Prologis (NYSE:PLD) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says

Prologis (NYSE:PLD) had its price objective upped by investment analysts at Jefferies Financial Group from $146.00 to $157.00 in a research note issued on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the real estate investment trust’s stock. Jefferies Financial Group’s price target indicates a potential upside of 11.02% from the company’s current price.

Other analysts have also issued reports about the stock. Scotiabank upgraded shares of Prologis from a “sector perform” rating to a “sector outperform” rating and boosted their price target for the stock from $133.00 to $146.00 in a research note on Wednesday, January 14th. Robert W. Baird reaffirmed a “neutral” rating and set a $130.00 target price (up from $128.00) on shares of Prologis in a research note on Thursday, January 8th. Citigroup reissued a “buy” rating on shares of Prologis in a research report on Monday, January 26th. Truist Financial dropped their price target on shares of Prologis from $142.00 to $139.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Finally, Evercore upped their price objective on Prologis from $118.00 to $121.00 and gave the stock an “in-line” rating in a research report on Thursday, January 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Prologis has a consensus rating of “Moderate Buy” and a consensus target price of $136.95.

Prologis Stock Up 1.7%

Shares of NYSE PLD opened at $141.41 on Friday. The company has a quick ratio of 0.64, a current ratio of 0.58 and a debt-to-equity ratio of 0.61. The business’s 50 day moving average is $131.59 and its two-hundred day moving average is $123.08. Prologis has a 52-week low of $85.35 and a 52-week high of $141.95. The firm has a market cap of $131.45 billion, a price-to-earnings ratio of 39.83, a PEG ratio of 3.50 and a beta of 1.42.

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, meeting analysts’ consensus estimates of $1.44. The business had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.09 billion. Prologis had a return on equity of 5.79% and a net margin of 37.86%.The company’s revenue was up 7.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Research analysts predict that Prologis will post 5.73 EPS for the current year.

Insider Buying and Selling

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the firm’s 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 sale, the director directly owned 8,208 shares in the company, valued at $1,047,340.80. This trade represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.57% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Ares Financial Consulting LLC acquired a new stake in Prologis during the fourth quarter worth approximately $26,000. High Point Wealth Management LLC purchased a new stake in shares of Prologis in the 4th quarter valued at about $26,000. Eagle Bay Advisors LLC purchased a new position in Prologis during the 4th quarter worth approximately $27,000. SouthState Bank Corp increased its holdings in shares of Prologis by 73.1% in the 4th quarter. SouthState Bank Corp now owns 225 shares of the real estate investment trust’s stock valued at $29,000 after acquiring an additional 95 shares during the period. Finally, Hilton Head Capital Partners LLC acquired a new position in Prologis in the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Key Headlines Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Data-center/AI infrastructure thesis — MarketBeat highlights Prologis as a direct beneficiary of the hyperscaler data-center buildout because it controls power capacity (5.7 GW) and ~15,000 acres in Texas suited for data centers, positioning PLD to capture long-term land/power leasing demand. 3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
• Positive Sentiment: Dividend and FFO momentum — MarketBeat reports Prologis raised its annualized dividend (now ~$4.28) and posted FFO growth (core FFO +4.5% in 2025) with 2026 guidance implying continued FFO growth — supporting income-seeking demand for the stock. 3 Giants With Solid Yields Lifting Their Dividends Higher
• Positive Sentiment: Earnings and guidance lift sentiment — Coverage (Zacks/Yahoo) points to the recent quarterly report (EPS in line, revenue beat, revenue +7.8% y/y) and Prologis’s FY‑2026 EPS guidance, which helped drive the recent strong post‑earnings move and investor reappraisal. Why Is Prologis (PLD) Up 9.8% Since Last Earnings Report?
• Neutral Sentiment: Analyst consensus/market positioning — Several outlets note an average Wall Street recommendation of “Buy,” which can sustain interest but also makes the stock sensitive to any changes in analyst views. This is supportive but not a new catalyst. Is It Worth Investing in Prologis (PLD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Macro/sector flows into REIT income — Broader interest in REIT ETFs and income strategies (e.g., VNQ) can help demand for large-cap industrial REITs like Prologis, but this is a sector tailwind rather than a company-specific surprise. Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
• Negative Sentiment: Legal/environmental risk — A recent article flags a major environmental lawsuit that could alter the bull case if it creates material liabilities, regulatory pressure, or delays on development projects; this represents a potential catalyst for downside volatility. The Bull Case For Prologis (PLD) Could Change Following Dividend Hike And Major Environmental Lawsuit – Learn Why

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.