STAG is a Buy with a $40 target, supported by ~20% leasing spreads, improving industrial fundamentals, and a reasonable ~14x Core FFO valuation. Occupancy fell to 94.5%, but 2026 leasing is 91.7% addressed at a 20.5% cash rent increase, showing pricing power remains intact. Management raised 2026 Core FFO guidance to $2.61–$2.65 and same-store cash NOI growth guidance to 3.0%–3.5%.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
Stag Industrial NYSE: STAG said industrial real estate fundamentals continued to stabilize during the second quarter of 2026, citing stronger absorption, a reduced development pipeline and demand from e-commerce, manufacturing and data center-related users.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
Stag Industrial (STAG) came out with quarterly funds from operations (FFO) of $0.65 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.63 per share a year ago.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
STAG Industrial remains a steady, growth-focused REIT with strong cash flow and consistent revenue expansion, despite underperforming the S&P 500 since the last bullish call. STAG offers attractive exposure to the expanding e-commerce sector, with 31% of its portfolio tied to e-commerce and diversified tenant risk—Amazon represents only 2.8% of base rent. While STAG's valuation is not cheap, it trades at lower multiples than most peers and continues to grow via acquisitions, developments, and selective asset sales.
STAG Industrial is rated a buy for its quality industrial portfolio, investment-grade credit, and proven FFO growth, despite modest near-term upside. STAG benefits from geographic diversification, low tenant concentration risk, and a resilient operating cash flow profile, supporting its competitive positioning among industrial REIT peers. Recent growth drivers include 6MM sq. ft of new leases and a fully occupied Kansas City acquisition, underpinning stable NOI and FFO expansion.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
STAG Industrial, Inc. (STAG) Q1 2026 Earnings Call Transcript