Prologis, Inc. $PLD Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lessened its position in Prologis, Inc. (NYSE:PLD) by 3.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 535,536 shares of the real estate investment trust’s stock after selling 19,885 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.06% of Prologis worth $61,330,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. UniSuper Management Pty Ltd raised its position in Prologis by 28.0% in the third quarter. UniSuper Management Pty Ltd now owns 417,638 shares of the real estate investment trust’s stock worth $47,828,000 after acquiring an additional 91,444 shares in the last quarter. Westfuller Advisors LLC acquired a new position in shares of Prologis in the 3rd quarter worth approximately $271,000. Envestnet Portfolio Solutions Inc. raised its holdings in shares of Prologis by 39.4% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 250,269 shares of the real estate investment trust’s stock worth $28,661,000 after purchasing an additional 70,750 shares in the last quarter. UNIVEST FINANCIAL Corp raised its holdings in shares of Prologis by 10.8% in the 3rd quarter. UNIVEST FINANCIAL Corp now owns 14,677 shares of the real estate investment trust’s stock worth $1,681,000 after purchasing an additional 1,433 shares in the last quarter. Finally, Seven Post Investment Office LP lifted its stake in Prologis by 0.9% during the third quarter. Seven Post Investment Office LP now owns 146,673 shares of the real estate investment trust’s stock valued at $16,797,000 after purchasing an additional 1,281 shares during the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Key Stories Impacting Prologis

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

Analyst Ratings Changes

PLD has been the topic of several recent research reports. BMO Capital Markets restated a “market perform” rating and issued a $123.00 price target on shares of Prologis in a research report on Thursday. Wall Street Zen raised Prologis from a “sell” rating to a “hold” rating in a research note on Friday. Robert W. Baird reaffirmed a “neutral” rating and set a $130.00 target price (up from $128.00) on shares of Prologis in a research report on Thursday, January 8th. Freedom Capital lowered Prologis from a “strong-buy” rating to a “hold” rating in a research report on Friday. Finally, Morgan Stanley set a $135.00 price target on Prologis in a research report on Friday, January 16th. Thirteen research analysts have rated the stock with a Buy rating and seven 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 target price of $134.11.

Insider Activity

In other news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $127.60, for a total value of $79,239.60. Following the completion of the sale, the director directly owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.57% of the stock is owned by company insiders.

Prologis Price Performance

Shares of NYSE:PLD opened at $127.03 on Friday. The company’s fifty day moving average is $128.38 and its two-hundred day moving average is $119.26. The company has a market cap of $118.00 billion, a P/E ratio of 35.78, a price-to-earnings-growth ratio of 3.71 and a beta of 1.40. Prologis, Inc. has a 12-month low of $85.35 and a 12-month high of $134.94. The company has a quick ratio of 0.64, a current ratio of 0.19 and a debt-to-equity ratio of 0.61.

Prologis (NYSE:PLD) last issued its quarterly 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. The business had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.09 billion. Prologis had a return on equity of 6.64% and a net margin of 37.86%.Prologis’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities analysts expect that Prologis, Inc. will post 5.73 earnings per share for the current fiscal year.

Prologis Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were issued a $1.01 dividend. The ex-dividend date was Tuesday, December 16th. This represents a $4.04 dividend on an annualized basis and a dividend yield of 3.2%. 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.