Argus Issues Positive Forecast for Prologis (NYSE:PLD) Stock Price

Prologis (NYSE:PLD) had its price objective increased by investment analysts at Argus from $128.00 to $135.00 in a report released on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the real estate investment trust’s stock. Argus’ target price would indicate a potential upside of 3.67% from the company’s previous close.

Several other analysts also recently issued reports on PLD. Barclays reissued an “overweight” rating and issued a $139.00 price target on shares of Prologis in a research note on Tuesday, January 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Scotiabank raised Prologis from a “sector perform” rating to a “sector outperform” rating and upped their price target for the stock from $133.00 to $146.00 in a research report on Wednesday, January 14th. Robert W. Baird reiterated a “neutral” rating and issued a $130.00 price objective (up from $128.00) on shares of Prologis in a report on Thursday, January 8th. Finally, BTIG Research boosted their price objective 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. Twelve investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $133.35.

Prologis Stock Performance

Shares of PLD stock opened at $130.22 on Thursday. The stock has a 50-day moving average of $128.24 and a 200-day moving average of $118.98. Prologis has a one year low of $85.35 and a one year high of $134.94. The stock has a market cap of $120.96 billion, a PE ratio of 37.91, a price-to-earnings-growth ratio of 3.82 and a beta of 1.40. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.64 and a quick ratio of 0.64.

Prologis (NYSE:PLD) last posted its 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 return on equity of 5.55% and a net margin of 36.71%.The firm had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.09 billion. During the same period in the previous year, the firm earned $1.42 earnings per share. The company’s revenue was up 7.8% on a year-over-year basis. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, sell-side analysts expect that Prologis will post 5.73 earnings per share for the current year.

Insider Activity at Prologis

In other Prologis news, Director James B. Connor sold 80,000 shares of Prologis stock in a transaction on Friday, October 24th. The shares were sold at an average price of $126.58, for a total transaction of $10,126,400.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Cristina Gabriela Bita sold 621 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $127.60, for a total transaction of $79,239.60. Following the sale, the director owned 8,208 shares of the company’s stock, valued at approximately $1,047,340.80. This represents a 7.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 81,121 shares of company stock valued at $10,267,210 over the last quarter. 0.57% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Prologis

A number of institutional investors have recently made changes to their positions in the company. D.A. Davidson & CO. increased its holdings in Prologis by 16.7% in the 3rd quarter. D.A. Davidson & CO. now owns 587,157 shares of the real estate investment trust’s stock worth $67,241,000 after purchasing an additional 83,966 shares in the last quarter. Generali Asset Management SPA SGR grew its holdings in Prologis by 33.4% during the 3rd quarter. Generali Asset Management SPA SGR now owns 100,314 shares of the real estate investment trust’s stock worth $11,488,000 after acquiring an additional 25,133 shares during the last quarter. B. Riley Wealth Advisors Inc. bought a new position in shares of Prologis during the second quarter valued at $875,000. Verity & Verity LLC lifted its holdings in shares of Prologis by 42.8% during the third quarter. Verity & Verity LLC now owns 165,438 shares of the real estate investment trust’s stock worth $18,946,000 after purchasing an additional 49,604 shares during the period. Finally, DAVENPORT & Co LLC increased its holdings in Prologis by 36.7% in the third quarter. DAVENPORT & Co LLC now owns 50,912 shares of the real estate investment trust’s stock valued at $5,830,000 after purchasing an additional 13,666 shares during the period. Institutional investors own 93.50% of the company’s stock.

Trending Headlines about Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and robust leasing — Prologis reported Q4 revenue of $2.25B (above consensus) and highlighted record lease signings in 2025, signaling durable demand from e-commerce and consumer-goods customers, which supports future rental growth. Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised FY2026 guidance — Management issued EPS guidance of $6.00–$6.20 for FY2026, materially above prior consensus, implying stronger forward earnings power and supporting multiple expansion. Earnings / Guidance Details
• Positive Sentiment: FFO beat — Core FFO per share beat expectations (reported $1.49 vs. $1.44 Zacks consensus), reinforcing the quality of earnings and cash flow generation. Prologis (PLD) Q4 FFO Beat Estimates
• Positive Sentiment: Analyst support — Truist raised its PLD price target to $142 and Wells Fargo initiated/maintained a Buy, adding upward pressure as analysts cite the stronger leasing backdrop and improved outlook. Truist Raises Prologis Price Target Wells Fargo Buy
• Neutral Sentiment: Conference call emphasizes durable pipeline — Management highlighted a strong growth pipeline (including expanded power capacity for data centers), reinforcing secular drivers but requiring execution. Earnings Call Highlights
• Neutral Sentiment: Related J-REIT transaction update — Japan Logistics Fund set prices for asset swaps with Nippon Prologis REIT; this is corporate/partner-level activity with limited direct near-term impact on PLD’s US-listed shares. Japan Logistics Fund Asset Swap
• Negative Sentiment: Interest costs and slight FFO pressure YoY — Analysts note higher interest expenses and a modest YoY dip in quarterly core FFO versus the prior-year quarter, which could weigh on margins if rates remain elevated. Q4 FFO Meets Estimates; Interest Costs Rise

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.