Prologis (NYSE:PLD) Upgraded at Wall Street Zen

Prologis (NYSE:PLD) was upgraded by stock analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued on Friday.

Several other research firms have also recently weighed in on PLD. Scotiabank raised Prologis from a “sector perform” rating to a “sector outperform” rating and upped their price objective for the stock from $133.00 to $146.00 in a research report on Wednesday, January 14th. Industrial Alliance Securities set a $119.00 price target on Prologis in a research report on Monday, October 20th. 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 report on Monday, October 27th. Mizuho boosted their price objective on shares of Prologis from $118.00 to $138.00 and gave the stock an “outperform” rating in a research report on Thursday, December 4th. Finally, Evercore ISI raised their target price on shares of Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Prologis has an average rating of “Moderate Buy” and a consensus price target of $133.76.

Prologis Stock Up 0.3%

Shares of Prologis stock opened at $127.03 on Friday. The company has a market capitalization of $118.00 billion, a P/E ratio of 35.78, a price-to-earnings-growth ratio of 3.70 and a beta of 1.40. 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 business has a 50-day moving average of $128.38 and a two-hundred day moving average of $119.18. Prologis has a 1 year low of $85.35 and a 1 year high of $134.94.

Prologis (NYSE:PLD) last issued its quarterly earnings data 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. The business had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. Prologis had a return on equity of 6.64% and a net margin of 37.86%.Prologis’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, equities analysts predict that Prologis will post 5.73 EPS for the current year.

Insider Activity

In other news, Director Cristina Gabriela Bita sold 621 shares of the firm’s 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 sale, the director directly owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This trade represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.57% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Prologis

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in Prologis by 629.0% in the 4th quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock valued at $1,847,000 after buying an additional 15,078 shares during the last quarter. Kathmere Capital Management LLC acquired a new position in shares of Prologis in the second quarter valued at approximately $407,000. Patton Fund Management Inc. acquired a new position in shares of Prologis in the second quarter valued at approximately $226,000. First American Bank increased its stake in shares of Prologis by 13.0% during the second quarter. First American Bank now owns 44,761 shares of the real estate investment trust’s stock worth $4,705,000 after purchasing an additional 5,161 shares during the period. Finally, LVW Advisors LLC lifted its holdings in Prologis by 41.6% during the 2nd quarter. LVW Advisors LLC now owns 5,113 shares of the real estate investment trust’s stock worth $537,000 after purchasing an additional 1,503 shares during the last quarter. 93.50% of the stock is owned by institutional investors.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and strong leasing — Prologis reported Q4 results with revenue above expectations and management highlighted robust warehouse leasing, supporting near-term cash flow and rent-roll momentum. Article Title
• Positive Sentiment: Record lease signings in 2025 — Management said lease activity hit record levels last year, which underpins rent growth prospects and occupancy stability going into 2026. Article Title
• Positive Sentiment: U.S. warehouse market expected to tighten through 2026 — Prologis forecasts tighter fundamentals, a tailwind for future rent growth and valuations of logistics assets. Article Title
• Positive Sentiment: Analysts raising forecasts and price targets — Multiple firms (Argus, Truist, Wells Fargo and others) increased price targets or ratings after results, reflecting improved outlook for leasing and earnings. These upgrades help support investor sentiment. Article Title
• Neutral Sentiment: Q4 EPS roughly in line with estimates — EPS met consensus while revenue beat; that combination leaves valuation moves tied to forward guidance and leasing trends rather than an EPS surprise. Article Title
• Neutral Sentiment: Earnings call highlighted a durable growth pipeline — Management emphasized development and power/data center pipeline, important for long-term growth but subject to execution and capex cycles. Article Title
• Negative Sentiment: Mixed analyst signals — Evercore ISI raised its target modestly but kept an “in-line” rating (target below some newer marks), which implies limited upside from current levels and introduces some analyst divergence. Article Title

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.