Arkadios Wealth Advisors Acquires 6,816 Shares of Prologis, Inc. $PLD

Arkadios Wealth Advisors boosted its position in shares of Prologis, Inc. (NYSE:PLD) by 38.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 24,423 shares of the real estate investment trust’s stock after buying an additional 6,816 shares during the quarter. Arkadios Wealth Advisors’ holdings in Prologis were worth $2,797,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of PLD. D.A. Davidson & CO. increased its position in Prologis by 16.7% during the 3rd quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock valued at $67,241,000 after buying an additional 83,966 shares in the last quarter. Generali Asset Management SPA SGR raised its holdings in Prologis by 33.4% in the 3rd quarter. Generali Asset Management SPA SGR now owns 100,314 shares of the real estate investment trust’s stock worth $11,488,000 after purchasing an additional 25,133 shares during the period. B. Riley Wealth Advisors Inc. purchased a new stake in shares of Prologis during the second quarter worth about $875,000. Verity & Verity LLC boosted its stake in Prologis by 42.8% during the 3rd quarter. Verity & Verity LLC now owns 165,438 shares of the real estate investment trust’s stock worth $18,946,000 after purchasing an additional 49,604 shares during the last quarter. Finally, DAVENPORT & Co LLC lifted its position in Prologis by 36.7% during the third quarter. DAVENPORT & Co LLC now owns 50,912 shares of the real estate investment trust’s stock worth $5,830,000 after buying an additional 13,666 shares in the last quarter. Institutional investors own 93.50% of the company’s stock.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and leasing strength — Prologis reported Q4 revenue of $2.25B, above consensus (~$2.09B), driven by stronger warehouse leasing as e‑commerce and consumer-goods tenants expanded. This supports higher growth expectations for rents and NOI. Prologis posts Q4 revenue beat on strong leasing; issues 2026 guide
• Positive Sentiment: Very strong FY2026 EPS guidance — management set FY26 EPS guidance of $6.00–$6.20, well above street consensus (~$4.12), implying meaningful earnings upside into the year and driving re-rating potential. Prologis press release / guidance slide deck
• Positive Sentiment: Record leasing and data‑center power expansion — Prologis signed a record 228M sq ft of leases in 2025 and is expanding power capacity to serve data‑center demand, supporting long‑term occupancy and rental growth. Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: FFO beat on the quarter — Core FFO/FFO metrics beat or matched estimates (FFO $1.49 vs Zacks est. $1.44), a key cash‑flow metric for REIT investors that reinforces distribution coverage and valuation support. Prologis (PLD) Q4 FFO Beat Estimates
• Neutral Sentiment: Reported EPS roughly in line — GAAP EPS and some core metrics were roughly in line with consensus (EPS ~$1.44), so upside is more tied to guidance and leasing than to an EPS surprise this quarter. Prologis: Q4 Earnings Snapshot
• Neutral Sentiment: Analyst reactions and coverage — Some firms raised price targets (e.g., Truist raised to $142), reflecting the stronger outlook; analyst sentiment is tilting constructive but depends on rent growth and interest‑rate assumptions. Analyst price target updates
• Negative Sentiment: Higher interest costs and margin pressure — Several writeups note elevated interest expenses that weighed on some metrics; rising financing costs remain a risk for REIT margins and FFO sensitivity. Prologis Q4 FFO Meets Estimates, Rental Revenues Rise Y/Y

Analysts Set New Price Targets

A number of brokerages recently issued reports on PLD. BTIG Research raised their price objective on Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, December 31st. Mizuho increased their price objective on Prologis from $118.00 to $138.00 and gave the company an “outperform” rating in a report on Thursday, December 4th. Robert W. Baird reissued a “neutral” rating and issued a $130.00 price objective (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Wells Fargo & Company lifted their target price on Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Finally, Barclays reissued an “overweight” rating and set a $139.00 price target on shares of Prologis in a report on Tuesday, January 13th. Eleven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $133.00.

Insider Transactions at Prologis

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the 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 transaction, the director owned 8,208 shares in the company, valued at $1,047,340.80. This trade represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director James B. Connor sold 80,000 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $126.58, for a total value of $10,126,400.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 81,121 shares of company stock valued at $10,267,210 in the last ninety days. Insiders own 0.57% of the company’s stock.

Prologis Stock Performance

Shares of PLD stock opened at $131.17 on Thursday. The stock has a market capitalization of $121.84 billion, a price-to-earnings ratio of 38.24, a PEG ratio of 3.82 and a beta of 1.40. Prologis, Inc. has a one year low of $85.35 and a one year high of $134.94. The company’s 50-day simple moving average is $128.24 and its 200-day simple moving average is $118.98. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.64 and a current ratio of 0.64.

Prologis (NYSE:PLD) last announced its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.44. Prologis had a net margin of 36.71% and a return on equity of 5.55%. The company had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter in the previous year, the company posted $1.42 earnings per share. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities analysts anticipate that Prologis, Inc. will post 5.73 earnings per share for the current fiscal year.

Prologis Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were paid a dividend of $1.01 per share. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $4.04 dividend on an annualized basis and a dividend yield of 3.1%. Prologis’s dividend payout ratio (DPR) is 117.78%.

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.