STAG Industrial, Inc. — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
STAG Industrial reported Q2 2026 Core FFO of $0.65/share (diluted), up 3.2% YoY, on $127.7M total Core FFO. The company acquired 7 buildings (2.6M sf) for $287.1M at 6.1% cash cap rate; sold 2 buildings (299k sf) for $23.1M. Same-store NOI grew 3.4% to $158.8M. Post-quarter, STAG refinanced $350M in maturing term loans (March 2027 maturity → January 2032), locking 3.53% fixed rate through March 2027, then 4.79%. Net Debt to Annualized Run Rate Adjusted EBITDA was 5.2x; liquidity $613.7M. Portfolio occupancy 94.5% (operating: 95.5%); leasing achieved 19.8% cash rent growth on 5.6M sf commenced.
Why this rating
Steady 3–6% growth in core metrics; moderate-sized $287M acquisitions (~4% of market cap); debt extension reduces 2027 maturity pressure. Incremental, not transformational—routine REIT execution.
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