STAG dividend analysis

STAG dividend deep dive

On the income line, STAG prints a 7.40% TTM yield with 54% of earnings going to the dividend. The 5-year distribution CAGR is 12.4%, and the consecutive-growth streak runs 35 years.

Dividend safety on STAG reads 57/100, derived from the VMCI Quality pillar (59/100) adjusted for payout-ratio strain. The score sits in the watchlist band, which is the right anchor for income-portfolio sizing.

Compound-income view on STAG: at 7.40% TTM yield growing at 12.4% per year, a held-and-reinvested position returns 49.1% / 122.3% / 394.3% cumulatively over 5/10/20 years on income alone.

Comparison set on STAG: KO (5.00%), PG (1.50%), PEP (2.90%). With a peer-mean yield of 3.13%, STAG prints 7.40% — a 4.27-pp premium on the income line.

Calendar inputs on STAG: ex 2026-03-01 → pay 2026-03-15. The quarterly cadence and $1.555/share run rate are the operative numbers for income planning.

STAG bottom-line read: high-yield on yield, fast on growth, watchlist on safety. The income thesis is durable only if the Quality and Risk pillar trajectories stay in their current bands.