Resona Asset Management Co. Ltd. Boosts Holdings in Prologis, Inc. $PLD

Resona Asset Management Co. Ltd. boosted its position in shares of Prologis, Inc. (NYSE:PLD) by 6.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 570,246 shares of the real estate investment trust’s stock after purchasing an additional 33,133 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Prologis were worth $65,185,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Clayton Financial Group LLC purchased a new stake in shares of Prologis during the third quarter valued at approximately $26,000. Silver Oak Securities Incorporated bought a new position in Prologis in the 3rd quarter valued at approximately $36,000. SJS Investment Consulting Inc. bought a new position in Prologis in the 3rd quarter valued at approximately $44,000. Barrett & Company Inc. purchased a new stake in Prologis during the 2nd quarter valued at $44,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in Prologis during the 2nd quarter valued at $44,000. 93.50% of the stock is currently owned by institutional investors.

Prologis News Summary

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and strong leasing — Prologis reported Q4 results with revenue above expectations and management highlighted robust warehouse leasing, supporting near-term cash flow and rent-roll momentum. Article Title
• Positive Sentiment: Record lease signings in 2025 — Management said lease activity hit record levels last year, which underpins rent growth prospects and occupancy stability going into 2026. Article Title
• Positive Sentiment: U.S. warehouse market expected to tighten through 2026 — Prologis forecasts tighter fundamentals, a tailwind for future rent growth and valuations of logistics assets. Article Title
• Positive Sentiment: Analysts raising forecasts and price targets — Multiple firms (Argus, Truist, Wells Fargo and others) increased price targets or ratings after results, reflecting improved outlook for leasing and earnings. These upgrades help support investor sentiment. Article Title
• Neutral Sentiment: Q4 EPS roughly in line with estimates — EPS met consensus while revenue beat; that combination leaves valuation moves tied to forward guidance and leasing trends rather than an EPS surprise. Article Title
• Neutral Sentiment: Earnings call highlighted a durable growth pipeline — Management emphasized development and power/data center pipeline, important for long-term growth but subject to execution and capex cycles. Article Title
• Negative Sentiment: Mixed analyst signals — Evercore ISI raised its target modestly but kept an “in-line” rating (target below some newer marks), which implies limited upside from current levels and introduces some analyst divergence. Article Title

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on PLD. Argus boosted their price target on Prologis from $128.00 to $135.00 and gave the stock a “buy” rating in a research note on Thursday. Morgan Stanley set a $135.00 target price on Prologis in a research report on Friday, January 16th. Barclays restated an “overweight” rating and set a $139.00 target price on shares of Prologis in a research note on Tuesday, January 13th. UBS Group lifted their price target on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Mizuho boosted their price objective on shares of Prologis from $118.00 to $138.00 and gave the company an “outperform” rating in a report on Thursday, December 4th. Twelve analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Prologis currently has a consensus rating of “Moderate Buy” and an average target price of $133.76.

Insiders Place Their Bets

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $127.60, for a total transaction 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. The trade was a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.57% of the company’s stock.

Prologis Price Performance

Shares of NYSE:PLD opened at $127.03 on Friday. The company has a quick ratio of 0.64, a current ratio of 0.19 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $118.00 billion, a PE ratio of 35.78, a price-to-earnings-growth ratio of 3.70 and a beta of 1.40. The firm’s 50 day moving average price is $128.38 and its 200-day moving average price is $119.18. Prologis, Inc. has a twelve month low of $85.35 and a twelve month high of $134.94.

Prologis (NYSE:PLD) last announced its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 EPS for the quarter, meeting analysts’ consensus estimates of $1.44. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The business had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.09 billion. During the same period in the prior year, the company earned $1.42 earnings per share. The firm’s revenue was up 7.8% on a year-over-year basis. 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 Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were issued a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend was Tuesday, December 16th. Prologis’s dividend payout ratio (DPR) is currently 117.78%.

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.