STAG is the ticker symbol for STAG Industrial, Inc., a publicly traded Real Estate sector company listed on NYSE. 13F Pro tracks STAG with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is STAG a good stock to buy?

STAG is tracked on 13F Pro with SEC EDGAR data, but is not currently included in our 32-signal AI quality ranking. The full company profile with financials and AI insights is at https://13fpro.ai/company/STAG.

Where does 13F Pro source STAG data?

All STAG Industrial, Inc. fundamentals and ownership data come directly from SEC EDGAR. STAG Industrial, Inc. files with the SEC under CIK 1479094. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

STAG Industrial, Inc.(STAG)— Stock Profile, AI Score & Financials

Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-03-31.

STAG Industrial, Inc. (STAG) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro tracks STAG using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), STAG Industrial, Inc. reports quarterly revenue of $224.2M, net income of $62.0M, an operating margin of 27.7%. Top institutional holders of STAG by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. STAG trades on the NYSE exchange and files with the SEC under CIK 1479094. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STAG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for STAG Industrial, Inc. directly from SEC EDGAR.

AI Rank

#23

Revenue

$224.2M

Net Income

$62.0M

Operating Margin

27.7%

STAG key financials by period

STAG Industrial, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$845.2M	$273.5M	—
FY 2024	10-K	$767.4M	$189.2M	—
FY 2023	10-K	$707.8M	$192.8M	—
FY 2022	10-K	$657.3M	$178.3M	—
FY 2021	10-K	$562.2M	$192.3M	—
FY 2020	10-K	$483.4M	$202.1M	—

Institutions holding STAG

Institutional investors reporting a position in STAG Industrial, Inc. on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	28,826,227	$1.1B	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	17,183,678	$654.0M	2026-06-30
FMR	12,657,464	$481.7M	2026-06-30
STATE STREET	9,180,417	$352.9M	2026-06-30
VANGUARD CAPITAL MANAGEMENT	8,653,439	$329.3M	2026-06-30
NORGES BANK	8,006,493	$304.7M	2026-06-30
Nuveen	4,437,132	$168.9M	2026-06-30
GEODE CAPITAL MANAGEMENT	4,082,274	$155.4M	2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT	3,746,095	$142.6M	2026-06-30
JPMORGAN CHASE	3,561,060	$139.8M	2026-06-30

SEC EDGAR: CIK 1479094 →

STAG Industrial, Inc.

STAG

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What's Driving STAG's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-07-28 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Same Store Portfolio$204.5M+3.4% YoY

New leases and renewals with existing tenants added approximately $8.8M, partially offset by ~$3.3M reduction from tenant vacancies.

Acquisitions/Dispositions$12.7M

Net contribution from 21 buildings acquired (~7.1M sq ft) and 14 buildings sold (~3.1M sq ft) since January 1, 2025.

Biggest Revenue Drivers

Total revenue: $224.4M+8.1% YoY

Same Store Portfolio$204.5M+3.4% YoY

New leases and renewals with existing tenants added approximately $8.8M, partially offset by ~$3.3M reduction from tenant vacancies.

Within Same Store Portfolio

Lease income$166.0M+2.7% YoY

Increase primarily due to execution of new leases and lease renewals with existing tenants.

Other billings$38.4M+6.7% YoY

Primarily due to an approximately $2.0M increase in real estate taxes levied by the taxing authority.

Acquisitions/Dispositions$12.7M

Net contribution from 21 buildings acquired (~7.1M sq ft) and 14 buildings sold (~3.1M sq ft) since January 1, 2025.

Other$7.2M

Includes Value Add Portfolio, held-for-sale buildings, and termination/solar/other income adjustments from same-store buildings.

Largest Expense Items

Depreciation and amortization$82.2M+10.4% YoY

Increase in depreciable asset base from net acquisitions and completed development projects placed into service after June 30, 2025.

Property expenses$45.0M+11.4% YoY

Driven by increases in real estate tax ($2.0M), repairs and maintenance ($0.7M), and other expenses ($0.6M).

Interest expense$37.5M+11.5% YoY

Primarily attributable to the issuance of $550.0M of unsecured notes on June 25, 2025.

General and administrative$13.5M+5.0% YoY

Primarily due to increases in compensation and other payroll costs.

Margins: NOI grew 7.3% YoY to $179.3M (same-store NOI +2.2%) as rental income growth outpaced same-store property expense growth of 8.4%; total other expenses rose 9.1%, driven mainly by higher D&A from recent acquisitions and completed development projects.

Watch Items from the Filing

Acquisition activity in 2026 has been slower than STAG's historical pace given uncertainty around trade policy, interest rates, and recession risk.
$1,474.0M of variable rate debt outstanding; the $449.0M unsecured credit facility balance remains unhedged by interest rate swaps, exposing cash flow to rate increases.
Top tenant Amazon represents only 2.7% of annualized base rental revenue and the top 20 tenants together just 16.3%, indicating low customer concentration.
Leases representing approximately 6.6% of total annualized base rental revenue are scheduled to expire between July 1, 2026 and June 30, 2027.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →