Inspire Trust Co. N.A. grew its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 14.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 52,500 shares of the real estate investment trust’s stock after purchasing an additional 6,500 shares during the quarter. Prologis comprises about 1.1% of Inspire Trust Co. N.A.’s portfolio, making the stock its 27th biggest holding. Inspire Trust Co. N.A.’s holdings in Prologis were worth $6,012,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC raised its position in Prologis by 629.0% during the fourth quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock worth $1,847,000 after acquiring an additional 15,078 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of 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 purchasing an additional 3,350 shares during the last quarter. Freedom Investment Management Inc. raised its holdings in shares of Prologis by 3.2% in the 2nd quarter. Freedom Investment Management Inc. now owns 7,955 shares of the real estate investment trust’s stock valued at $836,000 after purchasing an additional 245 shares during the period. Strategic Blueprint LLC lifted its stake in Prologis by 17.6% in the 2nd quarter. Strategic Blueprint LLC now owns 2,206 shares of the real estate investment trust’s stock valued at $232,000 after purchasing an additional 330 shares during the last quarter. Finally, AG2R LA Mondiale Gestion D Actifs grew its holdings in Prologis by 2.9% during the second quarter. AG2R LA Mondiale Gestion D Actifs now owns 35,910 shares of the real estate investment trust’s stock worth $3,775,000 after purchasing an additional 1,009 shares during the period. Institutional investors own 93.50% of the company’s stock.
Trending Headlines about Prologis
Here are the key news stories impacting Prologis this week:
- Positive Sentiment: Data-center/AI infrastructure thesis — MarketBeat highlights Prologis as a direct beneficiary of the hyperscaler data-center buildout because it controls power capacity (5.7 GW) and ~15,000 acres in Texas suited for data centers, positioning PLD to capture long-term land/power leasing demand. 3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
- Positive Sentiment: Dividend and FFO momentum — MarketBeat reports Prologis raised its annualized dividend (now ~$4.28) and posted FFO growth (core FFO +4.5% in 2025) with 2026 guidance implying continued FFO growth — supporting income-seeking demand for the stock. 3 Giants With Solid Yields Lifting Their Dividends Higher
- Positive Sentiment: Earnings and guidance lift sentiment — Coverage (Zacks/Yahoo) points to the recent quarterly report (EPS in line, revenue beat, revenue +7.8% y/y) and Prologis’s FY‑2026 EPS guidance, which helped drive the recent strong post‑earnings move and investor reappraisal. Why Is Prologis (PLD) Up 9.8% Since Last Earnings Report?
- Neutral Sentiment: Analyst consensus/market positioning — Several outlets note an average Wall Street recommendation of “Buy,” which can sustain interest but also makes the stock sensitive to any changes in analyst views. This is supportive but not a new catalyst. Is It Worth Investing in Prologis (PLD) Based on Wall Street’s Bullish Views?
- Neutral Sentiment: Macro/sector flows into REIT income — Broader interest in REIT ETFs and income strategies (e.g., VNQ) can help demand for large-cap industrial REITs like Prologis, but this is a sector tailwind rather than a company-specific surprise. Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
- Negative Sentiment: Legal/environmental risk — A recent article flags a major environmental lawsuit that could alter the bull case if it creates material liabilities, regulatory pressure, or delays on development projects; this represents a potential catalyst for downside volatility. The Bull Case For Prologis (PLD) Could Change Following Dividend Hike And Major Environmental Lawsuit – Learn Why
Insider Activity
Prologis Stock Performance
Shares of NYSE PLD opened at $141.41 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.58 and a quick ratio of 0.64. The firm has a market cap of $131.45 billion, a price-to-earnings ratio of 39.83, a P/E/G ratio of 3.50 and a beta of 1.42. The stock’s fifty day moving average price is $131.59 and its two-hundred day moving average price is $123.08. Prologis, Inc. has a one year low of $85.35 and a one year high of $141.95.
Prologis (NYSE:PLD – Get Free Report) last posted its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.44. Prologis had a return on equity of 5.79% and a net margin of 37.86%.The company had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter last year, the firm earned $1.42 earnings per share. The company’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. On average, equities analysts forecast 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 issued a $1.07 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $4.28 dividend on an annualized basis and a yield of 3.0%. This is an increase from Prologis’s previous quarterly dividend of $1.01. Prologis’s payout ratio is presently 113.80%.
Wall Street Analysts Forecast Growth
PLD has been the topic of several research analyst reports. BTIG Research upped their price objective on Prologis from $134.00 to $155.00 and gave the company a “buy” rating in a research note on Wednesday, December 31st. The Goldman Sachs Group increased their price target on Prologis from $137.00 to $148.00 and gave the company a “neutral” rating in a research note on Monday, February 9th. 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 report on Thursday, January 8th. Argus upped their price objective on shares of Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Wells Fargo & Company increased their price objective 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. Fourteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $136.95.
Get Our Latest Report on Prologis
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.
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