SEB Asset Management AB Makes New $27.28 Million Investment in Prologis, Inc. $PLD

SEB Asset Management AB acquired a new stake in Prologis, Inc. (NYSE:PLD) during the first quarter, Holdings Channel.com reports. The institutional investor acquired 206,390 shares of the real estate investment trust’s stock, valued at approximately $27,281,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Swiss National Bank grew its holdings in Prologis by 7.1% during the 1st quarter. Swiss National Bank now owns 2,726,008 shares of the real estate investment trust’s stock worth $360,324,000 after acquiring an additional 181,200 shares during the period. AIA Group Ltd grew its stake in Prologis by 2.7% in the first quarter. AIA Group Ltd now owns 119,037 shares of the real estate investment trust’s stock valued at $15,734,000 after acquiring an additional 3,099 shares during the period. Legacy Wealth Advisors LLC bought a new stake in Prologis during the 1st quarter worth approximately $352,000. Spartan Wealth Advisory Services LLC bought a new stake in shares of Prologis during the first quarter worth $1,636,000. Finally, Jennison Associates LLC increased its holdings in Prologis by 31.7% during the 1st quarter. Jennison Associates LLC now owns 1,414,743 shares of the real estate investment trust’s stock worth $187,001,000 after purchasing an additional 340,721 shares in the last quarter. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CFO Timothy D. Arndt sold 3,597 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $150.00, for a total value of $539,550.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.52% of the stock is currently owned by insiders.

Prologis News Summary

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Prologis reported Q2 results above expectations, with strong rental income, record leasing, and occupancy remaining solid, which supports confidence in near-term cash flow and earnings growth.
• Positive Sentiment: The company raised its 2026 earnings guidance again, signaling that management sees stronger-than-expected operating momentum and improving fundamentals across the portfolio. Prologis Reports Second Quarter 2026 Results
• Positive Sentiment: Analysts and market commentary are focusing on Prologis’ expanding role in AI-related logistics and data center infrastructure, which could open a new long-term growth avenue and lift investor sentiment. PLD Q2 Earnings Call Shows Growth Across Logistics, Data Centers
• Neutral Sentiment: Some commentary notes that the stock’s valuation is already rich after a strong run, which may limit upside if growth expectations cool. Prologis: AI Creates An Opportunity, But The Price Is High
• Negative Sentiment: Valuation concerns could create some near-term pressure as investors weigh whether the recent rally has already priced in much of the earnings upgrade and AI-related optimism.

Prologis Trading Down 0.1%

PLD opened at $149.65 on Monday. The company has a fifty day moving average of $143.14 and a 200-day moving average of $137.97. Prologis, Inc. has a twelve month low of $103.41 and a twelve month high of $153.35. The company has a quick ratio of 0.51, a current ratio of 0.27 and a debt-to-equity ratio of 0.63. The stock has a market cap of $139.53 billion, a PE ratio of 33.33 and a beta of 1.32.

Prologis (NYSE:PLD) last released its earnings results on Thursday, July 16th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.38. The company had revenue of $2.43 billion for the quarter, compared to the consensus estimate of $2.16 billion. Prologis had a net margin of 45.79% and a return on equity of 7.29%. Prologis’s quarterly revenue was up 11.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.46 EPS. Prologis has set its FY 2026 guidance at 6.220-6.300 EPS. On average, sell-side analysts predict that Prologis, Inc. will post 6.26 EPS for the current year.

Prologis Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th were issued a dividend of $1.07 per share. The ex-dividend date was Tuesday, June 16th. This represents a $4.28 annualized dividend and a yield of 2.9%. Prologis’s dividend payout ratio is 95.32%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on PLD shares. Argus lifted their price objective on shares of Prologis from $135.00 to $152.00 and gave the company a “buy” rating in a report on Friday, April 17th. JPMorgan Chase & Co. upped their price target on shares of Prologis from $141.00 to $157.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 21st. Mizuho upped their price objective on Prologis from $150.00 to $159.00 and gave the company an “outperform” rating in a research note on Friday. UBS Group raised their price objective on shares of Prologis from $148.00 to $161.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Finally, Raymond James Financial began coverage on Prologis in a research note on Thursday, June 18th. They issued a “market perform” rating for the company. Fifteen investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $153.24.

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.