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Stock impact report

STAG Industrial's Growth Outpaces Its Multiple [Seeking Alpha]

Stag Industrial, Inc. (STAG) 
Last stag industrial, inc. earnings: 4/30 04:01 pm Check Earnings Report
US:NYSE Investor Relations: stagindustrial.com
Company Research Source: Seeking Alpha
STAG trades at 17x AFFO, offering a compelling value versus sector peers and consensus NAV, with a recently raised 4% dividend yield. Acquisition and development pipelines are accelerating for 2026, with cap rate spreads and stabilized yields supporting immediate and future AFFO accretion. STAG maintains a clean balance sheet (5x debt/EBITDA, BBB rating), positioning it as a blue-chip, high-return industrial REIT. Looking for more investing ideas like this one? Get them exclusively at Portfolio Income Solutions. Learn More » urfinguss/iStock via Getty Images The Buy Thesis STAG Industrial ( STAG ) is in a sweet spot for AFFO/share growth. Mark-to-market on its existing portfolio keeps organic growth flowing at 3%-5% while higher cap rates have turned acquisitions and developments immediately accretive. STAG is designed as an acquisitive company, so the higher transaction volume outlook for 2026 bodes well for their relative growth rate. Between the various levers, we se Show less Read more
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