Prologis (NYSE:PLD) Upgraded by Wall Street Zen to Hold Rating

Wall Street Zen upgraded shares of Prologis (NYSE:PLD) from a sell rating to a hold rating in a report issued on Saturday morning.

Other equities analysts have also recently issued research reports about the stock. Argus increased their price target on shares of Prologis from $128.00 to $135.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Truist Financial lowered their price objective on Prologis from $142.00 to $139.00 and set a “buy” rating for the company in a report on Monday, January 26th. Freedom Capital cut Prologis from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. Robert W. Baird reaffirmed a “neutral” rating and set a $130.00 target price (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Finally, Mizuho lifted their target price on Prologis from $138.00 to $143.00 and gave the stock an “outperform” rating in a research report on Monday, January 26th. Twelve equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $141.79.

Prologis Trading Up 2.1%

PLD opened at $145.16 on Friday. The stock has a market capitalization of $135.32 billion, a PE ratio of 36.56, a P/E/G ratio of 3.35 and a beta of 1.40. The firm’s fifty day moving average price is $136.29 and its 200 day moving average price is $129.85. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.16 and a quick ratio of 0.58. Prologis has a 12-month low of $97.10 and a 12-month high of $145.44.

Prologis (NYSE:PLD) last announced its quarterly earnings data on Thursday, April 16th. The real estate investment trust reported $1.05 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.24. The company had revenue of $2.30 billion during the quarter, compared to analyst estimates of $2.12 billion. Prologis had a net margin of 41.54% and a return on equity of 6.46%. The firm’s revenue for the quarter was up 6.9% compared to the same quarter last year. During the same period last year, the business earned $1.43 EPS. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. As a group, research analysts expect that Prologis will post 5.73 EPS for the current fiscal year.

Prologis Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th were given a dividend of $1.07 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $4.28 dividend on an annualized basis and a dividend yield of 2.9%. This is a boost from Prologis’s previous quarterly dividend of $1.01. Prologis’s payout ratio is currently 120.56%.

Institutional Investors Weigh In On Prologis

Institutional investors and hedge funds have recently bought and sold shares of the business. High Note Wealth LLC boosted its stake in Prologis by 43.9% in the fourth quarter. High Note Wealth LLC now owns 249 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 76 shares during the period. Dakota Community Bank & Trust NA grew its holdings in shares of Prologis by 3.4% during the fourth quarter. Dakota Community Bank & Trust NA now owns 2,398 shares of the real estate investment trust’s stock valued at $306,000 after purchasing an additional 79 shares during the last quarter. Dearborn Partners LLC raised its position in shares of Prologis by 4.2% during the 4th quarter. Dearborn Partners LLC now owns 1,969 shares of the real estate investment trust’s stock worth $251,000 after purchasing an additional 79 shares during the period. Peddock Capital Advisors LLC raised its position in shares of Prologis by 3.1% during the 4th quarter. Peddock Capital Advisors LLC now owns 2,651 shares of the real estate investment trust’s stock worth $338,000 after purchasing an additional 80 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Prologis by 0.5% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust’s stock worth $1,941,000 after purchasing an additional 82 shares during the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q1 beat and raised FY‑2026 guidance — Prologis reported FFO and revenue above expectations, highlighted record leasing and stronger occupancy/same‑store NOI targets, and lifted its FY26 FFO guidance, which underpins today’s share strength. Prologis Reports First Quarter 2026 Results
• Positive Sentiment: Analysts raise estimates and price targets — Multiple firms boosted forecasts and models after the print; UBS raised its price target to $161 and maintained a Buy, signaling analyst confidence in upside vs. the current level. UBS adjusts Prologis price target
• Neutral Sentiment: Mixed analyst stance despite beat — Some firms raised forecasts, while others kept Hold/Neutral ratings citing full valuation or moderating NOI trends; this produces a balanced, not unanimous, buy signal. Analysts increase forecasts on Prologis
• Neutral Sentiment: Data‑center expansion provides growth optionality but adds capital intensity — Management is scaling the data‑center pipeline (new development starts), which could boost long‑term growth but introduces execution and financing considerations. Warehouse Giant Prologis Lifts 2026 Outlook
• Negative Sentiment: Pipeline and structural stress concerns — Critical commentary flags the large (multi‑GW) data‑center pipeline as testing Prologis’ structure and balance‑sheet resilience; this raises risk that growth pushes on credit metrics or dividend coverage if execution/markets wobble. Prologis: A Credit Rating And 1.51x Dividend Buffer

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.