M&T Bank Corp Purchases 14,815 Shares of Stag Industrial, Inc. $STAG

M&T Bank Corp raised its position in Stag Industrial, Inc. (NYSE:STAG) by 165.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,787 shares of the real estate investment trust’s stock after purchasing an additional 14,815 shares during the quarter. M&T Bank Corp’s holdings in Stag Industrial were worth $874,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of STAG. Measured Wealth Private Client Group LLC bought a new position in Stag Industrial during the 3rd quarter worth about $27,000. Root Financial Partners LLC purchased a new position in shares of Stag Industrial in the 3rd quarter worth approximately $43,000. EverSource Wealth Advisors LLC grew its position in shares of Stag Industrial by 270.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,436 shares of the real estate investment trust’s stock worth $52,000 after buying an additional 1,048 shares during the last quarter. Covestor Ltd raised its stake in shares of Stag Industrial by 98.5% during the 3rd quarter. Covestor Ltd now owns 1,769 shares of the real estate investment trust’s stock worth $62,000 after acquiring an additional 878 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Stag Industrial by 76.4% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,764 shares of the real estate investment trust’s stock valued at $62,000 after acquiring an additional 764 shares during the last quarter. Hedge funds and other institutional investors own 88.67% of the company’s stock.

Stag Industrial Trading Up 1.3%

Shares of Stag Industrial stock opened at $38.59 on Friday. Stag Industrial, Inc. has a 1 year low of $32.79 and a 1 year high of $39.99. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.57 and a quick ratio of 1.90. The stock has a market cap of $7.38 billion, a PE ratio of 29.91 and a beta of 1.04. The firm has a fifty day moving average price of $38.14 and a 200 day moving average price of $38.10.

Stag Industrial (NYSE:STAG) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $0.32 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.09. The firm had revenue of $224.21 million for the quarter, compared to the consensus estimate of $221.52 million. Stag Industrial had a return on equity of 6.80% and a net margin of 28.25%.The company’s revenue was up 9.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.61 earnings per share. Equities research analysts predict that Stag Industrial, Inc. will post 2.63 earnings per share for the current year.

Stag Industrial Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be paid 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 Tuesday, June 30th. Stag Industrial’s dividend payout ratio is presently 106.16%.

Stag Industrial News Summary

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

• Positive Sentiment: Q1 results beat expectations — STAG reported $0.32 EPS vs. consensus $0.23 and revenue of $224.2M (vs. $221.5M est.), with revenue up ~9% year‑over‑year and management citing strong leasing activity. This beat supports near‑term earnings confidence. Stag Industrial Inc (STAG) Q1 2026 Earnings Call Highlights: Strong Leasing Activity and …
• Positive Sentiment: Management maintained 2026 cash leasing spread guidance at 18%–20% and reiterated a target yield of ~7.4% on the Dallas build‑to‑suit — signaling confidence in leasing economics and returns on development/acquisition activity. STAG maintains 2026 cash leasing spreads at 18%-20% while targeting 7.4% yield Dallas build-to-suit development
• Positive Sentiment: Quarterly dividend declared at $0.3875/share (annualized yield ~4.0%) with record/ex‑dividend timing announced — supports income investors and reduces downside for yield‑focused holders. Dividend announcement
• Neutral Sentiment: Company issued an official first‑quarter results press release and held an earnings call/transcript providing more detail on leasing, capital deployment and portfolio performance — useful for modelling but largely confirms the beat and guidance above. STAG Industrial, Inc.: Stag Industrial Announces First Quarter 2026 Results
• Neutral Sentiment: Shareholders approved the board slate, executive pay and auditor at the annual meeting — governance items passed without surprise, reducing proxy‑related uncertainty. STAG Industrial Shareholders Endorse Board, Pay and Auditor
• Negative Sentiment: Q1 EPS remains materially below prior‑year ($0.32 vs. $0.61 a year earlier), reflecting margin/expense and interest cost pressures — a reminder that earnings comparisons remain mixed even with the quarter’s beat. STAG Industrial, Inc. Q1 2026 Earnings Call Summary
• Negative Sentiment: Construction‑market headwinds (notably an electrician shortage cited in local reporting on a Dallas build‑to‑suit) could raise development costs or timelines for new projects and pressure targeted yields if widespread. Dallas secures $38M build-to-suit as electrician shortage deepens

Analyst Ratings Changes

Several brokerages have weighed in on STAG. JPMorgan Chase & Co. raised their target price on shares of Stag Industrial from $39.00 to $40.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Wall Street Zen upgraded Stag Industrial from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Barclays restated an “underweight” rating and set a $39.00 price target (down from $40.00) on shares of Stag Industrial in a research note on Tuesday, January 13th. Evercore reaffirmed an “outperform” rating and issued a $44.00 price objective on shares of Stag Industrial in a research report on Wednesday. Finally, iA Financial set a $39.00 price target on shares of Stag Industrial in a report on Tuesday, January 13th. Three research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $39.70.

Insider Buying and Selling at Stag Industrial

In related news, EVP Matts Pinard sold 25,242 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $39.18, for a total transaction of $988,981.56. Following the completion of the transaction, the executive vice president owned 951 shares in the company, valued at $37,260.18. This represents a 96.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO William R. Crooker sold 93,732 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $39.17, for a total value of $3,671,482.44. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 136,974 shares of company stock valued at $5,345,904. Company insiders own 1.10% of the company’s stock.

Stag Industrial Company 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.