Prologis (NYSE:PLD) Price Target Raised to $157.00

Prologis (NYSE:PLD) had its target price raised by Jefferies Financial Group from $146.00 to $157.00 in a report published on Friday morning,MarketScreener reports. Jefferies Financial Group currently has a buy rating on the real estate investment trust’s stock.

Other analysts have also recently issued reports about the company. Evercore raised their price target on Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a report on Thursday, January 22nd. Morgan Stanley set a $135.00 target price on Prologis in a report on Friday, January 16th. BTIG Research boosted their target price on shares of Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, December 31st. Scotiabank raised shares of Prologis from a “sector perform” rating to a “sector outperform” rating and upped their price target for the stock from $133.00 to $146.00 in a research note on Wednesday, January 14th. Finally, Wells Fargo & Company increased their price target on shares of Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Fourteen 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, Prologis currently has a consensus rating of “Moderate Buy” and a consensus target price of $136.95.

Prologis Stock Performance

Shares of PLD opened at $141.41 on Friday. The stock has a market capitalization of $131.45 billion, a P/E ratio of 39.83, a P/E/G ratio of 3.50 and a beta of 1.42. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.58 and a current ratio of 0.58. Prologis has a 1 year low of $85.35 and a 1 year high of $141.95. The company’s fifty day moving average is $131.59 and its two-hundred day moving average is $123.20.

Prologis (NYSE:PLD) last issued its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting the consensus estimate of $1.44. Prologis had a net margin of 37.86% and a return on equity of 5.79%. 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 previous year, the firm earned $1.42 earnings per share. 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. On average, sell-side analysts predict that Prologis will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be paid a dividend of $1.07 per share. This is a boost from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $4.28 annualized dividend and a dividend yield of 3.0%. Prologis’s dividend payout ratio is presently 113.80%.

Insider Activity at Prologis

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the completion of the transaction, the director directly owned 8,208 shares in the company, valued at approximately $1,047,340.80. This trade represents 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 owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Ares Financial Consulting LLC acquired a new position in shares of Prologis in the fourth quarter worth $26,000. High Point Wealth Management LLC purchased a new stake in Prologis during the 4th quarter worth about $26,000. Eagle Bay Advisors LLC acquired a new position in Prologis in the 4th quarter valued at about $27,000. SouthState Bank Corp lifted its holdings in Prologis by 73.1% in the 4th quarter. SouthState Bank Corp now owns 225 shares of the real estate investment trust’s stock valued at $29,000 after purchasing an additional 95 shares in the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new position in Prologis in the 4th quarter valued at about $29,000. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Data-center/AI infrastructure thesis — MarketBeat highlights Prologis as a direct beneficiary of the hyperscaler data-center buildout because it controls power capacity (5.7 GW) and ~15,000 acres in Texas suited for data centers, positioning PLD to capture long-term land/power leasing demand. 3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
• Positive Sentiment: Dividend and FFO momentum — MarketBeat reports Prologis raised its annualized dividend (now ~$4.28) and posted FFO growth (core FFO +4.5% in 2025) with 2026 guidance implying continued FFO growth — supporting income-seeking demand for the stock. 3 Giants With Solid Yields Lifting Their Dividends Higher
• Positive Sentiment: Earnings and guidance lift sentiment — Coverage (Zacks/Yahoo) points to the recent quarterly report (EPS in line, revenue beat, revenue +7.8% y/y) and Prologis’s FY‑2026 EPS guidance, which helped drive the recent strong post‑earnings move and investor reappraisal. Why Is Prologis (PLD) Up 9.8% Since Last Earnings Report?
• Neutral Sentiment: Analyst consensus/market positioning — Several outlets note an average Wall Street recommendation of “Buy,” which can sustain interest but also makes the stock sensitive to any changes in analyst views. This is supportive but not a new catalyst. Is It Worth Investing in Prologis (PLD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Macro/sector flows into REIT income — Broader interest in REIT ETFs and income strategies (e.g., VNQ) can help demand for large-cap industrial REITs like Prologis, but this is a sector tailwind rather than a company-specific surprise. Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
• Negative Sentiment: Legal/environmental risk — A recent article flags a major environmental lawsuit that could alter the bull case if it creates material liabilities, regulatory pressure, or delays on development projects; this represents a potential catalyst for downside volatility. The Bull Case For Prologis (PLD) Could Change Following Dividend Hike And Major Environmental Lawsuit – Learn Why

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.