Prologis, Inc. $PLD is Duff & Phelps Investment Management Co.’s 2nd Largest Position

Duff & Phelps Investment Management Co. boosted its position in shares of Prologis, Inc. (NYSE:PLD) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,156,371 shares of the real estate investment trust’s stock after purchasing an additional 184,387 shares during the period. Prologis accounts for approximately 4.6% of Duff & Phelps Investment Management Co.’s portfolio, making the stock its 2nd biggest position. Duff & Phelps Investment Management Co.’s holdings in Prologis were worth $402,942,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Clayton Financial Group LLC purchased a new stake in shares of Prologis during the 3rd quarter worth about $26,000. Eagle Bay Advisors LLC bought a new stake in shares of Prologis in the 4th quarter valued at approximately $27,000. True Wealth Design LLC increased its holdings in Prologis by 87.1% in the fourth quarter. True Wealth Design LLC now owns 262 shares of the real estate investment trust’s stock worth $33,000 after buying an additional 122 shares during the last quarter. Silver Oak Securities Incorporated acquired a new position in Prologis in the third quarter worth approximately $36,000. Finally, Rossby Financial LCC raised its position in Prologis by 69.6% during the third quarter. Rossby Financial LCC now owns 329 shares of the real estate investment trust’s stock valued at $38,000 after acquiring an additional 135 shares in the last quarter. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q1 results beat: Core FFO of $1.50/sh and revenue of $2.30B topped estimates, driven by strong leasing and higher margins; management highlighted record logistics lease signings. PR Newswire — Q1 Results
• Positive Sentiment: Raised FY‑2026 guidance: Prologis now targets EPS of $6.07–$6.23, well above prior consensus (~$4.21), which materially improves forward earnings prospects and supports higher valuation. WSJ — Boosts FY Outlook
• Positive Sentiment: Data-center expansion & development: Company announced ~$1.3B of new development starts to expand its data-center footprint — a growth driver that diversifies cash flow and lifts development activity. Benzinga — Lifts 2026 Outlook
• Neutral Sentiment: Earnings-call detail and tone: Management emphasized disciplined execution, resilient demand and platform scale (transcripts and summaries available); no major change to capital-return policy was announced. Seeking Alpha — Call Transcript Moby — Call Summary
• Neutral Sentiment: Analyst actions mixed: Some firms (e.g., BTIG, Wells Fargo) reaffirm positive views, but others emphasize a balanced outlook; watch for updates as models roll in the stronger guidance. Wells Fargo — Remains Buy
• Negative Sentiment: Valuation & demand caution: BMO maintained a Hold citing cooling demand and full valuation; Jefferies trimmed its price target (to $155), reflecting concerns that the stock already prices in strong execution. TipRanks — BMO Hold / Valuation Note American Banking News — Jefferies PT Cut

Analyst Upgrades and Downgrades

PLD has been the subject of several recent research reports. Wall Street Zen downgraded shares of Prologis from a “hold” rating to a “sell” rating in a research report on Saturday, February 7th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Prologis in a research note on Friday, March 27th. Freedom Capital cut shares of Prologis from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. BMO Capital Markets reissued a “market perform” rating and set a $123.00 target price on shares of Prologis in a research report on Thursday, January 22nd. Finally, Truist Financial cut their target price on Prologis from $142.00 to $139.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Thirteen investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.16.

Prologis Trading Up 1.7%

NYSE:PLD opened at $142.20 on Friday. The company’s 50 day moving average is $136.13 and its 200-day moving average is $129.53. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.61. Prologis, Inc. has a 12 month low of $97.10 and a 12 month high of $145.01. The firm has a market cap of $132.56 billion, a price-to-earnings ratio of 40.06, a P/E/G ratio of 3.30 and a beta of 1.40.

Prologis (NYSE:PLD) last posted its quarterly earnings data on Thursday, April 16th. The real estate investment trust reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.69. The business had revenue of $2.30 billion during the quarter, compared to the consensus estimate of $2.12 billion. Prologis had a net margin of 37.86% and a return on equity of 5.79%. Prologis’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.43 EPS. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. Equities analysts anticipate that Prologis, Inc. will post 5.73 EPS for the current year.

Prologis Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th were given a $1.07 dividend. This is an increase from Prologis’s previous quarterly dividend of $1.01. This represents a $4.28 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend was Tuesday, March 17th. Prologis’s dividend payout ratio (DPR) is 120.56%.

Prologis 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.