly increased its stake in Stag Industrial, Inc. (NYSE:STAG) by 647.7% in the fourth quarter, bringing its total holdings to 33,371 shares valued at approximately $1.23 million. This increase comes as Stag Industrial reported strong quarterly earnings, beating analyst consensus for EPS and revenue, with revenue up 9% year-over-year. Despite some insider selling, the company continues to pay a quarterly dividend, and analysts maintain a "Hold" consensus rating with an average price target of $39.78.
Barclays Sticks to Their Sell Rating for Stag Industrial (STAG)
Barclays has reiterated its Sell rating for Stag Industrial (STAG), setting a price target of $38.00. Analyst Brendan Lynch cited an average return of -1.3% and a 45.13% success rate, with the current analyst consensus on STAG being a Moderate Buy with a $42.17 average price target. The report also highlighted recent negative insider sentiment, with an increase in share selling over the past quarter, including a significant sale by a director in February 2026.
Revenue Growth, Softer Earnings and New Projects Might Change The Case For Investing In STAG Industrial (STAG)
STAG Industrial (STAG) reported mixed Q1 2026 results, with revenue increasing but net income and EPS declining. Despite this, the company highlighted strong industrial leasing activity, emerging data center demand, and a new development project, while affirming its quarterly dividend. The article discusses how these factors, alongside differing fair value estimates from the investment community, could influence STAG Industrial's future performance and investment narrative.
Evercore ISI Raises STAG Industrial (STAG) Price Target to $44
Evercore ISI has increased its price target for STAG Industrial (STAG) to $44 from $42, maintaining an Outperform rating after the company's strong first-quarter earnings report. STAG reported a 9% revenue increase and noted improved industrial leasing velocity, particularly from data center-related tenants. The company anticipates continued demand growth from this sector, despite 70% of analysts rating STAG as Hold and 30% as Buy.
STAG SEC Filings - Stag Indl Inc 10-K, 10-Q, 8-K Forms
This page provides access to STAG Industrial, Inc. (NYSE: STAG) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It offers detailed views of the company’s financial reporting, corporate events, and non-GAAP measures like Cash NOI and Core FFO. Recently reported filings include director equity payments, share sales by insiders, and amendments to unsecured loan agreements to change interest calculation methods.
Revenue Growth, Softer Earnings and New Projects Might Change The Case For Investing In STAG Industrial (STAG)
STAG Industrial (STAG) reported increased Q1 2026 revenue but saw a decline in net income and EPS, yet maintained its dividend. The company highlighted strong industrial leasing, emerging data center demand, and new development, while Vanguard Capital Management increased its stake. This mixed performance, particularly resilient leasing amidst softer earnings, warrants a re-evaluation of STAG's investment outlook, especially concerning tenant consolidation and occupancy risks.
Assessing STAG Industrial (STAG) Valuation After Recent Share Price Gains And Premium P/E Ratio
STAG Industrial (STAG) is attracting attention due to recent share price gains and a premium P/E ratio, prompting an assessment of its valuation. While a widely followed narrative suggests STAG is undervalued at $38.58 against a fair value of $41.36, concerns exist regarding potential revenue shortfalls and margin compression due to lengthening lease-up periods and rising industrial vacancies. The article highlights mixed signals, balancing the potential for undervalued income exposure against the risks of a high P/E ratio and shifting market conditions.
Vanguard Group Inc. Sells 122,370 Shares of Stag Industrial, Inc. $STAG
Vanguard Group Inc. reduced its stake in Stag Industrial, Inc. by 0.5% in the fourth quarter of 2025, selling 122,370 shares and retaining a 13.77% ownership worth approximately $945.6 million. This move comes amid significant insider selling totaling over $5.3 million in the last 90 days, including a notable sale by CEO William R. Crooker. Despite the share reduction, Stag Industrial reported strong quarterly earnings, beating estimates with $0.32 EPS and $224.21 million in revenue, and declared a quarterly dividend of $0.3875, equating to a 4.0% yield.
Stag Industrial Earnings Call Highlights Leasing Power
Stag Industrial Inc. (STAG) reported Q1 2026 earnings, showcasing strong leasing momentum, growth in Core FFO, and a healthy balance sheet, despite some occupancy pressures and localized market softness. The company reaffirmed its full-year guidance, emphasizing record leasing volumes with impressive spreads and increasing exposure to data center-related tenants. Management highlighted conservative leverage, ample liquidity, and a robust internal transaction pipeline, positioning Stag Industrial for continued growth amidst market fluctuations.
Vanguard Capital Management (NYSE: STAG) discloses 5.31% ownership in STAG Industrial
Vanguard Capital Management has reported a 5.31% beneficial ownership stake in STAG Industrial (NYSE: STAG), totaling 10,153,883 shares as of March 31, 2026. This disclosure is made via a Schedule 13G filing, indicating a passive investment without intent to control the company. Vanguard maintains sole dispositive power over all these shares, but sole voting power over 1,580,673 shares, with the holdings managed across various Vanguard business divisions and funds.
STAG Industrial, Inc. Cash Flow – HAM:SW6
This article details the cash flow of STAG Industrial, Inc. (HAM:SW6), an industrial REIT. It provides free cash flow figures for Q1 2026 and the full year 2025, along with operating cash flow for 2025. The content also includes historical quarterly cash flow data presented in a graph format.
Working capital per share of STAG Industrial, Inc. – HAM:SW6
This article provides financial information for STAG Industrial, Inc. (HAM:SW6), focusing on its working capital per share. It appears to be an excerpt from a financial data platform, likely TradingView, showing the value and change of this metric, but the specific data points are missing from the provided text.
Total interest expense (banks) of STAG Industrial, Inc. – HAM:SW6
This article displays the total interest expense (banks) for STAG Industrial, Inc. (HAM:SW6). It presents the data with sections for period, value, change, and change percentage. The content primarily acts as a financial data display from TradingView.
Stag Industrial Q1 earnings beat, but cash NOI growth moderates
Stag Industrial reported Q1 earnings that surpassed expectations, with FFO of $0.57 per share beating the consensus estimate. However, cash net operating income (NOI) growth moderated to 3.8% year-over-year, and same-store occupancy experienced a slight decline. Despite this, the company achieved strong leasing spreads and raised its full-year core FFO guidance.
STAG Industrial, Inc. (NYSE:STAG) Q1 2026 Earnings Call Transcript
STAG Industrial, Inc. (NYSE:STAG) held its Q1 2026 earnings call, discussing healthy industrial leasing velocity and volume, driven in part by increasing demand from data center-related tenants. The company reported a 6.6% increase in Core FFO per share to $0.65, strong leasing spreads of 20.9% cash and 39.6% straight-line, and maintained its full-year guidance for 2026. STAG also highlighted a growing acquisition pipeline and strategic development activities, including a new build-to-suit project in Dallas.
STAG Industrial Q1 2026 slides: core FFO rises 6.6% on strong leasing
STAG Industrial reported a 6.6% increase in core FFO per share for Q1 2026, reaching $0.65, driven by strong leasing activity and an 8.1% rise in cash net operating income. The industrial REIT executed 37 leases totaling 6.0 million square feet with robust rent changes, maintaining a diversified portfolio and a stable outlook for 2026 guidance, including projected core FFO per share of $2.60 to $2.64.
STAG Industrial (STAG) Q1 2026 FFO Resilience Tests Premium Valuation Narrative
STAG Industrial reported Q1 2026 revenue of US$224.2 million and FFO of US$126.6 million, showing resilience despite a slight dip in net margin to 28.2%. The company trades at a premium P/E compared to peers, justified in part by consistent revenue growth, but faces challenges with weak interest coverage and a forecast for minor earnings decline. Bulls highlight the strong balance sheet and solid leasing activity, while bears focus on financial risks and the non-recurring gain contributing to recent profits.
Shareholders at STAG Industrial (NYSE: STAG) approve board, auditor and pay
STAG Industrial, Inc. held its annual stockholder meeting on April 27, 2026, where shareholders approved the election of 11 directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor for 2026, and the company's executive compensation in a non-binding "say-on-pay" vote. All proposals received significant majority approval from the stockholders. The voting results for each proposal were detailed, including the votes for, against, abstentions, and broker non-votes.
Stag Industrial, Inc. (NYSE:STAG) Declares Quarterly Dividend of $0.39
Stag Industrial, Inc. (NYSE:STAG) announced a quarterly dividend of $0.3875 per share, payable on July 15th to shareholders of record on June 30th. Despite a current high payout ratio of 152%, analysts anticipate future earnings per share will drop this to a more sustainable 56.6%. The company's stock opened at $38.65, and there have been recent insider stock sales totaling over $5.3 million.
Earnings call transcript: STAG Industrial Q1 2026 beats EPS estimates, stock rises
STAG Industrial reported strong Q1 2026 results, surpassing EPS and revenue expectations. The company achieved record leasing activity and significant core FFO per share growth, driven in part by expansion into data center-related leasing. Despite an anticipated occupancy trough in Q2, STAG maintains its guidance, reflecting optimism in its strategic initiatives and market positioning.
STAG Industrial (NYSE: STAG) Q1 net income falls as Core FFO rises
STAG Industrial reported a mixed first quarter for 2026, with GAAP net income falling to $62.0 million ($0.32 EPS) due to lower gains on property sales compared to the previous year. However, cash-focused metrics improved, with Core FFO rising 6.6% to $0.65 per diluted share and Same Store Cash NOI increasing by 4.1%. The company maintained high portfolio occupancy at 95.1% and acquired one building for $80.7 million while selling another for $30.1 million.
Stag Industrial (STAG) Q1 2026: EPS $0.32 Beats $0.22 Est, Reven
Stag Industrial (STAG) reported strong Q1 2026 results, with GAAP EPS of $0.32 and revenue of $224.2 million, both exceeding analyst estimates. Despite a year-over-year decline in GAAP net income due to fewer asset sales, the REIT demonstrated robust operating performance with a 6.6% increase in Core FFO per share and significant leasing spreads. The company's GF Value suggests it is approximately 4.2% undervalued, supported by strong profitability and growth ranks.
STAG INDUSTRIAL ($STAG) Releases Q1 2026 Earnings
STAG Industrial ($STAG) announced its Q1 2026 earnings, reporting $0.65 per share, significantly beating analyst estimates. Despite the earnings beat, the company's revenue of $224,210,000 slightly missed expectations. The article also details recent insider trading activity, institutional investor movements, and current analyst price targets for STAG stock.
Earnings Flash (STAG) STAG Industrial, Inc. Reports Q1 Revenue $224.2M, vs. FactSet Est of $221.5M
STAG Industrial, Inc. announced its Q1 revenue reached $224.2 million, surpassing FactSet's estimate of $221.5 million. The company's Q1 Core FFO also saw an increase, reaching $0.65 per share, compared to the FactSet estimate of $0.64. Additionally, STAG Industrial declared a dividend for the second quarter of 2026, payable on July 15, 2026.
Stag Industrial Q1 earnings beat, but cash NOI growth moderates (STAG:NYSE)
Stag Industrial reported Q1 earnings that surpassed Wall Street estimates, with core FFO per share of $0.65 and revenue of $224.2M. However, same-store cash net operating income growth moderated to 4.1% year-over-year, down from 5.4% in the prior quarter, and occupancy also declined. The company engaged in significant leasing activity and acquisitions during the quarter.
Stag: Q1 Earnings Snapshot
Stag Industrial Inc. (STAG) announced its first-quarter earnings, reporting $126.6 million in funds from operations, or 65 cents per share. The real estate investment trust posted a net income of $62 million, or 32 cents per share, with total revenue reaching $224.2 million. Funds from operations (FFO) are a key metric for REITs, calculated by adding back depreciation and amortization to net income.
STAG Industrial faces earnings test as EPS estimates tumble
STAG Industrial is set to report its first-quarter earnings, with analysts anticipating a sharp sequential decline in EPS despite stable revenue, raising concerns about margin pressures and operating costs. Investors will focus on margin trends, occupancy rates, leasing execution, and balance sheet management, especially regarding higher financing costs and the maintenance of its monthly dividend. The upcoming results will be crucial in determining whether the company's operational momentum can counteract near-term earnings headwinds.
STAG Industrial (NYSE: STAG) Q1 2026 revenue grows while net income falls
STAG Industrial reported a rise in Q1 2026 revenue to $224.2 million, up from $205.6 million in the prior year, primarily driven by acquisitions and strong leasing activity. Despite the revenue growth and a 4.1% increase in same-store net operating income, net income fell to $63.3 million from $93.4 million, largely due to lower gains from property sales and higher interest expenses. The company also disclosed an acquisition of one industrial building for $80.7 million and the sale of another, maintaining a portfolio of 601 industrial buildings across 41 states.
STAG Stock Price Prediction 2025-2026 | STAG Industrial Inc Forecast
24/7 Wall St. rates STAG Industrial Inc. (STAG) as a BUY, forecasting a target price of $149.13 within the next 12 months, representing a 277.74% upside from the current price of $39.48. While an optimistic scenario could see STAG reach $154.15, a conservative estimate places the floor at $112.66. Long-term projections extend to 2031, with a target price of $1,872.57 and a potential average price of $865.42 by 2030.
STAG Stock Price Prediction 2025-2026 | STAG Industrial Inc Forecast | 24/7 Wall St.
24/7 Wall St. has set a "BUY" rating for STAG Industrial Inc (STAG) with a 12-month target price of $148.99, suggesting a 283.40% upside from its current price of $38.86. The forecast includes an optimistic scenario reaching $153.94 and a conservative scenario of $112.56. Long-term projections estimate STAG could trade at an average of $886.67 by 2030, representing a significant return for investors.
STAG Industrial Experiences Revision in Its Stock Evaluation Amid Competitive Realty Landscape
STAG Industrial, a small-cap realty player, has adjusted its stock valuation, now holding a P/E ratio of 27 and a price-to-book value of 2.03. The company also demonstrates operational efficiency with an EV to EBIT of 22.70 and EV to EBITDA of 11.65, a PEG ratio of 0.58, and a dividend yield of 3.17%. Its ROCE at 9.09% and ROE at 7.62% indicate strong performance compared to peers like Omega Healthcare Investors, Inc. and EastGroup Properties, Inc.
Boston Trust Walden Corp Trims Holdings in Stag Industrial, Inc. $STAG
Boston Trust Walden Corp reduced its stake in Stag Industrial, Inc. (NYSE:STAG) by 4.5% in the fourth quarter, selling 132,279 shares and now owning 2,813,180 shares valued at $103.4 million. Despite this reduction, Stag Industrial remains a significant holding for the firm, comprising 0.8% of its portfolio. Other institutional investors like M&T Bank Corp and Vert Asset Management LLC either increased or established new positions in STAG during the same period.
STAG Industrial Hits New 52-Week High of $39.99, Showcasing Strong Growth
STAG Industrial, Inc. has reached a new 52-week high of $39.99, reflecting a 12.33% increase over the past year. The company, a small-cap player in the realty sector, has a market capitalization of $7,317 million, a P/E ratio of 27.00, and offers a dividend yield of 3.17%. This performance highlights its strong financial foundation within the realty industry.
Stag Industrial stock hits 52-week high at 39.98 USD By Investing.com
Stag Industrial Inc. (NYSE: STAG) has reached a new 52-week high of $39.98, marking a significant milestone for the industrial REIT. The stock has appreciated by 24.34% over the past year and offers a 3.9% dividend yield. Despite trading above its Fair Value, investor confidence remains strong, supported by the company's consistent dividend increases for 15 consecutive years and robust Q4 2025 earnings.
Stag Industrial (STAG) Expected to Announce Quarterly Earnings on Tuesday
Stag Industrial (STAG) is anticipated to release its Q1 2026 earnings after market close on Tuesday, April 28th, with analysts forecasting EPS of $0.2267 and revenue of $221.535 million. The company's previous quarter saw an EPS of $0.66, beating consensus, and revenues of $220.90 million. Insiders have sold approximately $5.35 million worth of stock in the last 90 days, though the consensus analyst rating remains "Hold" with a price target of $39.50.
Asset Management One Co. Ltd. Trims Stake in Stag Industrial, Inc. $STAG
Asset Management One Co. Ltd. decreased its stake in Stag Industrial, Inc. by 6.7% in the fourth quarter, selling 25,970 shares and holding 361,249 shares valued at $13.41 million. Despite this, other institutions like State Street Corp and Alliancebernstein L.P. increased their positions. Stag Industrial reported strong Q4 earnings, beating expectations with $0.66 EPS, and analysts currently rate the stock as a "Hold" with a consensus price target of $39.50.
Stag Industrial stock hits 52-week high at 39.98 USD By Investing.com
Stag Industrial (NYSE: STAG) stock recently hit a new 52-week high of $39.98, reflecting robust performance with a 24.34% appreciation over the past year and a 3.9% dividend yield. Despite trading above its InvestingPro Fair Value, the company has shown strong investor confidence, evidenced by 15 consecutive years of dividend increases. Recent fourth-quarter 2025 earnings further highlighted its strong financial position with an EPS of $0.44 and revenue of $220.9 million, both exceeding expectations.
Stag Industrial (NYSE:STAG) Sets New 1-Year High - Here's Why
Stag Industrial (NYSE:STAG) has reached a new 52-week high, with shares trading as high as $39.99 on Monday. This comes after the company reported solid quarterly results, beating EPS and revenue expectations. Despite notable insider selling, institutional investors hold a significant portion of the stock.
Friedenthal Financial Acquires New Position in Stag Industrial, Inc. $STAG
Friedenthal Financial has established a new position in Stag Industrial, Inc. (NYSE:STAG) by acquiring 25,405 shares valued at approximately $934,000 in the fourth quarter. This comes amidst significant insider selling, with CEO William R. Crooker and Director Virgis Colbert selling a combined 136,974 shares worth about $5.35 million in the last three months. Analyst consensus on Stag Industrial is currently a "Hold" with an average price target of $39.50, despite the company reporting better-than-expected Q4 earnings per share and a 10.8% year-over-year revenue increase.
