Mufg Securities Americas Inc. Raises Stake in Prologis, Inc. $PLD

Mufg Securities Americas Inc. raised its position in Prologis, Inc. (NYSE:PLD) by 21.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,026 shares of the real estate investment trust’s stock after purchasing an additional 4,461 shares during the period. Mufg Securities Americas Inc.’s holdings in Prologis were worth $2,866,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the company. Clayton Financial Group LLC acquired a new stake in Prologis in the third quarter valued at $26,000. Silver Oak Securities Incorporated acquired a new stake in shares of Prologis during the 3rd quarter worth about $36,000. Rossby Financial LCC lifted its stake in Prologis by 69.6% during the third quarter. Rossby Financial LCC now owns 329 shares of the real estate investment trust’s stock worth $38,000 after purchasing an additional 135 shares during the last quarter. Clear Investment Research LLC boosted its holdings in Prologis by 34.5% in the third quarter. Clear Investment Research LLC now owns 343 shares of the real estate investment trust’s stock valued at $39,000 after purchasing an additional 88 shares in the last quarter. Finally, AlphaQuest LLC acquired a new position in Prologis in the third quarter valued at approximately $39,000. 93.50% of the stock is owned by hedge funds and other institutional investors.

Prologis Stock Down 0.5%

Prologis stock opened at $140.76 on Tuesday. Prologis, Inc. has a twelve month low of $85.35 and a twelve month high of $142.40. The stock has a 50 day moving average of $131.79 and a two-hundred day moving average of $123.44. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $130.85 billion, a price-to-earnings ratio of 39.65, a PEG ratio of 3.50 and a beta of 1.42.

Prologis (NYSE:PLD) last released 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 5.79% and a net margin of 37.86%.The business had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same quarter in the previous year, the company posted $1.42 earnings per share. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, research analysts expect that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be paid a $1.07 dividend. This is a boost from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date is Tuesday, March 17th. This represents a $4.28 annualized dividend and a dividend yield of 3.0%. Prologis’s dividend payout ratio (DPR) is 113.80%.

Prologis News Roundup

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Shares hit a 52‑week high, signaling strong price momentum and investor demand for Prologis amid recent corporate moves. Prologis stock hits 52-week high at $142.05
• Positive Sentiment: At least one outlet reports an analyst price target increase to $157, which supports upside expectations and can attract momentum buyers. Prologis (NYSE:PLD) Price Target Raised to $157.00
• Positive Sentiment: Coverage highlighting Prologis as a combined income + growth play reinforces dividend and total‑return narratives for income investors, helping demand for the REIT. Prologis Gives You Income, Growth, And Dividend Growth
• Positive Sentiment: Roundups of dividend raisers include Prologis, underscoring its newly increased payout and reinforcing appeal to dividend‑focused investors. 3 Big Dividend Stocks Just Raised Payouts—Here’s Who’s Leading in 2026 (PLD)
• Neutral Sentiment: Analysis notes a 6% annualized dividend increase to $4.28 and plans for a data‑center co‑investment fund and new development projects — positive strategically, but analysts are reassessing valuation and future returns, so this may temper expectations until details and returns on those initiatives are clearer. Assessing Prologis (PLD) Valuation After Dividend Hike And Data Center Co Investment Fund Plans

Insider Buying and Selling at Prologis

In other news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the transaction, the director directly 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 sale was disclosed in a legal filing with the SEC, which is available through this link. 0.57% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

PLD has been the subject of several recent analyst reports. Weiss Ratings restated a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Freedom Capital downgraded shares of Prologis from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. Royal Bank Of Canada lifted their target price on Prologis from $132.00 to $135.00 and gave the stock a “sector perform” rating in a research report on Monday, February 2nd. Citigroup reissued a “buy” rating on shares of Prologis in a research report on Monday, January 26th. Finally, UBS Group lifted their price target on Prologis from $144.00 to $148.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $136.95.

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.