Aew Capital Management L P Sells 590,040 Shares of Prologis, Inc. $PLD

Aew Capital Management L P decreased its stake in Prologis, Inc. (NYSE:PLD) by 34.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,112,083 shares of the real estate investment trust’s stock after selling 590,040 shares during the period. Prologis accounts for 7.1% of Aew Capital Management L P’s investment portfolio, making the stock its 4th largest holding. Aew Capital Management L P owned about 0.12% of Prologis worth $127,356,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of Prologis by 629.0% in the 4th quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock valued at $1,847,000 after purchasing an additional 15,078 shares during the last quarter. Schnieders Capital Management LLC. grew its stake in Prologis by 45.4% during the 2nd quarter. Schnieders Capital Management LLC. now owns 10,728 shares of the real estate investment trust’s stock worth $1,128,000 after buying an additional 3,350 shares during the last quarter. Strategic Blueprint LLC increased its position in Prologis by 17.6% during the second quarter. Strategic Blueprint LLC now owns 2,206 shares of the real estate investment trust’s stock worth $232,000 after buying an additional 330 shares during the period. Oppenheimer Asset Management Inc. lifted its stake in Prologis by 11.5% in the second quarter. Oppenheimer Asset Management Inc. now owns 39,635 shares of the real estate investment trust’s stock valued at $4,166,000 after buying an additional 4,103 shares during the last quarter. Finally, Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in shares of Prologis by 20.5% in the second quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 166,136 shares of the real estate investment trust’s stock valued at $17,464,000 after acquiring an additional 28,300 shares during the period. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Prologis Trading Down 0.2%

NYSE PLD opened at $140.40 on Wednesday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $130.51 billion, a P/E ratio of 39.55, a P/E/G ratio of 3.48 and a beta of 1.42. Prologis, Inc. has a 52-week low of $85.35 and a 52-week high of $142.40. The firm has a 50-day moving average price of $132.05 and a 200 day moving average price of $123.69.

Prologis (NYSE:PLD) last announced 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 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 5.79% and a net margin of 37.86%.The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities research analysts expect that Prologis, Inc. will post 5.73 EPS for the current year.

Prologis Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th will be given a $1.07 dividend. The ex-dividend date is Tuesday, March 17th. This is a positive change from Prologis’s previous quarterly dividend of $1.01. This represents a $4.28 annualized dividend and a yield of 3.0%. Prologis’s dividend payout ratio (DPR) is currently 113.80%.

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 completion of the sale, the director owned 8,208 shares of the company’s stock, valued at approximately $1,047,340.80. This trade represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.57% of the company’s stock.

Key Headlines Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Company raised its annualized dividend ~6% to $4.28 and highlighted a data‑center focused co‑investment fund and new development projects — signals of management confidence, recurring cash return to shareholders, and a push into higher-growth real‑estate niches that can support multiple expansion. Assessing Prologis (PLD) Valuation After Dividend Hike And Data Center Co Investment Fund Plans
• Positive Sentiment: Analysts/investor outlets are reacting: an American Banking News note raised PLD’s price target to $157 — a near‑term upside signal that can attract buyers and supports sentiment around valuation. Prologis (NYSE:PLD) Price Target Raised to $157.00
• Positive Sentiment: Prologis Property Mexico reported Q4 call highlights showing growth in that market, reinforcing international leasing and development momentum for the parent and helping revenue/profit outlooks. Regional operational strength reduces execution risk on new projects. Prologis Property Mexico Earnings Call Highlights Growth
• Positive Sentiment: Coverage pieces highlighting PLD as a source of income, growth, and dividend growth are boosting investor interest in REIT income plus capital appreciation (Seeking Alpha / DividendStocks coverage). That narrative supports demand from dividend-focused and total-return investors. Prologis Gives You Income, Growth, And Dividend Growth
• Neutral Sentiment: PLD recently hit a 52‑week high, reflecting strong price momentum, but the move raises valuation questions (P/E ~39.6) — analysts and investors will be watching execution on data‑center strategy and capital allocation to justify higher multiples. Prologis stock hits 52-week high at $142.05

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Citigroup reaffirmed a “buy” rating on shares of Prologis in a report on Monday, January 26th. UBS Group lifted their price objective on shares of Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Morgan Stanley set a $135.00 target price on shares of Prologis in a research note on Friday, January 16th. BTIG Research raised their price target on Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a report on Wednesday, December 31st. Finally, Robert W. Baird reaffirmed a “neutral” rating and set a $130.00 price objective (up from $128.00) on shares of Prologis in a research note on Thursday, January 8th. Fourteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Prologis currently has an average rating of “Moderate Buy” and a consensus target price of $136.95.

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.