Arkadios Wealth Advisors boosted its holdings in Prologis, Inc. (NYSE:PLD – Free Report) by 38.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 24,423 shares of the real estate investment trust’s stock after purchasing an additional 6,816 shares during the quarter. Arkadios Wealth Advisors’ holdings in Prologis were worth $2,797,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of PLD. Ignite Planners LLC boosted its position in shares of Prologis by 3.2% during the 3rd 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 lifted its holdings in shares of Prologis by 3.3% in the 3rd quarter. ORG Partners LLC now owns 2,867 shares of the real estate investment trust’s stock worth $328,000 after purchasing an additional 92 shares in the last quarter. Stratos Wealth Partners LTD. grew its position in Prologis by 0.7% in the 2nd quarter. Stratos Wealth Partners LTD. now owns 13,678 shares of the real estate investment trust’s stock valued at $1,438,000 after purchasing an additional 93 shares during the period. Stableford Capital II LLC increased its stake in Prologis by 0.4% during the 3rd quarter. Stableford Capital II LLC now owns 21,090 shares of the real estate investment trust’s stock valued at $2,415,000 after purchasing an additional 94 shares in the last quarter. Finally, Palogic Value Management L.P. raised its holdings in Prologis by 4.7% during the second quarter. Palogic Value Management L.P. now owns 2,130 shares of the real estate investment trust’s stock worth $224,000 after buying an additional 96 shares during the last quarter. 93.50% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Prologis
In other news, Director Cristina Gabriela Bita sold 621 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $127.60, for a total value 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. This represents a 7.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James B. Connor sold 80,000 shares of the stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $126.58, for a total transaction of $10,126,400.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 81,121 shares of company stock valued at $10,267,210 in the last three months. 0.57% of the stock is currently owned by corporate insiders.
Prologis Trading Up 0.3%
Prologis (NYSE:PLD – Get Free Report) last released its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.44. Prologis had a net margin of 36.71% and a return on equity of 5.55%. The business had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. During the same period in the previous year, the business earned $1.42 EPS. Prologis’s 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. Sell-side analysts expect that Prologis, Inc. will post 5.73 earnings per share for the current year.
Prologis Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were paid a dividend of $1.01 per share. This represents a $4.04 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, December 16th. Prologis’s dividend payout ratio is 117.78%.
Analyst Ratings Changes
PLD has been the subject of a number of analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Prologis in a report on Monday, December 29th. UBS Group raised their price target on shares of Prologis from $137.00 to $144.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Evercore ISI boosted their price objective on Prologis from $116.00 to $118.00 in a report on Monday, December 22nd. Morgan Stanley set a $135.00 price objective on Prologis in a research note on Friday, January 16th. Finally, Truist Financial lifted their target price on Prologis from $131.00 to $142.00 and gave the company a “buy” rating in a research report on Tuesday. Eleven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Prologis currently has a consensus rating of “Moderate Buy” and an average price target of $133.00.
View Our Latest Stock Analysis on PLD
Prologis News Summary
Here are the key news stories impacting Prologis this week:
- Positive Sentiment: Q4 revenue beat and leasing strength — Prologis reported Q4 revenue of $2.25B, above consensus (~$2.09B), driven by stronger warehouse leasing as e‑commerce and consumer-goods tenants expanded. This supports higher growth expectations for rents and NOI. Prologis posts Q4 revenue beat on strong leasing; issues 2026 guide
- Positive Sentiment: Very strong FY2026 EPS guidance — management set FY26 EPS guidance of $6.00–$6.20, well above street consensus (~$4.12), implying meaningful earnings upside into the year and driving re-rating potential. Prologis press release / guidance slide deck
- Positive Sentiment: Record leasing and data‑center power expansion — Prologis signed a record 228M sq ft of leases in 2025 and is expanding power capacity to serve data‑center demand, supporting long‑term occupancy and rental growth. Prologis Reports Fourth Quarter and Full Year 2025 Results
- Positive Sentiment: FFO beat on the quarter — Core FFO/FFO metrics beat or matched estimates (FFO $1.49 vs Zacks est. $1.44), a key cash‑flow metric for REIT investors that reinforces distribution coverage and valuation support. Prologis (PLD) Q4 FFO Beat Estimates
- Neutral Sentiment: Reported EPS roughly in line — GAAP EPS and some core metrics were roughly in line with consensus (EPS ~$1.44), so upside is more tied to guidance and leasing than to an EPS surprise this quarter. Prologis: Q4 Earnings Snapshot
- Neutral Sentiment: Analyst reactions and coverage — Some firms raised price targets (e.g., Truist raised to $142), reflecting the stronger outlook; analyst sentiment is tilting constructive but depends on rent growth and interest‑rate assumptions. Analyst price target updates
- Negative Sentiment: Higher interest costs and margin pressure — Several writeups note elevated interest expenses that weighed on some metrics; rising financing costs remain a risk for REIT margins and FFO sensitivity. Prologis Q4 FFO Meets Estimates, Rental Revenues Rise Y/Y
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.
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