Callan Family Office LLC Has $1.36 Million Holdings in Prologis, Inc. $PLD

Callan Family Office LLC trimmed its holdings in shares of Prologis, Inc. (NYSE:PLD) by 29.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,909 shares of the real estate investment trust’s stock after selling 4,986 shares during the quarter. Callan Family Office LLC’s holdings in Prologis were worth $1,364,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. D.A. Davidson & CO. lifted its position in shares of 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 valued at $67,241,000 after buying an additional 83,966 shares during the last quarter. National Pension Service lifted its position in Prologis by 2.4% during the third quarter. National Pension Service now owns 2,443,137 shares of the real estate investment trust’s stock valued at $279,788,000 after acquiring an additional 56,272 shares during the last quarter. Generali Asset Management SPA SGR boosted its stake in Prologis by 33.4% in the third 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 in the last quarter. Verity & Verity LLC grew its holdings in Prologis by 42.8% in the third quarter. Verity & Verity LLC now owns 165,438 shares of the real estate investment trust’s stock worth $18,946,000 after purchasing an additional 49,604 shares during the last quarter. Finally, B. Riley Wealth Advisors Inc. acquired a new position in shares of Prologis during the second quarter worth $875,000. Institutional investors own 93.50% of the company’s stock.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Reports that Prologis is in talks to form a co-investment fund to finance data centers — a move designed to capture AI-driven demand without taking all the capital risk on its balance sheet; this is being read as a strategic pivot that could expand addressable markets and justify a higher valuation. Prologis said in talks on possible data-center co-investment fund
• Positive Sentiment: Wall Street reporting that Prologis is weighing a new pool of investor capital to fund data centers highlights management’s intent to lean into the AI/data-center market — a growth theme that could drive incremental development volumes and fee income. Prologis Might Fund Data Centers With New Pool of Investor Capital
• Positive Sentiment: Analysis suggesting a potential US$25 billion push into AI/data-center assets frames the shift as material to Prologis’s growth profile and could change the investment case by creating a sizable new growth vector beyond logistics real estate. Prologis’ US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD)
• Positive Sentiment: Share-price momentum: Prologis has hit a new 52-week high, signaling strong investor appetite and reinforcing the market’s positive reaction to the data-center pivot and ongoing earnings/guide stability. Prologis stock hits 52-week high at $134.99
• Neutral Sentiment: Analyst coverage and target-price roundups are being published, providing context on upside vs. the current price; these pieces help quantify street expectations but don’t change fundamentals by themselves. What Are Wall Street Analysts’ Target Price for Prologis Stock?
• Neutral Sentiment: Analyst commentaries on Prologis and peers offer further perspective on valuation, balance-sheet strength and growth outlook; useful for framing risk/reward but largely reiterative. Analysts Offer Insights on Real Estate Companies: Prologis (PLD) and Annaly Capital (NLY)

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. BTIG Research upped their target price on Prologis from $134.00 to $155.00 and gave the company a “buy” rating in a research report on Wednesday, December 31st. Wall Street Zen raised shares of Prologis from a “sell” rating to a “hold” rating in a research report on Friday, January 23rd. BNP Paribas Exane lifted their target price on shares of Prologis from $129.00 to $140.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Mizuho upped their price target on shares of Prologis from $138.00 to $143.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. Finally, Argus raised their price target on shares of Prologis from $128.00 to $135.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Thirteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Prologis currently has a consensus rating of “Moderate Buy” and an average target price of $135.32.

Prologis Trading Up 2.2%

Prologis stock opened at $134.75 on Thursday. The firm has a market cap of $125.17 billion, a PE ratio of 37.96, a P/E/G ratio of 3.26 and a beta of 1.42. Prologis, Inc. has a 12 month low of $85.35 and a 12 month high of $135.12. The stock’s 50 day simple moving average is $129.15 and its two-hundred day simple moving average is $120.49. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61.

Prologis (NYSE:PLD) last issued its quarterly earnings data 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 5.78%. The business had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter in the prior year, the firm posted $1.42 earnings per share. The company’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. Analysts anticipate that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Dividend Announcement

The company also recently disclosed 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 3.0%. The ex-dividend date was Tuesday, December 16th. Prologis’s payout ratio is 113.80%.

Insider Activity at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $127.60, for a total transaction of $79,239.60. Following the completion of the sale, the director directly owned 8,208 shares in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed through the SEC website. 0.57% of the stock is owned by insiders.

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.