Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Takes $497,000 Position in Prologis, Inc. $PLD

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new stake in shares of Prologis, Inc. (NYSE:PLD) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,895 shares of the real estate investment trust’s stock, valued at approximately $497,000.

A number of other large investors have also made changes to their positions in PLD. Brighton Jones LLC raised its position in shares of Prologis by 629.0% during the fourth quarter. Brighton Jones LLC now owns 17,475 shares of the real estate investment trust’s stock valued at $1,847,000 after buying an additional 15,078 shares during the last quarter. Schnieders Capital Management LLC. raised its position in shares of Prologis by 45.4% during the second quarter. Schnieders Capital Management LLC. now owns 10,728 shares of the real estate investment trust’s stock valued at $1,128,000 after buying an additional 3,350 shares during the last quarter. Walleye Capital LLC acquired a new position in shares of Prologis during the second quarter valued at about $422,000. NewEdge Advisors LLC raised its position in shares of Prologis by 6.8% during the second quarter. NewEdge Advisors LLC now owns 63,829 shares of the real estate investment trust’s stock valued at $6,710,000 after buying an additional 4,074 shares during the last quarter. Finally, Treasurer of the State of North Carolina raised its position in shares of Prologis by 2.4% during the second quarter. Treasurer of the State of North Carolina now owns 433,312 shares of the real estate investment trust’s stock valued at $45,550,000 after buying an additional 10,266 shares during the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on PLD shares. Jefferies Financial Group cut their price objective on shares of Prologis from $157.00 to $155.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. UBS Group increased their price target on shares of Prologis from $148.00 to $161.00 and gave the stock a “buy” rating in a research report on Friday. BTIG Research reissued a “buy” rating and issued a $155.00 price target on shares of Prologis in a research report on Wednesday. Mizuho increased their price target on shares of Prologis from $138.00 to $143.00 and gave the stock an “outperform” rating in a research report on Monday, January 26th. Finally, Argus increased their price target on shares of Prologis from $135.00 to $152.00 and gave the stock a “buy” rating in a research report on Friday. Twelve equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $141.79.

Prologis News Roundup

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

Prologis Stock Performance

NYSE:PLD opened at $145.16 on Friday. Prologis, Inc. has a 12-month low of $97.10 and a 12-month high of $145.44. The company has a quick ratio of 0.58, a current ratio of 0.16 and a debt-to-equity ratio of 0.60. The firm has a market capitalization of $135.32 billion, a PE ratio of 36.56, a price-to-earnings-growth ratio of 3.35 and a beta of 1.40. The firm has a 50-day moving average price of $136.29 and a 200 day moving average price of $129.85.

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

Prologis Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th were issued a dividend of $1.07 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This is a positive change from Prologis’s previous quarterly dividend of $1.01. This represents a $4.28 annualized dividend and a dividend yield of 2.9%. Prologis’s dividend payout ratio (DPR) is 120.56%.

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.