UniSuper Management Pty Ltd Acquires 91,444 Shares of Prologis, Inc. $PLD

UniSuper Management Pty Ltd boosted its holdings in shares of Prologis, Inc. (NYSE:PLD) by 28.0% in the third quarter, Holdings Channel.com reports. The fund owned 417,638 shares of the real estate investment trust’s stock after acquiring an additional 91,444 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Prologis were worth $47,828,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in shares of Prologis by 0.3% during the second quarter. Vanguard Group Inc. now owns 121,741,332 shares of the real estate investment trust’s stock worth $12,797,449,000 after purchasing an additional 401,922 shares during the last quarter. State Street Corp grew its holdings in shares of 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 worth $6,164,325,000 after purchasing an additional 1,088,544 shares during the last quarter. Geode Capital Management LLC increased its stake in Prologis by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 22,416,833 shares of the real estate investment trust’s stock worth $2,345,922,000 after buying an additional 310,333 shares during the period. Massachusetts Financial Services Co. MA lifted its holdings in Prologis by 1.6% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,506,899 shares of the real estate investment trust’s stock valued at $1,735,205,000 after buying an additional 253,338 shares in the last quarter. Finally, Norges Bank bought a new stake in Prologis during the 2nd quarter valued at about $1,288,936,000. Institutional investors own 93.50% of the company’s stock.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q4 revenue beat and strong leasing — Prologis reported Q4 results with revenue above expectations and management highlighted robust warehouse leasing, supporting near-term cash flow and rent-roll momentum. Article Title
• Positive Sentiment: Record lease signings in 2025 — Management said lease activity hit record levels last year, which underpins rent growth prospects and occupancy stability going into 2026. Article Title
• Positive Sentiment: U.S. warehouse market expected to tighten through 2026 — Prologis forecasts tighter fundamentals, a tailwind for future rent growth and valuations of logistics assets. Article Title
• Positive Sentiment: Analysts raising forecasts and price targets — Multiple firms (Argus, Truist, Wells Fargo and others) increased price targets or ratings after results, reflecting improved outlook for leasing and earnings. These upgrades help support investor sentiment. Article Title
• Neutral Sentiment: Q4 EPS roughly in line with estimates — EPS met consensus while revenue beat; that combination leaves valuation moves tied to forward guidance and leasing trends rather than an EPS surprise. Article Title
• Neutral Sentiment: Earnings call highlighted a durable growth pipeline — Management emphasized development and power/data center pipeline, important for long-term growth but subject to execution and capex cycles. Article Title
• Negative Sentiment: Mixed analyst signals — Evercore ISI raised its target modestly but kept an “in-line” rating (target below some newer marks), which implies limited upside from current levels and introduces some analyst divergence. Article Title

Prologis Stock Performance

Shares of PLD stock opened at $127.03 on Friday. The firm has a market cap of $118.00 billion, a price-to-earnings ratio of 35.78, a PEG ratio of 3.70 and a beta of 1.40. Prologis, Inc. has a 52-week low of $85.35 and a 52-week 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 company’s 50 day moving average is $128.38 and its 200 day moving average is $119.18.

Prologis (NYSE:PLD) last posted its earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.44. Prologis had a return on equity of 6.64% and a net margin of 37.86%.The company had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the prior year, the business earned $1.42 earnings per share. Prologis’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. On average, sell-side analysts anticipate that Prologis, Inc. will post 5.73 EPS for the current fiscal year.

Prologis Announces Dividend

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

Insider Transactions at Prologis

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction dated 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 owned 8,208 shares in the company, valued at $1,047,340.80. The trade was a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts have commented on PLD shares. Wall Street Zen upgraded shares of Prologis from a “sell” rating to a “hold” rating in a research note on Friday. Wells Fargo & Company boosted their price target on Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Scotiabank raised Prologis from a “sector perform” rating to a “sector outperform” rating and increased their price objective for the stock from $133.00 to $146.00 in a research note on Wednesday, January 14th. Barclays restated an “overweight” rating and set a $139.00 price objective on shares of Prologis in a report on Tuesday, January 13th. Finally, Freedom Capital cut Prologis from a “strong-buy” rating to a “hold” rating in a report on Friday. Twelve investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Prologis presently has an average rating of “Moderate Buy” and a consensus target price of $133.76.

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.