Stag Industrial Inc. (STAG)
Why Stag Industrial (STAG) is a Great Dividend Stock Right Now
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: Buy The Dip And Collect A Near 4% Yield From A Steady Performer
STAG Industrial, Inc. delivered a double earnings beat in Q4, with strong leasing activity and NOI growth despite recent industrial supply headwinds. STAG's balance sheet remains robust, with net debt/EBITDA at 5.0x and ample liquidity to manage upcoming maturities, positioning it well for future leasing activity. Management projects 2026 core FFO growth of 2.7% at midpoint, with potential for upward revisions if sector conditions improve and interest rates decline.
STAG Industrial, Inc. (STAG) Q4 2025 Earnings Call Transcript
STAG Industrial, Inc. (STAG) Q4 2025 Earnings Call Transcript
Stag Industrial (STAG) Q4 FFO and Revenues Top Estimates
Stag Industrial (STAG) came out with quarterly funds from operations (FFO) of $0.66 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to FFO of $0.61 per share a year ago.
STAG Industrial, Inc. (STAG) Q3 2025 Earnings Call Transcript
STAG Industrial, Inc. ( STAG ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Steve Xiarhos - Vice President of Investor Relations William Crooker - CEO, President & Director Matts Pinard - Executive VP, CFO & Treasurer Michael Chase - Executive VP & Chief Investment Officer Conference Call Participants Craig Mailman - Citigroup Inc., Research Division Nicholas Thillman - Robert W. Baird & Co. Incorporated, Research Division Eric Borden - BMO Capital Markets Equity Research Blaine Heck - Wells Fargo Securities, LLC, Research Division Vince Tibone - Green Street Advisors, LLC, Research Division Jonathan Petersen - Jefferies LLC, Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Nikita Bely - JPMorgan Chase & Co, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Presentation Operator Greetings, and welcome to the STAG Industrial Third Quarter 2025 Earnings Call.
STAG Industrial: Reliable Monthly Income But Lagging Growth
STAG Industrial is a dependable monthly dividend payer with a conservative payout ratio and a focus on industrial real estate, offering income stability over growth. Despite solid fundamentals, STAG has underperformed the S&P 500, returning just ~36% over the past five years compared to 112% for the index. Rate cuts could serve as a key catalyst, lowering STAG's borrowing costs and increasing investor appetite for yield-driven assets.
STAG Industrial: Monthly Dividend Stock To Watch
STAG Industrial proved solid financial compounding with big rent increases and a raised FFO guidance recently, fueled by strategic acquisitions. The company prioritizes investing in growth over significant dividend hikes, leading to modest dividend increases despite healthy financials. Future interest rate cuts are a major potential catalyst, expected to boost STAG's profitability and potentially lead to higher dividends.
STAG Industrial, Inc. (STAG) Q2 2025 Earnings Call Transcript
STAG Industrial, Inc. (NYSE:STAG ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Matts S. Pinard - Executive VP, CFO & Treasurer Michael Christopher Chase - Executive VP & Chief Investment Officer Steve Xiarhos - Vice President of Investor Relations William R.
Stag Industrial (STAG) Q2 FFO Meet Estimates
Stag Industrial (STAG) came out with quarterly funds from operations (FFO) of $0.63 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.61 per share a year ago.
STAG Industrial: A Bird-In-Hand Dividend Opportunity
STAG Industrial's reliable monthly dividends and resilient cash flow provide peace of mind, especially when growth stocks falter. Current market disfavor for REITs creates an attractive entry point, with STAG offering a compelling 4%+ yield and undervalued FFO multiple. STAG's growth runway remains long, driven by ongoing warehouse expansion, accretive acquisitions, and strong demand from e-commerce and nearshoring trends.
STAG Industrial: A Good Play On Reshoring
STAG Industrial, Inc. remains a solid, diversified industrial REIT with steady growth in revenue, assets, and profitability, despite recent underperformance versus the broader market. The company benefits from geographic, industry, and tenant diversification, and is positioned near key reshoring and infrastructure investment projects in the US. Valuation is reasonable compared to peers, with leverage and debt maturities well-managed and most debt fixed ahead of anticipated interest rate declines.
STAG Industrial: Top Pick Among Industrial REIT Peers
STAG Industrial, Inc. trades at a relative discount in the industrial REIT sector, offering an attractive entry point for defensive investors. Strong leasing spreads and lease escalators are driving reliable FFO and NOI growth, despite higher interest expenses. The balance sheet carries elevated leverage, but diversified assets and reliable growth offset that risk.
