Inspire Trust Co. N.A. Buys 6,500 Shares of Prologis, Inc. $PLD

Inspire Trust Co. N.A. raised its stake in Prologis, Inc. (NYSE:PLD) by 14.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 52,500 shares of the real estate investment trust’s stock after acquiring an additional 6,500 shares during the quarter. Prologis comprises approximately 1.1% of Inspire Trust Co. N.A.’s investment portfolio, making the stock its 27th biggest holding. Inspire Trust Co. N.A.’s holdings in Prologis were worth $6,012,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. D.A. Davidson & CO. boosted its holdings in Prologis by 16.7% during the third quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock worth $67,241,000 after buying an additional 83,966 shares during the last quarter. Foresight Group Ltd Liability Partnership raised its position in shares of Prologis by 240.1% in the 3rd quarter. Foresight Group Ltd Liability Partnership now owns 44,715 shares of the real estate investment trust’s stock valued at $5,109,000 after acquiring an additional 31,567 shares during the period. National Pension Service raised its position in shares of Prologis by 2.4% in the 3rd quarter. National Pension Service now owns 2,443,137 shares of the real estate investment trust’s stock valued at $279,788,000 after acquiring an additional 56,272 shares during the period. Envestnet Asset Management Inc. boosted its stake in Prologis by 3.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 3,644,875 shares of the real estate investment trust’s stock worth $417,411,000 after acquiring an additional 126,613 shares during the last quarter. Finally, Generali Asset Management SPA SGR grew its holdings in Prologis by 33.4% during 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 purchasing an additional 25,133 shares during the period. 93.50% of the stock is owned by institutional investors.

Prologis Stock Performance

Shares of Prologis stock opened at $141.41 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.58 and a quick ratio of 0.64. The firm has a market cap of $131.45 billion, a price-to-earnings ratio of 39.83, a price-to-earnings-growth ratio of 3.50 and a beta of 1.42. The stock’s 50-day moving average is $131.59 and its 200-day moving average is $123.08. Prologis, Inc. has a one year low of $85.35 and a one year high of $141.95.

Prologis (NYSE:PLD) last posted its quarterly earnings data 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. The business had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. Prologis had a return on equity of 5.79% and a net margin of 37.86%.Prologis’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the company earned $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities analysts predict that Prologis, Inc. will post 5.73 earnings per share for the current fiscal year.

Prologis Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be issued a $1.07 dividend. This represents a $4.28 dividend on an annualized basis and a dividend yield of 3.0%. This is a boost from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date is Tuesday, March 17th. Prologis’s dividend payout ratio is 113.80%.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Data-center/AI infrastructure thesis — MarketBeat highlights Prologis as a direct beneficiary of the hyperscaler data-center buildout because it controls power capacity (5.7 GW) and ~15,000 acres in Texas suited for data centers, positioning PLD to capture long-term land/power leasing demand. 3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
• Positive Sentiment: Dividend and FFO momentum — MarketBeat reports Prologis raised its annualized dividend (now ~$4.28) and posted FFO growth (core FFO +4.5% in 2025) with 2026 guidance implying continued FFO growth — supporting income-seeking demand for the stock. 3 Giants With Solid Yields Lifting Their Dividends Higher
• Positive Sentiment: Earnings and guidance lift sentiment — Coverage (Zacks/Yahoo) points to the recent quarterly report (EPS in line, revenue beat, revenue +7.8% y/y) and Prologis’s FY‑2026 EPS guidance, which helped drive the recent strong post‑earnings move and investor reappraisal. Why Is Prologis (PLD) Up 9.8% Since Last Earnings Report?
• Neutral Sentiment: Analyst consensus/market positioning — Several outlets note an average Wall Street recommendation of “Buy,” which can sustain interest but also makes the stock sensitive to any changes in analyst views. This is supportive but not a new catalyst. Is It Worth Investing in Prologis (PLD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Macro/sector flows into REIT income — Broader interest in REIT ETFs and income strategies (e.g., VNQ) can help demand for large-cap industrial REITs like Prologis, but this is a sector tailwind rather than a company-specific surprise. Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
• Negative Sentiment: Legal/environmental risk — A recent article flags a major environmental lawsuit that could alter the bull case if it creates material liabilities, regulatory pressure, or delays on development projects; this represents a potential catalyst for downside volatility. The Bull Case For Prologis (PLD) Could Change Following Dividend Hike And Major Environmental Lawsuit – Learn Why

Analyst Upgrades and Downgrades

Several research firms have weighed in on PLD. BTIG Research increased their target price on shares of Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a report on Wednesday, December 31st. Barclays reiterated an “overweight” rating and set a $139.00 target price on shares of Prologis in a report on Tuesday, January 13th. The Goldman Sachs Group increased their price target on Prologis from $137.00 to $148.00 and gave the stock a “neutral” rating in a report on Monday, February 9th. Citigroup reaffirmed a “buy” rating on shares of Prologis in a research report on Monday, January 26th. Finally, BNP Paribas Exane increased their target price on Prologis from $129.00 to $140.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Fourteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $136.95.

Insider Activity at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction 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 completion of the transaction, the director owned 8,208 shares in the company, valued at approximately $1,047,340.80. This represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.57% of the stock is currently owned by corporate insiders.

Prologis Company Profile

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.