Prologis, Inc. (NYSE:PLD) Receives Average Rating of “Moderate Buy” from Analysts

Shares of Prologis, Inc. (NYSE:PLD) have been assigned a consensus rating of “Moderate Buy” from the twenty ratings firms that are currently covering the company, Marketbeat Ratings reports. Seven investment analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $135.3158.

A number of brokerages have commented on PLD. Robert W. Baird reaffirmed a “neutral” rating and issued a $130.00 price objective (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Scotiabank upgraded shares of Prologis from a “sector perform” rating to a “sector outperform” rating and upped their price target for the company from $133.00 to $146.00 in a research note on Wednesday, January 14th. Wall Street Zen raised shares of Prologis from a “sell” rating to a “hold” rating in a research report on Friday, January 23rd. Royal Bank Of Canada boosted their price objective on shares of Prologis from $132.00 to $135.00 and gave the company a “sector perform” rating in a report on Monday. Finally, The Goldman Sachs Group increased their target price on shares of Prologis from $133.00 to $137.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th.

Prologis Stock Performance

Shares of PLD stock opened at $136.16 on Friday. Prologis has a 52 week low of $85.35 and a 52 week high of $136.97. The company has a market capitalization of $126.47 billion, a price-to-earnings ratio of 38.35, a PEG ratio of 3.34 and a beta of 1.42. The company has a 50-day simple moving average of $129.30 and a 200 day simple moving average of $120.59. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.64 and a current ratio of 0.19.

Prologis (NYSE:PLD) last issued its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.44. Prologis had a net margin of 37.86% and a return on equity of 5.78%. The firm had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same period last year, the business posted $1.42 earnings per share. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, sell-side analysts predict that Prologis will post 5.73 earnings per share for the current year.

Prologis Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were given a dividend of $1.01 per share. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $4.04 dividend on an annualized basis and a yield of 3.0%. Prologis’s dividend payout ratio is currently 113.80%.

Insider Buying and Selling

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction on Monday, December 1st. The stock was sold at an average price of $127.60, for a total value of $79,239.60. Following the completion of the transaction, the director directly owned 8,208 shares of the company’s stock, valued at $1,047,340.80. The trade was a 7.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. High Note Wealth LLC grew its stake in Prologis by 43.9% during the fourth quarter. High Note Wealth LLC now owns 249 shares of the real estate investment trust’s stock worth $32,000 after buying an additional 76 shares in the last quarter. Dakota Community Bank & Trust NA lifted its holdings in shares of Prologis by 3.4% during the 4th quarter. Dakota Community Bank & Trust NA now owns 2,398 shares of the real estate investment trust’s stock worth $306,000 after acquiring an additional 79 shares during the period. Peddock Capital Advisors LLC boosted its position in shares of Prologis by 3.1% during the 4th quarter. Peddock Capital Advisors LLC now owns 2,651 shares of the real estate investment trust’s stock worth $338,000 after acquiring an additional 80 shares in the last quarter. Whittier Trust Co. of Nevada Inc. increased its stake in 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 acquiring an additional 82 shares during the last quarter. Finally, Foster Dykema Cabot & Partners LLC raised its position in Prologis by 1.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 8,232 shares of the real estate investment trust’s stock valued at $943,000 after purchasing an additional 83 shares in the last quarter. Institutional investors own 93.50% of the company’s stock.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Prologis is reportedly in talks to create a co‑investment fund focused on data centers, which could let the company capture AI‑driven demand without putting all capital on its balance sheet — a growth opportunity beyond its core logistics footprint. Prologis Might Fund Data Centers With New Pool of Investor Capital
• Positive Sentiment: The stock reached a 52‑week high, reflecting investor enthusiasm around the data‑center initiative and strong underlying fundamentals (recent revenue beat and FY26 EPS guidance). Momentum can attract additional inflows and technical buyers. Prologis stock hits 52-week high at $134.99
• Positive Sentiment: Street coverage remains constructive — recent analyst commentary and published target prices show upside vs. current levels, supporting the rebound and investor confidence in long‑term growth. What Are Wall Street Analysts’ Target Price for Prologis Stock?
• Neutral Sentiment: Analyst notes (coverage pieces) provide mixed context on valuation and macro / real‑estate cycles — they reaffirm Prologis’s strengths but flag sensitivity to rates and industrial demand shifts. Useful for investors assessing risk/reward. Analysts Offer Insights on Real Estate Companies: Prologis (PLD) and Annaly Capital (NLY)
• Negative Sentiment: Risks: the data‑center vehicle is exploratory — execution, partner alignment, and capital‑raising terms could dilute returns or require equity/capital commitments. Uncertainty on structure and timing means upside is not guaranteed and could raise governance/capital‑allocation concerns. Prologis said in talks on possible data-center co-investment fund

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.