Every material Form 8-K STAG Industrial filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
STAG Industrial and its operating partnership signed amendments on October 27, 2026, to three note purchase agreements covering senior unsecured notes. The amendments allow the release of the company's property-owning subsidiaries from their guaranties if, among other conditions, those subsidiaries no longer guarantee other debt. The filing states that the other material terms of the note agreements are unchanged, so the change is administrative in nature and does not add new borrowing.
Amendments dated October 27, 2026 cover note purchase agreements from 2014, 2018 and 2021.
Notes covered include $80 million and $20 million of 4.42% notes due 2026 and 2027, $100 million of 4.27% notes due 2028, $275.0 million of 2.80% notes due 2031, and $50.0 million of 2.95% notes due 2033.
Property-owning subsidiaries may be released from guaranties if they no longer guarantee other indebtedness.
All other material terms of the note purchase agreements remain unchanged.
STAG Industrial reported third-quarter 2026 net income attributable to common stockholders of $70.7 million, or $0.37 per share, up from $48.6 million, or $0.26 per share, a year earlier. Core FFO per diluted share rose 1.5% to $0.66, and same store cash NOI increased 3.5% to $159.9 million, while nine-month net income declined 2.3% to $185.5 million. The company also authorized a new share repurchase program of up to $250 million and a fourth-quarter dividend of $0.3875 per share.
Q3 2026 net income attributable to common stockholders was $70.7 million ($0.37 per diluted share), versus $48.6 million ($0.26) in Q3 2025
Core FFO per diluted share was $0.66, up 1.5% from $0.65; nine-month net income per share was $0.97 versus $1.02
Same store cash NOI rose 3.5% to $159.9 million; the Operating Portfolio occupancy rate was 96.2% as of September 30, 2026
On October 26, 2026, the board authorized a $250 million share repurchase program with no expiration date and a $0.3875 quarterly dividend payable January 15, 2027
STAG Industrial reported second quarter 2026 net income attributable to common stockholders of $52.9 million, up 5.8% from $50.0 million a year earlier, and Core FFO of $0.65 per diluted share, up 3.2% from $0.63. Same Store Cash NOI rose 3.4% to $158.8 million, and the company acquired seven buildings for $287.1 million in the quarter. For the six months, net income attributable to common stockholders fell 18.7% to $114.8 million, so shareholders see improved quarterly results alongside a lower year-to-date profit figure.
Q2 2026 diluted net income per share was $0.28, versus $0.27 in Q2 2025; net income attributable to common stockholders was $52.9 million, versus $50.0 million.
Core FFO per diluted share was $0.65, versus $0.63; Same Store Cash NOI was $158.8 million, up 3.4%.
Six-month net income attributable to common stockholders was $114.8 million, down 18.7% from $141.3 million; six-month diluted EPS was $0.60, versus $0.76.
The Board declared a third quarter 2026 dividend of $0.3875 per share, payable October 15, 2026, to holders of record as of September 30, 2026.
STAG Industrial and its operating partnership entered into an amended term loan agreement dated July 16, 2026, combining its $150 million Unsecured Term Loan A and $200 million Unsecured Term Loan F into one $350 million senior unsecured loan. The new loan matures January 16, 2032, and its spread is reduced by five basis points. The company also amended its $1.0 billion unsecured credit facility and three term loans to cut their spreads by five basis points, with the filing stating the other terms are unchanged.
Unsecured Term Loan A ($150 million, due March 15, 2027) and Unsecured Term Loan F ($200 million, due March 25, 2029, assuming extensions) were combined into one $350 million loan maturing January 16, 2032.
The spread on the combined loan and on the $1.0 billion unsecured credit facility and Unsecured Term Loans G, H and I was reduced by five basis points, with the spread still tied to debt rating and leverage ratio.
As of July 20, 2026, $150 million was swapped to 2.01% until March 15, 2027, then 4.79% until January 16, 2032; $200 million was swapped to 4.68% until March 25, 2027, then 4.79% until January 16, 2032.
The amendments were signed on July 16, 2026, with Wells Fargo Bank, National Association, and other lenders.
STAG Industrial reported first quarter 2026 results. Net income attributable to common stockholders fell 32.2% to $62.0 million, or $0.32 per share, from $91.3 million, or $0.49 per share, a year earlier, while total revenue rose to $224.2 million from $205.6 million and Core FFO per diluted share rose 6.6% to $0.65. The company also declared a $0.3875 per share dividend for the second quarter of 2026.
Net income attributable to common stockholders: $62.0 million ($0.32 per share), down from $91.3 million ($0.49 per share) in Q1 2025
Core FFO per diluted share: $0.65, up 6.6% from $0.61; Same Store Cash NOI rose 4.1% to $159.3 million
Total revenue: $224.2 million, up from $205.6 million; gain on sales of rental property was $15.1 million versus $49.9 million a year earlier
Board declared a $0.3875 per share dividend for Q2 2026, payable July 15, 2026, to holders of record as of June 30, 2026
STAG Industrial reported fourth-quarter 2025 net income attributable to common stockholders of $83.4 million, or $0.44 per diluted share, up from $0.28 a year earlier. Core FFO per diluted share rose 8.2% to $0.66, and full-year Core FFO per diluted share rose 6.3% to $2.55. The filing contains no new financial guidance, so these results are the main data for shareholders.
Q4 2025 net income attributable to common stockholders was $83.4 million, or $0.44 per diluted share, versus $50.9 million, or $0.28, in Q4 2024.
Full-year 2025 Core FFO per diluted share was $2.55, up 6.3% from $2.40 in 2024.
Same Store Cash NOI rose 5.4% to $148.5 million in Q4 2025 from $140.8 million a year earlier.
The company acquired seven buildings for $285.9 million in Q4 2025 and sold eight buildings for $88.8 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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