Norris Financial Group LLC Buys Shares of 53,780 Stag Industrial, Inc. $STAG

Norris Financial Group LLC bought a new stake in Stag Industrial, Inc. (NYSE:STAG) in the first quarter, Holdings Channel.com reports. The institutional investor bought 53,780 shares of the real estate investment trust’s stock, valued at approximately $1,939,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Pacific Heights Asset Management LLC increased its stake in Stag Industrial by 25.0% during the fourth quarter. Pacific Heights Asset Management LLC now owns 500,000 shares of the real estate investment trust’s stock worth $18,380,000 after acquiring an additional 100,000 shares during the last quarter. Bayhunt Capital LLC bought a new stake in shares of Stag Industrial in the 4th quarter valued at approximately $10,323,000. Friedenthal Financial purchased a new position in shares of Stag Industrial in the 4th quarter worth approximately $934,000. Tudor Investment Corp ET AL purchased a new position in shares of Stag Industrial in the 3rd quarter worth approximately $11,422,000. Finally, Bessemer Group Inc. boosted its holdings in shares of Stag Industrial by 8.0% in the 4th quarter. Bessemer Group Inc. now owns 834,733 shares of the real estate investment trust’s stock worth $30,684,000 after purchasing an additional 61,675 shares during the period. Hedge funds and other institutional investors own 88.67% of the company’s stock.

Stag Industrial Stock Performance

Shares of NYSE STAG opened at $38.53 on Friday. Stag Industrial, Inc. has a 1 year low of $33.72 and a 1 year high of $42.61. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.57 and a current ratio of 1.76. The company has a market capitalization of $7.43 billion, a PE ratio of 29.64 and a beta of 0.97. The company’s fifty day moving average price is $38.87 and its 200 day moving average price is $38.37.

Stag Industrial (NYSE:STAG) last released its quarterly earnings results on Tuesday, July 28th. The real estate investment trust reported $0.28 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.65 by ($0.37). Stag Industrial had a net margin of 28.04% and a return on equity of 6.79%. The company had revenue of $224.37 million during the quarter, compared to analyst estimates of $223.04 million. During the same period in the prior year, the business posted $0.63 EPS. Stag Industrial’s revenue was up 8.1% compared to the same quarter last year. On average, research analysts predict that Stag Industrial, Inc. will post 2.64 earnings per share for the current year.

Stag Industrial Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be given a dividend of $0.3875 per share. This represents a $1.55 annualized dividend and a dividend yield of 4.0%. The ex-dividend date of this dividend is Wednesday, September 30th. Stag Industrial’s payout ratio is presently 120.16%.

Stag Industrial News Summary

Here are the key news stories impacting Stag Industrial this week:

• Positive Sentiment: Management raised its 2026 acquisition-volume outlook to approximately $400 million–$700 million and maintained a Core FFO forecast of $2.61–$2.65 per share, signaling confidence in its ability to deploy capital into additional warehouse properties. STAG Industrial forecasts 2026 Core FFO and raises acquisition outlook
• Positive Sentiment: Strong leasing spreads, robust leasing activity and improving warehouse demand point to continued pricing power and support for occupancy and same-store operating performance. STAG Industrial Q2 earnings call highlights
• Positive Sentiment: The quarterly dividend of $0.3875 per share, equivalent to an annualized yield of about 4%, reinforces STAG’s income appeal and may provide downside support for the stock. STAG Industrial Q2 results and dividend news
• Neutral Sentiment: Analyst commentary generally characterizes STAG as near fair value, suggesting the stock’s reliable dividend and warehouse exposure are largely reflected in its current valuation rather than creating an immediate re-rating catalyst. Analysts offer insights on STAG Industrial
• Negative Sentiment: Reported quarterly EPS came in below consensus, despite revenue modestly exceeding estimates and rising year over year. The earnings miss likely weighs on sentiment, particularly with the shares trading at a relatively high earnings multiple. STAG Industrial announces second-quarter 2026 results
• Negative Sentiment: Cash NOI growth has slowed, raising concerns that property-level operating momentum may be moderating even as leasing demand remains healthy. STAG Industrial earnings and cash NOI growth

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on STAG. Evercore reissued an “outperform” rating and issued a $44.00 price objective on shares of Stag Industrial in a research report on Wednesday, April 29th. Raymond James Financial started coverage on shares of Stag Industrial in a report on Wednesday, June 17th. They issued an “outperform” rating and a $44.00 price target on the stock. Wells Fargo & Company decreased their price objective on shares of Stag Industrial from $41.00 to $40.00 and set an “equal weight” rating for the company in a report on Monday, June 1st. Weiss Ratings cut shares of Stag Industrial from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, May 4th. Finally, Barclays raised their target price on shares of Stag Industrial from $38.00 to $41.00 and gave the stock an “underweight” rating in a research report on Thursday, July 16th. Three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $40.70.

Stag Industrial Profile

Stag Industrial, Inc is a real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of single-tenant industrial properties throughout the United States. The company’s portfolio is focused on free-standing warehouses, distribution centers and light manufacturing facilities designed to meet the logistical needs of a diverse tenant base. By concentrating on properties with straightforward layouts and minimal common-area maintenance, Stag Industrial seeks to deliver stable rental income and attractive risk-adjusted returns for its shareholders.

Since its founding in 2010 and initial public offering in 2011, Stag Industrial has pursued a disciplined investment strategy centered on high-quality, well-located assets.