Prologis (NYSE:PLD) Issues FY 2026 Earnings Guidance

Prologis (NYSE:PLD) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 6.070-6.230 for the period, compared to the consensus EPS estimate of 4.210. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Prologis in a report on Friday, March 27th. Morgan Stanley set a $135.00 target price on shares of Prologis in a report on Friday, January 16th. Barclays reiterated an “overweight” rating and set a $139.00 target price on shares of Prologis in a report on Tuesday, January 13th. Royal Bank Of Canada increased their target price on shares of Prologis from $132.00 to $135.00 and gave the stock a “sector perform” rating in a report on Monday, February 2nd. Finally, Truist Financial dropped their target price on shares of Prologis from $142.00 to $139.00 and set a “buy” rating for the company in a report on Monday, January 26th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $138.16.

Prologis Price Performance

PLD stock opened at $139.73 on Thursday. Prologis has a 1 year low of $97.10 and a 1 year high of $143.95. The company has a market cap of $130.26 billion, a P/E ratio of 39.36, a PEG ratio of 3.26 and a beta of 1.40. The firm has a 50-day moving average of $136.01 and a 200 day moving average of $129.44. 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 (NYSE:PLD) last released its quarterly earnings results on Thursday, April 16th. The real estate investment trust reported $1.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.24. Prologis had a net margin of 37.86% and a return on equity of 5.79%. The company had revenue of $2.30 billion during the quarter, compared to the consensus estimate of $2.12 billion. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. On average, sell-side analysts forecast that Prologis will post 5.73 EPS for the current year.

Prologis Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th were paid a dividend of $1.07 per share. This is a positive change from Prologis’s previous quarterly dividend of $1.01. This represents a $4.28 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Prologis’s payout ratio is 120.56%.

Trending Headlines about Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Management raised FY‑2026 EPS guidance to 6.070–6.230 versus consensus ~4.21, signaling stronger forward earnings power and driving the rally. Prologis Reports First Quarter 2026 Results
• Positive Sentiment: Q1 results beat on key metrics: diluted EPS $1.05 (vs. $0.63 a year ago) and Core FFO $1.50 (vs. $1.42), with record leasing and growth in the data‑center platform — supports the stronger guidance. Prologis Reports First Quarter 2026 Results
• Positive Sentiment: BTIG reaffirmed a buy rating and set a $155 price target, reinforcing analyst support that may sustain investor demand. BTIG Reaffirms Buy on Prologis
• Positive Sentiment: Wells Fargo also remains constructive on PLD, another vote of confidence from the sell‑side that can help underpin the stock. Wells Fargo Remains a Buy on Prologis (PLD)
• Neutral Sentiment: Jefferies trimmed its price target slightly (from $157 to $155) but kept a buy rating — a minor signal that upside expectations persist despite conservative PT modeling. Jefferies Adjusts Price Target on Prologis to $155
• Neutral Sentiment: Preview and sector pieces (Zacks / Yahoo) noted a steadier industrial market and flagged seasonal occupancy dynamics — useful context but not new catalysts. Prologis Q1 2026 Preview
• Neutral Sentiment: Industry/peers news and ETF writeups (e.g., Vanguard/REIT coverage, Terreno development) may influence flows into REITs broadly but are peripheral to PLD’s company‑specific beats. 3 Best Vanguard Dividend ETFs for Reliable Passive Income in 2026

Hedge Funds Weigh In On Prologis

Several large investors have recently made changes to their positions in PLD. Acumen Wealth Advisors LLC purchased a new position in shares of Prologis during the fourth quarter valued at approximately $39,000. Rossby Financial LCC grew its stake in shares of Prologis by 41.9% in the fourth quarter. Rossby Financial LCC now owns 467 shares of the real estate investment trust’s stock worth $60,000 after acquiring an additional 138 shares during the last quarter. Kemnay Advisory Services Inc. purchased a new stake in shares of Prologis in the fourth quarter worth $67,000. Truvestments Capital LLC grew its stake in shares of Prologis by 11.4% in the fourth quarter. Truvestments Capital LLC now owns 990 shares of the real estate investment trust’s stock worth $126,000 after acquiring an additional 101 shares during the last quarter. Finally, Prosperity Bancshares Inc purchased a new stake in shares of Prologis in the fourth quarter worth $131,000. 93.50% of the stock is currently owned by hedge funds and other institutional investors.

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.