Prologis, Inc. $PLD Shares Purchased by Raiffeisen Bank International AG

Raiffeisen Bank International AG grew its stake in shares of Prologis, Inc. (NYSE:PLD) by 66.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,521 shares of the real estate investment trust’s stock after purchasing an additional 4,996 shares during the quarter. Raiffeisen Bank International AG’s holdings in Prologis were worth $1,431,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. D.A. Davidson & CO. grew its stake in shares of Prologis by 16.7% in the 3rd quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock worth $67,241,000 after purchasing an additional 83,966 shares during the last quarter. Foresight Group Ltd Liability Partnership lifted its stake in Prologis by 240.1% during the third 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 purchasing an additional 31,567 shares during the last quarter. National Pension Service boosted its holdings in Prologis by 2.4% during the third quarter. National Pension Service now owns 2,443,137 shares of the real estate investment trust’s stock worth $279,788,000 after buying an additional 56,272 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in Prologis by 3.6% during the third quarter. Envestnet Asset Management Inc. now owns 3,644,875 shares of the real estate investment trust’s stock worth $417,411,000 after buying an additional 126,613 shares in the last quarter. Finally, Generali Asset Management SPA SGR grew its position 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 worth $11,488,000 after buying an additional 25,133 shares during the last quarter. Hedge funds and other 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: 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

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Wall Street Zen downgraded Prologis from a “hold” rating to a “sell” rating in a research report on Saturday, February 7th. BTIG Research boosted their target price on Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, December 31st. Barclays reaffirmed an “overweight” rating and set a $139.00 target price on shares of Prologis in a report on Tuesday, January 13th. Citigroup reissued a “buy” rating on shares of Prologis in a research note on Monday, January 26th. Finally, Morgan Stanley set a $135.00 price objective on Prologis in a report on Friday, January 16th. Fourteen equities research 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 a consensus rating of “Moderate Buy” and an average price target of $136.95.

Insider Activity

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

Prologis Stock Performance

Shares of Prologis stock opened at $141.41 on Friday. Prologis, Inc. has a 12 month low of $85.35 and a 12 month high of $141.95. The company has a quick ratio of 0.64, a current ratio of 0.58 and a debt-to-equity ratio of 0.61. The stock has a market cap of $131.45 billion, a PE ratio of 39.83, a price-to-earnings-growth ratio of 3.50 and a beta of 1.42. The business has a fifty day simple moving average of $131.59 and a 200-day simple moving average of $123.08.

Prologis (NYSE:PLD) last posted its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting the consensus estimate of $1.44. The firm had revenue of $2.25 billion for the quarter, compared to analyst estimates 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 in the previous year, the firm earned $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, sell-side analysts anticipate that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Increases Dividend

The firm also recently announced 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. The ex-dividend date is Tuesday, March 17th. This represents a $4.28 dividend on an annualized basis and a dividend yield of 3.0%. This is a positive change from Prologis’s previous quarterly dividend of $1.01. Prologis’s dividend payout ratio is currently 113.80%.

Prologis 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.