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Bunge Global (BG - Free Report) came out with quarterly earnings of $1.83 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.81 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +89.64%. A quarter ago, it was expected that this agribusiness and food company would post earnings of $1.82 per share when it actually produced earnings of $1.99, delivering a surprise of +9.34%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Bunge Global, which belongs to the Zacks Agriculture - Products industry, posted revenues of $21.86 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 6.39%. This compares to year-ago revenues of $11.64 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Bunge Global shares have added about 41.9% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for Bunge Global?While Bunge Global has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Bunge Global was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.69 on $23.49 billion in revenues for the coming quarter and $8.68 on $93.8 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Agriculture - Products is currently in the top 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, BrightView Holdings (BV - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.

This investment company is expected to post quarterly earnings of $0.08 per share in its upcoming report, which represents a year-over-year change of -42.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

BrightView Holdings' revenues are expected to be $644.51 million, down 2.7% from the year-ago quarter.

For the quarter ended March 2026, Bunge Global (BG - Free Report) reported revenue of $21.86 billion, up 87.8% over the same period last year. EPS came in at $1.83, compared to $1.81 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $23.35 billion, representing a surprise of -6.39%. The company delivered an EPS surprise of +89.64%, with the consensus EPS estimate being $0.97.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Bunge Global performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Volume - Soybean Processing and Refining - Soybeans processed: 10,757.00 MTons compared to the 10,340.25 MTons average estimate based on two analysts.Volume - Soybean Processing and Refining - Soybeans merchandised: 5,133.00 MTons compared to the 4,745.13 MTons average estimate based on two analysts.Volume - Soybean Processing and Refining - Refined oil production: 857.00 MTons versus 880.48 MTons estimated by two analysts on average.Volume - Grain Merchandising and Milling: $26.56 billion compared to the $26.59 billion average estimate based on two analysts.Volume - Softseed Processing and Refining - Softseeds merchandised: 1,406.00 MTons versus 785.00 MTons estimated by two analysts on average.Volume - Softseed Processing and Refining - Refined oil production: 773.00 MTons versus the two-analyst average estimate of 735.28 MTons.Volume - Softseed Processing and Refining - Softseeds processed: 3,281.00 MTons compared to the 3,236.15 MTons average estimate based on two analysts.Adjusted EBIT- Soybean Processing and Refining: $377 million versus $252.87 million estimated by two analysts on average.Adjusted EBIT- Softseed Processing and Refining: $195 million compared to the $144.93 million average estimate based on two analysts.Adjusted EBIT- Corporate: $-113 million compared to the $-122.93 million average estimate based on two analysts.Adjusted EBIT- Corporate and Other: $-100 million compared to the $-121.68 million average estimate based on two analysts.Adjusted EBIT- Grain Merchandising and Milling: $44 million compared to the $97.99 million average estimate based on two analysts.View all Key Company Metrics for Bunge Global here>>>

Shares of Bunge Global have returned -0.7% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

The Basic Materials group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Braskem (BAK - Free Report) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.

Braskem is one of 248 companies in the Basic Materials group. The Basic Materials group currently sits at #14 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.

The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Braskem is currently sporting a Zacks Rank of #1 (Strong Buy).

The Zacks Consensus Estimate for BAK's full-year earnings has moved 11.9% higher within the past quarter. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.

According to our latest data, BAK has moved about 22.4% on a year-to-date basis. At the same time, Basic Materials stocks have gained an average of 12.1%. This shows that Braskem is outperforming its peers so far this year.

Bunge Global (BG - Free Report) is another Basic Materials stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 41.8%.

The consensus estimate for Bunge Global's current year EPS has increased 0.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

Looking more specifically, Braskem belongs to the Chemical - Specialty industry, a group that includes 44 individual stocks and currently sits at #179 in the Zacks Industry Rank. Stocks in this group have gained about 10.6% so far this year, so BAK is performing better this group in terms of year-to-date returns.

Bunge Global, however, belongs to the Agriculture - Products industry. Currently, this 3-stock industry is ranked #19. The industry has moved +28% so far this year.

Investors interested in the Basic Materials sector may want to keep a close eye on Braskem and Bunge Global as they attempt to continue their solid performance.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

You don’t need to be an economist to determine that the path of least resistance for inflation will be higher as 2026 rolls on. While energy prices are the biggest determining factor, we have seen grocery prices, especially in the meat department, remain elevated for months, and electricity costs could rise as more data centers are built and come online. The bottom line is that energy prices touch everything, and while they likely won’t stay above $100 when the Iran conflict is resolved, they will remain higher than previously anticipated for 2026.

One thing is for sure: history shows that five sectors tend to outperform during inflationary periods, and all offer some outstanding companies to invest in now. We found five stocks, one in each sector, and all are rated Buy at the top Wall Street companies we cover here at 24/7 Wall St.

Here are the five sectors that typically do better during inflationary times:

Energy Materials/Commodities Real Estate Financials Consumer Staples Obviously, the energy sector exploded higher at the outset of the conflict with Iran, but there are still outstanding opportunities. We screened all five sectors and found five outstanding companies, one in each sector that pays big, reliable dividends and should do well as 2026 progresses and prices stay elevated. Hopefully, the economy will remain strong enough that inflation doesn’t turn into a period of stagflation, a term that describes a stagnant economy with inflation.

Energy: Enterprise Products Partners This top midstream giant is an American midstream natural gas and crude oil pipeline company headquartered in Houston, Texas. Enterprise Products Partners (NYSE: EPD | EPD Price Prediction) is one of the most extensive publicly traded energy partnerships, paying a very reliable 5.89% dividend.

The company’s debt-to-EBITDA ratio ranges from 3.1x to 3.4x, which is moderate for a midstream energy company, and its interest coverage ratio is 5x. Enterprise Products Partners generates strong free cash flow, with an operating cash flow of approximately $8.8 billion, resulting in around $4.2 billion in free cash flow annually, after deducting capital expenditures. Another significant benefit for shareholders is that most of the corporate debt is fixed-rate, thereby limiting the risk of rising interest rates.

The company provides various midstream energy services, including:

Gathering Processing Transporting and storing natural gas, natural gas liquids (NGL), and fractionation Import and export terminalling Offshore production platform The company has four reportable business segments:

Natural Gas Pipelines and Services NGL Pipelines and Services Petrochemical Services Crude Oil Pipelines and Services One reason many analysts like the stock might be its distribution coverage ratio. The company’s coverage ratio is well above 1x, making it relatively less risky among the master limited partnerships.

Wells Fargo has an Overweight rating with a $42 target price objective.

Materials/Commodities: Bunge Global While off the radar of many investors, this company, located outside St. Louis, pays a 2.26% dividend and could be a big winner the rest of 2026. Bunge Global (NYSE: BG) is an agribusiness and food company that operates through four segments:

Agribusiness Refined and Specialty Oils Milling and Sugar Bioenergy The Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities and commodity products, including oilseeds, primarily soybeans, rapeseed, canola, and sunflower seeds, as well as grains comprising wheat and corn. It processes oilseeds into vegetable oils and protein meals.

This segment offers its products for:

Animal feed manufacturers Livestock producers Wheat and corn millers Oilseed processors Third-party edible oil processing Biofuel companies for biofuel production applications The Refined and Specialty Oils segment sells packaged and bulk oils and fats that comprise:

Cooking oils Shortenings Margarines Mayonnaise Renewable diesel feedstocks Products for baked goods companies, snack food producers, confectioners, restaurant chains, foodservice operators, infant nutrition companies, other food manufacturers, grocery chains, wholesalers, distributors, and other retailers This segment also refines and fractionates palm oil, palm kernel oil, coconut oil, shea butter, and olive oil, and produces specialty ingredients derived from vegetable oils, such as lecithin.

The Milling segment provides wheat flours and bakery mixes; corn milling products comprising dry-milled corn meals and flours, wet-milled masa and flours, and flaking and brewer’s grits; soy-fortified corn meal, corn-soy blends, and other products; whole-grain and fiber ingredients; die-cut pellets; and non-GMO products.

The Sugar and Bioenergy segment produces sugar and ethanol, and generates electricity from burning sugarcane bagasse.

BMO Capital Markets has an Outperform rating with a target price of $150.

Real Estate: Simon Property Group Simon Property Group (NYSE: SPG), a leading real estate company, is a self-administered and self-managed real estate investment trust (REIT) that pays a solid 4.23% dividend. It owns, develops, and manages premier shopping, dining, entertainment, and mixed-use destinations, primarily consisting of malls, Premium Outlets, and The Mills.

The company owns or holds an interest in approximately 196 income-producing properties in the United States, which consist of :

93 malls 70 Premium Outlets 14 Mills Six lifestyle centers 13 other retail properties in 37 states and Puerto Rico It also holds an interest in 22 regional, super-regional, and outlet malls in the United States and Asia.

Additionally, redevelopment and expansion projects, including the addition of anchors, big-box tenants, and restaurants, are underway at properties in North America, Europe, and Asia. Internationally, the company owns 35 Premium Outlets and Designer Outlet properties, primarily located in Asia, Europe, and Canada. It also has two luxury outlet destinations in Italy.

Piper Sandler has an Overweight rating with a $230 target price.

Financials: U.S. Bancorp Based in Minneapolis, this super-regional financial giant is an outstanding choice for growth and income investors now, offering a hefty 3.71% dividend. U.S. Bancorp (NYSE: USB) is a financial services holding company.

The bank’s segments are:

Wealth Corporate Commercial and Institutional Banking Consumer and Business Banking Payment Services Treasury and Corporate Support It offers a comprehensive range of financial services, including lending and deposit services, cash management, capital markets, and trust and investment management services. It also engages in credit card services, merchant and ATM processing, mortgage banking, insurance, brokerage, and leasing.

The company’s banking subsidiary, U.S. Bank National Association (USBNA), is engaged in the banking business, principally in domestic markets. USBNA provides a range of products and services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions.

The non-banking subsidiaries offer investment and insurance products to customers primarily within their domestic markets, as well as fund administration services to a range of mutual and other funds.

Oppenheimer has an Outperform rating with a $73 target price.

Consumer Staples: Altria Altria (NYSE: MO) is one of the world’s largest producers and marketers of cigarettes and other tobacco-related products. It offers value investors a solid entry point and a 6.17% dividend. Altria manufactures and sells smokable and oral tobacco products in the United States, and it primarily sells cigarettes under the Marlboro brand, as well as:

Cigars and pipe tobacco, principally under the Black & Mild and Middleton brands Moist smokeless tobacco and snus products under the Copenhagen, Skoal, Red Seal, and Husky brands on! Oral nicotine pouches e-vapor products under the NJOY ACE brand The company sells its tobacco products primarily to wholesalers, including distributors and large retail organizations, such as chain stores.

Altria used to own over 10% of Anheuser-Busch InBev (NYSE: BUD), the world’s largest brewer. In March of 2024, the company sold 35 million of its 197 million shares through a global secondary offering. That represents 18% of its holdings but still leaves 8% of the outstanding shares in its back pocket. Altria also announced a $2.4 billion stock repurchase plan partially funded by the sale.

Altria increased its quarterly dividend in the fall of 2025 by 3.9%, from $1.02 to $1.06 per share, marking its 55th consecutive dividend increase.

UBS has a Buy rating with a $74 target price.

ST. LOUIS--(BUSINESS WIRE)--Shareholders of Bunge Global SA (NYSE: BG) approved a cash dividend in the amount of $2.88 per share, payable in four equal installments of $0.72, at the Company’s 2026 Annual General Meeting held in Geneva, Switzerland, today (“AGM”). The quarterly dividends, which represent an increase of $0.02 per share from last year, will be paid as indicated below:

Bunge Quarter, Fiscal Year

Payment Date

Record Date

Amount

2nd Quarter, Fiscal Year 2026

June 1, 2026

May 22, 2026

$0.72

3rd Quarter, Fiscal Year 2026

September 1, 2026

August 18, 2026

$0.72

4th Quarter, Fiscal Year 2026

December 1, 2026

November 17, 2026

$0.72

1st Quarter, Fiscal Year 2027

March 2, 2027

February 16, 2027

$0.72

About Bunge

At Bunge our purpose is to connect farmers to consumers to deliver essential food, feed, and fuel to the world. As a premier agribusiness solutions provider, our dedicated employees partner with farmers across the globe to move agricultural commodities from where they’re grown to where they’re needed—in faster, smarter, and more efficient ways. We are a world leader in grain origination, storage, distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver quality products and develop tailored, innovative solutions that address evolving consumer needs. With 200+ years of experience and presence in over 50 countries, we are committed to strengthening global food security, advancing sustainability, and helping communities prosper where we operate. Bunge has its registered office in Geneva, Switzerland, and its corporate headquarters in St. Louis, Missouri. Learn more at Bunge.com.

Website Information

We routinely post important information for investors on our website, www.bunge.com, in the "Investor Center" section. We may use this website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Accordingly, investors should monitor the Investors section of our website, in addition to following our press releases, SEC filings, public conference calls, presentations and webcasts. The information contained on, or that may be accessed through, our website is not incorporated by reference into, and is not a part of, this document.

The Zacks Agriculture - Products industry will benefit from the stable demand for food, supported by an increasing population. Rising consumer awareness regarding food ingredients and the preference for healthier options will drive industry expansion. Alternative and innovative agricultural technologies, such as hydroponics and vertical farming, are expected to serve as significant growth drivers due to their inherent advantages.

Companies like Bunge Global S.A. (BG - Free Report) and GrowGeneration (GRWG - Free Report) are poised to gain from strong end-market demand and their ongoing growth initiatives aimed at capitalizing on these trends.

Industry Description The Zacks Agriculture – Products industry comprises companies that are either involved in storing agricultural commodities, distributing ingredients to others or engaged in farming crops, livestock and poultry products. Some are associated with purchasing, storing, transporting, processing and selling agricultural commodities or products derived from the same. They operate grain elevators, wherein income is generated from commodities bought and sold using these elevators or held as inventory. Some companies provide nutrients, advanced indoor and greenhouse lighting, environmental control systems, and accessories for hydroponic gardening — the method of growing plants using mineral nutrient solutions in a water solvent instead of soil. A few players offer innovative, plant-based health and wellness products. Companies producing lumber also fall under this industry.

Trends Shaping the Future of the Agriculture - Products Industry Solid Demand to Support Industry: The demand for food is directly influenced by population, demographic shifts and income growth. To capitalize on this, several agricultural and food-based companies are investing in innovation and augmenting their product and market strategies to bring new quality and healthy food ingredients to the market. Ongoing improvements in grain-handling techniques and investment in larger storage spaces will likely support the industry. Given that food remains an essential commodity regardless of the condition of the economy, the industry benefits from stable earnings across economic cycles.

Hydroponics & Cannabis Act as Key Catalysts: Hydroponics is gaining popularity as it gives growers the ability to regulate and manage nutrient delivery, light, air, water, humidity, pests and temperature in an indoor setting. This method enables faster crop growth, with higher yields than traditional soil-based cultivation. It is being utilized in new and emerging industries, including the cultivation of cannabis and hemp. Vertical farms producing organic fruits and vegetables also utilize hydroponics due to the shortage of farmland and environmental vulnerabilities. Vertical farming is the latest agricultural technology, wherein shelves and artificial lighting systems are used to grow produce, thereby minimizing land and water usage. While the cannabis industry has faced short-term challenges from pricing pressure, oversupply and regulatory uncertainties in some markets, its long-term outlook remains favorable as legalization expands, consumer acceptance grows and regulated markets continue to mature.

Cost-Saving Actions to Aid Margins: Players in the industry are facing rising labor, packaging and distribution costs, among others. The U.S. Department of Agriculture (USDA) expects total production expenses, including those associated with operator dwellings, to rise 1% to $477.7 billion in 2026. Livestock and poultry purchases, feed and labor are likely to remain the largest expense categories. While spending on livestock and poultry purchases is projected to record the steepest increase, rising 9.7%, feed expenses are expected to decline 6.8% in 2026. The industry, however, continues to navigate a tight labor market with a spike in wages and higher distribution costs. They have been making efforts to bolster their financial conditions, conserve cash and improve profitability by implementing pricing and cost-reduction actions to sustain margins. However, the economic uncertainty stemming from tariffs poses challenges for industry players.

Zacks Industry Rank Indicates Bright Prospects The Zacks Agriculture - Products industry is part of the broader Zacks Basic Materials sector. The industry currently carries a Zacks Industry Rank #51, which places it in the top 21% of the 246 Zacks industries.

The group’s Zacks Industry Rank, basically the average of the Zacks Rank of all the member stocks, indicates bright prospects in the near term. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.

Before we present a few stocks worth considering for your portfolio, let us look at the industry’s recent stock market performance and valuation.

Industry Versus Broader Market The Zacks Agriculture – Products industry has outperformed its sector and the Zacks S&P 500 composite over the past 12 months. Stocks in this industry have moved up 40.6% in the past 12 months compared with the S&P 500’s 26.7% growth. The Basic Materials sector has gained 30.1% in the same timeframe.

One-Year Price Performance

Industry's Current Valuation On the basis of the trailing 12-month EV/EBITDA ratio, a commonly used multiple for valuing Agriculture - Products stocks, we see that the industry is currently trading at 8.76X compared with the S&P 500’s 18.40X. The Basic Materials sector’s trailing 12-month EV/EBITDA is 13.25X. This is shown in the charts below.

Enterprise Value/EBITDA (EV/EBITDA) Ratio (TTM)

Enterprise Value/EBITDA (EV/EBITDA) Ratio (TTM)

Over the last five years, the industry traded as high as 11.00 and as low as 3.68X, the median being 5.33X.

2 Agriculture - Products Stocks to Keep an Eye on Bunge: The company completed the acquisition of Viterra in July 2025, which created a premier global agribusiness solutions company for food, feed and fuel, well-positioned to meet the demands of increasingly complex markets and better serve farmers and end customers.  Bunge is positioning itself as a scaled, pure-play global agribusiness solutions platform with an integrated “origin-to-customer” footprint across oilseeds and grains, supported by a global value-chain operating model and centralized risk management designed to optimize logistics, capture arbitrage and manage exposures through volatile markets. Management also highlights an expected increase to at least $15 in earnings per share by the end of 2030 (from the $8.50 in 2025), supported by the ramp-up of inflight capital projects, Viterra integration, alongside ongoing cost synergies and productivity work. For shareholders, Bunge emphasizes cash generation through the cycle, a commitment to return at least 50% of discretionary cash flow via dividends and buybacks, and maintaining an investment-grade balance sheet (to support both growth and shareholder returns). 

Bunge is an integrated global agribusiness and food company covering the farm-to-consumer food chain. The Zacks Consensus Estimate for the St. Louis, MO-based company’s earnings for 2026 suggests year-over-year growth of 26.4%. The estimate has moved up 17% over the past 60 days. BG has a trailing four-quarter earnings surprise of 27.5%, on average. BG currently sports a Zacks Rank #1 (Strong Buy).

You can see the complete list of today’s Zacks #1 Rank stocks here.

Price & Consensus: BG

GrowGeneration:  The company delivered the second consecutive quarter of year-over-year revenue growth in the first quarter of 2026, driven by continued strength in its commercial B2B division and the benefits of a more focused operating footprint. Cost-reduction initiatives are also yielding tangible results, contributing to a $2.4 million improvement in adjusted EBITDA and a reduction in net loss in the quarter. The company is also advancing its strategy to expand higher-margin proprietary brand sales, which accounted for 37% of Cultivation and Gardening net sales during the quarter, and remains on track to reach its 40% year-end goal. Looking ahead, GrowGeneration expects further gains in gross margin and operating efficiency throughout 2026. Supported by inventory optimization efforts, full-year gross margins are projected to range between 27% and 29%. The company also expects to reach breakeven adjusted EBITDA for the full year, with profitability improving as the year progresses. Profitable second and third quarters are anticipated, driven by the outdoor cultivation season, stronger margins and a leaner operating cost structure compared with 2025. The company’s acquisition strategy focused on acquiring well-established, profitable hydroponic garden centers and proprietary brands, and private-label brands bode well.

Greenwood Village, CO-based GrowGeneration owns and operates retail hydroponic and organic gardening stores in the United States. The Zacks Consensus Estimate for the company’s fiscal 2026 bottom line is pegged at a loss of 22 cents per share, suggesting a narrower loss from the 40 cents incurred in fiscal 2025. The estimate has moved up from a loss of 23 cents 60 days ago to the current projected loss of 22 cents. GRWG currently carries a Zacks Rank #3 (Hold).

Price & Consensus: GRWG

CALGARY, Alberta--(BUSINESS WIRE)--Pembina Pipeline Corporation ("Pembina" or "the Company") (TSX: PPL; NYSE: PBA) will hold a webcast and conference call on Tuesday, April 7, 2026, at 8:00 a.m. MT (10:00 a.m. ET). During the call, Pembina's officer team will present a business update that reaffirms the Company's longstanding commitment to disciplined execution; outlines the 3Cs Strategy - Capture, Connect, and Catalyze; and provides a financial outlook to the end of the decade, including 5-7 p.

PBA outlines a clear path to 5%-7% annual profit growth, backed by asset optimization and new projects.

PBA targets 5-7% EBITDA growth through 2030, but stock underperformance and macro risks cloud near-term upside.

Posted by Defense World Staff on Apr 25th, 2026

Pembina Pipeline Co. (TSE:PPL – Get Free Report) (NYSE:PBA) has been given a consensus rating of “Moderate Buy” by the ten research firms that are covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, three have given a hold rating and six have assigned a buy rating to the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is C$62.55.

Several analysts have issued reports on the company. TD Securities boosted their price objective on Pembina Pipeline from C$63.00 to C$65.00 and gave the stock a “hold” rating in a report on Wednesday, April 8th. National Bank Financial boosted their price objective on Pembina Pipeline from C$61.00 to C$63.00 and gave the stock an “outperform” rating in a report on Wednesday, April 8th. Barclays boosted their price objective on Pembina Pipeline from C$62.00 to C$63.00 in a report on Wednesday, April 8th. ATB Cormark Capital Markets boosted their price objective on Pembina Pipeline from C$64.00 to C$66.00 and gave the stock an “outperform” rating in a report on Wednesday, April 8th. Finally, BMO Capital Markets boosted their price objective on Pembina Pipeline from C$60.00 to C$63.00 in a report on Wednesday, April 8th.

Read Our Latest Report on Pembina Pipeline

Pembina Pipeline Price Performance Shares of Pembina Pipeline stock opened at C$59.29 on Friday. The company has a current ratio of 0.61, a quick ratio of 0.50 and a debt-to-equity ratio of 82.58. The company’s 50-day moving average price is C$60.71 and its two-hundred day moving average price is C$56.30. Pembina Pipeline has a 52 week low of C$48.74 and a 52 week high of C$64.27. The stock has a market cap of C$34.47 billion, a PE ratio of 22.29, a price-to-earnings-growth ratio of 1.58 and a beta of 0.36.

Pembina Pipeline (TSE:PPL – Get Free Report) (NYSE:PBA) last issued its quarterly earnings results on Thursday, February 26th. The company reported C$0.78 EPS for the quarter. Pembina Pipeline had a net margin of 21.66% and a return on equity of 9.91%. The firm had revenue of C$1.91 billion for the quarter. As a group, sell-side analysts anticipate that Pembina Pipeline will post 3.439908 EPS for the current fiscal year.

Pembina Pipeline Company Profile (Get Free Report)

Pembina Pipeline Corporation is a leading energy transportation and midstream service provider that has served North America’s energy industry for more than 70 years. Pembina owns an extensive network of strategically located assets, including hydrocarbon liquids and natural gas pipelines, gas gathering and processing facilities, oil and natural gas liquids infrastructure and logistics services, and an export terminals business. Through our integrated value chain, we seek to provide safe and reliable energy solutions that connect producers and consumers across the world, support a more sustainable future and benefit our customers, investors, employees and communities.

Read More Five stocks we like better than Pembina Pipeline

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Pembina Pipeline (PBA - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 8. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis oil and gas transportation and services company is expected to post quarterly earnings of $0.52 per share in its upcoming report, which represents a year-over-year change of -7.1%.

Revenues are expected to be $1.29 billion, down 18.7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 11.61% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Pembina Pipeline?For Pembina Pipeline, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.65%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Pembina Pipeline will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Pembina Pipeline would post earnings of $0.5 per share when it actually produced earnings of $0.56, delivering a surprise of +12.00%.

Over the last four quarters, the company has beaten consensus EPS estimates just once.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Pembina Pipeline appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Pembina Pipeline (PBA) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.56 per share a year ago.

The First Trust S&P International Dividend Aristocrats ETF (NASDAQ:FID) gives U.S.

Pembina Pipeline NYSE: PBA reported a strong start to 2026, with management raising its full-year adjusted EBITDA outlook after first-quarter results benefited from solid volumes across key systems and an improved marketing outlook.

This news release refers to certain financial measures and ratios that are not specified, defined or determined in accordance with Generally Accepted Accounting Principles ("GAAP"), including earnings before interest, taxes, depreciation and amortization ("EBITDA") build multiple. For more information see "Non-GAAP and Other Financial Measures" herein.

CALGARY, Alberta--(BUSINESS WIRE)--Pembina Pipeline Corporation ("Pembina" or "the Company") (TSX: PPL; NYSE: PBA) announced today that it is proceeding with the Heartland Extraction Plant ("HEP") and provided an update on its ethane supply agreement with Dow.

The sanctioning of HEP represents a capital efficient, low-risk monetization of Pembina's liquids extraction rights on the Yellowhead Pipeline, with future growth potential. Through new and amended agreements, Pembina and Dow reached a mutually beneficial solution that has increased the overall ethane supply commitment, better aligned the volume profile with Dow's revised Path2Zero project schedule, and supported the economics of the HEP project. As previously disclosed, Pembina pursued an optimized ethane portfolio solution in support of its Dow supply commitments and is excited to sanction this project, which also provides Pembina the economic benefits of propane-plus natural gas liquids ("NGL") production. Additionally, sanctioning HEP is another important step towards realizing Pembina's recently announced 5-7 percent fee-based adjusted EBITDA per share growth target to 2030.

Heartland Extraction Plant Project Highlights

A new 750 million cubic feet per day straddle plant to extract NGL under Pembina's extraction rights on the Yellowhead Pipeline. This upsized project is an evolution of the previously disclosed Yellowhead Extraction Plant project. HEP now includes incremental capacity to accommodate future additional opportunities on a capital efficient basis, enhancing Pembina's Alberta Industrial Heartland footprint. Pembina has signed a long-term agreement at HEP to supply Dow with ethane beginning in late 2029, scaling to 22,500 barrels per day ("bpd") by the end of 2030. Following extraction at HEP, ethane-plus mix will be processed at a combination of Dow's Fort Saskatchewan facility and Pembina's Redwater Complex. Pembina will retain the associated propane-plus production related to the project and will benefit from downstream fractionation and marketing of up to 9,500 bpd of propane-plus NGL. HEP has an estimated cost of approximately $570 million, and an anticipated in-service date in late 2029. EBITDA generated from the project will consist of both fixed-fee revenue and frac spread exposure. Using long-term average historical pricing, the EBITDA build multiple for the project is expected to range from 5-7 times. Dow Ethane Supply Agreement Update

In connection with the new firm volume commitment at HEP, Pembina and Dow have amended the terms of their previously announced ethane supply agreement. Under the amended long-term agreement, Pembina will supply Dow with 35,000 bpd of ethane commencing with the start up of Dow's Path2Zero project, which is expected to enter service in 2029. Pembina will source the 35,000 bpd of ethane from its existing supply portfolio, leveraging its integrated value chain, including deep cut gas processing plants, ethane-plus transportation franchise, and fractionation capabilities.

Including the new agreement at HEP (22,500 bpd) and the amended supply agreement (35,000 bpd), Pembina will supply Dow with a total of 57,500 bpd of ethane, representing a 15 percent increase compared to the original agreement of 50,000 bpd.

"This outcome further demonstrates Pembina's ability to find win-win solutions with our customers. We have strengthened our relationship with Dow while advancing Pembina's strategy and ability to deliver capital-efficient growth," said Scott Burrows, President and Chief Executive Officer of Pembina. "By aligning volumes with Dow's needs and leveraging our existing asset base, we are enhancing the value of our NGL franchise and catalyzing hydrocarbon demand in Western Canada."

About Pembina

Pembina Pipeline Corporation is a leading energy transportation and midstream service provider that has served North America's energy industry for more than 70 years. Pembina owns an extensive network of strategically located assets, including hydrocarbon liquids and natural gas pipelines, gas gathering and processing facilities, oil and natural gas liquids infrastructure and logistics services, and an export terminals business. Through our integrated value chain, we seek to provide safe and reliable energy solutions that connect producers and consumers across the world, support a more sustainable future and benefit our customers, investors, employees and communities. For more information, please visit www.pembina.com.

Purpose of Pembina: We deliver extraordinary energy solutions so the world can thrive.

Pembina is structured into three Divisions: Pipelines Division, Facilities Division and Marketing & New Ventures Division.

Pembina's common shares trade on the Toronto and New York stock exchanges under PPL and PBA, respectively. For more information, visit www.pembina.com.

Forward-Looking Information and Statements

This news release contains certain forward-looking statements and forward-looking information (collectively, "forward-looking statements"), including forward-looking statements within the meaning of the "safe harbor" provisions of applicable securities legislation, that are based on Pembina's current expectations, estimates, projections and assumptions in light of its experience and its perception of historical trends. In some cases, forward-looking statements can be identified by terminology such as "continue", "anticipate", "schedule", "will", "expects", "estimate", "potential", "planned", "future", "outlook", "strategy", "project", "plan", "commit", "maintain", "focus", "ongoing", "believe" and similar expressions suggesting future events or future performance.

In particular, this news release contains forward-looking statements and financial outlooks pertaining to, without limitation, the following: Pembina's strategy and the development and expected timing of new business initiatives and growth opportunities, including the HEP, and the expected costs, impacts, and benefits thereof; expectations regarding existing and future commercial agreements, including those with Dow, and the anticipated timing, product volumes, and benefits thereof; the successful completion of related third-party projects; statements regarding Pembina's financial and operational performance, including expected project build multiples, revenue generation, and commodity price exposure; expectations regarding the future performance of the Company's assets, including future pipeline, processing, and fractionation operations; and targets regarding fee-based adjusted EBITDA per share growth.

These forward-looking statements are based on certain factors and assumptions that Pembina has made in respect thereof as at the date of this news release, including, among other things: oil and gas industry exploration and development activity levels and the geographic region of such activity; the success of Pembina's operations; prevailing commodity prices (including long-term average historical pricing and frac spreads), interest rates, carbon prices, tax rates, exchange rates and inflation rates; the ability of Pembina to maintain current credit ratings; the availability and cost of capital to fund future capital requirements relating to existing assets, projects and the repayment or refinancing of existing debt as it becomes due; future operating costs; geotechnical and integrity costs; that any third-party projects relating to Pembina's growth projects, including Dow's Path2Zero project, will be sanctioned and completed as expected; that any required commercial agreements can be reached in the manner and on the terms expected by Pembina; that all required regulatory and environmental approvals can be obtained on acceptable terms and in a timely manner; that counterparties will comply with contracts in a timely manner; that there are no unforeseen events preventing the performance of contracts or the completion of the relevant projects; prevailing regulatory, tax and environmental laws and regulations; maintenance of operating margins; the amount of future liabilities relating to lawsuits and environmental incidents; and the availability of coverage under Pembina's insurance policies (including in respect of Pembina's business interruption insurance policy).

Although Pembina believes the expectations and material factors and assumptions reflected in these forward-looking statements are reasonable as of the date hereof, there can be no assurance that these expectations, factors and assumptions will prove to be correct. These forward-looking statements are not guarantees of future performance and are subject to a number of known and unknown risks and uncertainties including, but not limited to: the regulatory environment and decisions, including the outcome of regulatory hearings, and Indigenous and landowner consultation requirements; the impact of competitive entities and pricing; reliance on third parties to successfully operate and maintain certain assets; reliance on key relationships, joint venture partners and agreements; labour and material shortages; the strength and operations of the oil and natural gas production industry and related commodity prices; non-performance or default by contractual counterparties; actions by governmental or regulatory authorities, including changes in laws and treatment, changes in royalty rates, regulatory decisions, changes in regulatory processes or increased environmental regulation; the ability of Pembina to acquire or develop the necessary infrastructure in respect of future development projects; fluctuations in operating results; adverse general economic and market conditions, including potential recessions in Canada, North America and worldwide resulting in changes, or prolonged weaknesses, as applicable, in interest rates, foreign currency exchange rates, inflation, commodity prices, supply/demand trends and overall industry activity levels; new Canadian and/or U.S. trade policies or barriers, including the imposition of new tariffs, duties or other trade restrictions; geopolitical risks; constraints on the, or the unavailability of, adequate supplies, infrastructure or labour; the political environment in North America and elsewhere, including changes in trade relations between Canada and the U.S., and public opinion thereon; the ability to access various sources of debt and equity capital; adverse changes in credit ratings; counterparty credit risk; technology and cyber security risks; natural catastrophes; and certain other risks detailed in Pembina's Annual Information Form and Management's Discussion and Analysis, each dated February 26, 2026 for the year ended December 31, 2025 and from time to time in Pembina's public disclosure documents available at www.sedarplus.ca, www.sec.gov and through Pembina's website at www.pembina.com.

This list of risk factors should not be construed as exhaustive. Readers are cautioned that events or circumstances could cause results to differ materially from those predicted, forecasted or projected by forward-looking statements contained herein. The forward-looking statements contained in this news release speak only as of the date of this news release. Pembina does not undertake any obligation to publicly update or revise any forward-looking statements or information contained herein, except as required by applicable laws. The forward-looking information and financial outlooks contained in this news release have been approved by management as of the date of this news release. The purpose of these financial outlooks is to assist readers in understanding Pembina's expected and targeted financial results, and this information may not be appropriate for other purposes. The forward-looking statements contained in this news release are expressly qualified by this cautionary statement.

Non-GAAP and Other Financial Measures

Throughout this news release, Pembina has disclosed certain financial measures and ratios that are not specified, defined or determined in accordance with GAAP and which are not disclosed in Pembina's financial statements. Non-GAAP financial measures either exclude an amount that is included in, or include an amount that is excluded from, the composition of the most directly comparable financial measure specified, defined and determined in accordance with GAAP. Non-GAAP ratios are financial measures that are in the form of a ratio, fraction, percentage or similar representation that has a non-GAAP financial measure as one or more of its components. These non-GAAP financial measures and non-GAAP ratios, together with financial measures and ratios specified, defined and determined in accordance with GAAP, are used by management to evaluate the performance and cash flows of Pembina and its businesses and to provide additional useful information respecting Pembina's financial performance and cash flows to investors and analysts.

In this news release, Pembina has disclosed the following non-GAAP ratio: EBITDA build multiple. The non-GAAP financial measure that is used as a component of this non-GAAP ratio is estimated incremental EBITDA, which is an estimate of the incremental EBITDA expected to be generated by the Heartland Extraction Plant. The EBITDA build multiple is calculated as the estimated capital cost of the project divided by the estimated expected incremental EBITDA. Management uses the EBITDA build multiple to evaluate the capital efficiency and expected return of the project. The equivalent historical non-GAAP financial measure to estimated incremental EBITDA is historical EBITDA, which has earnings as its most directly comparable financial measure specified, defined, and determined in accordance with IFRS. There are no significant differences between the composition of the forward-looking non-GAAP financial measure and the equivalent historical non-GAAP financial measure.

The non-GAAP financial measures and non-GAAP ratios disclosed in this news release do not have any standardized meaning under International Financial Reporting Standards ("IFRS") and may not be comparable to similar financial measures or ratios disclosed by other issuers. Such financial measures and ratios should not, therefore, be considered in isolation or as a substitute for, or superior to, measures and ratios of Pembina's financial performance, or cash flows specified, defined or determined in accordance with IFRS, including earnings.

[url="]Lucky Strike Entertainment[/url], one of the world's premier owner-operations of location-based entertainment destinations, today announces that Thunder

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, April 15, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

Boston Trust Walden Corp trimmed its position in Stag Industrial, Inc. (NYSE: STAG) by 4.5% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,813,180 shares of the real estate investment trust's stock after selling 132,279 shares during the quarter.

STAG outperformed peers by leveraging a conservative model, focusing on non-infill markets and longer lease terms, amid volatile macro conditions. STAG's disciplined capital allocation, reduced leverage, and payout ratio enabled a 4% dividend increase—the largest in a decade—while maintaining balance sheet strength. Despite resilient leasing spreads and strong tenant engagement, STAG now trades at a premium, with its dividend yield below the 10-year Treasury, tempering forward return expectations.

The 10-year Treasury yield sits at 4.26% and the Fed funds rate has been held at 3.75% for more than four months.

Stag Industrial (STAG) came out with quarterly funds from operations (FFO) of $0.65 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.61 per share a year ago.

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Most portfolios do not fail because the math is impossible. They fail because real life bills arrive every 30 days while the portfolio pays whenever it feels like it. Rent, insurance, utilities, groceries, and car payments do not wait for a quarterly distribution schedule to become convenient. That is what makes monthly dividend investments interesting: they turn a portfolio into something that looks less like a pile of assets and more like a paycheck machine.

Two thousand five hundred dollars a month is $30,000 a year. At a blended 6% yield, that requires roughly $500,000 in capital. The five investments below all pay monthly, which matters more than yield-chasers admit. Quarterly dividends force retirees to become their own treasurer. Monthly distributions match the cadence of a real household budget, minus the boss, the commute, and the sad desk salad.

The Five-Fund Monthly Income Stack The portfolio is built around one anchor (a covered-call equity income fund), two real estate sleeves, one corporate bond sleeve, and one business development company. Every position pays every month.

JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI): $175,000 allocation (35%), roughly 8.4% yield, about $1,225 per month. This fund sells covered calls on a low-volatility S&P 500 sleeve. You get most of the equity participation with bond-like volatility, and a fat monthly check. The tradeoff is capped upside in roaring bull markets. Realty Income (NYSE:O | O Price Prediction): $100,000 allocation (20%), about 5.6% yield, roughly $467 per month. The self-described Monthly Dividend Company has paid 665 consecutive monthly dividends and just nudged its monthly rate to $0.2705 per share with the April 2026 declaration. Portfolio occupancy sits at 98.9%. Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT): $100,000 allocation (20%), about 4.7% yield, roughly $392 per month. Investment-grade corporate bonds give the portfolio its ballast. With the 10-year Treasury near 4.4%, intermediate corporates pay a respectable spread without long-duration heartburn. Main Street Capital (NYSE:MAIN): $75,000 allocation (15%), about 5.8% yield on the regular dividend, roughly $363 per month. The Houston BDC pays $0.26 monthly plus an eighteenth consecutive $0.30 quarterly supplemental. Q4 distributable net investment income hit $1.09 per share against a $1.02 estimate, with full-year ROE of 17.1%. STAG Industrial (NYSE:STAG): $50,000 allocation (10%), about 4.0% yield, roughly $167 per month. STAG owns industrial warehouses leased to single tenants, the picks-and-shovels of e-commerce logistics. It rounds out the real estate exposure with a different driver than retail net lease. Add it up and the portfolio generates about $31,350 a year, or $2,613 a month, on a blended yield of 6.3%. The $113 monthly cushion above target is intentional: dividend cuts happen, and you want headroom.

What You Trade for the 6% Blend A pure Realty Income portfolio would yield less but compound. Realty Income just delivered its 113th consecutive quarterly dividend increase, and over the past decade the stock returned about 65% on price alone, with a steadily rising payout. A 3.5% starting yield that grows 4% to 5% a year doubles its income inside 15 years.

Compare that to the agency mortgage REIT AGNC Investment (NASDAQ:AGNC), yielding north of 13%. AGNC’s tangible book value fell to about $8.38 a share in Q1 2026, posting an economic return of negative 1.6% as Middle East volatility widened mortgage spreads. The yield is real, but so is the principal erosion. CEO Peter Federico framed the quarter as “negative shift in investor sentiment caused Agency MBS spreads to benchmark rates to widen.” A double-digit yield that grinds the share price lower is not the same dollar as a 5% yield that grows.

Three Things to Do Before You Buy Calculate actual monthly spending instead of anchoring to pre-retirement salary. Most retirees overestimate what they need by 20% to 30% because payroll taxes and 401(k) contributions disappear. Run the numbers inside a tax-advantaged account first. Option premiums and mREIT-style payouts are taxed as ordinary income, while some REIT dividends qualify for the Section 199A deduction. Placing higher-yield positions in an IRA can lift effective yield by a full percentage point. Stress-test the portfolio with a 20% dividend cut across the BDC and covered-call segments. If the income still holds, the plan has staying power. If it breaks, increase the capital base or shift more weight toward dividend-growth positions.

, /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE: STAG) announced today that it has published its 2025 Sustainability Report.

"STAG's focus on sustainability contributes to a resilient portfolio that creates enduring value for our shareholders and the communities we serve," said Bill Crooker, President and Chief Executive Officer of the Company. "STAG is committed to advancing meaningful environmental initiatives that support our broader mission of long-term growth."

The Sustainability Report can be found on the Company's website (www.stagindustrial.com) under the "Featured Documents" section in the Investor Relations tab.

About STAG Industrial, Inc.

STAG Industrial, Inc. is a real estate investment trust focused on the acquisition, development, ownership and operation of industrial properties throughout the United States. As of March 31, 2026, the Company's portfolio consists of 601 buildings in 41 states with approximately 120.3 million rentable square feet.

For additional information, please visit the Company's website at www.stagindustrial.com.

Forward-Looking Statements

This press release, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Forward-looking statements, which are based on certain assumptions and describe the Company's future plans, strategies and expectations, are generally identifiable by use of the words "believe," "will," "expect," "intend," "anticipate," "estimate," "should," "project" or similar expressions. You should not rely on forward-looking statements since they involve known and unknown risks, uncertainties and other factors that are, in some cases, beyond the Company's control and which could materially affect actual results, performances or achievements. Factors that may cause actual results to differ materially from current expectations include, but are not limited to, the risk factors discussed in the Company's annual report on Form 10-K for the year ended December 31, 2025 as updated by the Company's quarterly reports on Form 10-Q. Accordingly, there is no assurance that the Company's expectations will be realized. Except as otherwise required by the federal securities laws, the Company disclaims any obligation or undertaking to publicly release any updates or revisions to any forward-looking statement contained herein (or elsewhere) to reflect any change in the Company's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based.

SOURCE STAG Industrial, Inc.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?

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Generating $3,500 per month in retirement income works out to roughly $42,000 annually, enough to cover the payment on a typical middle-to-upper-range U.S. home in today’s market. At current interest rates, a $3,500 monthly housing payment could support roughly a $475,000 to $550,000 home purchase using a 30-year fixed mortgage with 20% down, depending on local property taxes and insurance costs.

For retirees, though, the challenge is not simply producing the income. It is producing it on a schedule that matches real life. Mortgage payments, utility bills, insurance premiums, and grocery expenses arrive every month, not every quarter. Traditional dividend portfolios often distribute income unevenly throughout the year, forcing retirees to manage their own cash-flow timing. Monthly dividend investments simplify that process by aligning portfolio income more closely with how bills actually arrive.

Three Ways to Get There The capital required to produce $42,000 depends entirely on the blended yield. The math is unforgiving and worth seeing at three tiers:

Conservative tier near 3.5%: $42,000 divided by 0.035 equals $1,200,000 in capital. This is broad-market dividend-growth territory, where principal usually appreciates and the income stream tends to rise with inflation. Moderate tier near 6%: $42,000 divided by 0.06 equals $700,000. High-yield equity, preferred shares, and traditional REITs live here. Dividend growth slows and upside is capped relative to the index. Aggressive tier near 10%: $42,000 divided by 0.10 equals $420,000. Covered-call ETFs, BDCs, and mortgage REITs occupy this band. Distributions are high today, but principal erosion is a real risk and many strategies cap participation in bull markets. A Five-Fund Monthly Portfolio Around $600,000 Blending the moderate and aggressive tiers to a roughly 7% average yield puts the capital requirement near $600,000. One way to assemble it from five monthly payers, each running a distinct strategy:

JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI): A $150,000 position targets about $12,000 a year from a covered-call overlay on S&P 500 names. The expense ratio is 0.35%. JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ): A $100,000 sleeve generates roughly $9,500 a year. JEPQ writes calls on Nasdaq-100 constituents, with top holdings including NVIDIA at 7.9% and Apple at 6.4% of net assets. NEOS S&P 500 High Income ETF (NYSEARCA:SPYI): A $100,000 position targets about $11,000 through an options-overlay structure designed for tax-efficient monthly distributions on the S&P 500. Realty Income (NYSE:O | O Price Prediction): A $75,000 stake in this net-lease REIT pays roughly $4,200 a year at a 5.6% yield. The latest monthly declaration came in at about $0.27 per share, continuing a 16-year record of uninterrupted monthly payments. STAG Industrial (NYSE:STAG): A $125,000 allocation in this industrial REIT yields about 4.5%, contributing roughly $5,600 a year and adding warehouse and logistics exposure that the equity ETFs do not provide. That mix lands close to the $42,000 target while diversifying across S&P covered calls, Nasdaq covered calls, an enhanced S&P income strategy, a net-lease REIT, and an industrial REIT.

The Tax Reality Behind These Distributions Covered-call ETF distributions are mostly taxed as ordinary income rather than qualified dividends. REIT distributions are likewise ordinary income, though the Section 199A pass-through deduction historically allowed retirees to deduct 20% of qualified REIT dividends. Verify the current treatment with a CPA, because legislative changes under the One Big Beautiful Bill reshaped several deduction rules effective 2026. For a single retiree in the 22% bracket (taxable income above $50,400), holding these funds in an IRA rather than a taxable account is the single largest after-tax lever available.

Where CBOE Fits the Picture Cboe Global Markets (CBOE) pays quarterly rather than monthly, placing it outside the portfolio’s direct income sleeve. Its connection to the strategy is more structural than distributive: many covered-call ETFs generate income by selling options on indices such as the S&P 500 and Nasdaq-100, markets that Cboe operates and monetizes through trading activity and derivatives infrastructure.

The stock itself functions more as a growth-and-quality counterweight within a broader income portfolio. While its dividend yield remains relatively modest at around 0.8%, the company has recently delivered strong operational momentum, including sharply higher earnings growth and substantial share-price appreciation over the past year. In effect, Cboe represents the “toll road” underlying part of the options-income ecosystem, benefiting from the growing popularity of covered-call and derivatives-based income strategies without relying on ultra-high distributions itself.

Investor’s To Do List: Calculate your actual monthly expenses rather than anchoring to your former salary. Many retirees discover their replacement target is well under $3,500 once payroll taxes, retirement contributions, and commuting are gone. Compare the 10-year total return of a 3.5% dividend-growth fund against a 10% covered-call ETF. Lower current yield with growing distributions frequently outperforms a high static yield over a 20-year retirement. Rebalance the five sleeves once a year. Covered-call funds and REITs drift at different speeds, and letting one strategy dominate the portfolio defeats the diversification the five-fund structure is built to provide.