STAG Industrial Dividend Calculator

What STAG Industrial actually is

STAG Industrial is a real-estate investment trust that owns a single kind of building: functional, single-tenant industrial property — warehouses, distribution centers, light-manufacturing and logistics facilities scattered across secondary U.S. markets rather than the pricey coastal gateways. It trades under the ticker STAG, and the name is a nod to its strategy of acquiring one industrial building at a time and holding it on a long net lease. This is a very different animal from a retail net-lease REIT or a diversified property fund: STAG's fortunes ride on the demand for warehouse and last-mile logistics space — the physical backbone of e-commerce and domestic supply chains — so its rents move with industrial vacancy and re-leasing spreads, not with consumer foot traffic. It gets its own calculator page because its distribution profile, cadence, and tax character are specific enough that folding it into a generic dividend tool would mislead.

Who reaches for it, and the trade-off

STAG draws income-first investors who want a high current yield backed by hard industrial assets and are comfortable with a payout that barely grows. The trade-off has to be said plainly: a roughly 4% starting yield is well above a broad index or a dividend-growth ETF, but the per-share dividend has crept up only about 1% a year, with a payout ratio near 59% of funds from operations. You are buying a large check today, not a check that compounds — so unlike SCHD or VIG, where a modest starting yield grows into a much larger yield-on-cost over decades, STAG's yield-on-cost drifts up only slowly. That is a legitimate choice for someone who needs income now from a warehouse landlord, but it is a different question from "how large can this grow," which is exactly why each fund in this cluster is projected separately rather than blended into one dividend number.

The 2026 monthly-to-quarterly switch

For years STAG was one of the few large-cap stocks that paid every month, and many holders bought it specifically to match a monthly income schedule. As of 2026 that changed: STAG moved to a quarterly distribution. The annual total is roughly the same, but the rhythm is not — if you were relying on twelve checks a year to cover monthly bills, the payout now lands four times a year instead. This calculator models the annual income and reinvestment either way, but the cadence change is worth knowing before you treat STAG as a monthly-income holding, because that is no longer what it is.

The tax detail worth knowing

STAG's distribution is taxed as a REIT payout, which matters most in a taxable account. Because a REIT passes through income it does not pay corporate tax on, most of STAG's dividend is non-qualified ordinary income, taxed at your marginal rate rather than the lower qualified-dividend rate a fund like SCHD enjoys. A large slice — illustratively around 85% — is eligible for the Section 199A deduction, which shelters 20% of that portion, and a smaller part is typically classified as return of capital, which is not taxed the year you receive it but lowers your cost basis. The 199A and ROC treatment softens the bill but does not make STAG's income tax-efficient; at the same headline yield it is still taxed harder than a qualified-dividend payer. That is why REITs like STAG are often held inside a Roth or traditional IRA. The Account toggle above models this: the default taxable path taxes the distribution as REIT ordinary income — applying the §199A deduction to the eligible slice and deferring the return-of-capital portion — before reinvesting, while a Traditional IRA or Roth compounds it untaxed. Switch it to see what the account choice is worth at your bracket.