Prologis (NYSE:PLD) Rating Increased to Hold at Wall Street Zen

Prologis (NYSE:PLD) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Friday.

A number of other brokerages also recently issued reports on PLD. Scotiabank raised Prologis from a “sector perform” rating to a “sector outperform” rating and raised their target price for the stock from $133.00 to $146.00 in a research note on Wednesday, January 14th. Robert W. Baird restated a “neutral” rating and set a $130.00 price objective (up from $128.00) on shares of Prologis in a research report on Thursday, January 8th. UBS Group lifted their target price on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research note on Thursday. Barclays reiterated an “overweight” rating and issued a $139.00 target price on shares of Prologis in a report on Tuesday, January 13th. Finally, Wells Fargo & Company raised their price target on shares of Prologis from $120.00 to $139.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Twelve analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $133.76.

Prologis Stock Performance

PLD opened at $127.03 on Friday. Prologis has a twelve month low of $85.35 and a twelve month high of $134.94. The firm has a market capitalization of $118.00 billion, a PE ratio of 35.78, a PEG ratio of 3.70 and a beta of 1.40. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61. The firm’s 50-day moving average price is $128.38 and its 200 day moving average price is $119.18.

Prologis (NYSE:PLD) last released its 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 for 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 business’s revenue was up 7.8% on a year-over-year basis. During the same period last year, the company posted $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, sell-side analysts expect that Prologis will post 5.73 EPS for the current fiscal year.

Insiders Place Their Bets

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the business’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 sale, the director directly owned 8,208 shares in the company, valued at $1,047,340.80. This represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is currently owned by corporate insiders.

Institutional Trading of Prologis

A number of large investors have recently made changes to their positions in PLD. D.A. Davidson & CO. boosted its holdings in Prologis by 16.7% during the third quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock worth $67,241,000 after buying an additional 83,966 shares during the last quarter. Generali Asset Management SPA SGR raised its position in shares of Prologis by 33.4% in the 3rd 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 acquiring an additional 25,133 shares during the period. Verity & Verity LLC raised its position in shares of Prologis by 42.8% in the 3rd quarter. Verity & Verity LLC now owns 165,438 shares of the real estate investment trust’s stock valued at $18,946,000 after acquiring an additional 49,604 shares during the period. B. Riley Wealth Advisors Inc. bought a new position in Prologis during the 2nd quarter worth approximately $875,000. Finally, Adams Diversified Equity Fund Inc. bought a new position in Prologis during the 3rd quarter worth approximately $18,186,000. 93.50% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Prologis

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.