Pulling SEC filings + quote and writing the call…

STAG Industrial, Inc.
Next earnings Jul 27, 2026 · consensus $0.27 EPS, $228M rev
Last earnings +0.2% on 2026-04-28
A diversified industrial REIT with 96% occupancy and a steady dividend, but moderating demand and rate risk cap the upside.
Sources: SEC EDGAR (CIK 0001479094, latest 10-Q filed 2026-04-28) · EODHD · analysis by claude-code · as of 6/21/2026, 8:54:25 PM.
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STAG Industrial is a single-tenant-focused industrial REIT with a well-diversified national portfolio: 601 buildings across 41 states and ~120 million rentable square feet, 96.4% leased, with no tenant above ~2.8% and no industry above ~11.4% of annualized base rent. That diversification is the core defensive attraction. FY2025 was solid — revenue grew 10.1% to $845M and net income rose 44.6% to $274M (a 32.4% net margin) — and the REIT funds a growing, monthly-paying dividend ($284M, +3.3%) from $463M of operating cash flow. Leverage is moderate at 0.98x liabilities/equity with $3.25B of long-term debt.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $562M | $657M | $708M | $767M | $845M |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $192M | $178M | $193M | $189M | $274M |
| Diluted EPS | — | — | — | — | — |
| Net margin | 34.2% | 27.1% | 27.2% | 24.7% | 32.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-04-15 | WEGER HANS S Director | Award | 440.00 @ $36.86 | $16.2K |
| 2026-04-15 | Furber Jeffrey D. Director | Award | 576.00 @ $36.86 | $21.2K |
| 2026-04-15 | COLBERT VIRGIS Director | Award | 440.00 @ $36.86 | $16.2K |
| 2026-04-15 | COLBERT VIRGIS Director | Award | 440.00 @ $36.86 | $16.2K |
| 2026-04-15 | Dilley Michelle Director | Award | 559.00 @ $36.86 | $20.6K |
| 2026-04-15 | Butcher Benjamin S Director | Award | 440.00 @ $36.86 | $16.2K |
| 2026-04-15 | Wilbon Vicki Lundy Director | Award | 440.00 @ $36.86 | $16.2K |
| 2026-04-15 | Jacoby Francis X III Director | Award | 440.00 @ $36.86 | $16.2K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.