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STAG is maintaining an at-the-market common stock offering program for shares with an aggregate offering price of up to $750,000,000. As of this supplement, it has sold 4,169,738 shares for $159.1 million, leaving $351.4 million available under existing equity distribution agreements.
The company added Huntington Securities, Inc. as an additional Sales Agent, Forward Seller and Forward Purchaser alongside several major banks. Its common stock trades on the NYSE under the symbol “STAG,” with a last reported sale price of $39.23 per share on February 11, 2026.
STAG Industrial, Inc. is a U.S. industrial REIT that acquires, owns, develops and operates warehouse and light industrial properties across CBRE-EA Tier 1 markets while maintaining REIT tax status.
As of December 31, 2025, STAG owned 601 buildings in 41 states totaling approximately 120.0 million rentable square feet, plus seven development projects. The portfolio was about 96.4% leased, with no single tenant providing more than 2.8% of total annualized base rental revenue and no industry more than 11.4%, supporting broad diversification. The Operating Portfolio was 97.2% leased.
On new and renewal leases, Straight-line Rent Change grew 38.2% in 2025 and 41.8% in 2024, while Cash Rent Change grew 24.0% and 28.3%, respectively, reflecting strong leasing spreads. STAG highlights extensive risk factors, including macroeconomic conditions, inflation and interest rates, tenant credit, geographic and sector concentration, development risks, debt and refinancing needs, environmental liabilities, climate-related exposures, and potential loss of REIT status. The company operates through an UPREIT structure, owning about 98.1% of its operating partnership, and employed 93 people as of December 31, 2025.
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.
State Street Corporation has filed a beneficial ownership report for STAG Industrial Inc. common stock. As of December 31, 2025, it reports beneficial ownership of 9,185,642 shares, representing 4.9% of the outstanding common stock.
State Street reports no sole voting or dispositive power, with shared voting power over 7,706,839 shares and shared dispositive power over 9,185,642 shares, largely through its global asset management subsidiaries. It certifies that the shares are held in the ordinary course of business and not for the purpose of influencing control of STAG Industrial.
STAG Industrial, Inc. director reports stock compensation grant. Director Colbert Virgis received 434 shares of STAG Industrial common stock on January 15, 2026, reported as an acquisition. The shares were issued under the company’s 2011 Equity Incentive Plan in lieu of quarterly director fees of $16,250, using an average closing share price of $37.36 over the 10-day period ended January 12, 2026. After this grant, the director beneficially owned 22,171 shares, held in a trust for his benefit, for which he serves as trustee.
STAG Industrial, Inc. director Chin Jit Kee reported receiving 602 shares of common stock on January 15, 2026. The shares were issued under STAG Industrial’s 2011 Equity Incentive Plan in lieu of a $22,500 quarterly director fee, and were valued at an average closing price of $37.36 over the 10-day period ended January 12, 2026. Following this grant, the director beneficially owns 10,445 shares of STAG Industrial common stock, held directly.
STAG Industrial, Inc. director Hans S. Weger received a grant of common stock as part of his board compensation. On January 15, 2026, he was issued 434 shares of STAG common stock under the company’s 2011 Equity Incentive Plan in lieu of quarterly cash fees of $16,250. The shares were valued using the average closing price of the stock over the 10-day period ended January 12, 2026, which was $37.36 per share.
Following this grant, Weger directly held 11,176 shares of STAG common stock. The filing also reports 32,206 shares held indirectly in a trust for the benefit of his spouse and children; his spouse is a trustee of that trust, and Weger disclaims beneficial ownership of those trust-held shares.
STAG Industrial, Inc. director Benjamin S. Butcher received a stock grant as part of his board compensation. On January 15, 2026, he was awarded 434 shares of common stock valued at $37.36 per share, in lieu of quarterly director fees of $16,250, under the company’s 2011 Equity Incentive Plan. After this grant, he beneficially owned 33,448 shares of STAG Industrial common stock, held directly.
STAG Industrial, Inc. director Michelle Dilley received 552 shares of common stock on January 15, 2026. The shares were issued under STAG Industrial’s 2011 Equity Incentive Plan in lieu of quarterly cash fees of $20,625 for her board service. The stock was valued at an average closing price of $37.36 over the 10 trading days ended January 12, 2026. After this award, she beneficially owned 13,464 shares of STAG Industrial common stock, held directly.
STAG Industrial, Inc. director Vicki Lundy Wilbon received an equity-based fee for board service. On January 15, 2026, she was issued 434 shares of common stock under STAG Industrial, Inc.'s 2011 Equity Incentive Plan, as amended, in lieu of a $16,250 quarterly cash fee for her services as a director.
The shares were valued at an average closing price of $37.36 per share, based on the 10-day period ended January 12, 2026. After this grant, she beneficially owned 2,724 shares of STAG Industrial common stock held directly.