Prologis, Inc. $PLD Shares Bought by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd grew its stake in Prologis, Inc. (NYSE:PLD) by 19.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 172,836 shares of the real estate investment trust’s stock after acquiring an additional 28,349 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Prologis were worth $19,793,000 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. Whittier Trust Co. of Nevada Inc. lifted its position in Prologis by 0.5% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust’s stock worth $1,941,000 after buying an additional 82 shares during the period. Foster Dykema Cabot & Partners LLC grew its holdings in Prologis by 1.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 8,232 shares of the real estate investment trust’s stock valued at $943,000 after buying an additional 83 shares during the period. Cornerstone Advisory LLC increased its stake in shares of Prologis by 2.4% during the 3rd quarter. Cornerstone Advisory LLC now owns 3,535 shares of the real estate investment trust’s stock valued at $405,000 after acquiring an additional 84 shares during the last quarter. Cadence Bank lifted its holdings in shares of Prologis by 2.1% during the 3rd quarter. Cadence Bank now owns 4,209 shares of the real estate investment trust’s stock worth $482,000 after acquiring an additional 87 shares during the period. Finally, Clear Investment Research LLC lifted its holdings in shares of Prologis by 34.5% during the 3rd quarter. Clear Investment Research LLC now owns 343 shares of the real estate investment trust’s stock worth $39,000 after acquiring an additional 88 shares during the period. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on PLD. Royal Bank Of Canada lifted their price target on shares of Prologis from $132.00 to $135.00 and gave the company a “sector perform” rating in a report on Monday, February 2nd. Barclays restated an “overweight” rating and set a $139.00 price target on shares of Prologis in a research note on Tuesday, January 13th. Freedom Capital lowered Prologis from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. Evercore raised their price target on shares of Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a report on Thursday, January 22nd. Finally, Robert W. Baird reissued a “neutral” rating and issued a $130.00 price objective (up from $128.00) on shares of Prologis in a research report on Thursday, January 8th. Fourteen equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $137.20.

Prologis News Roundup

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

Prologis Price Performance

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

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 the consensus estimate of $1.44. The company had revenue of $2.25 billion during 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 business’s revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, research analysts anticipate that Prologis, Inc. will post 5.73 earnings per share for the current fiscal year.

Prologis Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be given a dividend of $1.07 per share. The ex-dividend date is Tuesday, March 17th. This represents a $4.28 dividend on an annualized basis and a yield of 3.3%. This is an increase from Prologis’s previous quarterly dividend of $1.01. Prologis’s payout ratio is presently 120.56%.

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.