Prologis, Inc. $PLD Stake Lowered by AMF Tjanstepension AB

AMF Tjanstepension AB decreased its stake in Prologis, Inc. (NYSE:PLD) by 35.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,228,260 shares of the real estate investment trust’s stock after selling 1,221,134 shares during the period. Prologis accounts for 2.8% of AMF Tjanstepension AB’s investment portfolio, making the stock its 8th largest holding. AMF Tjanstepension AB’s holdings in Prologis were worth $255,180,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Ignite Planners LLC increased its position in shares of Prologis by 3.2% during the third quarter. Ignite Planners LLC now owns 2,937 shares of the real estate investment trust’s stock worth $336,000 after purchasing an additional 92 shares in the last quarter. ORG Partners LLC grew its stake in Prologis by 3.3% during the 3rd quarter. ORG Partners LLC now owns 2,867 shares of the real estate investment trust’s stock worth $328,000 after buying an additional 92 shares during the last quarter. Stratos Wealth Partners LTD. grew its stake in Prologis by 0.7% during the 2nd quarter. Stratos Wealth Partners LTD. now owns 13,678 shares of the real estate investment trust’s stock worth $1,438,000 after buying an additional 93 shares during the last quarter. Stableford Capital II LLC increased its position in Prologis by 0.4% during the third quarter. Stableford Capital II LLC now owns 21,090 shares of the real estate investment trust’s stock worth $2,415,000 after buying an additional 94 shares during the period. Finally, Palogic Value Management L.P. lifted its stake in Prologis by 4.7% in the second quarter. Palogic Value Management L.P. now owns 2,130 shares of the real estate investment trust’s stock valued at $224,000 after buying an additional 96 shares during the last quarter. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Prologis

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Morgan Stanley set a $135.00 price objective on shares of Prologis in a research note on Friday, January 16th. Argus boosted their price target on Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a research report on Thursday. BTIG Research increased 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. Weiss Ratings reiterated a “buy (b-)” rating on shares of Prologis in a research note on Monday, December 29th. Finally, Wells Fargo & Company upped their price target on Prologis from $120.00 to $139.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Thirteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Prologis presently has a consensus rating of “Moderate Buy” and an average price target of $134.11.

Insiders Place Their Bets

In other news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction dated 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 owned 8,208 shares in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.57% of the company’s stock.

Prologis Stock Up 0.3%

PLD stock opened at $127.03 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’s 50 day simple moving average is $128.38 and its 200-day simple moving average is $119.26. Prologis, Inc. has a 12 month low of $85.35 and a 12 month high of $134.94. The firm has a market capitalization of $118.00 billion, a PE ratio of 35.78, a P/E/G ratio of 3.71 and a beta of 1.40.

Prologis (NYSE:PLD) last announced 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. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The business had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter in the prior year, the firm posted $1.42 earnings per share. The company’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. Equities analysts expect that Prologis, Inc. will post 5.73 earnings per share for the current fiscal year.

Prologis Dividend Announcement

The firm also recently announced 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 dividend yield of 3.2%. Prologis’s payout ratio is presently 113.80%.

Prologis 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.