STAG Industrial (STAG) Stock Overview
A real estate investment trust focused on the acquisition, development, ownership, and operation of industrial properties throughout the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 1/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
STAG Community Fair Values
Create NarrativeSee what 76 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
STAG Industrial, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$38.15 |
| 52 Week High | US$39.99 |
| 52 Week Low | US$33.72 |
| Beta | 1.01 |
| 1 Month Change | -1.83% |
| 3 Month Change | -2.80% |
| 1 Year Change | 11.98% |
| 3 Year Change | 11.32% |
| 5 Year Change | 6.83% |
| Change since IPO | 211.43% |
Recent News & Updates
Recent updates
Narrative Update • Apr 24
STAG: Stable Q4 Execution And Balanced Risk Profile Will Guide Future Returns
Analysts have nudged the 12 month price target on STAG Industrial up to $40, a $1 move that reflects updated models following steady Q4 performance and broadly consistent views on earnings quality, profitability and valuation multiples. Analyst Commentary Recent Street research on STAG Industrial clusters around the updated US$40 price target and generally neutral ratings, with analysts pointing to steady Q4 execution and largely unchanged assumptions around earnings quality and valuation.Seeking Alpha • Apr 22
STAG Industrial's Long-Term Changes Are Paying Dividends
Summary STAG outperformed peers by leveraging a conservative model, focusing on non-infill markets and longer lease terms, amid volatile macro conditions. STAG’s disciplined capital allocation, reduced leverage, and payout ratio enabled a 4% dividend increase—the largest in a decade—while maintaining balance sheet strength. Despite resilient leasing spreads and strong tenant engagement, STAG now trades at a premium, with its dividend yield below the 10-year Treasury, tempering forward return expectations. Following significant transformation and market recognition, I assign STAG a Hold rating, reflecting both its operational success and current valuation constraints. Read the full article on Seeking AlphaNarrative Update • Apr 09
STAG: Stable Q4 Execution And Sector Risks Will Shape Future Returns
Analysts trimmed the fair value estimate for STAG Industrial slightly to $41.45, while Street price targets edged up to around $40, reflecting updated models after stable Q4 performance and a modestly lower discount rate and future P/E assumptions. Analyst Commentary Street research on STAG Industrial has been active around the latest Q4 update, with several firms fine tuning their models and price targets.Narrative Update • Mar 26
STAG: Stable Operations And Dividend Shift Will Support Future Upside Potential
Narrative Update on STAG Industrial The analyst price target for STAG Industrial has shifted modestly higher to $40, with a slightly higher modeled fair value of about $41.55 and a discount rate of about 9.27%, as analysts incorporate stable Q4 performance and refreshed assumptions. Analyst Commentary Recent Street research on STAG Industrial clusters around a modestly higher fair value framework, with several price targets aligning at about $40 and ratings concentrated around Neutral.Narrative Update • Mar 09
STAG: Stable Operations And Dividend Shift Will Shape A Balanced Outlook
Analysts have nudged their price target for STAG Industrial higher, with our fair value estimate moving from $41.09 to $41.45. Updated models now reflect slightly different assumptions for revenue growth, margins, discount rate, and future P/E following recent Q4 updates and sector reviews.Narrative Update • Feb 20
STAG: Broad Market Exposure And Dividend Shift Will Guide A Steady Outlook
Analysts have nudged their fair value estimate for STAG Industrial slightly higher to about $41.09, with updated models reflecting modestly adjusted assumptions for growth, margins, discount rate, and future P/E, along with recent Q4-driven price target moves from firms that now cluster around $40. Analyst Commentary Recent Street commentary on STAG Industrial clusters around price targets in the high US$30s to about US$40, with most ratings sitting in neutral territory and one more cautious view emerging.Narrative Update • Feb 06
STAG: Broad Market Exposure And Dividend Shift Will Shape A Cautiously Balanced Outlook
Analysts have nudged their fair value estimate for STAG Industrial slightly lower, from about $41.09 to $40.91. This reflects a modest trim to the price target to $39 and concerns that its exposure across roughly 60 markets could weigh on fundamentals relative to other REITs. Analyst Commentary Recent Street research on STAG Industrial points to a more cautious tone, with attention on how its broad market exposure and current valuation could affect future execution and growth expectations.Narrative Update • Jan 23
STAG: Leasing Strength And Acquisitions Will Shape A Cautiously Bullish Outlook
Analysts have trimmed their fair value estimate for STAG Industrial slightly to about US$41.09 from roughly US$41.18, reflecting updated price targets and a more cautious sector view that highlights weaker fundamentals tied to the company’s broad footprint across 60 markets. Analyst Commentary Recent research on STAG Industrial reflects a mix of optimism around execution and leasing, alongside caution on the broader REIT sector and the implications of the company’s wide market exposure.Narrative Update • Jan 08
STAG: Leasing Trends And Acquisitions Will Shape A Balanced Forward Outlook
Analysts have increased their average price target for STAG Industrial to around $41.18, reflecting updated Q3 models that factor in steady leasing activity, cash rent spreads, and slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on STAG Industrial points to modestly higher price targets and refreshed models following the Q3 print, with views split between cautious and more optimistic stances on execution and valuation.Narrative Update • Dec 19
STAG: Leasing Momentum And Acquisitions Will Shape Outlook Amid Mixed REIT Conditions
Analysts have nudged our price target for STAG Industrial modestly higher to align with recent Street increases, including a move to $39 and $42. These targets reflect resilient leasing activity, solid Q3 performance, and model updates that incorporate slightly faster revenue growth, marginally better margins, and a small compression in expected future valuation multiples.Narrative Update • Dec 05
STAG: Leasing Momentum And Acquisitions Will Shape Outlook Amid Mixed REIT Backdrop
Analysts modestly raised the price target for STAG Industrial to approximately $39 per share, citing updated post Q3 models that reflect stronger leasing performance, resilient cash rent spreads, and incremental improvements in projected profitability, despite only minor tweaks to growth and discount rate assumptions. Analyst Commentary Recent research updates on STAG Industrial highlight a generally constructive stance on the company, with multiple price target increases clustered in the high 30 dollar range to low 40 dollar range and a mix of Neutral and Outperform ratings.Narrative Update • Nov 21
STAG: Leasing Momentum And Acquisition Activity Will Influence Performance Amid Mixed Sector Outlook
Analysts have increased their average price target for STAG Industrial from $39.67 to $41.25. They cite model updates that reflect the company's strong leasing activity and improved revenue growth outlook.Narrative Update • Nov 06
STAG: Leasing Momentum And Acquisition Activity Will Shape Near-Term Outlook
The average analyst price target for STAG Industrial has been increased by approximately $1.12 to $39.67. Analysts adjusted their models following strong Q3 results, better-than-expected profit margins, and resilient leasing activity despite macro uncertainties.Seeking Alpha • Apr 20
STAG Industrial: Bottom-Fishing For A 5% Yield
Summary STAG Industrial Inc. boasts a solid 5% monthly dividend yield with a low 61% payout ratio, supported by growing core funds from operations. The REIT's consistent property acquisitions, including 32 buildings in 2024, have driven a 9% YoY increase in funds from operations. High demand for industrial real estate, with a 97.3% occupancy rate, positions STAG Industrial to benefit from e-commerce growth. With the lowest dividend payout ratio in its peer group, STAG Industrial offers a safe and attractive 4.7% yield for passive income investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 29
STAG Industrial: Strong Fundamentals Have Resulted In Outperformance
Summary STAG Industrial remains a buy due to strong fundamentals, consistent dividend history, and resilience despite an unfavorable interest rate environment for REITs. The REIT's portfolio of 591 buildings across 41 states, with high-quality tenants like Amazon, ensures stability and reliable income. Despite a modest 1% dividend increase, STAG's 164% coverage rate and 12 consecutive years of payouts highlight its reliability for long-term income. Valuation remains attractive with potential for double-digit returns, supported by Wall Street's optimistic price target and STAG's superior total return performance. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
STAG Industrial - Set To Capitalize On Rising Re-Shoring Trend
Summary STAG Industrial Inc. offers a safe monthly dividend and potential for over 20% total return in 12 months, driven by U.S. manufacturing trends. The company’s well-diversified portfolio and exposure to e-commerce and near-shoring trends position it for strong rental income growth. With a payout ratio in the low 70s, STAG’s dividend is safe and sustainable, supported by solid financials and a balanced debt maturity schedule. Trading at a 30% discount to peers, STAG’s valuation is attractive, with a fair value estimate of $39.50 per share, implying significant upside potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Snag STAG While It's Cheap: A 4.5% Monthly Dividend You'll Like
Summary STAG Industrial offers a compelling 4.5% yield, monthly dividends, and strong financial health, making it attractive for dividend-focused investors. Positioned in high-growth markets, STAG benefits from re-shoring trends and rising rent rates, enhancing its long-term outlook. Despite low dividend growth, STAG's low payout ratio ensures dividend safety, even in challenging market conditions. Trading below historical valuation, STAG presents an opportunity for attractive total returns as industrial REIT fundamentals are expected to rebound by 2025. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
STAG Industrial: Stable REIT For Monthly Income
Summary STAG Industrial operates as a REIT with a diverse portfolio of industrial properties spread over 40 states. The current dividend yield of 4.3% is well-supported, with a coverage rate of 162%. There is a possibility for strong dividend growth going forward as cash flows continue to grow. STAG's price has fallen to an attractive valuation, with the potential for a double-digit upside. Future interest rate cuts can serve as a positive catalyst for growth as it creates a more favorable environment for real estate. Read the full article on Seeking AlphaSeeking Alpha • Dec 08
STAG Industrial: Use The Pullback To Your Advantage
Summary STAG Industrial, a triple net lease REIT, offers solid diversification with 578 properties across 40 states and low tenant concentration. Despite recent stock volatility, STAG's strong balance sheet, attractive rent escalators, and potential for multiple expansion present a double-digit upside opportunity. The industrial market's supply-demand dynamics are likely to turn around and benefit STAG's future, despite current headwinds in leasing newly developed properties. Given the recent sell-off, STAG is undervalued, offering reliable dividend income and a promising total return, making it a 'buy' despite some risk factors. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
3 Good Reasons To Buy STAG Industrial
Summary Stag Industrial focuses on high-yielding assets in secondary markets, offering predictable cash flows through long-term NNN leases, differentiating it from more complex REITs like PLD. Despite a 10% share decline, STAG's robust market rent growth, strong leasing velocity, and high acquisition cap rates present a compelling investment opportunity. STAG's conservative dividend policy reinvests capital into acquisitions and debt repayments, enhancing long-term shareholder value despite modest annual dividend increases. Recent tenant bankruptcy risks are compartmentalized, with STAG's diversified portfolio and strategic asset management mitigating potential impacts, reinforcing a Buy rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
STAG Industrial: My Favorite Industrial REIT Remains A Buy After Q3 Report
Summary Currently, I have only one industrial REIT in my portfolio. It is STAG Industrial. The reason I have been bullish on STAG since March this year is because of high quality financials, low multiple and decent growth prospects. The Q3 2024 earnings report confirms once again that the business is strong and nicely positioned to safely accommodate the envisaged growth. In this article, I elaborate in more detail about Q3 2024 earnings and explain why I have remained bullish on STAG stock. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
STAG Industrial's 4% Yield Is Worth Scooping Up
Summary STAG Industrial is a well-managed industrial REIT with a growing portfolio, stable dividend payout, and a 4% yield, making it a 'Buy'. STAG grows responsibly via acquisitions, benefiting from strong eCommerce demand, and maintains a high occupancy rate and stable dividend payout ratio. Despite slow dividend growth, STAG Industrial offers a high margin of safety for passive income investors, with a payout ratio of 61%. The trust's predictable cash flow and NOI growth underpin its value, making it a core holding for long-term passive income portfolios. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
STAG Industrial: Benefits Haven't Accrued To Investors
Summary STAG's investment spread has improved, with a positive spread of 39 basis points, but it's not sufficient for a buy recommendation. Their cost of equity is 6.09%, but the total return for investors is only 4.48%, indicating that accretion is lacking at the shareholder level. Dividend growth may accelerate due to a reduction in the payout ratio, suggesting more secure and potentially higher future dividends. We recommend a hold rating for STAG due to positive investment spreads and dividend coverage, but caution on the underwhelming total return picture. Read the full article on Seeking Alpha
New Narrative • Aug 27
Decisive Acquisitions And Market Demands Propel Industrial REIT Growth
STAG Industrial's growth strategy, focused on market rent growth and disciplined acquisitions, suggests potential for increased revenue and enhanced earnings.Seeking Alpha • Aug 02
You Should Keep An Eye On STAG Industrial - Despite Reduced Upside Potential
Summary STAG Industrial's stock price has increased by 16.3% since I last covered it. The industrial property sector is facing temporary headwinds, but there are signs of upcoming improvement in supply-to-demand relationship. STAG holds solid business metrics despite the above headwinds. The upside potential has reduced and the dividend growth is negligible, but there are also positive sides such as credit metrics, improved investment activity, and positive investment spreads. STAG is not as attractive as it used to be, but it's still worth considering for an addition to a well-structured portfolio. Read the full article on Seeking AlphaShareholder Returns
| STAG | US Industrial REITs | US Market | |
|---|---|---|---|
| 7D | 1.0% | 3.7% | 1.1% |
| 1Y | 12.0% | 29.3% | 28.7% |
Return vs Industry: STAG underperformed the US Industrial REITs industry which returned 29.3% over the past year.
Return vs Market: STAG underperformed the US Market which returned 28.7% over the past year.
Price Volatility
| STAG volatility | |
|---|---|
| STAG Average Weekly Movement | 2.7% |
| Industrial REITs Industry Average Movement | 3.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: STAG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: STAG's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2010 | 93 | Bill Crooker | www.stagindustrial.com |
STAG Industrial, Inc. is a real estate investment trust focused on the acquisition, development, ownership, and operation of industrial properties throughout the United States. As of December 31, 2025, the Company's portfolio consists of 601 buildings in 41 states with approximately 120.0 million rentable square feet. STAG Industrial, Inc. was incorporated in 2010 and is based in Boston, United States.
STAG Industrial, Inc. Fundamentals Summary
| STAG fundamental statistics | |
|---|---|
| Market cap | US$7.35b |
| Earnings (TTM) | US$243.97m |
| Revenue (TTM) | US$863.82m |
29.9x
P/E Ratio8.4x
P/S RatioIs STAG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| STAG income statement (TTM) | |
|---|---|
| Revenue | US$863.82m |
| Cost of Revenue | US$175.46m |
| Gross Profit | US$688.35m |
| Other Expenses | US$444.38m |
| Earnings | US$243.97m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.28 |
| Gross Margin | 79.69% |
| Net Profit Margin | 28.24% |
| Debt/Equity Ratio | 87.2% |
How did STAG perform over the long term?
See historical performance and comparisonDividends
4.1%
Current Dividend Yield48%
Payout RatioDoes STAG pay a reliable dividends?
See STAG dividend history and benchmarks| STAG Industrial dividend dates | |
|---|---|
| Ex Dividend Date | Jun 30 2026 |
| Dividend Pay Date | Jul 15 2026 |
| Days until Ex dividend | 36 days |
| Days until Dividend pay date | 51 days |
Does STAG pay a reliable dividends?
See STAG dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/24 12:59 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
STAG Industrial, Inc. is covered by 28 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Nicholas Thillman | Baird |
| Brendan Lynch | Barclays |
| Nathan Crossett | Berenberg |