Truist Financial Raises Prologis (NYSE:PLD) Price Target to $142.00

Prologis (NYSE:PLD) had its target price lifted by analysts at Truist Financial from $131.00 to $142.00 in a research report issued on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the real estate investment trust’s stock. Truist Financial’s price target indicates a potential upside of 8.25% from the stock’s current price.

A number of other equities analysts have also weighed in on the stock. BMO Capital Markets upgraded shares of Prologis from an “underperform” rating to a “market perform” rating and set a $119.00 price target for the company in a research report on Monday, October 20th. BTIG Research upped their target price on shares of Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a report on Wednesday, December 31st. Industrial Alliance Securities set a $119.00 price target on Prologis in a research note on Monday, October 20th. Morgan Stanley set a $135.00 price objective on Prologis in a research report on Friday, January 16th. Finally, UBS Group upped their price objective on Prologis from $137.00 to $144.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Eleven analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $133.00.

Prologis Price Performance

NYSE PLD opened at $131.17 on Tuesday. The business’s fifty day moving average is $128.24 and its 200 day moving average is $118.98. Prologis has a fifty-two week low of $85.35 and a fifty-two week high of $134.94. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.64 and a current ratio of 0.64. The company has a market capitalization of $121.84 billion, a PE ratio of 38.24, a price-to-earnings-growth ratio of 3.82 and a beta of 1.40.

Prologis (NYSE:PLD) last posted its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, hitting the consensus estimate of $1.44. Prologis had a return on equity of 5.55% and a net margin of 36.71%.The firm had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter last year, the company earned $1.42 earnings per share. The business’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. Sell-side analysts predict that Prologis will post 5.73 earnings per share for the current year.

Insider Activity at Prologis

In other Prologis news, 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 transaction of $10,126,400.00. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $127.60, for a total value of $79,239.60. Following the completion of the transaction, the director owned 8,208 shares of the company’s stock, valued at approximately $1,047,340.80. This trade represents a 7.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 81,121 shares of company stock worth $10,267,210 over the last three months. 0.57% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Clayton Financial Group LLC purchased a new position in shares of Prologis during the 3rd quarter worth about $26,000. True Wealth Design LLC boosted its position in shares of Prologis by 87.1% during the fourth quarter. True Wealth Design LLC now owns 262 shares of the real estate investment trust’s stock valued at $33,000 after buying an additional 122 shares during the period. Silver Oak Securities Incorporated bought a new position in shares of Prologis during the third quarter valued at approximately $36,000. Rossby Financial LCC grew 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 valued at $38,000 after buying an additional 135 shares during the last quarter. Finally, FNY Investment Advisers LLC purchased a new stake in shares of Prologis in the fourth quarter worth approximately $38,000. Institutional investors own 93.50% of the company’s stock.

Key Headlines Impacting Prologis

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

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.