STAG Industrial, Inc. — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
STAG Industrial reported Q3 2026 net income of $70.7M (+45.4% YoY) on $231M revenue. The company acquired 2 buildings (1.1M sq ft) for $107.9M at 6.9% cash cap rate and sold 4 buildings (1.1M sq ft) for $67.9M. Core FFO per share increased 1.5% to $0.66. On July 16, 2026, STAG refinanced $350M in term loans maturing January 2032 at 4.79% fixed (post-March 2027), and on August 6, 2026, received BBB investment-grade rating from S&P with stable outlook. Portfolio occupancy stood at 95.9%; leasing commenced 3.6M sq ft at +23.8% cash rent growth with 90.3% retention.
Why this rating
Moderate. Q3 earnings growth (+45%) and rating upgrade are positive, but acquisition volume ($108M) is ~1.5% of $6.8B market cap—routine for a REIT this size. Core FFO flat YoY (diluted: +1.5%) shows modest organic growth. No major strategic shift or transformational event; solid operational results within normal parameters.
See more from October 27, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.