STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.
| Revenue (TTM) | $900.52M |
| Gross Profit (TTM) | $716.36M |
| EBITDA | $656.37M |
| Operating Margin | 38.40% |
| Return on Equity | 7.60% |
| Return on Assets | 2.95% |
| Revenue/Share (TTM) | $4.72 |
| Book Value | $18.93 |
| Price-to-Book | 1.95 |
| Price-to-Sales (TTM) | 8.00 |
| EV/Revenue | 11.73 |
| EV/EBITDA | 14.27 |
| Quarterly Earnings Growth (YoY) | 41.00% |
| Quarterly Revenue Growth (YoY) | 9.40% |
| Shares Outstanding | $192.82M |
| Float | $191.95M |
| % Insiders | 0.14% |
| % Institutions | 96.77% |
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Four warehouse landlords are collecting record rent, but a fat yield can hide a shaky foundation. We checked each payout against actual cash earnings, and the highest yielder may not deserve a place in a retiree's portfolio.
STAG Industrial NYSE: STAG reported third-quarter 2026 Core FFO of $0.66 per share, up 1.5% from a year earlier, as the industrial real estate owner cited improving operating fundamentals, strong leasing spreads and lower-than-expected credit losses.
STAG Industrial, Inc. (STAG) Q3 2026 Earnings Call Transcript
BOSTON, Oct. 27, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG), today announced its financial and operating results for the quarter ended September 30, 2026. "The third quarter built on our leasing and development progress from the first half of the year, aided by a continued improvement in industrial fundamentals," said Bill Crooker, President and Chief Executive Officer of the Company.
STAG Industrial gets its prior buy rating from June reaffirmed, ahead of the upcoming Q3 results due in late October. Positives include a portfolio growth trajectory, a national footprint in many regions, investment-grade rating, and low tenant concentration risk. Positive FFO trends and outlook should continue supporting the dividend, which has a lower risk of being cut.
STAG Industrial has sold off 15% since July, now trading at a 20% NAV discount and 12.9x forward FFO, presenting an opportunistic entry. Recent FFO/share flattening was a temporary timing issue from lease roll gaps and development completions; underlying fundamentals remain strong with 97.6% of 2026 expiring leases handled and +20.5% rent spreads. STAG's smaller median warehouse size (110K sq ft) insulates it from oversupply risk and supports property-level outperformance versus peers focused on larger footprints.
Warehouses handling every online order and factory shipment are back in high demand, and five industrial REITs are converting that traffic into growing dividend checks.
BOSTON, Oct. 1, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announced that the Company will release its third quarter 2026 operating and financial results after market close on Tuesday, October 27, 2026. The Company will host its quarterly earnings conference call on Wednesday, October 28, 2026, at 10:00 a.m.
Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to climb.
A 10-year Treasury sitting at a 52-week high just made dividend investing a lot harder, yet five monthly payers are still fighting for retirees' portfolios with yields, coverage ratios, and dividend growth records that demand a closer look.
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