Tredje AP fonden Has $28.29 Million Stake in Prologis, Inc. $PLD

Tredje AP fonden lowered its holdings in Prologis, Inc. (NYSE:PLD) by 53.8% in the third quarter, Holdings Channel reports. The firm owned 247,000 shares of the real estate investment trust’s stock after selling 287,144 shares during the quarter. Tredje AP fonden’s holdings in Prologis were worth $28,286,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. D.A. Davidson & CO. raised its position 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 acquiring an additional 83,966 shares in the last quarter. Foresight Group Ltd Liability Partnership grew 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 worth $5,109,000 after purchasing an additional 31,567 shares during the period. National Pension Service grew its stake 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 purchasing an additional 56,272 shares during the period. Envestnet Asset Management Inc. increased its holdings in Prologis by 3.6% in 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 purchasing an additional 126,613 shares in the last quarter. Finally, Generali Asset Management SPA SGR lifted its stake 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 valued at $11,488,000 after buying an additional 25,133 shares during the period. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $127.60, for a total transaction of $79,239.60. Following the transaction, the director owned 8,208 shares of the company’s stock, 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 filing with the Securities & Exchange Commission, which is available at this link. 0.57% of the stock is owned by corporate insiders.

Prologis Stock Up 1.7%

Shares of NYSE PLD opened at $141.41 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.58 and a quick ratio of 0.64. The company has a 50-day moving average price of $131.59 and a 200-day moving average price of $122.97. The stock has a market capitalization of $131.45 billion, a P/E ratio of 39.83, a P/E/G ratio of 3.44 and a beta of 1.42. Prologis, Inc. has a 1 year low of $85.35 and a 1 year high of $141.95.

Prologis (NYSE:PLD) last posted its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.44. Prologis had a net margin of 37.86% and a return on equity of 5.79%. The company had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.09 billion. The firm’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, equities research analysts forecast that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Increases Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Freedom Capital downgraded shares of Prologis from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 23rd. Weiss Ratings reissued a “buy (b-)” rating on shares of Prologis in a research note on Monday, December 29th. Morgan Stanley set a $135.00 price target on shares of Prologis in a report on Friday, January 16th. BTIG Research upped their price objective on shares of Prologis from $134.00 to $155.00 and gave the company a “buy” rating in a report on Wednesday, December 31st. Finally, Robert W. Baird restated a “neutral” rating and issued a $130.00 target price (up from $128.00) on shares of Prologis in a research note on Thursday, January 8th. Thirteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Prologis has a consensus rating of “Moderate Buy” and a consensus price target of $135.89.

Key Prologis News

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

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.