Envestnet Portfolio Solutions Inc. Buys 70,750 Shares of Prologis, Inc. $PLD

Envestnet Portfolio Solutions Inc. increased its stake in Prologis, Inc. (NYSE:PLD) by 39.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 250,269 shares of the real estate investment trust’s stock after acquiring an additional 70,750 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Prologis were worth $28,661,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of Prologis by 629.0% during the fourth quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock worth $1,847,000 after buying an additional 15,078 shares during the period. Assenagon Asset Management S.A. grew its holdings in Prologis by 0.9% during the 2nd quarter. Assenagon Asset Management S.A. now owns 29,245 shares of the real estate investment trust’s stock worth $3,074,000 after acquiring an additional 275 shares during the period. Accurate Wealth Management LLC raised its position in shares of Prologis by 8.2% in the 2nd quarter. Accurate Wealth Management LLC now owns 6,133 shares of the real estate investment trust’s stock worth $664,000 after acquiring an additional 464 shares in the last quarter. MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH acquired a new position in shares of Prologis in the 2nd quarter valued at about $163,000. Finally, BankPlus Wealth Management LLC lifted its stake in shares of Prologis by 6.8% in the 2nd quarter. BankPlus Wealth Management LLC now owns 2,983 shares of the real estate investment trust’s stock valued at $314,000 after purchasing an additional 191 shares during the period. Institutional investors and hedge funds own 93.50% of the company’s stock.

Insider Buying and Selling

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction on Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the transaction, the director directly owned 8,208 shares of the company’s stock, valued at $1,047,340.80. The trade was a 7.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.57% of the company’s stock.

Key Headlines Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue and leasing beat and record leasing volume — Prologis reported stronger-than-expected rental revenue and signed a record amount of leases in 2025, highlighting rebounding warehouse demand. PR Newswire: Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Aggressive FY‑2026 guidance — Management raised FY‑2026 EPS guidance to $6.00–$6.20, well above prior consensus, signaling confidence in earnings growth for the year. Prologis FY2026 Guidance (Slide Deck/Press Release)
• Positive Sentiment: Analysts lifting targets and forecasts — Multiple firms raised estimates and price targets after the results (Argus to $135 buy; Truist to $142; other brokers raised forecasts). That reinforces the bullish case among some institutional investors. Benzinga coverage of analyst upgrades
• Positive Sentiment: Core FFO at/above estimates — Core FFO came in at/above Street figures (Zacks notes an FFO beat), supporting the REIT’s cash‑flow profile. Zacks: Prologis Q4 FFO Beat Estimates
• Neutral Sentiment: Data‑center power expansion — Prologis is expanding power capacity to support data‑center customers, a longer‑term growth angle but not an immediate earnings lever. Benzinga: Record Leases, Expands Power for Data Centers
• Neutral Sentiment: EPS roughly in line — Reported EPS met consensus, which is steady but less exciting than an upside surprise. MarketBeat: Q4 Results Summary
• Negative Sentiment: Cautionary analyst notes and in‑line ratings — Some shops (Evercore ISI) issued in‑line ratings or conservative targets implying limited upside, which can blunt momentum. TickerReport/The Fly: Evercore ISI In‑line Rating
• Negative Sentiment: Higher interest costs and margin pressure — Reports note interest‑cost headwinds that weigh on net results and FFO growth, a concern for a leveraged REIT. Zacks: Interest Costs Weigh on Results
• Negative Sentiment: Conflicting headlines and profit‑taking — A few outlets framed results as “weak revenue,” and after a strong 2025 run investors may be taking profits; heavy intraday volume suggests repositioning. Benzinga: Post‑earnings Coverage

Analyst Ratings Changes

PLD has been the subject of a number of research analyst reports. BMO Capital Markets reiterated a “market perform” rating and issued a $123.00 target price on shares of Prologis in a report on Thursday. Wells Fargo & Company lifted their price objective on shares of Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. UBS Group increased their target price on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research note on Thursday. Barclays reaffirmed an “overweight” rating and issued a $139.00 price target on shares of Prologis in a research note on Tuesday, January 13th. Finally, Scotiabank raised shares of Prologis from a “sector perform” rating to a “sector outperform” rating and increased their price objective for the stock from $133.00 to $146.00 in a research report on Wednesday, January 14th. Twelve analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $133.76.

Prologis Stock Down 3.5%

Shares of NYSE PLD opened at $126.52 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.19 and a quick ratio of 0.64. The company has a 50-day moving average price of $128.30 and a 200-day moving average price of $119.03. The stock has a market capitalization of $117.52 billion, a P/E ratio of 35.64, a P/E/G ratio of 3.83 and a beta of 1.40. Prologis, Inc. has a 1 year low of $85.35 and a 1 year high of $134.94.

Prologis (NYSE:PLD) last announced its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting the consensus estimate of $1.44. The business had revenue of $2.25 billion for the quarter, compared to analysts’ expectations of $2.09 billion. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. 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. On average, equities research analysts forecast that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were issued a dividend of $1.01 per share. The ex-dividend date was Tuesday, December 16th. This represents a $4.04 annualized dividend and a yield of 3.2%. Prologis’s dividend payout ratio 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.