Envestnet Portfolio Solutions Inc. Purchases 70,750 Shares of Prologis, Inc. $PLD

Envestnet Portfolio Solutions Inc. boosted its position in Prologis, Inc. (NYSE:PLD) by 39.4% during the third quarter, HoldingsChannel reports. The fund owned 250,269 shares of the real estate investment trust’s stock after buying an additional 70,750 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Prologis were worth $28,661,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of PLD. Clayton Financial Group LLC bought a new position in Prologis in the 3rd quarter worth about $26,000. Silver Oak Securities Incorporated bought a new position in shares of Prologis in the third quarter valued at approximately $36,000. Barrett & Company Inc. bought a new stake in shares of Prologis during the 2nd quarter valued at about $44,000. Twin Peaks Wealth Advisors LLC purchased 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 during the third quarter valued at approximately $44,000. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Prologis Stock Down 3.5%

PLD opened at $126.52 on Friday. Prologis, Inc. has a 12 month low of $85.35 and a 12 month high of $134.94. The company has a current ratio of 0.19, a quick ratio of 0.64 and a debt-to-equity ratio of 0.61. The business’s 50-day moving average price is $128.30 and its 200-day moving average price is $119.03. The company has a market cap of $117.52 billion, a P/E ratio of 35.64, a P/E/G ratio of 3.83 and a beta of 1.40.

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, hitting the consensus estimate of $1.44. The business had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.09 billion. Prologis had a return on equity of 6.64% and a net margin of 37.86%.Prologis’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period last year, the company earned $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. On average, equities analysts expect that Prologis, Inc. will post 5.73 EPS for the current year.

Prologis Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Tuesday, December 16th were paid a $1.01 dividend. This represents a $4.04 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend was Tuesday, December 16th. Prologis’s payout ratio is presently 117.78%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on PLD shares. Evercore ISI increased their target price on Prologis from $118.00 to $121.00 and gave the company an “in-line” rating in a research note on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Prologis in a report on Monday, December 29th. Argus raised their price objective on Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday. Truist Financial boosted their target price on Prologis from $131.00 to $142.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Industrial Alliance Securities set a $119.00 target price on Prologis in a research note on Monday, October 20th. Twelve equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Prologis has a consensus rating of “Moderate Buy” and an average target price of $133.76.

Insider Buying and Selling

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the 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 completion of the sale, the director owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This represents a 7.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.57% of the stock is owned by corporate insiders.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue and leasing beat and record leasing volume — Prologis reported stronger-than-expected rental revenue and signed a record amount of leases in 2025, highlighting rebounding warehouse demand. PR Newswire: Prologis Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Aggressive FY?2026 guidance — Management raised FY?2026 EPS guidance to $6.00–$6.20, well above prior consensus, signaling confidence in earnings growth for the year. Prologis FY2026 Guidance (Slide Deck/Press Release)
• Positive Sentiment: Analysts lifting targets and forecasts — Multiple firms raised estimates and price targets after the results (Argus to $135 buy; Truist to $142; other brokers raised forecasts). That reinforces the bullish case among some institutional investors. Benzinga coverage of analyst upgrades
• Positive Sentiment: Core FFO at/above estimates — Core FFO came in at/above Street figures (Zacks notes an FFO beat), supporting the REIT’s cash?flow profile. Zacks: Prologis Q4 FFO Beat Estimates
• Neutral Sentiment: Data?center power expansion — Prologis is expanding power capacity to support data?center customers, a longer?term growth angle but not an immediate earnings lever. Benzinga: Record Leases, Expands Power for Data Centers
• Neutral Sentiment: EPS roughly in line — Reported EPS met consensus, which is steady but less exciting than an upside surprise. MarketBeat: Q4 Results Summary
• Negative Sentiment: Cautionary analyst notes and in?line ratings — Some shops (Evercore ISI) issued in?line ratings or conservative targets implying limited upside, which can blunt momentum. TickerReport/The Fly: Evercore ISI In?line Rating
• Negative Sentiment: Higher interest costs and margin pressure — Reports note interest?cost headwinds that weigh on net results and FFO growth, a concern for a leveraged REIT. Zacks: Interest Costs Weigh on Results
• Negative Sentiment: Conflicting headlines and profit?taking — A few outlets framed results as “weak revenue,” and after a strong 2025 run investors may be taking profits; heavy intraday volume suggests repositioning. Benzinga: Post?earnings Coverage

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.