Argus Issues Positive Forecast for Prologis (NYSE:PLD) Stock Price

Prologis (NYSE:PLD) had its price target increased by Argus from $128.00 to $135.00 in a research note published on Thursday, MarketBeat reports. The brokerage currently has a buy rating on the real estate investment trust’s stock.

A number of other equities analysts have also recently commented on the company. Barclays reaffirmed an “overweight” rating and issued a $139.00 price target on shares of Prologis in a research note on Tuesday, January 13th. Truist Financial raised their target price on shares of Prologis from $131.00 to $142.00 and gave the stock a “buy” rating in a report on Tuesday. Wells Fargo & Company upped their price target on shares of Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Scotiabank raised shares of Prologis from a “sector perform” rating to a “sector outperform” rating and increased their price target for the company from $133.00 to $146.00 in a research report on Wednesday, January 14th. Finally, BMO Capital Markets raised shares of Prologis from an “underperform” rating to a “market perform” rating and set a $119.00 price target on the stock in a report on Monday, October 20th. Twelve research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Prologis presently has an average rating of “Moderate Buy” and a consensus price target of $133.76.

Prologis Price Performance

Shares of NYSE:PLD opened at $126.52 on Thursday. The company has a quick ratio of 0.64, a current ratio of 0.19 and a debt-to-equity ratio of 0.61. The stock has a market cap of $117.52 billion, a PE ratio of 35.64, a PEG ratio of 3.83 and a beta of 1.40. The company’s fifty day moving average is $128.30 and its 200 day moving average is $119.03. Prologis has a 52 week low of $85.35 and a 52 week high of $134.94.

Prologis (NYSE:PLD) last announced its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.44. The firm had revenue of $2.25 billion for the quarter, compared to analysts’ expectations of $2.09 billion. Prologis had a return on equity of 6.64% and a net margin of 37.86%.The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period last year, the firm earned $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Research analysts anticipate that Prologis will post 5.73 earnings per share for the current year.

Prologis Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 16th were issued a $1.01 dividend. The ex-dividend date was Tuesday, December 16th. This represents a $4.04 annualized dividend and a yield of 3.2%. Prologis’s dividend payout ratio is 117.78%.

Insider Buying and Selling at Prologis

In other news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the sale, the director owned 8,208 shares of the company’s stock, valued at approximately $1,047,340.80. The trade was a 7.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.57% of the company’s stock.

Institutional Trading of Prologis

Several large investors have recently bought and sold shares of PLD. Clayton Financial Group LLC purchased a new position in shares of Prologis in the 3rd quarter valued at approximately $26,000. True Wealth Design LLC grew its stake in Prologis by 87.1% in the fourth quarter. True Wealth Design LLC now owns 262 shares of the real estate investment trust’s stock worth $33,000 after purchasing an additional 122 shares during the period. FNY Investment Advisers LLC bought a new position in Prologis in the fourth quarter worth $38,000. Beacon Financial Strategies CORP purchased a new position in Prologis during the fourth quarter valued at $40,000. Finally, Silver Oak Securities Incorporated bought a new stake in shares of Prologis during the 3rd quarter valued at $36,000. 93.50% of the stock is owned by institutional investors.

Key Stories Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue and leasing beat and record leasing volume — Prologis reported stronger-than-expected rental revenue and signed a record amount of leases in 2025, highlighting rebounding warehouse demand. PR Newswire: Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Aggressive FY‑2026 guidance — Management raised FY‑2026 EPS guidance to $6.00–$6.20, well above prior consensus, signaling confidence in earnings growth for the year. Prologis FY2026 Guidance (Slide Deck/Press Release)
• Positive Sentiment: Analysts lifting targets and forecasts — Multiple firms raised estimates and price targets after the results (Argus to $135 buy; Truist to $142; other brokers raised forecasts). That reinforces the bullish case among some institutional investors. Benzinga coverage of analyst upgrades
• Positive Sentiment: Core FFO at/above estimates — Core FFO came in at/above Street figures (Zacks notes an FFO beat), supporting the REIT’s cash‑flow profile. Zacks: Prologis Q4 FFO Beat Estimates
• Neutral Sentiment: Data‑center power expansion — Prologis is expanding power capacity to support data‑center customers, a longer‑term growth angle but not an immediate earnings lever. Benzinga: Record Leases, Expands Power for Data Centers
• Neutral Sentiment: EPS roughly in line — Reported EPS met consensus, which is steady but less exciting than an upside surprise. MarketBeat: Q4 Results Summary
• Negative Sentiment: Cautionary analyst notes and in‑line ratings — Some shops (Evercore ISI) issued in‑line ratings or conservative targets implying limited upside, which can blunt momentum. TickerReport/The Fly: Evercore ISI In‑line Rating
• Negative Sentiment: Higher interest costs and margin pressure — Reports note interest‑cost headwinds that weigh on net results and FFO growth, a concern for a leveraged REIT. Zacks: Interest Costs Weigh on Results
• Negative Sentiment: Conflicting headlines and profit‑taking — A few outlets framed results as “weak revenue,” and after a strong 2025 run investors may be taking profits; heavy intraday volume suggests repositioning. Benzinga: Post‑earnings Coverage

About Prologis

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.