Prologis, Inc. $PLD Shares Sold by Vert Asset Management LLC

Vert Asset Management LLC reduced its stake in shares of Prologis, Inc. (NYSE:PLD) by 10.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 173,545 shares of the real estate investment trust’s stock after selling 19,368 shares during the quarter. Prologis accounts for 7.4% of Vert Asset Management LLC’s portfolio, making the stock its 3rd largest position. Vert Asset Management LLC’s holdings in Prologis were worth $22,155,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of the stock. Davidson Trust Co. raised its stake in Prologis by 14.7% during the fourth quarter. Davidson Trust Co. now owns 5,787 shares of the real estate investment trust’s stock worth $739,000 after acquiring an additional 741 shares in the last quarter. TD Waterhouse Canada Inc. boosted its holdings in Prologis by 2.1% in the fourth quarter. TD Waterhouse Canada Inc. now owns 82,434 shares of the real estate investment trust’s stock valued at $10,524,000 after acquiring an additional 1,721 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in Prologis by 0.5% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 837,135 shares of the real estate investment trust’s stock worth $106,869,000 after buying an additional 4,446 shares during the last quarter. Krilogy Financial LLC increased its holdings in shares of Prologis by 22.1% in the fourth quarter. Krilogy Financial LLC now owns 4,517 shares of the real estate investment trust’s stock worth $571,000 after acquiring an additional 819 shares in the last quarter. Finally, VCI Wealth Management LLC bought a new position in shares of Prologis during the 4th quarter valued at about $1,607,000. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on PLD. Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and lifted their price objective for the company from $133.00 to $146.00 in a report on Wednesday, January 14th. The Goldman Sachs Group reiterated a “neutral” rating and set a $157.00 price objective on shares of Prologis in a report on Friday. Citigroup assumed coverage on Prologis in a report on Thursday, March 5th. They set a “buy” rating and a $145.00 price objective on the stock. Wall Street Zen upgraded Prologis from a “sell” rating to a “hold” rating in a research note on Saturday. Finally, Mizuho boosted their target price on Prologis from $138.00 to $143.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. Twelve investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $141.79.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Bank of America reiterated a Buy on PLD and set a $162 price target, citing the strong Q1 beat, an expanding development pipeline and an upgraded FY outlook — a clear vote of confidence from a large sell-side shop. Prologis: Strong Q1 Beat, Expanding Development Pipeline, and Upgraded Earnings Outlook Support Reiterated Buy Rating
• Positive Sentiment: Multiple firms raised price targets (Argus to $152; BNP Paribas Exane to $150; several others reported via market roundups), signaling broad analyst support that can sustain upside momentum. Argus adjusts price target on Prologis to 152 from 135; maintains Buy
• Positive Sentiment: Market commentary highlights leasing strength and rising contribution from data centers and international portfolios — factors that support durable cash flows and rent growth beyond U.S. logistics. Prologis Q1 2026: Data Centers Steal the Show
• Neutral Sentiment: Coverage pieces note solid results and guidance but warn valuation is rich (not a bargain at current multiples) — important for investors weighing further upside vs. entry risk. Prologis: Solid Results And Outlook, But No Bargain
• Neutral Sentiment: Analyst and media roundups (Globe and Mail, Kalkine) emphasize a confident growth path from the earnings call but suggest monitoring development execution and capex deployment. Prologis Earnings Call Signals Confident Growth Path
• Negative Sentiment: Robert W. Baird raised its target only slightly to $136 but kept a Neutral rating — that PT is below the current price and underscores that some analysts see limited near-term upside versus valuation. Baird adjusts price target on Prologis to 136 from 133; maintains Neutral

Prologis Trading Up 0.0%

NYSE PLD opened at $145.16 on Monday. The stock has a market capitalization of $135.32 billion, a price-to-earnings ratio of 36.56, a PEG ratio of 3.42 and a beta of 1.40. The stock’s 50 day moving average price is $136.29 and its two-hundred day moving average price is $129.94. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.58 and a current ratio of 0.16. Prologis, Inc. has a 52 week low of $97.10 and a 52 week high of $145.44.

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

Prologis Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th were given a dividend of $1.07 per share. This is a positive change from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $4.28 annualized dividend and a dividend yield of 2.9%. Prologis’s payout ratio is presently 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.