Prologis, Inc. $PLD Position Lessened by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp decreased its position in shares of Prologis, Inc. (NYSE:PLD) by 3.6% in the third quarter, Holdings Channel.com reports. The firm owned 535,536 shares of the real estate investment trust’s stock after selling 19,885 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Prologis were worth $61,330,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of PLD. Clayton Financial Group LLC bought a new stake in shares of Prologis in the 3rd quarter valued at approximately $26,000. Silver Oak Securities Incorporated bought a new position in Prologis during the third quarter valued at approximately $36,000. Barrett & Company Inc. acquired a new stake in Prologis in the second quarter valued at approximately $44,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Prologis in the second quarter valued at approximately $44,000. Finally, SJS Investment Consulting Inc. bought a new stake in Prologis in the third quarter worth approximately $44,000. 93.50% of the stock is owned by institutional investors and hedge funds.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and strong leasing — Prologis reported Q4 results with revenue above expectations and management highlighted robust warehouse leasing, supporting near-term cash flow and rent-roll momentum. Article Title
• Positive Sentiment: Record lease signings in 2025 — Management said lease activity hit record levels last year, which underpins rent growth prospects and occupancy stability going into 2026. Article Title
• Positive Sentiment: U.S. warehouse market expected to tighten through 2026 — Prologis forecasts tighter fundamentals, a tailwind for future rent growth and valuations of logistics assets. Article Title
• Positive Sentiment: Analysts raising forecasts and price targets — Multiple firms (Argus, Truist, Wells Fargo and others) increased price targets or ratings after results, reflecting improved outlook for leasing and earnings. These upgrades help support investor sentiment. Article Title
• Neutral Sentiment: Q4 EPS roughly in line with estimates — EPS met consensus while revenue beat; that combination leaves valuation moves tied to forward guidance and leasing trends rather than an EPS surprise. Article Title
• Neutral Sentiment: Earnings call highlighted a durable growth pipeline — Management emphasized development and power/data center pipeline, important for long-term growth but subject to execution and capex cycles. Article Title
• Negative Sentiment: Mixed analyst signals — Evercore ISI raised its target modestly but kept an “in-line” rating (target below some newer marks), which implies limited upside from current levels and introduces some analyst divergence. Article Title

Analysts Set New Price Targets

PLD has been the topic of a number of recent research reports. Barclays restated an “overweight” rating and set a $139.00 price target on shares of Prologis in a report on Tuesday, January 13th. Evercore ISI raised their target price on Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a report on Thursday. Argus upped their price target on Prologis from $128.00 to $135.00 and gave the stock a “buy” rating in a research note on Thursday. UBS Group increased their price objective on Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a report on Thursday. Finally, Wall Street Zen upgraded Prologis from a “sell” rating to a “hold” rating in a report on Friday. Thirteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Prologis currently has a consensus rating of “Moderate Buy” and a consensus price target of $134.11.

Prologis Trading Up 0.3%

Shares of NYSE:PLD opened at $127.03 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.64 and a current ratio of 0.19. The stock’s 50-day moving average is $128.38 and its 200-day moving average is $119.26. The company has a market cap of $118.00 billion, a P/E ratio of 35.78, a P/E/G ratio of 3.71 and a beta of 1.40. Prologis, Inc. has a 52-week low of $85.35 and a 52-week high of $134.94.

Prologis (NYSE:PLD) last posted its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, hitting the consensus estimate of $1.44. The business had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.09 billion. Prologis had a return on equity of 6.64% and a net margin of 37.86%.The firm’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities research analysts predict that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 16th were paid a $1.01 dividend. The ex-dividend date was Tuesday, December 16th. This represents a $4.04 annualized dividend and a dividend yield of 3.2%. Prologis’s dividend payout ratio (DPR) is presently 113.80%.

Insider Transactions at Prologis

In related news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the transaction, the director owned 8,208 shares of the company’s stock, valued at approximately $1,047,340.80. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.57% of the company’s stock.

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.