Trust Co. of Vermont Increases Holdings in Prologis, Inc. $PLD

Trust Co. of Vermont raised its stake in Prologis, Inc. (NYSE:PLD) by 11.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 66,960 shares of the real estate investment trust’s stock after acquiring an additional 6,760 shares during the period. Trust Co. of Vermont’s holdings in Prologis were worth $8,548,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Applied Capital LLC FL grew its position in Prologis by 17.2% during the 4th quarter. Applied Capital LLC FL now owns 3,910 shares of the real estate investment trust’s stock valued at $499,000 after purchasing an additional 574 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Prologis by 3.3% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 8,169 shares of the real estate investment trust’s stock worth $1,043,000 after buying an additional 263 shares during the last quarter. Warwick Investment Management Inc. raised its holdings in Prologis by 2.9% in the fourth quarter. Warwick Investment Management Inc. now owns 5,968 shares of the real estate investment trust’s stock worth $762,000 after buying an additional 169 shares during the last quarter. Bourgeon Capital Management LLC lifted its stake in shares of Prologis by 0.3% in the fourth quarter. Bourgeon Capital Management LLC now owns 86,837 shares of the real estate investment trust’s stock worth $11,086,000 after buying an additional 276 shares in the last quarter. Finally, Frank Rimerman Advisors LLC lifted its stake in shares of Prologis by 22.7% in the fourth quarter. Frank Rimerman Advisors LLC now owns 6,159 shares of the real estate investment trust’s stock worth $786,000 after buying an additional 1,139 shares in the last quarter. 93.50% of the stock is currently owned by institutional investors.

Trending Headlines about Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Prologis expanded and amended its global senior credit facilities (announced March 26), increasing liquidity and reducing near?term refinancing risk — a pro?active financing move that supports balance?sheet flexibility for acquisitions or development. Prologis Expands Global Credit Facility to Enhance Liquidity
• Positive Sentiment: BMO’s John Kim raised his price target on PLD to $137 from $123 (reiterated Market Perform), reflecting modestly improved sentiment toward industrial REITs and offering upside bias to the stock versus prior targets. How the Street Sees Prologis, Inc. (PLD) Investment Outlook Now
• Positive Sentiment: Analysts expect Prologis to report single?digit EPS growth for fiscal 2026 Q1 — a modest earnings acceleration that, if delivered or beat, should support the stock into the quarter’s report. Earnings Preview: What to Expect From Prologis’ Report
• Neutral Sentiment: Shares recently advanced in trading (recent session saw a ~+2.6% move), showing near?term momentum, but reports note PLD still lags the broader market — indicating upside is present but relative performance remains mixed. Prologis Inc. stock rises Tuesday, still underperforms market
• Neutral Sentiment: Sector/peer comparison pieces (Prologis vs. Kilroy Realty) provide context on valuations and strategy differences but are not immediate catalysts; useful for longer?term positioning. Prologis (NYSE:PLD) versus Kilroy Realty (NYSE:KRC) Critical Contrast

Prologis Stock Up 1.0%

PLD opened at $133.46 on Thursday. The stock has a market capitalization of $124.42 billion, a price-to-earnings ratio of 37.60, a PEG ratio of 3.12 and a beta of 1.41. The firm has a 50 day moving average price of $134.65 and a 200-day moving average price of $127.89. Prologis, Inc. has a twelve month low of $85.35 and a twelve month high of $143.95. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.61.

Prologis (NYSE:PLD) last issued its 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. Prologis had a net margin of 37.86% and a return on equity of 5.79%. The company had revenue of $2.25 billion for the quarter, compared to analysts’ expectations of $2.09 billion. During the same quarter last year, the company posted $1.42 earnings per share. The firm’s quarterly revenue 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 forecast that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th were paid a $1.07 dividend. This is an increase from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date was Tuesday, March 17th. This represents a $4.28 dividend on an annualized basis and a dividend yield of 3.2%. Prologis’s dividend payout ratio (DPR) is 120.56%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on PLD shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Prologis in a research report on Friday, March 27th. BNP Paribas Exane upped their price objective on Prologis from $129.00 to $140.00 and gave the company an “outperform” rating in a research report on Wednesday, January 21st. Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and increased their target price for the company from $133.00 to $146.00 in a research note on Wednesday, January 14th. Wall Street Zen lowered Prologis from a “hold” rating to a “sell” rating in a report on Saturday, February 7th. Finally, Mizuho upped their price target on Prologis from $138.00 to $143.00 and gave the company an “outperform” rating in a report on Monday, January 26th. Fourteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $137.20.

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.