#USA #Boston #Financial Growth #STAG Industrial #Q4 Results

STAG Industrial Reports Fourth Quarter and Full Year 2025 Results

STAG Industrial, Inc. has announced its financial performance for the fourth quarter and the entire year of 2025, demonstrating impressive growth amid heightened leasing activity and effective capital management. According to Bill Crooker, the President and CEO, the company's focus on financial discipline has established a robust foundation for future success.

Overview of Financial Performance

In the fourth quarter, STAG reported a net income of $0.44 per share, an increase from $0.28 in the same period of the previous year. The net income attributable to common stockholders reached $83.4 million, compared to $50.9 million in Q4 2024, marking a 63.9% increase.

For the full year, STAG recorded net income of $273.4 million, showing a 44.6% rise from $189 million in 2024. Core Funds from Operations (Core FFO) per share also saw an upward trend, landing at $0.66 for the fourth quarter and $2.55 for the year, reflecting increases of 8.2% and 6.3% from the respective previous year figures.

Key Highlights

• - Same Store Cash NOI Growth: The company achieved Same Store Cash NOI of $148.5 million for Q4 2025, up by 5.4%, with the annual figure reaching $579.4 million, an increase of 4.3%.
• - Acquisitions and Dispositions: During Q4, STAG acquired seven buildings with a total of 2.2 million square feet for $285.9 million, reflecting a cash capitalization rate of 6.4%. Simultaneously, the company disposed of eight buildings totaling 1.6 million square feet for $88.8 million.
• - Occupancy Rates: As of December 31, 2025, STAG maintained a solid occupancy rate of 96.4% across its entire portfolio and 97.2% for its operating portfolio.
• - Leasing Activity: The company commenced leases totaling 3 million square feet in Q4, witnessing significant cash rent increases of 16.3% and straight-line rent changes of 27.4%.

Looking Ahead to 2026

STAG Industrial is poised for continued growth, leveraging its disciplined operational approach and strong market presence. The upcoming conference call on February 12, 2026, will further discuss these results along with insights into ongoing operations and strategic directions.

As STAG continues to adapt to market trends and demand, its strategic initiatives underscore the company's commitment to sustainability and competitive positioning in the real estate sector.

For detailed financial numbers and measures, stakeholders can refer to the supplemental information package included on the company’s website.

This growth trajectory not only reinforces STAG's commitment to enhancing shareholder value but also highlights its adaptability in navigating challenges within the real estate market. As 2026 unfolds, investors and analysts alike will be keenly watching how STAG leverages its current achievements to further their growth prospects.