Prologis, Inc. $PLD Position Increased by PGGM Investments

PGGM Investments boosted its holdings in Prologis, Inc. (NYSE:PLD) by 2.6% in the third quarter, HoldingsChannel reports. The firm owned 1,964,559 shares of the real estate investment trust’s stock after purchasing an additional 48,967 shares during the period. Prologis comprises about 3.6% of PGGM Investments’ portfolio, making the stock its 3rd largest holding. PGGM Investments’ holdings in Prologis were worth $224,981,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Prologis by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 121,741,332 shares of the real estate investment trust’s stock valued at $12,797,449,000 after purchasing an additional 401,922 shares in the last quarter. State Street Corp increased its stake in shares of Prologis by 1.9% in the second quarter. State Street Corp now owns 58,640,842 shares of the real estate investment trust’s stock worth $6,164,325,000 after buying an additional 1,088,544 shares during the last quarter. Geode Capital Management LLC raised its holdings in Prologis by 1.4% in the second quarter. Geode Capital Management LLC now owns 22,416,833 shares of the real estate investment trust’s stock valued at $2,345,922,000 after acquiring an additional 310,333 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Prologis by 1.6% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,506,899 shares of the real estate investment trust’s stock worth $1,735,205,000 after acquiring an additional 253,338 shares in the last quarter. Finally, Norges Bank acquired a new position in Prologis during the 2nd quarter worth $1,288,936,000. Institutional investors and hedge funds own 93.50% of the company’s stock.

Key Stories Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Scotiabank upgraded Prologis, which supports analyst sentiment and can boost buying interest. Scotiabank upgrades Prologis (PLD)
• Positive Sentiment: The stock reached a 52‑week high, reflecting strong price momentum that can attract momentum and ETF flows. Prologis stock hits 52-week high at 131.72 USD
• Positive Sentiment: Zacks highlights PLD’s earnings growth and price strength and includes it on its Focus List — positive for visibility among growth/value-focused retail and institutional investors. Earnings Growth & Price Strength Make Prologis (PLD) a Stock to Watch
• Positive Sentiment: Zacks compares Prologis favorably against Realty Income (O), citing leasing momentum, rent growth and data‑center expansion — supports longer‑term cash‑flow thesis. O vs. PLD: Which REIT Deserves a Spot in Your Portfolio?
• Neutral Sentiment: Zacks’ Q4 earnings preview flags items to watch beyond headline EPS—metrics like leasing, same-store rents and development starts will matter to forward guidance and valuation. Prologis (PLD) Q4 Earnings Preview
• Neutral Sentiment: News aggregation notes Prologis is projected to post earnings this week — the actual report is a near‑term catalyst that could amplify moves in either direction. Prologis (PLD) Projected to Post Earnings on Wednesday
• Neutral Sentiment: Market coverage of unrelated REIT transactions (Healthpeak) is in the feed but is not specific to Prologis; low direct impact. Healthpeak Announces Transaction Activity Amounting $925 Million
• Negative Sentiment: A Seeking Alpha author downgraded Prologis, arguing valuation and/or fundamentals no longer justify exposure — this could prompt profit‑taking or cautious positioning by some investors. I Loved Prologis, But It’s Time To Say Goodbye (Downgrade)

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Barclays restated an “overweight” rating and issued a $139.00 target price on shares of Prologis in a research note on Tuesday. Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and upped their price objective for the company from $133.00 to $146.00 in a research note on Wednesday. Evercore ISI increased their target price on Prologis from $116.00 to $118.00 in a report on Monday, December 22nd. UBS Group lifted their target price on Prologis from $137.00 to $144.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Finally, Industrial Alliance Securities set a $119.00 price target on Prologis in a research report on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Prologis has an average rating of “Moderate Buy” and an average price target of $131.18.

Prologis Stock Performance

Shares of NYSE PLD opened at $132.57 on Friday. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.62. The firm’s 50-day moving average price is $127.71 and its two-hundred day moving average price is $118.21. Prologis, Inc. has a 52-week low of $85.35 and a 52-week high of $134.05. The stock has a market capitalization of $123.14 billion, a P/E ratio of 38.65, a P/E/G ratio of 3.88 and a beta of 1.40.

Prologis (NYSE:PLD) last announced its quarterly earnings results on Tuesday, October 28th. The real estate investment trust reported $0.82 earnings per share for the quarter. The business had revenue of $2.21 billion for the quarter. Prologis had a return on equity of 5.55% and a net margin of 36.71%. As a group, sell-side analysts forecast that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 16th were given a $1.01 dividend. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $4.04 annualized dividend and a yield of 3.0%. Prologis’s dividend payout ratio (DPR) is currently 117.78%.

Insiders Place Their Bets

In related news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $127.60, for a total value of $79,239.60. Following the sale, the director owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This trade represents a 7.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director James B. Connor sold 80,000 shares of Prologis stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $126.58, for a total transaction of $10,126,400.00. The disclosure for this sale is available in the SEC filing. Insiders sold 81,121 shares of company stock worth $10,267,210 over the last quarter. 0.57% of the stock is currently owned by company insiders.

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.