Every 8-K that STAG INDUSTRIAL, INC. (STAG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow STAG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full STAG filings page.
STAG Industrial, Inc. reported Q2 2026 net income attributable to common stockholders of $52.9 million, or $0.28 per basic and diluted share, up from $50.0 million, or $0.27, a year earlier. Core FFO rose to $127.7 million, or $0.65 per diluted share, with Same Store Cash NOI up 3.4% to $158.8 million.
The company acquired seven fully leased buildings totaling 2.63 million square feet for $287.1 million at a 6.1% Cash Capitalization Rate and sold three buildings year to date for $53.2 million. Operating Portfolio occupancy was 95.5% as of June 30, 2026, and leases commenced on 5.6 million square feet in the quarter generated 19.8% Cash Rent Change and 33.7% Straight‑Line Rent Change, with 75.7% retention.
STAG reported Net Debt to Annualized Run Rate Adjusted EBITDAre of 5.2x and Liquidity of $613.7 million. It continued using its ATM program, with 3.4 million shares sold on a forward basis at an average $39.00 per share and $70 million of net forward equity proceeds unsettled. The board declared a third‑quarter 2026 dividend of $0.3875 per share. Subsequent refinancing combined $350 million of term loans into a facility maturing January 16, 2032, at fixed rates of 3.53% through March 2027 and 4.79% thereafter.
STAG Industrial, Inc. restructured key unsecured debt arrangements with its operating partnership and a bank syndicate. Two existing unsecured term loans of $150 million and $200 million were combined into one senior unsecured term loan with an aggregate principal amount of $350 million, now maturing on January 16, 2032, and the prior $200 million Unsecured Term Loan F was extinguished. The amendments reduce the applicable interest spread by five basis points (but not below zero) on this Amended Unsecured Term Loan A and on the $1.0 billion unsecured credit facility and unsecured Term Loans G, H and I, whose other material terms, including stated maturities (assuming exercise of discretionary extension options), remain unchanged. As of July 20, 2026, the floating interest rate on the Amended Unsecured Term Loan A was swapped to an all-in fixed rate inclusive of the applicable spread.
STAG Industrial, Inc. held its annual stockholder meeting on April 27, 2026, where investors voted on directors, auditors, and executive pay. Stockholders elected 11 directors to serve until the 2027 annual meeting, each receiving significantly more votes for than against.
Stockholders also approved the ratification of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the year ending December 31, 2026, with 173,135,228 votes for and 3,708,133 against. In addition, the company’s executive compensation received stockholder approval in a non-binding “say-on-pay” vote, with 159,282,296 votes for and 4,899,338 against.
STAG Industrial, Inc. reported lower GAAP earnings but stronger cash-based metrics for the first quarter of 2026. Net income attributable to common stockholders was $62.0 million, or $0.32 per basic and diluted share, down from $91.3 million and $0.49 a year earlier, mainly reflecting lower gains on property sales.
Cash-focused performance improved, with Core FFO rising to $126.6 million and Core FFO per diluted share increasing 6.6% to $0.65. Same Store Cash NOI grew 4.1% to $159.3 million, and portfolio occupancy remained high at 95.1% overall and 96.0% for the Operating Portfolio.
The company acquired one fully leased building in Kansas City for $80.7 million at a 6.1% Cash Capitalization Rate and sold one building for $30.1 million. As of April 27, 2026, its acquisitions Pipeline was $3.9 billion across 164 buildings. Net Debt to Annualized Run Rate Adjusted EBITDAre was 5.0x, Liquidity was $805.7 million, and the board declared a second-quarter dividend of $0.3875 per share.
STAG Industrial, Inc. added Huntington Securities, Inc. as an additional sales agent, forward seller and/or forward purchaser under its existing at-the-market equity program for shares of common stock with an initial aggregate offering price of up to $750,000,000.
The new agreement with Huntington follows substantially the same terms as the company’s prior equity distribution agreements and related master forward sale confirmations with other financial institutions. Sales of shares, including any forward sales, continue to be made under the company’s effective shelf registration statement and related prospectus supplements.
STAG Industrial, Inc. reported significantly stronger fourth quarter and full year 2025 results, highlighted by higher earnings, cash flow and leasing momentum. Fourth quarter 2025 net income attributable to common stockholders rose to $83.4 million, or $0.44 per basic and diluted share, up from $50.9 million, or $0.28, a year earlier. Core FFO per diluted share increased to $0.66 for the quarter from $0.61, and to $2.55 for 2025 from $2.40 in 2024.
Same Store Cash NOI grew to $148.5 million in the quarter and $579.4 million for the year, reflecting 5.4% and 4.3% growth, respectively. The company acquired seven buildings totaling 2.2 million square feet in the fourth quarter for $285.9 million and completed 2025 acquisitions of 3.8 million square feet for $449.1 million, while selling 2.2 million square feet for $171.0 million. Portfolio occupancy stood at 96.4% overall and 97.2% in the Operating Portfolio as of December 31, 2025, supported by strong leasing spreads and 75.8% retention in the quarter.
STAG Industrial, Inc. furnished an Item 2.02 Form 8‑K announcing it issued a press release with results of operations for the three and nine months ended September 30, 2025, and its financial condition as of that date.
The company will host a conference call at 10:00 a.m. Eastern Time on October 30, 2025, to discuss third‑quarter results. The press release is furnished as Exhibit 99.1, with related supplemental information available on the company’s investor relations website. The Item 2.02 information is furnished, not filed, and is not incorporated by reference.
STAG Industrial amended several unsecured loan agreements to change how interest is calculated on certain term loans. The filing states amendments dated September 15, 2025, affecting a $150.0 million Unsecured Term Loan A (matures March 15, 2027), a $200.0 million Unsecured Term Loan F (matures March 23, 2029), a $187.5 million Unsecured Term Loan H (matures January 25, 2028), and a $187.5 million Unsecured Term Loan I (matures January 25, 2028). The amendments remove a 0.10% interest-rate adjustment for SOFR loans and, for Term Loans A, H and I, permit the company to elect interest based on a Base Rate, Term SOFR, or Daily Simple SOFR. The filing notes that other material terms of the unsecured credit facility and the listed term loans remain unchanged.