STAG Industrial, Inc.

STAG Industrial, Inc.

STAGยทNYSE

$36.52

-0.055%
Real EstateREIT - Industrial

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

At a Glance

Live Snapshot
Market Cap$6.98B
EPS1.4600
P/E Ratio25.24
Earnings Date07/28/2026
stag

STAG Industrial, Inc. Street Expectations Map

STAG ยท NYSE

Wall Street analysts project that STAG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 40.25, with estimates ranging from a low of 38.00 to a high of 44.00.

Lowest Target
38.00
4.05%
Consensus Target
40.25
10.21%
Highest Target
44.00
20.48%

The consensus 1-year price target stands at 40.25, with estimates ranging from a low of 38.00 to a high of 44.00.

Analyst Consensus Analysis

Upside Potential

+10.2%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

14.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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STAG Industrial, Inc. Forward Estimates of Revenue

STAG ยท NYSE
Latest Revenue
845.18M
FY 2025
Avg Estimate
899.11M
FY 2026
Estimate Range
865.56M - 932.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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STAG Industrial, Inc. Forward Estimates of Net Income

STAG ยท NYSE
Latest Net Income
273.48M
FY 2025
Avg Estimate
190.65M
FY 2026
Estimate Range
189.93M - 191.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-30.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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STAG Industrial, Inc. Forward Estimates of EPS

STAG ยท NYSE
Latest EPS
1.46
FY 2025
Avg Estimate
$1.05
FY 2026
Estimate Range
$1.04 - $1.05
Analyst Spread

Forward Growth Analysis

Projected Growth-28.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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STAG Industrial, Inc. Forward Estimates of EBIT

STAG ยท NYSE
Latest EBIT
416.44M
FY 2025
Avg Estimate
400.38M
FY 2026
Estimate Range
385.44M - 415.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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STAG Industrial, Inc. Forward Estimates of EBITDA

STAG ยท NYSE
Latest EBITDA
718.24M
FY 2025
Avg Estimate
771.76M
FY 2026
Estimate Range
742.96M - 800.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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STAG Industrial, Inc. Forward Estimates of SG&A Expense

STAG ยท NYSE
Latest SG&A Expense
51.93M
FY 2025
Avg Estimate
66.90M
FY 2026
Estimate Range
64.41M - 69.40M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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STAG Industrial, Inc. Insider Positioning

STAG ยท NYSE

During the last 12 months, insiders have sold $7.54M worth of STAG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

127.3K

4.98M

Net Activity

-5.0M

-$4.98M

6-9 Months

Bought

0

0.00

Sold

15.1K

579.84K

Net Activity

-580K

-$580K

9-12 Months

Bought

0

0.00

Sold

53.8K

1.99M

Net Activity

-2.0M

-$1.99M

Top Buyers

No buying activity

Top Sellers

1
CWR

Crooker William R

Director, Officer: Ceo And President

93.7K sharesโ€ข1 transactions

$3.67M

2
BBS

Butcher Benjamin S

Director

53.8K sharesโ€ข2 transactions

$1.99M

3
PM

Pinard Matts

Officer: Evp, Cfo And Treasurer

25.2K sharesโ€ข1 transactions

$989K

4
CM

Chase Michael

Officer: Evp And Cio

13.1K sharesโ€ข1 transactions

$509K

5
CV

Colbert Virgis

Director

8.3K sharesโ€ข1 transactions

$317K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.54M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.