CIBC Asset Management Inc Grows Stock Holdings in Prologis, Inc. $PLD

CIBC Asset Management Inc increased its position in Prologis, Inc. (NYSE:PLD) by 4.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 194,469 shares of the real estate investment trust’s stock after buying an additional 8,036 shares during the period. CIBC Asset Management Inc’s holdings in Prologis were worth $22,271,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Clayton Financial Group LLC bought a new position in shares of Prologis in the third quarter worth about $26,000. Silver Oak Securities Incorporated purchased a new position in Prologis in the 3rd quarter worth approximately $36,000. Barrett & Company Inc. bought a new position in Prologis in the 2nd quarter worth approximately $44,000. Twin Peaks Wealth Advisors LLC purchased a new stake in Prologis during the 2nd quarter valued at approximately $44,000. Finally, SJS Investment Consulting Inc. bought a new stake in shares of Prologis during the third quarter valued at approximately $44,000. 93.50% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. BTIG Research upped their target price on shares of Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, December 31st. BMO Capital Markets reiterated a “market perform” rating and issued a $123.00 price target on shares of Prologis in a research note on Thursday. Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the company from $133.00 to $146.00 in a research report on Wednesday, January 14th. BNP Paribas Exane boosted their target price on Prologis from $129.00 to $140.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Finally, Barclays reissued an “overweight” rating and set a $139.00 price target on shares of Prologis in a research note on Tuesday, January 13th. Thirteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $134.11.

Key Prologis News

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 Activity at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the company’s 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 transaction, the director directly owned 8,208 shares in the company, valued at approximately $1,047,340.80. This represents a 7.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

Prologis Price Performance

NYSE:PLD opened at $127.03 on Monday. The firm has a market capitalization of $118.00 billion, a price-to-earnings ratio of 37.04, a PEG ratio of 3.71 and a beta of 1.40. 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 business has a 50 day simple moving average of $128.38 and a 200-day simple moving average of $119.35. Prologis, Inc. has a 1 year low of $85.35 and a 1 year high of $134.94.

Prologis (NYSE:PLD) last released its quarterly earnings results 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 company had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.09 billion. Prologis had a return on equity of 6.64% and a net margin of 37.86%.Prologis’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities analysts forecast that Prologis, Inc. will post 5.73 EPS for the current year.

Prologis Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were issued a $1.01 dividend. 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 113.80%.

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.