Prologis (NYSE:PLD) Shares Unloaded Rep. David Taylor

Representative David Taylor (R-Ohio) recently sold shares of Prologis, Inc. (NYSE:PLD). In a filing disclosed on February 02nd, the Representative disclosed that they had sold between $1,001 and $15,000 in Prologis stock on January 16th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Vertex Pharmaceuticals (NASDAQ:VRTX) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Medpace (NASDAQ:MEDP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Installed Building Products (NYSE:IBP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Prologis (NYSE:PLD) on 1/29/2026.

Prologis Trading Up 2.2%

Shares of Prologis stock opened at $134.75 on Thursday. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61. Prologis, Inc. has a twelve month low of $85.35 and a twelve month high of $135.12. The firm has a market capitalization of $125.17 billion, a PE ratio of 37.96, a P/E/G ratio of 3.26 and a beta of 1.42. The firm’s 50-day moving average price is $129.15 and its 200 day moving average price is $120.49.

Prologis (NYSE:PLD) last posted its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, hitting the consensus estimate of $1.44. The company had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. Prologis had a return on equity of 5.78% and a net margin of 37.86%.Prologis’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, sell-side analysts predict that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were given a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Tuesday, December 16th. Prologis’s dividend payout ratio is 113.80%.

Key Stories Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Reports that Prologis is in talks to form a co-investment fund to finance data centers — a move designed to capture AI-driven demand without taking all the capital risk on its balance sheet; this is being read as a strategic pivot that could expand addressable markets and justify a higher valuation. Prologis said in talks on possible data-center co-investment fund
• Positive Sentiment: Wall Street reporting that Prologis is weighing a new pool of investor capital to fund data centers highlights management’s intent to lean into the AI/data-center market — a growth theme that could drive incremental development volumes and fee income. Prologis Might Fund Data Centers With New Pool of Investor Capital
• Positive Sentiment: Analysis suggesting a potential US$25 billion push into AI/data-center assets frames the shift as material to Prologis’s growth profile and could change the investment case by creating a sizable new growth vector beyond logistics real estate. Prologis’ US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD)
• Positive Sentiment: Share-price momentum: Prologis has hit a new 52-week high, signaling strong investor appetite and reinforcing the market’s positive reaction to the data-center pivot and ongoing earnings/guide stability. Prologis stock hits 52-week high at $134.99
• Neutral Sentiment: Analyst coverage and target-price roundups are being published, providing context on upside vs. the current price; these pieces help quantify street expectations but don’t change fundamentals by themselves. What Are Wall Street Analysts’ Target Price for Prologis Stock?
• Neutral Sentiment: Analyst commentaries on Prologis and peers offer further perspective on valuation, balance-sheet strength and growth outlook; useful for framing risk/reward but largely reiterative. Analysts Offer Insights on Real Estate Companies: Prologis (PLD) and Annaly Capital (NLY)

Insider Transactions at Prologis

In other Prologis 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 value of $79,239.60. Following the transaction, the director owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Prologis

Institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Prologis by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 123,323,290 shares of the real estate investment trust’s stock valued at $15,743,451,000 after acquiring an additional 1,258,407 shares during the last quarter. State Street Corp lifted its stake in shares of Prologis by 1.9% in the 2nd quarter. State Street Corp now owns 58,640,842 shares of the real estate investment trust’s stock valued at $6,164,325,000 after purchasing an additional 1,088,544 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Prologis by 1.4% in the 2nd 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 purchasing an additional 310,333 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of 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 purchasing an additional 253,338 shares during the period. Finally, Norges Bank acquired a new stake in shares of Prologis during the 2nd quarter worth about $1,288,936,000. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

PLD has been the subject of several recent research reports. UBS Group increased their price objective on Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company increased their target price on shares of Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Mizuho raised their price target on shares of Prologis from $138.00 to $143.00 and gave the stock an “outperform” rating in a research note on Monday, January 26th. Robert W. Baird reaffirmed a “neutral” rating and set a $130.00 price objective (up previously from $128.00) on shares of Prologis in a research note on Thursday, January 8th. Finally, The Goldman Sachs Group raised their target price on shares of Prologis from $133.00 to $137.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, Prologis has an average rating of “Moderate Buy” and an average price target of $135.32.

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, Inc.

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.