Prologis, Inc. $PLD Stock Holdings Increased by Commerzbank Aktiengesellschaft FI

Commerzbank Aktiengesellschaft FI raised its holdings in shares of Prologis, Inc. (NYSE:PLD) by 27.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 57,583 shares of the real estate investment trust’s stock after buying an additional 12,248 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Prologis were worth $6,594,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of Prologis by 0.5% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust’s stock valued at $1,941,000 after buying an additional 82 shares in the last quarter. First Citizens Bank & Trust Co. grew its holdings in shares of Prologis by 313.0% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 97,896 shares of the real estate investment trust’s stock worth $11,211,000 after acquiring an additional 74,190 shares during the last quarter. CIBC Asset Management Inc grew its holdings in shares of Prologis by 4.3% in the 3rd quarter. CIBC Asset Management Inc now owns 194,469 shares of the real estate investment trust’s stock worth $22,271,000 after acquiring an additional 8,036 shares during the last quarter. Sagespring Wealth Partners LLC raised its position in shares of Prologis by 18.4% during the third quarter. Sagespring Wealth Partners LLC now owns 9,311 shares of the real estate investment trust’s stock worth $1,066,000 after purchasing an additional 1,445 shares during the period. Finally, Deseret Mutual Benefit Administrators lifted its holdings in shares of Prologis by 14.7% during the third quarter. Deseret Mutual Benefit Administrators now owns 945 shares of the real estate investment trust’s stock valued at $108,000 after purchasing an additional 121 shares during the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Prologis News Roundup

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

Insider Transactions at Prologis

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $127.60, for a total value 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 0.57% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on PLD. BMO Capital Markets reissued a “market perform” rating and issued a $123.00 price target on shares of Prologis in a research note on Thursday. BNP Paribas Exane raised their target price on shares of Prologis from $129.00 to $140.00 and gave the stock an “outperform” rating in a report on Wednesday. Weiss Ratings restated a “buy (b-)” rating on shares of Prologis in a report on Monday, December 29th. Industrial Alliance Securities set a $119.00 price target on shares of Prologis in a research report on Monday, October 20th. Finally, Truist Financial lifted their price objective on shares of Prologis from $131.00 to $142.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $134.11.

Prologis Price Performance

NYSE PLD opened at $127.03 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.19 and a quick ratio of 0.64. The firm has a market capitalization of $118.00 billion, a price-to-earnings ratio of 35.78, a price-to-earnings-growth ratio of 3.71 and a beta of 1.40. The company has a 50 day simple moving average of $128.38 and a 200-day simple moving average of $119.26. Prologis, Inc. has a 52-week low of $85.35 and a 52-week high of $134.94.

Prologis (NYSE:PLD) 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 the consensus estimate of $1.44. The firm 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 company’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities research analysts predict that Prologis, Inc. will post 5.73 earnings per share for the current fiscal year.

Prologis Announces Dividend

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

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.