Prologis (NYSE:PLD) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Prologis (NYSE:PLD) from a sell rating to a hold rating in a research note issued to investors on Friday.

A number of other equities analysts have also commented on PLD. BTIG Research raised their price objective on Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research note on Wednesday, December 31st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Prologis in a research note on Monday, December 29th. UBS Group upped their price objective on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research report on Thursday. Argus raised their target price on shares of Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday. Finally, Morgan Stanley set a $135.00 target price on shares of Prologis in a research report on Friday, January 16th. Thirteen analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Prologis presently has an average rating of “Moderate Buy” and an average price target of $134.11.

Prologis Price Performance

Shares of Prologis stock opened at $127.03 on Friday. The company has a quick ratio of 0.64, a current ratio of 0.19 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $118.00 billion, a price-to-earnings ratio of 37.04, a price-to-earnings-growth ratio of 3.71 and a beta of 1.40. Prologis has a twelve month low of $85.35 and a twelve month high of $134.94. The company has a 50-day simple moving average of $128.38 and a two-hundred day simple moving average of $119.35.

Prologis (NYSE:PLD) last announced its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.44. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The firm had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the prior year, the business posted $1.42 EPS. The business’s revenue was up 7.8% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Analysts forecast that Prologis will post 5.73 EPS for the current year.

Prologis Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were issued a $1.01 dividend. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $4.04 dividend on an annualized basis and a dividend yield of 3.2%. Prologis’s dividend payout ratio is 113.80%.

Insider Activity

In related news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the sale, the director directly owned 8,208 shares of the company’s stock, valued at approximately $1,047,340.80. The trade was a 7.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.57% of the company’s stock.

Institutional Trading of Prologis

Hedge funds and other institutional investors have recently modified their holdings of the stock. D.A. Davidson & CO. boosted its position in shares of Prologis by 16.7% during the 3rd quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock valued at $67,241,000 after purchasing an additional 83,966 shares in the last quarter. Generali Asset Management SPA SGR lifted its stake in Prologis by 33.4% in the third quarter. Generali Asset Management SPA SGR now owns 100,314 shares of the real estate investment trust’s stock valued at $11,488,000 after buying an additional 25,133 shares during the period. Verity & Verity LLC boosted its holdings in shares of Prologis by 42.8% during the 3rd quarter. Verity & Verity LLC now owns 165,438 shares of the real estate investment trust’s stock worth $18,946,000 after buying an additional 49,604 shares in the last quarter. B. Riley Wealth Advisors Inc. bought a new position in shares of Prologis during the 2nd quarter worth approximately $875,000. Finally, Adams Diversified Equity Fund Inc. acquired a new stake in shares of Prologis during the 3rd quarter worth approximately $18,186,000. Institutional investors own 93.50% of the company’s stock.

Key Stories Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and strong leasing — Prologis reported Q4 results with revenue above expectations and management highlighted robust warehouse leasing, supporting near-term cash flow and rent-roll momentum. Article Title
• Positive Sentiment: Record lease signings in 2025 — Management said lease activity hit record levels last year, which underpins rent growth prospects and occupancy stability going into 2026. Article Title
• Positive Sentiment: U.S. warehouse market expected to tighten through 2026 — Prologis forecasts tighter fundamentals, a tailwind for future rent growth and valuations of logistics assets. Article Title
• Positive Sentiment: Analysts raising forecasts and price targets — Multiple firms (Argus, Truist, Wells Fargo and others) increased price targets or ratings after results, reflecting improved outlook for leasing and earnings. These upgrades help support investor sentiment. Article Title
• Neutral Sentiment: Q4 EPS roughly in line with estimates — EPS met consensus while revenue beat; that combination leaves valuation moves tied to forward guidance and leasing trends rather than an EPS surprise. Article Title
• Neutral Sentiment: Earnings call highlighted a durable growth pipeline — Management emphasized development and power/data center pipeline, important for long-term growth but subject to execution and capex cycles. Article Title
• Negative Sentiment: Mixed analyst signals — Evercore ISI raised its target modestly but kept an “in-line” rating (target below some newer marks), which implies limited upside from current levels and introduces some analyst divergence. Article Title

About Prologis

Prologis, Inc is a real estate investment trust (REIT) specializing in logistics and distribution facilities. The company focuses on acquiring, developing, and managing high-quality industrial real estate assets that support supply chain infrastructure for third-party logistics providers, e-commerce businesses, retailers and manufacturers. Its portfolio primarily consists of warehouse and distribution centers designed to optimize goods movement and storage near key transportation hubs.

With a global presence, Prologis serves customers across the Americas, Europe and Asia Pacific.