Stag Industrial Inc

STAG

Equity

ISIN null / Valor 11591567

New York Stock Exchange, Inc (2026-07-07)

USD 39.12+0.05%

Stag Industrial Inc
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About company

Stag Industrial, Inc. is a publicly traded real estate investment trust (NYSE: STAG) that acquires, owns and manages single-tenant industrial properties—primarily warehouses and distribution facilities—across the United States. The firm builds a geographically diversified portfolio of suburban and infill industrial buildings leased to a broad range of industrial end-users, typically on long-term, often triple-net leases, and focuses on generating steady rental income and capital appreciation through acquisitions, selective development or redevelopment, and active property-level asset management. Headquartered in Boston, Stag emphasizes scale and geographic diversification to reduce tenant and market concentration risk while seeking to preserve cash flow and occupancy across its holdings.

Summarized from source with an LLMView SourceSector: Finance

Net income and EPS

Q4 2025 net income attributable to common stockholders was $83.4 million (Q4 2024: $50.9M), and net income per common share — basic and diluted — was $0.44 (Q4 2024: $0.28). Full year 2025 net income attributable to common stockholders was ~$273.4 million (full year 2024: ~$189.0M), or $1.46 per share (basic and diluted).

Core FFO

Q4 2025 Core FFO was $126.5 million and Core FFO per diluted share was $0.66, up 8.2% year‑over‑year. For the year ended December 31, 2025 Core FFO was $487.0 million and Core FFO per diluted share was $2.55, up 6.3% versus 2024.

Same Store Cash NOI and Cash NOI

Same Store Cash NOI for Q4 2025 was $148.5 million, a 5.4% increase versus Q4 2024; Same Store Cash NOI for the full year was $579.4 million, up 4.3% versus 2024. Total Cash NOI for Q4 2025 was $170.6 million (up 9.7% YoY) and $651.7 million for full year 2025 (up 9.0% YoY).

Occupancy, leasing and retention

As of December 31, 2025 the total portfolio occupancy rate was 96.4% and the Operating Portfolio was 97.2%. Q4 2025 commenced Operating Portfolio leases totaled ~3.0 million sq ft with a Cash Rent Change of 16.3% and Straight‑Line Rent Change of 27.4%. Retention for leases expiring in the quarter was 75.8% (2.8M sq ft).

Acquisitions and dispositions

In Q4 2025 STAG acquired seven buildings (2.237 million sq ft) for $285.9 million with a cash capitalization rate of 6.4% and 96.7% occupancy on acquisition. Q4 dispositions included eight buildings (1.646 million sq ft) for $88.8 million. Full year 2025 acquisitions totaled 13 buildings (3.800 million sq ft) for $449.1 million; full year dispositions totaled 11 buildings (2.235 million sq ft) for $171.0 million.

Cash Available for Distribution (CAFD)

Q4 2025 Cash Available for Distribution was $99.0 million (up 11.8% YoY). CAFD for the year ended December 31, 2025 was $405.4 million (up 9.6% versus 2024).

Liquidity and balance sheet snapshot

Total assets as of December 31, 2025 were $7.208 billion. Cash and cash equivalents were $14.9 million with restricted cash of $86.0 million. Key debt balances included an unsecured credit facility of $262.0 million, unsecured term loans net of $1.021 billion, and unsecured notes net of $1.967 billion. Total equity (including noncontrolling interests) was ~$3.671 billion; common shares outstanding were ~191.0 million.

Operational pipeline and post‑quarter items

As of February 10, 2026 the pipeline included ~30.5 million sq ft (169 buildings) with an estimated $3.6 billion value; subsequent to quarter end the company signed a 78,414 sq ft lease at its Concord, NC development project and reported one subsequent acquisition of ~748,833 sq ft for ~$80.6 million.

Summarized from source with an LLMView Source

Key figures

8.10%1Y

9.03%3Y

1.95%5Y

Performance

19.6%1Y

21.5%3Y

23.3%5Y

Volatility