Strs Ohio Buys 101,399 Shares of Prologis, Inc. $PLD

Strs Ohio raised its position in Prologis, Inc. (NYSE:PLD) by 11.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 986,978 shares of the real estate investment trust’s stock after acquiring an additional 101,399 shares during the period. Strs Ohio’s holdings in Prologis were worth $113,029,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of PLD. Vanguard Group Inc. lifted its holdings in shares of Prologis by 0.3% during the 2nd quarter. Vanguard Group Inc. now owns 121,741,332 shares of the real estate investment trust’s stock worth $12,797,449,000 after acquiring an additional 401,922 shares during the period. State Street Corp grew its position in Prologis by 1.9% during the 2nd quarter. State Street Corp now owns 58,640,842 shares of the real estate investment trust’s stock worth $6,164,325,000 after acquiring an additional 1,088,544 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Prologis by 1.4% in the second quarter. Geode Capital Management LLC now owns 22,416,833 shares of the real estate investment trust’s stock valued at $2,345,922,000 after purchasing an additional 310,333 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its position in Prologis by 1.6% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,506,899 shares of the real estate investment trust’s stock valued at $1,735,205,000 after buying an additional 253,338 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Prologis in the 2nd quarter valued at $1,288,936,000. 93.50% of the stock is owned by institutional investors.

Insider Buying and Selling at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $127.60, for a total value of $79,239.60. Following the sale, the director owned 8,208 shares in the company, valued at approximately $1,047,340.80. This represents a 7.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.57% of the company’s stock.

Trending Headlines about Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue and leasing beat and record leasing volume — Prologis reported stronger-than-expected rental revenue and signed a record amount of leases in 2025, highlighting rebounding warehouse demand. PR Newswire: Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Aggressive FY‑2026 guidance — Management raised FY‑2026 EPS guidance to $6.00–$6.20, well above prior consensus, signaling confidence in earnings growth for the year. Prologis FY2026 Guidance (Slide Deck/Press Release)
• Positive Sentiment: Analysts lifting targets and forecasts — Multiple firms raised estimates and price targets after the results (Argus to $135 buy; Truist to $142; other brokers raised forecasts). That reinforces the bullish case among some institutional investors. Benzinga coverage of analyst upgrades
• Positive Sentiment: Core FFO at/above estimates — Core FFO came in at/above Street figures (Zacks notes an FFO beat), supporting the REIT’s cash‑flow profile. Zacks: Prologis Q4 FFO Beat Estimates
• Neutral Sentiment: Data‑center power expansion — Prologis is expanding power capacity to support data‑center customers, a longer‑term growth angle but not an immediate earnings lever. Benzinga: Record Leases, Expands Power for Data Centers
• Neutral Sentiment: EPS roughly in line — Reported EPS met consensus, which is steady but less exciting than an upside surprise. MarketBeat: Q4 Results Summary
• Negative Sentiment: Cautionary analyst notes and in‑line ratings — Some shops (Evercore ISI) issued in‑line ratings or conservative targets implying limited upside, which can blunt momentum. TickerReport/The Fly: Evercore ISI In‑line Rating
• Negative Sentiment: Higher interest costs and margin pressure — Reports note interest‑cost headwinds that weigh on net results and FFO growth, a concern for a leveraged REIT. Zacks: Interest Costs Weigh on Results
• Negative Sentiment: Conflicting headlines and profit‑taking — A few outlets framed results as “weak revenue,” and after a strong 2025 run investors may be taking profits; heavy intraday volume suggests repositioning. Benzinga: Post‑earnings Coverage

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on PLD. Weiss Ratings reissued a “buy (b-)” rating on shares of Prologis in a research note on Monday, December 29th. BTIG Research upped their price target on Prologis from $134.00 to $155.00 and gave the company a “buy” rating in a research note on Wednesday, December 31st. Wells Fargo & Company increased their target price on shares of Prologis from $120.00 to $139.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Robert W. Baird reiterated a “neutral” rating and set a $130.00 target price (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Finally, Truist Financial increased their target price on Prologis from $131.00 to $142.00 and gave the stock a “buy” rating in a research note on Tuesday. Twelve analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $133.76.

Prologis Stock Down 3.5%

Shares of PLD stock opened at $126.52 on Friday. The firm’s fifty day moving average price is $128.30 and its two-hundred day moving average price is $119.03. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61. Prologis, Inc. has a 1 year low of $85.35 and a 1 year high of $134.94. The firm has a market capitalization of $117.52 billion, a P/E ratio of 35.64, a PEG ratio of 3.83 and a beta of 1.40.

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

Prologis Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were paid a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Tuesday, December 16th. Prologis’s payout ratio is currently 117.78%.

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.