Prologis (NYSE:PLD) Rating Increased to Hold at Wall Street Zen

Wall Street Zen upgraded shares of Prologis (NYSE:PLD) from a sell rating to a hold rating in a report published on Friday.

Several other research firms also recently weighed in on PLD. Weiss Ratings reissued a “buy (b-)” rating on shares of Prologis in a report on Monday, December 29th. Argus increased their price objective on Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday. UBS Group raised their target price on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research report on Thursday. Evercore ISI upped their price target on shares of Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a research report on Thursday. Finally, Barclays reissued an “overweight” rating and set a $139.00 price objective on shares of Prologis in a research report on Tuesday, January 13th. Twelve equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $133.76.

Prologis Stock Up 0.3%

Shares of NYSE:PLD opened at $127.03 on Friday. The firm has a 50 day simple moving average of $128.38 and a 200-day simple moving average of $119.18. Prologis has a twelve month low of $85.35 and a twelve month high of $134.94. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61. The company has a market capitalization of $118.00 billion, a PE ratio of 35.78, a P/E/G ratio of 3.70 and a beta of 1.40.

Prologis (NYSE:PLD) last announced its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, hitting the consensus estimate 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 period last year, the business earned $1.42 EPS. Prologis’s revenue for the quarter was up 7.8% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, equities analysts predict that Prologis will post 5.73 EPS for the current fiscal year.

Prologis Dividend Announcement

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

Insider Activity

In other news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the transaction, the director directly owned 8,208 shares in the company, valued at $1,047,340.80. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.57% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Prologis

Several institutional investors and hedge funds have recently added to or reduced their stakes in PLD. Peddock Capital Advisors LLC boosted its stake in shares of Prologis by 3.1% in the fourth quarter. Peddock Capital Advisors LLC now owns 2,651 shares of the real estate investment trust’s stock valued at $338,000 after buying an additional 80 shares in the last quarter. Whittier Trust Co. of Nevada Inc. lifted its holdings in Prologis by 0.5% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust’s stock valued at $1,941,000 after acquiring an additional 82 shares during the period. Foster Dykema Cabot & Partners LLC boosted its position in shares of Prologis by 1.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 8,232 shares of the real estate investment trust’s stock worth $943,000 after purchasing an additional 83 shares in the last quarter. Cornerstone Advisory LLC grew its stake in shares of Prologis by 2.4% during the 3rd quarter. Cornerstone Advisory LLC now owns 3,535 shares of the real estate investment trust’s stock worth $405,000 after purchasing an additional 84 shares during the period. Finally, Pallas Capital Advisors LLC increased its holdings in shares of Prologis by 0.3% in the 4th quarter. Pallas Capital Advisors LLC now owns 26,350 shares of the real estate investment trust’s stock valued at $3,364,000 after purchasing an additional 85 shares in the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Prologis News Summary

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.