Jefferies Financial Group Increases Prologis (NYSE:PLD) Price Target to $157.00

Prologis (NYSE:PLD) had its price objective lifted by investment analysts at Jefferies Financial Group from $146.00 to $157.00 in a report released on Friday,MarketScreener reports. The brokerage presently has a “buy” rating on the real estate investment trust’s stock. Jefferies Financial Group’s price objective would indicate a potential upside of 11.02% from the company’s previous close.

A number of other brokerages have also recently weighed in on PLD. BMO Capital Markets restated a “market perform” rating and issued a $123.00 price target on shares of Prologis in a research report on Thursday, January 22nd. BTIG Research lifted their target price on shares of Prologis from $134.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, December 31st. Mizuho increased their price target on shares of Prologis from $138.00 to $143.00 and gave the company an “outperform” rating in a research report on Monday, January 26th. Weiss Ratings restated a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Finally, Wall Street Zen lowered Prologis from a “hold” rating to a “sell” rating in a research note on Saturday, February 7th. Fourteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $136.95.

Prologis Price Performance

Shares of NYSE PLD traded up $2.37 during midday trading on Friday, hitting $141.41. The company had a trading volume of 2,407,895 shares, compared to its average volume of 3,213,089. The firm has a market capitalization of $131.45 billion, a price-to-earnings ratio of 39.83, a price-to-earnings-growth ratio of 3.44 and a beta of 1.42. Prologis has a twelve month low of $85.35 and a twelve month high of $141.95. The business has a 50-day simple moving average of $131.59 and a two-hundred day simple moving average of $122.97. The company has a quick ratio of 0.64, a current ratio of 0.58 and a debt-to-equity ratio of 0.61.

Prologis (NYSE:PLD) last posted its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.44. Prologis had a net margin of 37.86% and a return on equity of 5.79%. The company had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same period last year, the firm earned $1.42 EPS. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities research analysts anticipate that Prologis will post 5.73 earnings per share for the current year.

Insider Buying and Selling

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

Hedge Funds Weigh In On Prologis

Several institutional investors have recently added to or reduced their stakes in PLD. Vanguard Group Inc. lifted its holdings in shares of Prologis by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 123,323,290 shares of the real estate investment trust’s stock worth $15,743,451,000 after acquiring an additional 1,258,407 shares during the period. State Street Corp grew its holdings in Prologis by 1.9% in the second quarter. State Street Corp now owns 58,640,842 shares of the real estate investment trust’s stock valued at $6,164,325,000 after purchasing an additional 1,088,544 shares during the period. Geode Capital Management LLC increased its position in Prologis by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 23,012,940 shares of the real estate investment trust’s stock worth $2,925,791,000 after purchasing an additional 339,906 shares during the last quarter. Massachusetts Financial Services Co. MA raised its stake in Prologis by 1.6% during the second quarter. Massachusetts Financial Services Co. MA now owns 16,506,899 shares of the real estate investment trust’s stock worth $1,735,205,000 after purchasing an additional 253,338 shares during the period. Finally, Capital Research Global Investors raised its stake in Prologis by 4.4% during the fourth quarter. Capital Research Global Investors now owns 16,061,390 shares of the real estate investment trust’s stock worth $2,050,397,000 after purchasing an additional 678,363 shares during the period. 93.50% of the stock is currently owned by institutional investors and hedge funds.

Prologis News Summary

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Data-center/AI infrastructure thesis — MarketBeat highlights Prologis as a direct beneficiary of the hyperscaler data-center buildout because it controls power capacity (5.7 GW) and ~15,000 acres in Texas suited for data centers, positioning PLD to capture long-term land/power leasing demand. 3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
• Positive Sentiment: Dividend and FFO momentum — MarketBeat reports Prologis raised its annualized dividend (now ~$4.28) and posted FFO growth (core FFO +4.5% in 2025) with 2026 guidance implying continued FFO growth — supporting income-seeking demand for the stock. 3 Giants With Solid Yields Lifting Their Dividends Higher
• Positive Sentiment: Earnings and guidance lift sentiment — Coverage (Zacks/Yahoo) points to the recent quarterly report (EPS in line, revenue beat, revenue +7.8% y/y) and Prologis’s FY‑2026 EPS guidance, which helped drive the recent strong post‑earnings move and investor reappraisal. Why Is Prologis (PLD) Up 9.8% Since Last Earnings Report?
• Neutral Sentiment: Analyst consensus/market positioning — Several outlets note an average Wall Street recommendation of “Buy,” which can sustain interest but also makes the stock sensitive to any changes in analyst views. This is supportive but not a new catalyst. Is It Worth Investing in Prologis (PLD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Macro/sector flows into REIT income — Broader interest in REIT ETFs and income strategies (e.g., VNQ) can help demand for large-cap industrial REITs like Prologis, but this is a sector tailwind rather than a company-specific surprise. Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
• Negative Sentiment: Legal/environmental risk — A recent article flags a major environmental lawsuit that could alter the bull case if it creates material liabilities, regulatory pressure, or delays on development projects; this represents a potential catalyst for downside volatility. The Bull Case For Prologis (PLD) Could Change Following Dividend Hike And Major Environmental Lawsuit – Learn Why

Prologis Company 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.