STAG Industrial Q4 net income per share rises

Overview

• Industrial real estate firm's Q4 net income per share rose 57.1% yr/yr

• Core FFO per share for Q4 increased 8.2% yr/yr

Outlook

• Company did not provide specific financial guidance for 2026

Result Drivers

• LEASING ACTIVITY - Increased leasing activity drove strong Q4 results, with 3.0 mln sq ft of leases commenced, resulting in significant cash and straight-line rent changes

• SAME STORE CASH NOI - Achieved 5.4% increase in Same Store Cash NOI, indicating healthy growth in existing properties

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the commercial reits peer group is "buy."

• Wall Street's median 12-month price target for STAG Industrial Inc is $40.00, about 1.4% above its February 10 closing price of $39.43

• The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nPn4x8qkna

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