Market Cap
$6.9B
STAG
STAG Industrial, Inc.
$36.16 ▲ +1.23%
Prev close $35.72Market cap$6.9B
ConsensusHold
12-mo target$41.75 (+15.5%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)26 New Institutional Positions14 Institutional Exits Real Estate
Snapshot
The big-picture read on STAG right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (56%)
Inst. Holders
50 funds
Inst. Value
$5.7B
Inst. Activity
26 buys / 14 sells
Insider Activity
$0.00 buy / $5.3M sell
Insider Net $
-$5.3M
SEC Reports
1
Price chart 30d -3.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
STAG INDUSTRIAL TO REPORT THIRD QUARTER 2026 RESULTS OCTOBER 27, 2026
BOSTON, Oct. 1, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announc
Jul 15, 2026 Insider
Guillemette Larry T was granted 899 shares
Director @ $38.89 ($35.0K)
Jul 15, 2026 Insider
MARR CHRISTOPHER P was granted 417 shares
Director @ $38.89 ($16.2K)
Jul 15, 2026 Insider
WEGER HANS S was granted 417 shares
Director @ $38.89 ($16.2K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
8,006,493 shares ($304.7M)
Jun 30, 2026 Inst.
Mar 18, 2026 SEC JPMORGAN CHASE & CO — ADD
3,561,060 shares ($139.8M)
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 3/10
Analyst ratings buy % +5.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
56% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 31, 2026 | Baird | UPGRADE | Outperform | 54% |
| Jul 16, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 5, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 7 | 1 | 0 | 56% | |
| Aug 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Jul 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Jun 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| May 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Apr 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Mar 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Feb 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% |
Price targets
Where 12 covering analysts think STAG trades over the next 12 months.
$41.75 +15.5% upside Buy
Current$36.16 Low$38.00 Median$42.00 High$46.00 12 analysts
$38.00$46.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
STAG INDUSTRIAL TO REPORT THIRD QUARTER 2026 RESULTS OCTOBER 27, 2026
BOSTON, Oct. 1, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announced that the Company will release its third quarter
Sep 22, 2026
short_volume
Short Volume: STAG — 62.3% short (0.4M / 0.6M)
Short: 387,842 | Exempt: 19 | TRF Vol: 622,624 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: STAG — 69.7% short (0.4M / 0.6M)
Short: 403,214 | Exempt: 31 | TRF Vol: 578,854 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: STAG — 70.4% short (0.4M / 0.5M)
Short: 356,018 | Exempt: 316 | TRF Vol: 505,743 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: STAG — 0.9M shares, 27,129 trades
Week starting 2026-09-07. Total ATS volume: 926,048 shares across 27,129 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.27 | $0.21–$0.37 | 4.6% | -4.2% | 0↑ 1↓ | $0.2B | 3 |
| Next Q | $0.24 | $0.24–$0.24 | -4.9% | -4.0% | 0↑ 1↓ | $0.2B | 1 |
| Current FY | $1.10 | $0.99–$1.21 | -24.8% | -1.8% | 2↑ 1↓ | $0.9B | 3 |
| Next FY | $1.10 | $0.88–$1.34 | 0.5% | -3.1% | 0↑ 2↓ | $1.0B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.272 | — |
| 7d ago | $0.296 | -0.024 |
| 30d ago | $0.284 | -0.012 |
| 60d ago | $0.284 | -0.012 |
| 90d ago | $0.000 | +0.272 |
Institutional ownership
Which big funds own STAG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.7B total value (148,680,748 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 26 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 28,826,227 | $1.1B | 19.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,183,678 | $654.0M | 11.6% | — |
| FMR LLC | 12,657,464 | $481.7M | 8.5% | — |
| STATE STREET CORP | 9,180,417 | $352.9M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,653,439 | $329.3M | 5.8% | — |
| NORGES BANK | 8,006,493 | $304.7M | 5.4% | NEW |
| Nuveen, LLC | 4,437,132 | $168.9M | 3.0% | ADD +55.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,082,274 | $155.4M | 2.7% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,746,095 | $142.6M | 2.5% | — |
| JPMORGAN CHASE & CO | 3,561,060 | $139.8M | 2.5% | ADD +28.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 8,006,493 | — | $304.7M |
| JPMORGAN CHASE & CO | ADD | 2,781,091 | 3,561,060 | +28.0% | $139.8M |
| NORTHERN TRUST CORP | ADD | 1,903,112 | 2,689,981 | +41.3% | $102.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 523,442 | 2,335,358 | +346.2% | $88.9M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | DOUBLED | 147,800 | 761,520 | +415.2% | $29.0M |
| Boston Partners | NEW | — | 722,029 | — | $27.6M |
| ROYAL BANK OF CANADA | ADD | 378,187 | 699,991 | +85.1% | $26.6M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 149,009 | 354,394 | +137.8% | $13.5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 355,257 | 264,450 | -25.6% | $10.1M |
| Fisher Asset Management, LLC | ADD | 190,932 | 249,494 | +30.7% | $9.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 35 transactions. Net -$5.3M — $0.00 bought, $5.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Guillemette Larry T | Director | AWARD | 899 | $38.89 | $35.0K |
| Jul 15, 2026 | MARR CHRISTOPHER P | Director | AWARD | 417 | $38.89 | $16.2K |
| Jul 15, 2026 | WEGER HANS S | Director | AWARD | 417 | $38.89 | $16.2K |
| Jul 15, 2026 | Chin Jit Kee | Director | AWARD | 578 | $38.89 | $22.5K |
| Jul 15, 2026 | Wilbon Vicki Lundy | Director | AWARD | 417 | $38.89 | $16.2K |
| Jul 15, 2026 | Furber Jeffrey D. | Director | AWARD | 546 | $38.89 | $21.2K |
| Jul 15, 2026 | Jacoby Francis X III | Director | AWARD | 417 | $38.89 | $16.2K |
| Jul 15, 2026 | Dilley Michelle | Director | AWARD | 530 | $38.89 | $20.6K |
| Jul 15, 2026 | COLBERT VIRGIS | Director | AWARD | 417 | $38.89 | $16.2K |
| Jul 15, 2026 | Butcher Benjamin S | Director | AWARD | 417 | $38.89 | $16.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for STAG.
Shares short
7,696,179
Settlement Sep 15, 2026
Change vs prior
+19.8%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈4.0%
Estimate — not % of float
All STAG filing & press-release reports (1)
- DEFA14A reportMar 18, 2026