Prologis, Inc. (NYSE:PLD) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Prologis, Inc. (NYSE:PLD) have been given a consensus rating of “Moderate Buy” by the twenty analysts that are covering the company, Marketbeat Ratings reports. Seven investment analysts have rated the stock with a hold recommendation and thirteen have given a buy recommendation to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $135.3158.

A number of equities analysts recently issued reports on PLD shares. Argus upped their price objective on shares of Prologis from $128.00 to $135.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. BMO Capital Markets reiterated a “market perform” rating and set a $123.00 price target on shares of Prologis in a report on Thursday, January 22nd. Freedom Capital cut Prologis from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. Morgan Stanley set a $135.00 price objective on Prologis in a research report on Friday, January 16th. Finally, Wells Fargo & Company upped their target price on Prologis from $120.00 to $139.00 and gave the stock an “overweight” rating in a report on Monday, October 27th.

Prologis News Summary

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Prologis is reportedly in talks to create a co‑investment fund focused on data centers, which could let the company capture AI‑driven demand without putting all capital on its balance sheet — a growth opportunity beyond its core logistics footprint. Prologis Might Fund Data Centers With New Pool of Investor Capital
• Positive Sentiment: The stock reached a 52‑week high, reflecting investor enthusiasm around the data‑center initiative and strong underlying fundamentals (recent revenue beat and FY26 EPS guidance). Momentum can attract additional inflows and technical buyers. Prologis stock hits 52-week high at $134.99
• Positive Sentiment: Street coverage remains constructive — recent analyst commentary and published target prices show upside vs. current levels, supporting the rebound and investor confidence in long‑term growth. What Are Wall Street Analysts’ Target Price for Prologis Stock?
• Neutral Sentiment: Analyst notes (coverage pieces) provide mixed context on valuation and macro / real‑estate cycles — they reaffirm Prologis’s strengths but flag sensitivity to rates and industrial demand shifts. Useful for investors assessing risk/reward. Analysts Offer Insights on Real Estate Companies: Prologis (PLD) and Annaly Capital (NLY)
• Negative Sentiment: Risks: the data‑center vehicle is exploratory — execution, partner alignment, and capital‑raising terms could dilute returns or require equity/capital commitments. Uncertainty on structure and timing means upside is not guaranteed and could raise governance/capital‑allocation concerns. Prologis said in talks on possible data-center co-investment fund

Insider Buying and Selling

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction that occurred 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 sale, 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 SEC, which can be accessed through this link. 0.57% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Prologis

A number of hedge funds have recently modified their holdings of PLD. Vanguard Group Inc. raised its position in Prologis by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 123,323,290 shares of the real estate investment trust’s stock worth $15,743,451,000 after purchasing an additional 1,258,407 shares during the last quarter. State Street Corp increased its stake in shares of Prologis by 1.9% in the second quarter. State Street Corp now owns 58,640,842 shares of the real estate investment trust’s stock valued at $6,164,325,000 after buying an additional 1,088,544 shares during the period. Geode Capital Management LLC raised its position in shares of Prologis by 1.4% during the second quarter. Geode Capital Management LLC now owns 22,416,833 shares of the real estate investment trust’s stock worth $2,345,922,000 after acquiring an additional 310,333 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in shares of Prologis by 1.6% in the second quarter. Massachusetts Financial Services Co. MA now owns 16,506,899 shares of the real estate investment trust’s stock worth $1,735,205,000 after acquiring an additional 253,338 shares during the period. Finally, Norges Bank bought a new stake in Prologis in the second quarter valued at approximately $1,288,936,000. Institutional investors and hedge funds own 93.50% of the company’s stock.

Prologis Price Performance

Shares of PLD stock opened at $136.16 on Friday. The business has a fifty day simple moving average of $129.30 and a 200 day simple moving average of $120.59. The company has a market cap of $126.47 billion, a P/E ratio of 38.35, a P/E/G ratio of 3.34 and a beta of 1.42. 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 twelve month low of $85.35 and a twelve month high of $136.97.

Prologis (NYSE:PLD) last issued its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, hitting the consensus estimate of $1.44. The firm had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. Prologis had a return on equity of 5.78% and a net margin of 37.86%.The business’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, sell-side analysts forecast that Prologis will post 5.73 EPS for the current fiscal year.

Prologis Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were issued a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Tuesday, December 16th. Prologis’s dividend payout ratio (DPR) is 113.80%.

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.