Prologis, Inc. $PLD is AMF Tjanstepension AB’s 8th Largest Position

AMF Tjanstepension AB lowered its stake in shares of Prologis, Inc. (NYSE:PLD) by 35.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,228,260 shares of the real estate investment trust’s stock after selling 1,221,134 shares during the quarter. Prologis comprises 2.8% of AMF Tjanstepension AB’s holdings, making the stock its 8th largest holding. AMF Tjanstepension AB owned 0.24% of Prologis worth $255,180,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. CIBC Asset Management Inc grew its holdings in shares of Prologis by 4.3% during the third quarter. CIBC Asset Management Inc now owns 194,469 shares of the real estate investment trust’s stock valued at $22,271,000 after buying an additional 8,036 shares during the last quarter. Sagespring Wealth Partners LLC raised its stake in Prologis by 18.4% in the 3rd quarter. Sagespring Wealth Partners LLC now owns 9,311 shares of the real estate investment trust’s stock worth $1,066,000 after acquiring an additional 1,445 shares during the last quarter. Deseret Mutual Benefit Administrators lifted its position in Prologis by 14.7% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 945 shares of the real estate investment trust’s stock worth $108,000 after acquiring an additional 121 shares during the period. Resona Asset Management Co. Ltd. lifted its position in Prologis by 6.2% during the 3rd quarter. Resona Asset Management Co. Ltd. now owns 570,246 shares of the real estate investment trust’s stock worth $65,185,000 after acquiring an additional 33,133 shares during the period. Finally, UniSuper Management Pty Ltd grew its stake in Prologis by 28.0% during the 3rd quarter. UniSuper Management Pty Ltd now owns 417,638 shares of the real estate investment trust’s stock valued at $47,828,000 after purchasing an additional 91,444 shares during the last quarter. 93.50% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $127.60, for a total value of $79,239.60. Following the completion of the sale, the director 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 document filed with the Securities & Exchange Commission, which is accessible through this link. 0.57% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on PLD shares. Evercore ISI lifted their target price on Prologis from $118.00 to $121.00 and gave the stock an “in-line” rating in a report on Thursday. UBS Group raised their price target on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research report on Thursday. Mizuho lifted their price objective on shares of Prologis from $118.00 to $138.00 and gave the company an “outperform” rating in a research note on Thursday, December 4th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Prologis in a report on Monday, December 29th. Finally, Argus raised their target price on shares of Prologis from $128.00 to $135.00 and gave the stock a “buy” rating in a report on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Prologis has an average rating of “Moderate Buy” and a consensus price target of $134.11.

Prologis Trading Up 0.3%

PLD stock opened at $127.03 on Friday. Prologis, Inc. has a 12-month low of $85.35 and a 12-month high of $134.94. The business’s 50-day moving average is $128.38 and its 200 day moving average is $119.26. 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 stock has a market cap of $118.00 billion, a price-to-earnings ratio of 35.78, a PEG ratio of 3.71 and a beta of 1.40.

Prologis (NYSE:PLD) last posted its quarterly 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. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The firm had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same period in the previous year, the business posted $1.42 earnings per share. Prologis’s quarterly revenue was up 7.8% on a year-over-year basis. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, sell-side analysts anticipate that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 16th were paid a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 3.2%. The ex-dividend date of this dividend was Tuesday, December 16th. Prologis’s dividend payout ratio (DPR) is 113.80%.

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

Prologis 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.