Analysts Set Stag Industrial, Inc. (NYSE:STAG) Target Price at $40.70

Stag Industrial, Inc. (NYSE:STAG) has been assigned a consensus rating of “Hold” from the ten ratings firms that are presently covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell rating, six have issued a hold rating and three have assigned a buy rating to the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $40.70.

A number of research firms have recently commented on STAG. Barclays boosted their price target on Stag Industrial from $38.00 to $41.00 and gave the stock an “underweight” rating in a report on Thursday, July 16th. Raymond James Financial began coverage on Stag Industrial in a research report on Wednesday, June 17th. They issued an “outperform” rating and a $44.00 target price on the stock. Weiss Ratings downgraded Stag Industrial from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, May 4th. Evercore reissued an “outperform” rating and set a $44.00 target price on shares of Stag Industrial in a research note on Wednesday, April 29th. Finally, Wells Fargo & Company dropped their target price on shares of Stag Industrial from $41.00 to $40.00 and set an “equal weight” rating for the company in a report on Monday, June 1st.

Stag Industrial Stock Performance

Shares of NYSE:STAG opened at $38.53 on Friday. Stag Industrial has a 1 year low of $33.72 and a 1 year high of $42.61. The stock has a market capitalization of $7.43 billion, a price-to-earnings ratio of 29.64 and a beta of 0.97. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.76 and a quick ratio of 1.57. The company’s 50 day simple moving average is $38.87 and its 200 day simple moving average is $38.37.

Stag Industrial (NYSE:STAG) last released its earnings results on Tuesday, July 28th. The real estate investment trust reported $0.28 earnings per share for the quarter, missing the consensus estimate of $0.65 by ($0.37). The business had revenue of $224.37 million for the quarter, compared to the consensus estimate of $223.04 million. Stag Industrial had a return on equity of 6.79% and a net margin of 28.04%.The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.63 earnings per share. As a group, research analysts predict that Stag Industrial will post 2.64 EPS for the current fiscal year.

Stag Industrial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be given a dividend of $0.3875 per share. This represents a $1.55 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date is Wednesday, September 30th. Stag Industrial’s dividend payout ratio is currently 120.16%.

Hedge Funds Weigh In On Stag Industrial

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Stag Industrial during the fourth quarter worth $295,644,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Stag Industrial by 434,005.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,098,286 shares of the real estate investment trust’s stock valued at $40,373,000 after acquiring an additional 1,098,033 shares during the last quarter. Heitman Real Estate Securities LLC bought a new position in shares of Stag Industrial in the 4th quarter valued at $33,558,000. Mackenzie Financial Corp acquired a new stake in shares of Stag Industrial during the 4th quarter valued at $25,459,000. Finally, Balyasny Asset Management L.P. boosted its holdings in shares of Stag Industrial by 1,818.4% during the 3rd quarter. Balyasny Asset Management L.P. now owns 570,931 shares of the real estate investment trust’s stock valued at $20,148,000 after acquiring an additional 541,170 shares in the last quarter. Institutional investors own 88.67% of the company’s stock.

Key Stories Impacting Stag Industrial

Here are the key news stories impacting Stag Industrial this week:

• Positive Sentiment: Management raised its 2026 acquisition-volume outlook to approximately $400 million–$700 million and maintained a Core FFO forecast of $2.61–$2.65 per share, signaling confidence in its ability to deploy capital into additional warehouse properties. STAG Industrial forecasts 2026 Core FFO and raises acquisition outlook
• Positive Sentiment: Strong leasing spreads, robust leasing activity and improving warehouse demand point to continued pricing power and support for occupancy and same-store operating performance. STAG Industrial Q2 earnings call highlights
• Positive Sentiment: The quarterly dividend of $0.3875 per share, equivalent to an annualized yield of about 4%, reinforces STAG’s income appeal and may provide downside support for the stock. STAG Industrial Q2 results and dividend news
• Neutral Sentiment: Analyst commentary generally characterizes STAG as near fair value, suggesting the stock’s reliable dividend and warehouse exposure are largely reflected in its current valuation rather than creating an immediate re-rating catalyst. Analysts offer insights on STAG Industrial
• Negative Sentiment: Reported quarterly EPS came in below consensus, despite revenue modestly exceeding estimates and rising year over year. The earnings miss likely weighs on sentiment, particularly with the shares trading at a relatively high earnings multiple. STAG Industrial announces second-quarter 2026 results
• Negative Sentiment: Cash NOI growth has slowed, raising concerns that property-level operating momentum may be moderating even as leasing demand remains healthy. STAG Industrial earnings and cash NOI growth

About Stag Industrial

Stag Industrial, Inc is a real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of single-tenant industrial properties throughout the United States. The company’s portfolio is focused on free-standing warehouses, distribution centers and light manufacturing facilities designed to meet the logistical needs of a diverse tenant base. By concentrating on properties with straightforward layouts and minimal common-area maintenance, Stag Industrial seeks to deliver stable rental income and attractive risk-adjusted returns for its shareholders.

Since its founding in 2010 and initial public offering in 2011, Stag Industrial has pursued a disciplined investment strategy centered on high-quality, well-located assets.