Groupama Asset Managment Has $2.86 Million Stock Holdings in Prologis, Inc. $PLD

Groupama Asset Managment decreased its position in Prologis, Inc. (NYSE:PLD) by 33.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 25,007 shares of the real estate investment trust’s stock after selling 12,343 shares during the quarter. Groupama Asset Managment’s holdings in Prologis were worth $2,864,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Clayton Financial Group LLC acquired a new position in Prologis during the 3rd quarter valued at about $26,000. Silver Oak Securities Incorporated acquired a new stake in shares of Prologis during the 3rd quarter worth approximately $36,000. Rossby Financial LCC raised its stake in shares of Prologis by 69.6% during the third quarter. Rossby Financial LCC now owns 329 shares of the real estate investment trust’s stock worth $38,000 after buying an additional 135 shares during the last quarter. Dogwood Wealth Management LLC raised its stake in shares of Prologis by 87.3% during the third quarter. Dogwood Wealth Management LLC now owns 339 shares of the real estate investment trust’s stock worth $39,000 after buying an additional 158 shares during the last quarter. Finally, Clear Investment Research LLC lifted its holdings in Prologis by 34.5% in the third quarter. Clear Investment Research LLC now owns 343 shares of the real estate investment trust’s stock valued at $39,000 after buying an additional 88 shares during the period. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Prologis Stock Performance

NYSE:PLD opened at $131.02 on Friday. The stock has a 50 day simple moving average of $134.84 and a 200 day simple moving average of $126.71. The stock has a market cap of $121.79 billion, a P/E ratio of 36.91, a PEG ratio of 3.10 and a beta of 1.41. Prologis, Inc. has a 1-year low of $85.35 and a 1-year high of $143.95. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.61.

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

Prologis Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be paid a $1.07 dividend. This represents a $4.28 annualized dividend and a dividend yield of 3.3%. This is a boost from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date is Tuesday, March 17th. Prologis’s dividend payout ratio is currently 120.56%.

Analyst Ratings Changes

PLD has been the topic of a number of recent research reports. Morgan Stanley set a $135.00 price objective on shares of Prologis in a research note on Friday, January 16th. Citigroup started coverage on Prologis in a research note on Thursday, March 5th. They issued a “buy” rating and a $145.00 price target on the stock. Robert W. Baird restated a “neutral” rating and issued a $130.00 price target (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, January 23rd. Finally, BNP Paribas Exane lifted their price objective on Prologis from $129.00 to $140.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Fourteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Prologis has an average rating of “Moderate Buy” and a consensus target price of $137.20.

Key Headlines Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Announced a $1.6 billion joint venture with GIC to develop and own U.S. build-to-suit logistics facilities (initial ~4.1M sq ft plus capacity for more). This expands pipeline without funding everything on Prologis’ balance sheet and supports growth in high-demand U.S. markets. Prologis and GIC Form $1.6 billion U.S. Build-to-Suit Logistics Joint Venture
• Positive Sentiment: Prologis’ recent results and FY2026 guidance remain supportive: Q4 revenue topped estimates and the firm set FY26 EPS guidance of $6.00–$6.20, underpinning analyst buy ratings and current valuation multiple. PLD MarketBeat Summary
• Positive Sentiment: Wall Street sentiment is largely constructive: multiple recent buy/outperform/overweight ratings and a median 6‑month price target around $139 (some targets higher), which provides upside context versus current levels. Quiver Quant PLD Coverage (includes analyst list)
• Neutral Sentiment: Short-term price drift: coverage notes PLD has fallen more than the broader market in recent sessions — likely a mix of sector moves and profit-taking rather than company-specific surprises. Monitor intraday flows and macro headlines for drivers. Here’s Why Prologis (PLD) Fell
• Negative Sentiment: Large institutional rebalancing: data shows sizeable portfolio moves in Q4 (notably UBS AM nearly exited a very large position while other institutions reweighted), which can produce downward pressure when executed and increase trading volatility. Quiver Quant Institutional Holdings
• Negative Sentiment: Insider sales and governance signal: multiple recent insider share sales (and a reported estimated CEO 2025 compensation of ~$25M disclosed in a DEF14A) could raise governance or sentiment concerns for some investors. Track any proxy-season commentary or investor outreach. Prologis CEO 2025 Pay Revealed

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.