$STAG

Realty Income (O) announced its 674th consecutive monthly dividend, yielding 5.27%. Main Street Capital (MAIN) raised its monthly payout 3.9%. AGNC (AGNC) offers a 13.56% yield with higher risk. EPR (EPR) yields 6.09%, covering its payout at 65% of AFFO. STAG Industrial (STAG) yields 4.10%, with strong AFFO coverage.

An article outlines a $500,000 REIT portfolio with a 5.1% blended yield, including Realty Income (O), STAG Industrial (STAG), Vanguard Real Estate ETF (VNQ), W. P. Carey (WPC), and Medical Properties Trust (MPT). The portfolio generates $25,600 annually, with individual yields ranging from 3.5% to 8.8%. The article discusses the risks and tax implications of high-yield REITs and compares different yield tiers.

Analysts upgraded Deere (DE) to Outperform with a $800 target, citing strong North American demand. Abercrombie & Fitch (ANF) was upgraded to Buy with a $162 target after Q2 earnings beat. Agco (AGCO) upgraded to Outperform with a $150 target, expecting 2027 volume recovery. Kaiser Aluminum (KALU) upgraded to Buy with a $184 target. Stag Industrial (STAG) upgraded to Outperform. PG&E (PCG) downgraded by Wells Fargo and BMO. Mizuho downgraded PG&E, Sempra Energy (SRE), and Edison International (E

Wall Street analysts made several calls: Baird upgraded AGCO to $150 and Deere to $800, while Mizuho downgraded Edison International and Sempra Energy. Evercore ISI initiated Lumentum at Outperform with a $1,100 target, and Roth Capital started Ticketplus at Buy with a $14 target. Markets closed lower Friday due to Fed rate-hike concerns, with Treasury yields rising and major indices down.

Baird upgraded Agco, CNH Industrial, Deere, and Stag Industrial, raising price targets. P&G was downgraded by BMO and Wells Fargo. Jefferies raised Adobe's target but kept a hold rating. Bernstein and Haitong increased targets for Devon Energy and Marvell. Phillip Securities and UBS raised targets for Salesforce and UiPath, respectively.

Five REITs are highlighted for retirement income, with four maintaining monthly dividends and high occupancy. Realty Income (O) reported Q2 AFFO growth and raised guidance. Agree Realty (ADC) increased dividends and occupancy. EPR Properties (EPR) saw strong AFFO growth and raised guidance. LTC Properties (LTC) is transitioning its model. STAG Industrial (STAG) shifted to quarterly payments.

STAG Industrial, Inc. (NYSE: STAG) said S&P Global Ratings assigned a 'BBB' investment-grade rating to STAG Industrial Operating Partnership, L.P., with a stable outlook. The company said it already holds 'BBB' stable outlook from Fitch and 'Baa2' stable outlook from Moody’s. STAG said the additional rating may broaden access to debt and lower its cost of capital.

STAG Industrial, Inc. (STAG) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026earningsrelease.htm EX-99.1 Document STAG INDUSTRIAL ANNOUNCES SECOND QUARTER 2026 RESULTS Boston, MA — July 28, 2026 - STAG Industrial, Inc. (the “Company”) (NYSE:STAG), today announced its financial and operating results for the quarter ended June 30, 2026. “The

STAG Industrial, Inc. (STAG) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 tm2620892d1_ex10-1.htm EXHIBIT 10.1 EXHIBIT 10.1 EXECUTION VERSION Loan No. 1008988 FOURTH AMENDED AND RESTATED TERM LOAN AGREEMENT Dated as of July 16, 2026 among STAG INDUSTRIAL OPERATING PARTNERSHIP, L.P. , as the Borrower, STAG INDUSTRIAL, INC. , as a Guarantor, WEL

STAG Industrial reported Q1 2026 revenue of US$224.2 million and FFO of US$126.6 million, showing resilience despite a slight dip in net margin to 28.2%. The company trades at a premium P/E compared to peers, justified in part by consistent revenue growth, but faces challenges with weak interest coverage and a forecast for minor earnings decline. Bulls highlight the strong balance sheet and solid leasing activity, while bears focus on financial risks and the non-recurring gain contributing to recent profits.