Strs Ohio Grows Holdings in Prologis, Inc. $PLD

Strs Ohio increased its holdings in Prologis, Inc. (NYSE:PLD) by 11.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 986,978 shares of the real estate investment trust’s stock after acquiring an additional 101,399 shares during the quarter. Strs Ohio owned approximately 0.11% of Prologis worth $113,029,000 as of its most recent filing with the SEC.

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

Insider Activity

In related news, Director Cristina Gabriela Bita sold 621 shares of the firm’s stock in a transaction that occurred 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 transaction, the director directly 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.57% of the company’s stock.

More Prologis News

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

Analyst Ratings Changes

PLD has been the topic of several recent research reports. Industrial Alliance Securities set a $119.00 price target on Prologis in a report on Monday, October 20th. Wells Fargo & Company upped their target price on Prologis from $120.00 to $139.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. UBS Group raised their target price on shares of Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a report on Thursday. Barclays reaffirmed an “overweight” rating and issued a $139.00 price target on shares of Prologis in a report on Tuesday, January 13th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Prologis in a research note on Monday, December 29th. Twelve equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Prologis currently has an average rating of “Moderate Buy” and a consensus target price of $133.76.

Prologis Trading Down 3.5%

Prologis stock 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 quick ratio of 0.64, a current ratio of 0.19 and a debt-to-equity ratio of 0.61. The stock 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. The company’s fifty day simple moving average is $128.30 and its 200-day simple moving average is $119.03.

Prologis (NYSE:PLD) last issued its 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. The company 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%.The business’s revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, sell-side analysts forecast that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Announces Dividend

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

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.