STAG Industrial (STAG)
Acquires, develops, and operates US industrial properties that generate rental income from tenants.
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Owns and operates warehouse, distribution, and light-manufacturing properties across US markets, earning rental income from tenants. A single real-estate-operations segment uses acquisitions, development, leasing, and dispositions to manage the portfolio.
Owns and operates warehouse, distribution, and light-manufacturing properties across primary and secondary US industrial markets. The portfolio focuses on properties that serve the storage, distribution, and light-manufacturing needs of tenant businesses. Rental income from those tenants is the revenue source within one aggregated real-estate-operations segment.
Acquisitions, development, leasing, and dispositions are recurring portfolio activities. The acquisition program also uses sale-leasebacks, build-to-suit projects, speculative joint ventures, and forward commitments.
An UPREIT structure holds real-estate interests through an operating partnership. The model depends on tenant rental payments, property leasing and operations, plus access to acquisition, development, and financing opportunities.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Wells Fargo | Reiterate | Rating: —Target: — | Target: $38 |
| Aug 31, 2026 | Robert W. Baird | Target | Target: $138 | Target: $42 |
| Aug 31, 2026 | Baird | Upgrade | ||
| Jul 31, 2026 | Robert W. Baird | Target | Target: $40 | Target: $138 |
| Jul 16, 2026 | Barclays | Reiterate | Rating: —Target: $38 | Target: $41 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $65.9M · Total debt $3.48B · Total assets $7.48B · Shareholders' equity $3.63B
- Revenue
- $224.4M
- Operating income
- $83.1M
- Net income
- $52.9M
HistoryDividendAnnual yieldUpcoming
| Institutions | 95.77% | 184.65M shares | |
|---|---|---|---|
| 559 holders · as of Jun 30, 2026 | |||
| Insiders | 0.11% | 207.5K shares | |
| 12 holders · as of Jul 16, 2026 | |||
| Strategic holders | 9.89% | 19.07M shares | |
| 1 holder · as of Jan 27, 2022 | |||
| Adds to | 105.77% | ||
192.81M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.77%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 14.95% | 28.83M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 9.89% | 19.07M | filed Jan 27, 2022 |
Vanguard Portfolio Management LLCInstitution | 8.91% | 17.18M | as of Jun 30, 2026 |
FMR LLCInstitution | 6.56% | 12.66M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.76% | 9.18M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 19, 2026 | Virgis Colbert | director | −18,000 | $38.08 |
| Feb 23, 2026 | Matts Pinard | officer: EVP, CFO AND TREASURER | −25,242 | $39.18 |
| Feb 23, 2026 | William R. Crooker | director, officer: CEO AND PRESIDENT | −93,732 | $39.17 |
| Nov 5, 2025 | Michael Chase | officer: EVP AND CIO | −13,144 | $38.75 |
| Sep 23, 2025 | Larry T. Guillemette | director | −2,004 | $35.20 |
- Prologis
Global logistics facilities across U.S. industrial leasing markets
- First Industrial Realty Trust
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- EastGroup Properties
Sun Belt business-distribution space for location-sensitive customers
- Rexford Industrial
Southern California infill industrial properties
- Terreno Realty
Industrial real estate in 6 major coastal U.S. markets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| STAG Industrial | $37.27 | −0.65% | $7.23B | 28.9 | 74.3 | 8.2 | +7.8% |
| Prologis | $134.82 | −0.74% | $126.78B | 30.3 | 38.9 | 13.8 | +7.5% |
| First Industrial Realty Trust | $61.88 | −0.19% | $8.22B | 22.6 | 34.6 | 10.8 | +8.2% |
| EastGroup Properties | $202.13 | −0.22% | $10.89B | 35.5 | 36.5 | 14.5 | +9.1% |
| Rexford Industrial | $38.76 | +0.10% | $8.85B | — | 34.3 | 9.0 | +0.6% |
| Terreno Realty | $66.40 | +0.03% | $7.06B | 17.8 | 36.7 | 14.0 | +11.1% |
| Median | 26.4 | 36.5 | 13.8 | +8.2% |