STAG INDUSTRIAL ANNOUNCES TAX TREATMENT OF 2025 DIVIDENDS
Rhea-AI Summary
STAG Industrial (NYSE:STAG) announced the U.S. federal tax characterization of its 2025 common stock distributions. The company reported a total 2025 distribution of $1.499297 per share, of which $1.385009 is ordinary taxable dividends (also reported as Section 199A qualified REIT dividends), $0.114288 is capital gain distribution, and $0.030187 is unrecaptured Section 1250 gain (included in the capital gain amount). The December 2025 dividend paid Jan 15, 2026 is allocated partially to 2025 and 2026 for tax purposes. Shareholders should consult personal tax advisors for their specific treatment.
Positive
- Total 2025 distributions of $1.499297 per share
- Ordinary taxable dividends of $1.385009 per share
- Ordinary dividends reported as Section 199A qualified REIT dividends ($1.385009)
Negative
- Capital gain distributions of $0.114288 per share subject to separate capital gains tax treatment
- Unrecaptured Section 1250 gain of $0.030187 per share may be taxed at higher rates
- December dividend straddles tax years (partly 2025 and 2026), complicating 2025 tax reporting
News Market Reaction – STAG
On the day this news was published, STAG declined 0.37%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
The tax treatment for the common stock dividend is detailed in the investor relations section on the Company's website and is summarized below. Shareholders are encouraged to consult with their personal tax advisors as to their specific tax treatment.
TAX TREATMENT OF 2025 COMMON DISTRIBUTIONS | |||||||
CUSIP # 8524J 102 | |||||||
Ticker Symbol: STAG | |||||||
Record Date | Payable Date | Total Distribution Per Share | 2025 Ordinary Taxable Dividends | 2025 Capital Gain Distribution (3)(4) | 2025 Unrecaptured Section 1250 Gain (1) | 2025 Return of Capital Per Share | Section 199A Dividends (2) |
12/31/24 | 01/15/25 | ||||||
01/31/25 | 02/18/25 | ||||||
02/28/25 | 03/17/25 | ||||||
03/31/25 | 04/15/05 | ||||||
04/30/25 | 05/15/25 | ||||||
05/30/25 | 06/16/25 | ||||||
06/30/25 | 07/15/25 | ||||||
07/31/25 | 08/15/25 | ||||||
08/29/25 | 09/15/25 | ||||||
09/30/25 | 10/15/25 | ||||||
10/31/25 | 11/17/25 | ||||||
11/28/25 | 12/15/25 | ||||||
12/31/25 | 01/15/26 | ||||||
Total | |||||||
(1) The amount reported as Unrecaptured Section 1250 Gain is a subset of, and is included in, the Capital Gain Distribution. | |||||||
(2) The amount reported as Ordinary Taxable Dividends is treated as a qualified REIT dividend for purposes of Section 199A. | |||||||
(3) The Section 897 Capital Gain amount is equal to | |||||||
(4) Pursuant to Treasury Regulation §1.1061-6(c), STAG Industrial, Inc. is disclosing additional information related to the Capital Gain Distributions reported | |||||||
on Form 1099-DIV, for purposes of Section 1061. Section 1061 is generally applicable to direct and indirect holders of "applicable partnership interests." The | |||||||
One Year Amounts and "Three Year Amounts" required to be disclosed are both zero with respect to the 2025 distributions, since all capital gain dividends | |||||||
relate to Section 1231 gains. | |||||||
The Company did not incur any foreign taxes in 2025. The December 2025 monthly common stock dividend that was declared on October 9, 2025, and paid on January 15, 2026, of
About STAG Industrial, Inc.
STAG Industrial, Inc. is a real estate investment trust focused on the acquisition, development, ownership and operation of industrial properties throughout
For additional information, please visit the Company's website at www.stagindustrial.com.
Forward-Looking Statements
This press release, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Forward-looking statements, which are based on certain assumptions and describe the Company's future plans, strategies and expectations, are generally identifiable by use of the words "believe," "will," "expect," "intend," "anticipate," "estimate," "should," "project" or similar expressions. You should not rely on forward-looking statements since they involve known and unknown risks, uncertainties and other factors that are, in some cases, beyond the Company's control and which could materially affect actual results, performances or achievements. Factors that may cause actual results to differ materially from current expectations include, but are not limited to, the risk factors discussed in the Company's annual report on Form 10-K for the year ended December 31, 2024 as updated by the Company's quarterly reports on Form 10-Q. Accordingly, there is no assurance that the Company's expectations will be realized. Except as otherwise required by the federal securities laws, the Company disclaims any obligation or undertaking to publicly release any updates or revisions to any forward-looking statement contained herein (or elsewhere) to reflect any change in the Company's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based.
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SOURCE STAG Industrial, Inc.
FAQ
What is STAG's total distribution per share for 2025 (NYSE:STAG)?
How much of STAG's 2025 dividends are ordinary taxable dividends and Section 199A eligible?
What capital gain amounts did STAG report for 2025 distributions (STAG)?
How is the December 2025 STAG dividend (paid Jan 15, 2026) treated for taxes?
Will STAG shareholders receive Form 1099-DIV details for 2025 distributions?
