Prologis (NYSE:PLD) Releases FY 2026 Earnings Guidance

Prologis (NYSE:PLD) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 6.000-6.200 for the period, compared to the consensus EPS estimate of 4.120. The company issued revenue guidance of -.

Prologis Stock Down 1.9%

Prologis stock opened at $130.74 on Wednesday. The stock has a 50 day moving average of $128.12 and a two-hundred day moving average of $118.90. Prologis has a twelve month low of $85.35 and a twelve month high of $134.94. The stock has a market capitalization of $121.44 billion, a price-to-earnings ratio of 38.12, a PEG ratio of 3.90 and a beta of 1.40. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.62.

Prologis (NYSE:PLD) last issued its quarterly earnings results 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. Prologis had a return on equity of 5.55% and a net margin of 36.71%.Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, research analysts expect that Prologis will post 5.73 earnings per share for the current year.

Prologis Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 16th were issued a $1.01 dividend. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $4.04 annualized dividend and a yield of 3.1%. Prologis’s dividend payout ratio is 117.78%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on PLD. UBS Group upped their price objective on Prologis from $137.00 to $144.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Evercore ISI upped their price objective on shares of Prologis from $116.00 to $118.00 in a research note on Monday, December 22nd. Industrial Alliance Securities set a $119.00 price objective on Prologis in a research report on Monday, October 20th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Prologis in a research note on Monday, December 29th. Finally, Robert W. Baird restated a “neutral” rating and issued a $130.00 target price (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $133.00.

Insiders Place Their Bets

In other news, Director Cristina Gabriela Bita sold 621 shares of the stock in a transaction dated 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. This trade represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director James B. Connor sold 80,000 shares of Prologis stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $126.58, for a total transaction of $10,126,400.00. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 81,121 shares of company stock worth $10,267,210. Insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Wellington Management Group LLP raised its holdings in Prologis by 1.2% during the third quarter. Wellington Management Group LLP now owns 6,995,375 shares of the real estate investment trust’s stock worth $801,110,000 after purchasing an additional 85,012 shares in the last quarter. Amundi grew its stake in shares of Prologis by 22.0% in the 3rd quarter. Amundi now owns 5,651,563 shares of the real estate investment trust’s stock worth $661,968,000 after purchasing an additional 1,020,819 shares during the last quarter. Alliancebernstein L.P. raised its holdings in shares of Prologis by 2.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,718,369 shares of the real estate investment trust’s stock worth $390,875,000 after purchasing an additional 103,597 shares in the last quarter. Resolution Capital Ltd lifted its stake in Prologis by 13.0% during the second quarter. Resolution Capital Ltd now owns 2,459,975 shares of the real estate investment trust’s stock valued at $258,593,000 after purchasing an additional 283,038 shares during the last quarter. Finally, CANADA LIFE ASSURANCE Co lifted its position in shares of Prologis by 4.8% during the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 2,441,729 shares of the real estate investment trust’s stock valued at $278,931,000 after acquiring an additional 111,463 shares during the last quarter. Institutional investors own 93.50% of the company’s stock.

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.