Prologis, Inc. $PLD Shares Sold by Calamos Advisors LLC

Calamos Advisors LLC trimmed its position in Prologis, Inc. (NYSE:PLD) by 3.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 195,996 shares of the real estate investment trust’s stock after selling 7,675 shares during the period. Calamos Advisors LLC’s holdings in Prologis were worth $25,021,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in Prologis by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 122,064,883 shares of the real estate investment trust’s stock worth $13,978,870,000 after purchasing an additional 323,551 shares in the last quarter. Capital International Investors lifted its stake in Prologis by 15.0% in the 3rd quarter. Capital International Investors now owns 7,247,383 shares of the real estate investment trust’s stock worth $829,970,000 after purchasing an additional 946,847 shares in the last quarter. Wellington Management Group LLP lifted its stake in Prologis by 1.2% in the 3rd quarter. Wellington Management Group LLP now owns 6,995,375 shares of the real estate investment trust’s stock worth $801,110,000 after purchasing an additional 85,012 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in Prologis by 0.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 6,837,026 shares of the real estate investment trust’s stock worth $778,528,000 after purchasing an additional 31,456 shares in the last quarter. Finally, Amundi lifted its stake in Prologis by 22.0% in the 3rd quarter. Amundi now owns 5,651,563 shares of the real estate investment trust’s stock worth $661,968,000 after purchasing an additional 1,020,819 shares in the last quarter. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Prologis Stock Down 0.1%

Prologis stock opened at $142.15 on Friday. Prologis, Inc. has a fifty-two week low of $100.22 and a fifty-two week high of $145.44. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.58 and a current ratio of 0.16. The firm has a 50 day moving average price of $136.70 and a 200 day moving average price of $130.66. The company has a market capitalization of $132.52 billion, a PE ratio of 35.81, a price-to-earnings-growth ratio of 3.14 and a beta of 1.40.

Prologis (NYSE:PLD) last posted its earnings results on Thursday, April 16th. The real estate investment trust reported $1.05 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.24. Prologis had a net margin of 41.54% and a return on equity of 6.46%. The firm had revenue of $2.30 billion during the quarter, compared to the consensus estimate of $2.12 billion. During the same quarter last year, the firm earned $1.43 EPS. The firm’s revenue for the quarter was up 6.9% on a year-over-year basis. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. Research analysts expect that Prologis, Inc. will post 6.16 earnings per share for the current year.

Prologis Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th were issued a $1.07 dividend. This is a boost from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date was Tuesday, March 17th. This represents a $4.28 annualized dividend and a yield of 3.0%. Prologis’s payout ratio is 107.81%.

Key Stories Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy views, signaling analyst conviction in upside (Truist to $154, Scotiabank to $154, JPMorgan to $157, Citigroup bullish, and another $160 target report). These upgrades tend to support buying interest and higher upside expectations. Truist Securities adjusts price target on Prologis to $154 from $139; maintains Buy rating Prologis (NYSE:PLD) Price Target Raised to $160.00 Scotiabank Raises Prologis Price Target to $154.00 JPMorgan Increases Prologis Price Target to $157.00 Citigroup Forecasts Strong Price Appreciation for Prologis
• Positive Sentiment: Company Q1 results and investor presentation underline solid fundamentals (revenue and AFFO/earnings beats and FY guidance), which supports the analyst optimism and medium‑term growth thesis for the logistics REIT space. Prologis, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Prologis priced a $1.25 billion senior unsecured notes offering (split across maturities). Debt issuance can be neutral—providing liquidity for development/refinancing at attractive rates but also modestly increasing leverage metrics. Monitor use of proceeds and impact on leverage. Prologis Prices $1.25 Billion Senior Notes Offering
• Neutral Sentiment: Sector peer Crown Castle reported resilient Q1 AFFO and revenue despite headwinds, underscoring mixed but stable leasing trends across property sectors; this is a sector backdrop item rather than company‑specific news for Prologis. Crown Castle Q1 AFFO & Sales Beat Estimates Despite DISH Headwinds

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on PLD shares. BNP Paribas Exane raised their target price on shares of Prologis from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Friday, April 17th. BTIG Research reaffirmed a “buy” rating and set a $155.00 price target on shares of Prologis in a research report on Wednesday, April 15th. Robert W. Baird lifted their price target on shares of Prologis from $133.00 to $136.00 and gave the company a “neutral” rating in a research report on Friday, April 17th. UBS Group lifted their price target on shares of Prologis from $148.00 to $161.00 and gave the company a “buy” rating in a research report on Friday, April 17th. Finally, Freedom Capital lowered shares of Prologis from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 23rd. Fourteen equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Prologis presently has a consensus rating of “Moderate Buy” and a consensus target price of $147.29.

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.