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THLLY vs STAG: Dividend Comparison 2026

THLLY yields 1.48% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 THLLY wins by $18.67M in total portfolio value
10 years
THLLY
THLLY
● Live price
1.48%
Share price
$58.80
Annual div
$0.87
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.69M
Annual income
$16,539,735.12
Full THLLY calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.09
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.22
Full STAG calculator →

Portfolio growth — THLLY vs STAG

📍 THLLY pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTHLLYSTAG
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, THLLY + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
THLLY pays
STAG pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

THLLY
Annual income on $10K today (after 15% tax)
$125.77/yr
After 10yr DRIP, annual income (after tax)
$14,058,774.85/yr
STAG
Annual income on $10K today (after 15% tax)
$292.45/yr
After 10yr DRIP, annual income (after tax)
$392.89/yr
At 15% tax rate, THLLY beats the other by $14,058,381.96/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of THLLY + STAG for your $10,000?

THLLY: 50%STAG: 50%
100% STAG50/50100% THLLY
Portfolio after 10yr
$9.35M
Annual income
$8,270,098.67/yr
Blended yield
88.42%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

THLLY
Analyst Ratings
3
Buy
3
Hold
1
Sell
Consensus: Buy
Altman Z
2.5
Piotroski
8/9
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.7% upside vs current
Range: $39.00 — $59.00
Altman Z
1.2
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

THLLY buys
0
STAG buys
0
No recent congressional trades found for THLLY or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTHLLYSTAG
Forward yield1.48%3.44%
Annual dividend / share$0.87$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0.3%
Portfolio after 10y$18.69M$18.3K
Annual income after 10y$16,539,735.12$462.22
Total dividends collected$18.49M$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT
Analyst consensusBuyBuy

Year-by-year: THLLY vs STAG ($10,000, DRIP)

YearTHLLY PortfolioTHLLY Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,996$295.92$10,665$345.09+$331.00THLLY
2$12,374$608.20$11,364$357.70+$1.0KTHLLY
3$14,519$1,279.29$12,098$370.43+$2.4KTHLLY
4$18,341$2,805.80$12,869$383.28+$5.5KTHLLY
5$26,250$6,625.07$13,677$396.23+$12.6KTHLLY
6$45,811$17,723.08$14,524$409.27+$31.3KTHLLY
7$106,830$57,812.15$15,411$422.41+$91.4KTHLLY
8$366,301$251,992.97$16,339$435.61+$350.0KTHLLY
9$2,006,969$1,615,026.94$17,311$448.89+$1.99MTHLLY
10$18,687,192$16,539,735.12$18,327$462.22+$18.67MTHLLY

THLLY vs STAG: Complete Analysis 2026

THLLYStock

Thales S.A. provides various solutions for civilian and military customers in the aeronautics, space, defense, security, ground transportation, and digital security markets worldwide. It operates through Aerospace, Transport, Defence & Security, and Digital Identity & Security segments. The company offers communications, command, and control systems; mission services and support; protection and mission/combat systems; surveillance, detection, and intelligence systems; training and simulation solutions for air, land, naval, and joint forces; and digital identity and security solutions. It also provides air traffic management solutions; flight decks and avionics equipment and functions; in-flight entertainment and connectivity systems and services; electrical systems; aerospace training solutions; navigation solutions; support and services for avionics equipment; and vision systems. In addition, the company designs, operates, and delivers satellite-based systems for telecommunications, navigation, earth observation, environmental management, exploration, and science and orbital infrastructures; signaling, communications and supervision, and fare collection management systems and related services; cybersecurity and railway digitalization systems; and main line rail, and urban and intermodal mobility solutions. Further, it provides solutions for various markets and applications, including radiology, radio frequency, microwave sources, training and simulation solutions, lasers, and microelectronics solutions for science, industry, space, defense, automotive, railways, and energy conversion platforms. Thales S.A. has a strategic agreement with Google LLC. The company was formerly known as Thomson-CSF and changed its name to Thales S.A. in 2000. Thales S.A. was founded in 1893 and is headquartered in Courbevoie, France.

Full THLLY Calculator →

STAGREIT

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

Full STAG Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.