Prologis, Inc. $PLD Stake Increased by Swiss National Bank

Swiss National Bank grew its holdings in Prologis, Inc. (NYSE:PLD) by 7.1% in the first quarter, Holdings Channel.com reports. The firm owned 2,726,008 shares of the real estate investment trust’s stock after purchasing an additional 181,200 shares during the period. Swiss National Bank’s holdings in Prologis were worth $360,324,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Norges Bank acquired a new position in Prologis during the fourth quarter valued at $1,589,125,000. Cardano Risk Management B.V. boosted its position in Prologis by 999.3% during the 4th quarter. Cardano Risk Management B.V. now owns 11,228,730 shares of the real estate investment trust’s stock worth $1,433,460,000 after acquiring an additional 10,207,267 shares during the period. Swedbank AB boosted its position in Prologis by 36.2% during the 4th quarter. Swedbank AB now owns 7,664,583 shares of the real estate investment trust’s stock worth $978,461,000 after acquiring an additional 2,038,329 shares during the period. Bessemer Group Inc. grew its stake in Prologis by 8,000.9% during the 4th quarter. Bessemer Group Inc. now owns 1,595,963 shares of the real estate investment trust’s stock valued at $203,741,000 after acquiring an additional 1,576,262 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in Prologis by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 123,323,290 shares of the real estate investment trust’s stock valued at $15,743,451,000 after acquiring an additional 1,258,407 shares in the last quarter. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Insider Buying and Selling at Prologis

In related news, CFO Timothy D. Arndt sold 3,597 shares of Prologis stock in a transaction on Monday, June 15th. The shares were sold at an average price of $150.00, for a total value of $539,550.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.52% of the company’s stock.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Prologis reported Q2 results above expectations, with strong rental income, record leasing, and occupancy remaining solid, which supports confidence in near-term cash flow and earnings growth.
• Positive Sentiment: The company raised its 2026 earnings guidance again, signaling that management sees stronger-than-expected operating momentum and improving fundamentals across the portfolio. Prologis Reports Second Quarter 2026 Results
• Positive Sentiment: Analysts and market commentary are focusing on Prologis’ expanding role in AI-related logistics and data center infrastructure, which could open a new long-term growth avenue and lift investor sentiment. PLD Q2 Earnings Call Shows Growth Across Logistics, Data Centers
• Neutral Sentiment: Some commentary notes that the stock’s valuation is already rich after a strong run, which may limit upside if growth expectations cool. Prologis: AI Creates An Opportunity, But The Price Is High
• Negative Sentiment: Valuation concerns could create some near-term pressure as investors weigh whether the recent rally has already priced in much of the earnings upgrade and AI-related optimism.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Raymond James Financial assumed coverage on shares of Prologis in a research report on Thursday, June 18th. They issued a “market perform” rating for the company. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $157.00 price objective on shares of Prologis in a research report on Friday, April 17th. Citigroup upped their price objective on shares of Prologis from $145.00 to $165.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. BTIG Research lifted their target price on shares of Prologis from $160.00 to $170.00 and gave the company a “buy” rating in a research note on Wednesday, July 1st. Finally, Truist Financial boosted their price target on shares of Prologis from $139.00 to $154.00 and gave the company a “buy” rating in a report on Friday, April 24th. Fifteen research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $153.24.

Prologis Stock Down 0.3%

Shares of Prologis stock opened at $149.65 on Friday. The firm has a market cap of $139.53 billion, a price-to-earnings ratio of 33.33 and a beta of 1.32. The stock has a 50-day simple moving average of $143.14 and a 200-day simple moving average of $137.90. Prologis, Inc. has a 52-week low of $103.41 and a 52-week high of $153.35. The company has a debt-to-equity ratio of 0.63, a current ratio of 0.27 and a quick ratio of 0.51.

Prologis (NYSE:PLD) last released its quarterly earnings data on Thursday, July 16th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.38. The firm had revenue of $2.43 billion for the quarter, compared to the consensus estimate of $2.16 billion. Prologis had a return on equity of 7.29% and a net margin of 45.79%.The firm’s revenue was up 11.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.46 earnings per share. Prologis has set its FY 2026 guidance at 6.220-6.300 EPS. On average, equities research analysts expect that Prologis, Inc. will post 6.26 earnings per share for the current fiscal year.

Prologis Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 16th were paid a dividend of $1.07 per share. The ex-dividend date was Tuesday, June 16th. This represents a $4.28 annualized dividend and a dividend yield of 2.9%. Prologis’s dividend payout ratio is 95.32%.

Prologis Company 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.