Stag Industrial (NYSE:STAG) Issues Quarterly Earnings Results, Hits Expectations

Stag Industrial (NYSE:STAG) posted its earnings results on Tuesday. The real estate investment trust reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66, Zacks reports. The business had revenue of $231.05 million for the quarter, compared to the consensus estimate of $227.16 million. During the same period in the previous year, the firm earned $0.65 earnings per share. The company’s revenue was up 9.4% compared to the same quarter last year.

Stag Industrial Price Performance

Shares of STAG opened at $36.13 on Wednesday. The stock has a 50 day moving average price of $36.71 and a two-hundred day moving average price of $37.89. Stag Industrial has a 52 week low of $35.14 and a 52 week high of $42.61.

Stag Industrial News Roundup

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

• Positive Sentiment: STAG authorized a share-repurchase program of up to $250 million, which could support per-share results and signal that management considers the shares attractively valued. The board also declared a fourth-quarter dividend of $0.3875 per share. STAG Industrial Announces Third Quarter 2026 Results
• Positive Sentiment: Third-quarter revenue increased 9.4% year over year to $231.0 million, exceeding the approximately $227.2 million analyst consensus. Net income attributable to common shareholders rose 45.4% to $70.7 million, or $0.37 per diluted share. STAG Industrial Earnings Results
• Positive Sentiment: Management cited improving industrial real-estate fundamentals, while leasing activity produced a strong 23.8% cash-rent change. Portfolio occupancy stood at 95.9%, or 96.2% for the operating portfolio, and the company raised its 2026 guidance. STAG Industrial Q3 Rental Income and Guidance
• Neutral Sentiment: FFO was $0.66 per share, up from $0.65 a year earlier but exactly in line with analyst expectations. The lack of an FFO beat may help explain why the stock’s reaction was muted despite stronger revenue and earnings. STAG Industrial Q3 FFO Meets Estimates
• Neutral Sentiment: STAG acquired two buildings for $107.9 million and sold four for $67.9 million during the quarter, indicating active portfolio management but a net reduction in property acquisitions for the period. STAG Industrial Posts Third-Quarter Revenue

Wall Street Analysts Forecast Growth

Several research analysts have commented on STAG shares. Weiss Ratings downgraded Stag Industrial from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, September 25th. Wall Street Zen raised Stag Industrial from a “sell” rating to a “hold” rating in a research note on Saturday, September 5th. Wells Fargo & Company lowered their price objective on Stag Industrial from $40.00 to $38.00 and set an “equal weight” rating for the company in a research report on Tuesday, September 1st. Robert W. Baird upgraded Stag Industrial from a “neutral” rating to an “outperform” rating and set a $42.00 price objective for the company in a research report on Monday, August 31st. Finally, Barclays lifted their price objective on Stag Industrial from $38.00 to $41.00 and gave the stock an “underweight” rating in a research note on Thursday, July 16th. Three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $41.11.

Stag Industrial Company Profile

STAG Industrial, Inc is a real estate investment trust (REIT) that owns, operates and acquires industrial properties throughout the United States. The company focuses primarily on single-tenant properties, which it leases to businesses for uses such as warehousing, distribution, manufacturing and logistics.

Its portfolio includes a range of industrial facilities serving tenants across diverse industries and geographic markets. STAG Industrial’s business activities include property acquisition, leasing, management and development, with an emphasis on facilities that support supply-chain and operating requirements.

Founded in 2010 and headquartered in Boston, Massachusetts, STAG Industrial became a publicly traded company in 2011.