Commerzbank Aktiengesellschaft FI Has $6.59 Million Stock Holdings in Prologis, Inc. $PLD

Commerzbank Aktiengesellschaft FI grew its holdings in Prologis, Inc. (NYSE:PLD) by 27.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,583 shares of the real estate investment trust’s stock after acquiring an additional 12,248 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Prologis were worth $6,594,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Whittier Trust Co. of Nevada Inc. lifted its stake in shares of Prologis by 0.5% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust’s stock valued at $1,941,000 after purchasing an additional 82 shares during the last quarter. First Citizens Bank & Trust Co. raised its holdings in Prologis by 313.0% during the third quarter. First Citizens Bank & Trust Co. now owns 97,896 shares of the real estate investment trust’s stock valued at $11,211,000 after buying an additional 74,190 shares in the last quarter. CIBC Asset Management Inc raised its holdings in Prologis by 4.3% during the third quarter. CIBC Asset Management Inc now owns 194,469 shares of the real estate investment trust’s stock valued at $22,271,000 after buying an additional 8,036 shares in the last quarter. Sagespring Wealth Partners LLC lifted its position in shares of Prologis by 18.4% in the third quarter. Sagespring Wealth Partners LLC now owns 9,311 shares of the real estate investment trust’s stock worth $1,066,000 after buying an additional 1,445 shares during the last quarter. Finally, Deseret Mutual Benefit Administrators boosted its stake in shares of Prologis by 14.7% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 945 shares of the real estate investment trust’s stock worth $108,000 after acquiring an additional 121 shares in the last quarter. Institutional investors own 93.50% of the company’s stock.

Analyst Upgrades and Downgrades

PLD has been the topic of a number of recent analyst reports. Evercore ISI raised their price objective on Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a research note on Thursday. UBS Group lifted their price target on shares of Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a research report on Thursday. Truist Financial boosted their price objective on shares of Prologis from $131.00 to $142.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Robert W. Baird reiterated a “neutral” rating and issued a $130.00 target price (up from $128.00) on shares of Prologis in a research note on Thursday, January 8th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Prologis in a report on Monday, December 29th. Thirteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $134.11.

Prologis Stock Up 0.3%

PLD opened at $127.03 on Friday. The business has a 50 day moving average of $128.38 and a 200-day moving average of $119.26. The stock has a market capitalization of $118.00 billion, a price-to-earnings ratio of 35.78, a P/E/G ratio of 3.71 and a beta of 1.40. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61. Prologis, Inc. has a 1-year low of $85.35 and a 1-year high of $134.94.

Prologis (NYSE:PLD) last released its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, meeting the consensus estimate of $1.44. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The firm had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.09 billion. During the same period in the prior year, the company earned $1.42 EPS. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, sell-side analysts anticipate that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were paid a $1.01 dividend. This represents a $4.04 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Tuesday, December 16th. Prologis’s dividend payout ratio (DPR) is presently 113.80%.

Insiders Place Their Bets

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

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

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.