Prologis (NYSE:PLD) Cut to Hold at Freedom Capital

Freedom Capital cut shares of Prologis (NYSE:PLD) from a strong-buy rating to a hold rating in a research report sent to investors on Friday,Zacks.com reports.

Other analysts have also recently issued research reports about the stock. Industrial Alliance Securities set a $119.00 price target on shares of Prologis in a research note on Monday, October 20th. Barclays reiterated an “overweight” rating and set a $139.00 price objective on shares of Prologis in a research report on Tuesday, January 13th. Robert W. Baird restated a “neutral” rating and issued a $130.00 target price (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Wells Fargo & Company upped their target price on shares of Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Finally, Argus increased their price target on shares of Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday. Thirteen investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $134.11.

Prologis Stock Up 0.3%

NYSE PLD opened at $127.03 on Friday. The company has a quick ratio of 0.64, a current ratio of 0.19 and a debt-to-equity ratio of 0.61. Prologis has a 52 week low of $85.35 and a 52 week high of $134.94. The company has a market capitalization of $118.00 billion, a P/E ratio of 37.04, a price-to-earnings-growth ratio of 3.71 and a beta of 1.40. The stock’s 50-day moving average price is $128.38 and its 200-day moving average price is $119.35.

Prologis (NYSE:PLD) last posted its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, hitting analysts’ consensus estimates 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 net margin of 37.86% and a return on equity of 6.64%. The company’s revenue was up 7.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, equities research analysts predict that Prologis will post 5.73 earnings per share for the current year.

Prologis Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were issued 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 is presently 113.80%.

Insider Transactions at Prologis

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

Institutional Trading of Prologis

A number of large investors have recently made changes to their positions in the stock. D.A. Davidson & CO. increased its holdings in shares of Prologis by 16.7% in the 3rd quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock valued at $67,241,000 after acquiring an additional 83,966 shares during the period. Generali Asset Management SPA SGR boosted its position in Prologis by 33.4% during the third quarter. Generali Asset Management SPA SGR now owns 100,314 shares of the real estate investment trust’s stock valued at $11,488,000 after purchasing an additional 25,133 shares in the last quarter. Verity & Verity LLC grew its stake in Prologis by 42.8% in the third quarter. Verity & Verity LLC now owns 165,438 shares of the real estate investment trust’s stock valued at $18,946,000 after purchasing an additional 49,604 shares during the last quarter. B. Riley Wealth Advisors Inc. purchased a new position in Prologis in the second quarter valued at about $875,000. Finally, Adams Diversified Equity Fund Inc. bought a new position in Prologis in the third quarter worth about $18,186,000. 93.50% of the stock is owned by hedge funds and other institutional investors.

Prologis News Roundup

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.