Prologis, Inc. $PLD Shares Bought by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. grew its holdings in Prologis, Inc. (NYSE:PLD) by 3.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,644,875 shares of the real estate investment trust’s stock after purchasing an additional 126,613 shares during the quarter. Envestnet Asset Management Inc. owned about 0.39% of Prologis worth $417,411,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Clayton Financial Group LLC purchased a new stake in Prologis in the 3rd quarter valued at $26,000. Silver Oak Securities Incorporated acquired a new position in shares of Prologis during the 3rd quarter valued at about $36,000. AlphaQuest LLC acquired a new position in shares of Prologis during the 3rd quarter valued at about $39,000. SJS Investment Consulting Inc. purchased a new stake in shares of Prologis in the third quarter valued at about $44,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in Prologis during the second quarter worth about $44,000. 93.50% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on PLD shares. UBS Group boosted their target price on shares of Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Wall Street Zen upgraded Prologis from a “sell” rating to a “hold” rating in a report on Friday, January 23rd. Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and increased their price target for the stock from $133.00 to $146.00 in a report on Wednesday, January 14th. BNP Paribas Exane upped their price objective on shares of Prologis from $129.00 to $140.00 and gave the stock an “outperform” rating in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada increased their target price on Prologis from $132.00 to $135.00 and gave the stock a “sector perform” rating in a research note on Monday. Thirteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $135.32.

Prologis Price Performance

Shares of PLD opened at $134.75 on Thursday. Prologis, Inc. has a twelve month low of $85.35 and a twelve month high of $135.12. The firm’s fifty day simple moving average is $129.15 and its 200-day simple moving average is $120.49. The firm has a market capitalization of $125.17 billion, a price-to-earnings ratio of 37.96, a PEG ratio of 3.26 and a beta of 1.42. 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 (NYSE:PLD) last issued its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, hitting analysts’ consensus estimates of $1.44. The firm had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. Prologis had a net margin of 37.86% and a return on equity of 5.78%. The company’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities analysts forecast that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Announces Dividend

The firm also recently disclosed 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 3.0%. Prologis’s dividend payout ratio is presently 113.80%.

Insider Buying and Selling at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the business’s 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 completion of the sale, the director 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company 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: Reports that Prologis is in talks to form a co-investment fund to finance data centers — a move designed to capture AI-driven demand without taking all the capital risk on its balance sheet; this is being read as a strategic pivot that could expand addressable markets and justify a higher valuation. Prologis said in talks on possible data-center co-investment fund
• Positive Sentiment: Wall Street reporting that Prologis is weighing a new pool of investor capital to fund data centers highlights management’s intent to lean into the AI/data-center market — a growth theme that could drive incremental development volumes and fee income. Prologis Might Fund Data Centers With New Pool of Investor Capital
• Positive Sentiment: Analysis suggesting a potential US$25 billion push into AI/data-center assets frames the shift as material to Prologis’s growth profile and could change the investment case by creating a sizable new growth vector beyond logistics real estate. Prologis’ US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD)
• Positive Sentiment: Share-price momentum: Prologis has hit a new 52-week high, signaling strong investor appetite and reinforcing the market’s positive reaction to the data-center pivot and ongoing earnings/guide stability. Prologis stock hits 52-week high at $134.99
• Neutral Sentiment: Analyst coverage and target-price roundups are being published, providing context on upside vs. the current price; these pieces help quantify street expectations but don’t change fundamentals by themselves. What Are Wall Street Analysts’ Target Price for Prologis Stock?
• Neutral Sentiment: Analyst commentaries on Prologis and peers offer further perspective on valuation, balance-sheet strength and growth outlook; useful for framing risk/reward but largely reiterative. Analysts Offer Insights on Real Estate Companies: Prologis (PLD) and Annaly Capital (NLY)

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.