STAG Industrial Reveals Comprehensive Tax Treatment for 2025 Dividends

STAG Industrial Announces Tax Treatment of 2025 Dividends



On January 20, 2026, STAG Industrial, Inc. (NYSE: STAG) made an important announcement for shareholders regarding the tax implications of its dividends for the year 2025. The company detailed how various distributions would be classified for tax purposes, providing clarity for investors with common stock holdings. This proactive disclosure aims to assist investors in understanding their potential tax liabilities associated with the dividends distributed throughout the year.

Key Tax Information for 2025 Dividends



The tax treatment outlined by STAG Industrial is critical for shareholders who want to manage their investments effectively. The announcement includes specific information laid out in a user-friendly summary format. Here’s a brief overview of the significant components:

Dividend Breakdown


1. Ordinary Taxable Dividends: Shareholders will receive ordinary taxable dividend distributions throughout the year, which will likely influence their taxable income.
2. Capital Gain Distributions: These distributions represent a significant return for investors, as they can potentially be taxed at a lower rate than ordinary income, depending on individual tax circumstances.
3. Unrecaptured Section 1250 Gain: This is a portion of the overall capital gain that needs separate classification due to its specific implications under tax law.
4. Return of Capital: Investments that qualify as a return of capital will affect the shareholder's cost basis, which could have further implications for future capital gains taxes.
5. Section 199A Dividends: These dividends qualify for a deduction under Section 199A of the Tax Cuts and Jobs Act, benefiting certain shareholders.

Record Date Payable Date Total Distribution 2025 Ordinary Taxable Dividends 2025 Capital Gain Distribution 2025 Unrecaptured Section 1250 Gain Return of Capital Section 199A Dividends
------------------------------------
12/31/24 01/15/25 $0.123333 $0.113932 $0.009401 $0.002483 $0.000000 $0.113932
01/31/25 02/18/25 $0.124167 $0.114702 $0.009465 $0.002500 $0.000000 $0.114702
02/28/25 03/17/25 $0.124167 $0.114702 $0.009465 $0.002500 $0.000000 $0.114702
03/31/25 04/15/25 $0.124167 $0.114702 $0.009465 $0.002500 $0.000000 $0.114702
12/31/25 01/15/26 $0.010127 $0.009355 $0.000772 $0.000204 $0.000000 $0.009355

Consult Your Tax Advisor



STAG Industrial is advising all shareholders to discuss these tax implications with their respective financial and tax advisors to better comprehend how the dividends may influence their personal tax situations. Because each investor's circumstances can vary greatly, tailored advice will help ensure compliance and optimal tax outcomes.

Context of the Announcement



This announcement comes at a time when many investors are keenly interested in maximizing their returns and understanding their tax obligations in an ever-complex regulatory environment. STAG Industrial, which focuses on a diverse portfolio of industrial properties, continues to showcase transparency and shareholder engagement through these disclosures.

About STAG Industrial, Inc.



STAG Industrial, Inc. is a leading real estate investment trust (REIT) that specializes in acquiring, developing, and managing industrial properties throughout the United States. As of September 30, 2025, the company owns 601 buildings across 41 states, with a total of approximately 119.2 million rentable square feet, signifying its robust position in the real estate market.

In conclusion, STAG Industrial’s latest announcement emphasizes the importance of informed investment decisions and advises its shareholders to be proactive in understanding the implications of their dividend receipts for tax purposes. For more detailed information on this announcement and other company updates, investors can visit STAG Industrial's official website.

Topics Financial Services & Investing)

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