Sarasin & Partners LLP Has $93.25 Million Stock Position in Prologis, Inc. $PLD

Sarasin & Partners LLP cut its holdings in shares of Prologis, Inc. (NYSE:PLD) by 1.2% in the 4th quarter, HoldingsChannel reports. The fund owned 730,478 shares of the real estate investment trust’s stock after selling 8,995 shares during the period. Sarasin & Partners LLP’s holdings in Prologis were worth $93,253,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Clayton Financial Group LLC bought a new position in Prologis in the 3rd quarter valued at about $26,000. Silver Oak Securities Incorporated bought a new stake in Prologis during the 3rd quarter worth approximately $36,000. Rossby Financial LCC raised its stake in shares of Prologis by 69.6% in the third quarter. Rossby Financial LCC now owns 329 shares of the real estate investment trust’s stock worth $38,000 after purchasing an additional 135 shares during the last quarter. Dogwood Wealth Management LLC raised its stake in shares of Prologis by 87.3% in the third quarter. Dogwood Wealth Management LLC now owns 339 shares of the real estate investment trust’s stock worth $39,000 after purchasing an additional 158 shares during the last quarter. Finally, Clear Investment Research LLC lifted its holdings in shares of Prologis by 34.5% in the third quarter. Clear Investment Research LLC now owns 343 shares of the real estate investment trust’s stock valued at $39,000 after purchasing an additional 88 shares in the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on PLD shares. BNP Paribas Exane lifted their target price on Prologis from $129.00 to $140.00 and gave the company an “outperform” rating in a research report on Wednesday, January 21st. BMO Capital Markets restated a “market perform” rating and set a $123.00 price objective on shares of Prologis in a research note on Thursday, January 22nd. Citigroup assumed coverage on shares of Prologis in a report on Thursday, March 5th. They set a “buy” rating and a $145.00 price objective on the stock. BTIG Research upped their target price on shares of Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research note on Wednesday, December 31st. Finally, Jefferies Financial Group increased their target price on shares of Prologis from $146.00 to $157.00 and gave the company a “buy” rating in a report on Friday, February 20th. Fourteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $137.20.

Prologis News Summary

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Announced a $1.6 billion U.S. build-to-suit logistics joint venture with GIC to develop and own distribution facilities, including an initial ~4.1M sq ft portfolio and capacity for additional projects — expands Prologis’ development pipeline and brings third‑party capital/validation for new projects. Prologis and GIC Form $1.6 billion JV
• Neutral Sentiment: Additional press coverage and analyst notes reiterate the JV details and broader market context (demand for build‑to‑suit logistics remains strong), but these reports don’t add new financial guidance; impact will depend on deployment pace and returns. Yahoo Finance: Prologis & GIC JV
• Neutral Sentiment: New tech/permits startups (e.g., Alphabet spinout Anori) aim to shorten pre-development timelines — a potential long‑term tailwind for logistics developers if adoption reduces entitlement delays, but timing and adoption remain uncertain. Alphabet’s X spinout Anori
• Negative Sentiment: SEC filing-based reporting estimated CEO Hamid Moghadam’s 2025 pay at roughly $25M and highlighted multiple insider sales; large reported insider/institutional sales and compensation disclosures can pressure sentiment around governance and near‑term stock performance. Quiver Quant: CEO 2025 Pay Revealed
• Negative Sentiment: Recent intraday/near‑term price weakness and heavier volume versus average have been noted in coverage — indicates profit-taking or broader market/sector pressure is outweighing the JV headline for now. Yahoo Finance: Why PLD Fell

Prologis Stock Performance

Shares of PLD stock opened at $127.84 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.58 and a current ratio of 0.58. The firm has a market cap of $118.83 billion, a price-to-earnings ratio of 36.01, a P/E/G ratio of 3.03 and a beta of 1.41. Prologis, Inc. has a 52 week low of $85.35 and a 52 week high of $143.95. The firm’s 50-day simple moving average is $134.81 and its two-hundred day simple moving average is $126.91.

Prologis (NYSE:PLD) last released its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.44. Prologis had a net margin of 37.86% and a return on equity of 5.79%. The firm had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same period in the prior year, the firm earned $1.42 EPS. The company’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. As a group, equities analysts forecast that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th will be issued a dividend of $1.07 per share. This represents a $4.28 annualized dividend and a yield of 3.3%. This is a positive change from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date of this dividend is Tuesday, March 17th. Prologis’s dividend payout ratio is currently 120.56%.

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.