Prologis (NYSE:PLD) Hits New 1-Year High After Analyst Upgrade

Prologis, Inc. (NYSE:PLD)’s share price reached a new 52-week high during mid-day trading on Monday after Jefferies Financial Group raised their price target on the stock from $146.00 to $157.00. Jefferies Financial Group currently has a buy rating on the stock. Prologis traded as high as $142.40 and last traded at $141.0540, with a volume of 125799 shares changing hands. The stock had previously closed at $141.51.

Several other equities analysts have also recently issued reports on the stock. Argus upped their price target on shares of Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Freedom Capital downgraded Prologis from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. Wall Street Zen downgraded Prologis from a “hold” rating to a “sell” rating in a report on Saturday, February 7th. Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the stock from $133.00 to $146.00 in a research report on Wednesday, January 14th. Finally, Robert W. Baird restated a “neutral” rating and set a $130.00 price target (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Fourteen research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $136.95.

Insider Buying and Selling at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction 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 transaction, the director owned 8,208 shares in the company, 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 Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is owned by corporate insiders.

Key Headlines Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Company raised its annualized dividend ~6% to $4.28 and highlighted a data‑center focused co‑investment fund and new development projects — signals of management confidence, recurring cash return to shareholders, and a push into higher-growth real‑estate niches that can support multiple expansion. Assessing Prologis (PLD) Valuation After Dividend Hike And Data Center Co Investment Fund Plans
• Positive Sentiment: Analysts/investor outlets are reacting: an American Banking News note raised PLD’s price target to $157 — a near‑term upside signal that can attract buyers and supports sentiment around valuation. Prologis (NYSE:PLD) Price Target Raised to $157.00
• Positive Sentiment: Prologis Property Mexico reported Q4 call highlights showing growth in that market, reinforcing international leasing and development momentum for the parent and helping revenue/profit outlooks. Regional operational strength reduces execution risk on new projects. Prologis Property Mexico Earnings Call Highlights Growth
• Positive Sentiment: Coverage pieces highlighting PLD as a source of income, growth, and dividend growth are boosting investor interest in REIT income plus capital appreciation (Seeking Alpha / DividendStocks coverage). That narrative supports demand from dividend-focused and total-return investors. Prologis Gives You Income, Growth, And Dividend Growth
• Neutral Sentiment: PLD recently hit a 52‑week high, reflecting strong price momentum, but the move raises valuation questions (P/E ~39.6) — analysts and investors will be watching execution on data‑center strategy and capital allocation to justify higher multiples. Prologis stock hits 52-week high at $142.05

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in PLD. Virtu Financial LLC acquired a new stake in Prologis in the fourth quarter valued at approximately $436,000. MV Capital Management Inc. acquired a new position in shares of Prologis during the fourth quarter valued at about $43,000. Cambient Family Office LLC acquired a new stake in shares of Prologis in the 4th quarter worth about $238,000. Wick Capital Partners LLC bought a new position in Prologis in the 4th quarter valued at about $326,000. Finally, WealthPoint Financial LLC acquired a new position in Prologis during the 4th quarter valued at about $238,000. 93.50% of the stock is owned by institutional investors and hedge funds.

Prologis Price Performance

The stock has a market capitalization of $130.51 billion, a P/E ratio of 39.55, a price-to-earnings-growth ratio of 3.48 and a beta of 1.42. The business has a fifty day simple moving average of $132.05 and a 200 day simple moving average of $123.69. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.61.

Prologis (NYSE:PLD) last announced its earnings results 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. The company had revenue of $2.25 billion for the quarter, compared to analysts’ expectations of $2.09 billion. Prologis had a return on equity of 5.79% and a net margin of 37.86%.Prologis’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, analysts expect that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

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

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.