STAG
STAG Industrial, Inc.
$38.78
+2.05%
$7.4B
No data for this timeframe.
Vol
Market Cap$7.4B
Cap SizeMid Cap
Analyst ConsensusHold (47%)
Inst. Holders50 funds
Inst. Value$4.5B
Inst. Activity16 buys / 17 sells
Insider Activity0B / 3S
Insider Net $-$5.0M
SEC Reports1
Recent Activity
May 18, 2026
dark_pool
Dark Pool: STAG — 1.4M shares, 30,646 trades
Week starting 2026-05-18. Total ATS volume: 1,448,975 shares across 30,646 trades.
Apr 15, 2026
Insider
Chin Jit Kee was granted 610 shares
Director @ $36.86 ($22.5K)
Apr 15, 2026
Insider
Guillemette Larry T was granted 949 shares
Director @ $36.86 ($35.0K)
Apr 15, 2026
Insider
MARR CHRISTOPHER P was granted 440 shares
Director @ $36.86 ($16.2K)
Mar 18, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 3/10
Inst.
Nuveen, LLC — ADD
4,047,874 shares ($146.0M)
Inst.
Woodline Partners LP — ADD
1,186,900 shares ($42.8M)
Price Targets
$41.30
+6.5% upside
Buy
Current $38.78
Low $38.00
Median $40.50
High $45.00
10 analysts
$38.00
$45.00
Analyst Ratings
3Strong Buy
5Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 5, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| Feb 23, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 19, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.22 ▼ -19.8% | $0.20 — $0.24 | -18% YoY | 2 |
| Next Q | $0.24 ▼ -17.0% | $0.21 — $0.26 | -9% YoY | 2 |
| Current FY | $1.12 ▲ +8.4% | $0.94 — $1.33 | -23% YoY | 3 |
| Next FY | $1.14 ▲ +1.8% | $0.88 — $1.37 | 2% YoY | 3 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.0B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $607.2M | — |
| FMR LLC | $513.7M | — |
| STATE STREET CORP | $334.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $309.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 15, 2026 | Chin Jit | A | $22.5K |
| Apr 15, 2026 | Guillemette Larry | A | $35.0K |
| Apr 15, 2026 | MARR CHRISTOPHER | A | $16.2K |
| Apr 15, 2026 | Jacoby Francis | A | $16.2K |
| Apr 15, 2026 | Wilbon Vicki | A | $16.2K |
50 institutional holders with $4.5B total value (125,390,049 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net selling activity: 17 institutions trimmed/exited vs 16 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28,642,789 | $1.0B | 22.8% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16,837,701 | $607.2M | 13.4% | — |
| 3 | FMR LLC | 14,245,109 | $513.7M | 11.3% | — |
| 4 | STATE STREET CORP | 9,168,502 | $334.1M | 7.4% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8,573,210 | $309.1M | 6.8% | — |
| 6 | Nuveen, LLC | 4,047,874 | $146.0M | 3.2% | ADD +55.1% |
| 7 | ALLIANCEBERNSTEIN L.P. | 3,597,689 | $132.3M | 2.9% | NEW |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,619,100 | $130.5M | 2.9% | — |
| 9 | EARNEST PARTNERS LLC | 3,408,673 | $122.9M | 2.7% | — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2,983,231 | $107.6M | 2.4% | — |
| 11 | Boston Trust Walden Corp | 2,549,987 | $92.0M | 2.0% | — |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,962,930 | $70.8M | 1.6% | — |
| 13 | TWO SIGMA INVESTMENTS, LP | 1,692,309 | $61.0M | 1.3% | DOUBLED +467.2% |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1,501,567 | $54.1M | 1.2% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 1,500,536 | $54.1M | 1.2% | — |
| 16 | WELLS FARGO & COMPANY/MN | 1,330,131 | $48.0M | 1.1% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 1,187,338 | $42.8M | 0.9% | — |
| 18 | Woodline Partners LP | 1,186,900 | $42.8M | 0.9% | ADD +32.0% |
| 19 | Invesco Ltd. | 1,171,623 | $42.2M | 0.9% | — |
| 20 | JANUS HENDERSON GROUP PLC | 1,142,633 | $41.2M | 0.9% | TRIM -27.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Nuveen, LLC | ADD | 2,609,973 | 4,047,874 | +55.1% | $146.0M | 2026-Q1 |
| Woodline Partners LP | ADD | 899,137 | 1,186,900 | +32.0% | $42.8M | 2026-Q1 |
| Jain Global LLC | NEW | — | 569,875 | — | $20.5M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 17,762 | 506,023 | +2748.9% | $18.2M | 2026-Q1 |
| APG Asset Management US Inc. | NEW | — | 452,071 | — | $16.4M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 506,471 | 355,257 | -29.9% | $12.8M | 2026-Q1 |
| Allianz Asset Management GmbH | ADD | 178,444 | 267,312 | +49.8% | $9.6M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 685,351 | 259,838 | -62.1% | $9.4M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 135,456 | 235,938 | +74.2% | $8.5M | 2026-Q1 |
| STRS OHIO | DOUBLED | 33,371 | 206,165 | +517.8% | $7.4M | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEAR_EXIT | 1,746,439 | 195,340 | -88.8% | $7.0M | 2026-Q1 |
| COMMERCE BANK | DOUBLED | 17,327 | 172,926 | +898.0% | $6.2M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 56,235 | 130,916 | +132.8% | $4.7M | 2026-Q1 |
| TCW GROUP INC | TRIM | 88,651 | 57,909 | -34.7% | $2.1M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | TRIM | 90,618 | 55,122 | -39.2% | $2.0M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | TRIM | 82,674 | 50,687 | -38.7% | $1.8M | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 25,587 | 35,037 | +36.9% | $1.3M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 6,150 | 33,095 | +438.1% | $1.2M | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 34,629 | 24,818 | -28.3% | $907.5K | 2026-Q1 |
| XPONANCE LLC | ADD | 17,329 | 22,748 | +31.3% | $820.3K | 2026-Q1 |
| Vident Advisory, LLC | TRIM | 26,762 | 19,604 | -26.7% | $706.9K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 10,276 | 18,055 | +75.7% | $651.1K | 2026-Q1 |
| Cerity Partners LLC | TRIM | 40,392 | 17,669 | -56.3% | $637.2K | 2026-Q1 |
| Swiss Life Asset Management Ltd | ADD | 8,440 | 11,841 | +40.3% | $427.0K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 28,377 | 11,305 | -60.2% | $407.7K | 2026-Q1 |
12 unique insiders with 23 transactions. Net insider value: -$5.0M ($0.00 bought, $5.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 15, 2026 | Chin Jit Kee | Director | AWARD | 610 | $36.86 | $22.5K |
| Apr 15, 2026 | Guillemette Larry T | Director | AWARD | 949 | $36.86 | $35.0K |
| Apr 15, 2026 | MARR CHRISTOPHER P | Director | AWARD | 440 | $36.86 | $16.2K |
| Apr 15, 2026 | Jacoby Francis X III | Director | AWARD | 440 | $36.86 | $16.2K |
| Apr 15, 2026 | Wilbon Vicki Lundy | Director | AWARD | 440 | $36.86 | $16.2K |
| Apr 15, 2026 | Butcher Benjamin S | Director | AWARD | 440 | $36.86 | $16.2K |
| Apr 15, 2026 | Dilley Michelle | Director | AWARD | 559 | $36.86 | $20.6K |
| Apr 15, 2026 | COLBERT VIRGIS | Director | AWARD | 440 | $36.86 | $16.2K |
| Apr 15, 2026 | COLBERT VIRGIS | Director | AWARD | 440 | $36.86 | $16.2K |
| Apr 15, 2026 | Furber Jeffrey D. | Director | AWARD | 576 | $36.86 | $21.2K |
| Apr 15, 2026 | WEGER HANS S | Director | AWARD | 440 | $36.86 | $16.2K |
| Mar 4, 2026 | Butcher Benjamin S | Director | CONVERT | 30,000 | — | — |
| Mar 4, 2026 | Butcher Benjamin S | Director | CONVERT | 30,000 | — | — |
| Mar 4, 2026 | Butcher Benjamin S | Director | CONVERT | 30,000 | — | — |
| Feb 23, 2026 | Pinard Matts | EVP, CFO AND TREASURER | CONVERT | 25,242 | — | — |
| Feb 23, 2026 | Pinard Matts | EVP, CFO AND TREASURER | SELL | 25,242 | $39.18 | $988.9K |
| Feb 23, 2026 | Pinard Matts | EVP, CFO AND TREASURER | CONVERT | 25,242 | — | — |
| Feb 23, 2026 | Pinard Matts | EVP, CFO AND TREASURER | CONVERT | 25,242 | — | — |
| Feb 23, 2026 | Crooker William R | CEO AND PRESIDENT | CONVERT | 93,732 | — | — |
| Feb 23, 2026 | Crooker William R | CEO AND PRESIDENT | SELL | 93,732 | $39.17 | $3.7M |
| Feb 23, 2026 | Crooker William R | CEO AND PRESIDENT | CONVERT | 93,732 | — | — |
| Feb 23, 2026 | Crooker William R | CEO AND PRESIDENT | CONVERT | 93,732 | — | — |
| Feb 19, 2026 | COLBERT VIRGIS | Director | SELL | 8,320 | $38.11 | $317.1K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (47% buy). Based on 17 analysts: 3 strong buy, 5 buy, 8 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$41.30 mean target
+6.5% upside
Buy (2.50)
$38.00 Low
$45.00 High
| Metric | Value |
|---|---|
| Current Price | $38.78 |
| Target Low | $38.00 |
| Target Mean | $41.30 |
| Target Median | $40.50 |
| Target High | $45.00 |
| # Analysts | 10 |
| Recommendation | Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.22 | $0.20 | $0.24 | -18.4% | -19.8% | 0↑ 2↓ | $0.2B | 7.5% | 2 |
| Next Q 2026-09-30 |
$0.24 | $0.21 | $0.26 | -9.3% | -17.0% | 0↑ 2↓ | $0.2B | 7.5% | 2 |
| Current FY 2026-12-31 |
$1.12 | $0.94 | $1.33 | -23.4% | +8.4% | 2↑ 0↓ | $0.9B | 7.6% | 3 |
| Next FY 2027-12-31 |
$1.14 | $0.88 | $1.37 | 1.8% | +1.8% | 0↑ 2↓ | $1.0B | 8.2% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.220 | |
| 7d ago | $0.275 | -0.054 |
| 30d ago | $0.275 | -0.054 |
| 60d ago | $0.269 | -0.048 |
| 90d ago | $0.000 | +0.220 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 5, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Feb 23, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 19, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 13, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jan 13, 2026 | Barclays | DOWNGRADE | Equal-Weight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| May 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Apr 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Mar 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Feb 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Jan 1, 2026 | 3 | 6 | 8 | 0 | 0 | 53% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: STAG — 1.4M shares, 30,646 trades
Week starting 2026-05-18. Total ATS volume: 1,448,975 shares across 30,646 trades.
May 11, 2026
dark_pool
Dark Pool: STAG — 1.5M shares, 36,034 trades
Week starting 2026-05-11. Total ATS volume: 1,498,563 shares across 36,034 trades.
May 4, 2026
dark_pool
Dark Pool: STAG — 1.5M shares, 31,191 trades
Week starting 2026-05-04. Total ATS volume: 1,466,063 shares across 31,191 trades.
Apr 29, 2026
short_volume
Short Volume: STAG — 72.4% short (0.5M / 0.6M)
Short: 458,505 | Exempt: 150 | TRF Vol: 633,149 | Short Ratio: 72.4% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
STAG Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: STAG — 1.7M shares, 33,811 trades
Week starting 2026-04-27. Total ATS volume: 1,682,976 shares across 33,811 trades.
Apr 20, 2026
dark_pool
Dark Pool: STAG — 1.1M shares, 25,304 trades
Week starting 2026-04-20. Total ATS volume: 1,143,989 shares across 25,304 trades.
Apr 13, 2026
dark_pool
Dark Pool: STAG — 1.2M shares, 26,288 trades
Week starting 2026-04-13. Total ATS volume: 1,198,250 shares across 26,288 trades.
Apr 8, 2026
short_volume
Short Volume: STAG — 75.9% short (0.4M / 0.5M)
Short: 388,942 | Exempt: 1,500 | TRF Vol: 512,703 | Short Ratio: 75.9% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: STAG — 67.2% short (0.4M / 0.5M)
Short: 368,205 | Exempt: 0 | TRF Vol: 547,533 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: STAG — 1.5M shares, 25,212 trades
Week starting 2026-04-06. Total ATS volume: 1,500,246 shares across 25,212 trades.
Mar 30, 2026
dark_pool
Dark Pool: STAG — 1.4M shares, 25,532 trades
Week starting 2026-03-30. Total ATS volume: 1,377,717 shares across 25,532 trades.
Mar 26, 2026
short_volume
Short Volume: STAG — 58.6% short (0.3M / 0.6M)
Short: 333,538 | Exempt: 111 | TRF Vol: 569,244 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
dark_pool
Dark Pool: STAG — 2.2M shares, 39,576 trades
Week starting 2026-03-23. Total ATS volume: 2,171,806 shares across 39,576 trades.
Mar 23, 2026
short_volume
Short Volume: STAG — 60.2% short (0.3M / 0.6M)
Short: 337,472 | Exempt: 4,441 | TRF Vol: 560,144 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)