STAG Industrial Q4 net income per share rises

STAG Industrial

11/02/2026 21:15

Overview

Industrial real estate firm's Q4 net income per share rose 57.1% yr/yr

Core FFO per share for Q4 increased 8.2% yr/yr

Outlook

Company did not provide specific financial guidance for 2026

Result Drivers

LEASING ACTIVITY - Increased leasing activity drove strong Q4 results, with 3.0 mln sq ft of leases commenced, resulting in significant cash and straight-line rent changes

SAME STORE CASH NOI - Achieved 5.4% increase in Same Store Cash NOI, indicating healthy growth in existing properties

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.44
Q4 Net Income
$83.43 mln
Q4 Basic EPS
$0.44


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the commercial reits peer group is "buy."

Wall Street's median 12-month price target for STAG Industrial Inc is $40.00, about 1.4% above its February 10 closing price of $39.43

The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nPn4x8qkna

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)