Rep. Josh Gottheimer Sells STAG Industrial, Inc. (NYSE:STAG) Shares

Representative Josh Gottheimer (D-New Jersey) recently sold shares of STAG Industrial, Inc. (NYSE:STAG). In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in STAG Industrial stock on April 9th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of RTX (NYSE:RTX) on 4/23/2025.
• Purchased $1,001 – $15,000 in shares of Cheniere Energy (NYSE:LNG) on 4/22/2025.
• Purchased $1,001 – $15,000 in shares of Techtronic Industries (OTCMKTS:TTNDY) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of D.R. Horton (NYSE:DHI) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Hillman Solutions (NASDAQ:HLMN) on 4/17/2025.
• Sold $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 4/17/2025.

STAG Industrial Stock Up 1.6%

STAG Industrial stock opened at $35.48 on Friday. The firm has a market cap of $6.62 billion, a price-to-earnings ratio of 34.12 and a beta of 0.93. STAG Industrial, Inc. has a 52 week low of $28.61 and a 52 week high of $41.63. The business’s 50-day moving average price is $33.82 and its 200 day moving average price is $34.81. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.86.

STAG Industrial (NYSE:STAG) last posted its earnings results on Tuesday, April 29th. The real estate investment trust reported $0.61 EPS for the quarter, topping the consensus estimate of $0.60 by $0.01. STAG Industrial had a return on equity of 5.51% and a net margin of 24.64%. The firm had revenue of $205.57 million for the quarter, compared to analyst estimates of $202.04 million. During the same period last year, the company earned $0.59 earnings per share. STAG Industrial’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that STAG Industrial, Inc. will post 2.47 earnings per share for the current year.

STAG Industrial Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, July 15th. Stockholders of record on Monday, June 30th will be issued a $0.1242 dividend. This represents a $1.49 dividend on an annualized basis and a dividend yield of 4.20%. The ex-dividend date of this dividend is Monday, June 30th. STAG Industrial’s dividend payout ratio is presently 112.03%.

Insider Buying and Selling at STAG Industrial

In other STAG Industrial news, Director Benjamin S. Butcher sold 50,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 18th. The stock was sold at an average price of $35.10, for a total transaction of $1,755,000.00. Following the completion of the sale, the director now directly owns 9,632 shares of the company’s stock, valued at $338,083.20. This represents a 83.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.10% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on STAG shares. Raymond James lifted their price objective on STAG Industrial from $36.00 to $38.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 7th. Royal Bank of Canada reduced their price objective on STAG Industrial from $40.00 to $38.00 and set a “sector perform” rating on the stock in a research report on Monday, January 27th. Barclays reduced their price objective on STAG Industrial from $40.00 to $37.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 28th. Finally, Robert W. Baird reduced their price objective on STAG Industrial from $39.00 to $38.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 7th. Five analysts have rated the stock with a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $39.63.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in STAG. Nuveen LLC purchased a new stake in shares of STAG Industrial in the 1st quarter valued at about $129,972,000. Norges Bank purchased a new stake in shares of STAG Industrial in the 4th quarter valued at about $75,471,000. FMR LLC lifted its holdings in shares of STAG Industrial by 30.1% in the 4th quarter. FMR LLC now owns 9,024,946 shares of the real estate investment trust’s stock valued at $305,224,000 after purchasing an additional 2,088,839 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in shares of STAG Industrial in the 4th quarter valued at about $57,561,000. Finally, Cbre Investment Management Listed Real Assets LLC lifted its holdings in shares of STAG Industrial by 152.1% in the 1st quarter. Cbre Investment Management Listed Real Assets LLC now owns 1,938,350 shares of the real estate investment trust’s stock valued at $70,013,000 after purchasing an additional 1,169,533 shares during the last quarter. 88.67% of the stock is owned by institutional investors and hedge funds.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About STAG Industrial

STAG Industrial, Inc is a real estate investment company, which engages in acquiring, owning, and managing single-tenant, industrial real estate assets. It offers industrial real estate operating platform to real estate ownership. The company was founded by Benjamin S. Butcher on July 21, 2010 and is headquartered in Boston, MA.