Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Invests $497,000 in Prologis, Inc. $PLD

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new position in shares of Prologis, Inc. (NYSE:PLD) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,895 shares of the real estate investment trust’s stock, valued at approximately $497,000.

Several other hedge funds also recently modified their holdings of PLD. Amundi increased its holdings in shares of Prologis by 22.0% during the third quarter. Amundi now owns 5,651,563 shares of the real estate investment trust’s stock worth $661,968,000 after buying an additional 1,020,819 shares in the last quarter. Federated Hermes Inc. increased its holdings in shares of Prologis by 30.3% during the third quarter. Federated Hermes Inc. now owns 4,256,236 shares of the real estate investment trust’s stock worth $487,424,000 after buying an additional 988,986 shares in the last quarter. Mondrian Investment Partners LTD acquired a new stake in shares of Prologis during the third quarter worth approximately $112,141,000. Capital International Investors increased its holdings in shares of Prologis by 15.0% during the third quarter. Capital International Investors now owns 7,247,383 shares of the real estate investment trust’s stock worth $829,970,000 after buying an additional 946,847 shares in the last quarter. Finally, Balyasny Asset Management L.P. increased its holdings in shares of Prologis by 11,585.8% during the second quarter. Balyasny Asset Management L.P. now owns 882,398 shares of the real estate investment trust’s stock worth $92,758,000 after buying an additional 874,847 shares in the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on PLD shares. Royal Bank Of Canada increased their price target on shares of Prologis from $132.00 to $135.00 and gave the company a “sector perform” rating in a research note on Monday, February 2nd. UBS Group increased their price target on shares of Prologis from $148.00 to $161.00 and gave the company a “buy” rating in a research note on Friday. Scotiabank raised shares of Prologis from a “sector perform” rating to a “sector outperform” rating and increased their price target for the company from $133.00 to $146.00 in a research note on Wednesday, January 14th. Barclays reissued an “overweight” rating and set a $139.00 price target on shares of Prologis in a research note on Tuesday, January 13th. Finally, Evercore set a $135.00 price target on shares of Prologis in a research note on Friday. Twelve analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, Prologis has a consensus rating of “Moderate Buy” and an average price target of $141.79.

Prologis Price Performance

PLD opened at $145.16 on Friday. The company has a fifty day moving average price of $136.29 and a two-hundred day moving average price of $129.85. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.58 and a current ratio of 0.16. Prologis, Inc. has a 52 week low of $97.10 and a 52 week high of $145.44. The firm has a market capitalization of $135.32 billion, a PE ratio of 36.56, a P/E/G ratio of 3.35 and a beta of 1.40.

Prologis (NYSE:PLD) last released its earnings results on Thursday, April 16th. The real estate investment trust reported $1.05 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.24. Prologis had a net margin of 41.54% and a return on equity of 6.46%. The firm had revenue of $2.30 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same quarter in the previous year, the business earned $1.43 EPS. The business’s quarterly revenue was up 6.9% compared to the same quarter last year. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. As a group, analysts anticipate that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th were issued a dividend of $1.07 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $4.28 dividend on an annualized basis and a yield of 2.9%. This is a boost from Prologis’s previous quarterly dividend of $1.01. Prologis’s dividend payout ratio (DPR) is presently 120.56%.

More Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Q1 beat and raised FY‑2026 guidance — Prologis reported FFO and revenue above expectations, highlighted record leasing and stronger occupancy/same‑store NOI targets, and lifted its FY26 FFO guidance, which underpins today’s share strength. Prologis Reports First Quarter 2026 Results
• Positive Sentiment: Analysts raise estimates and price targets — Multiple firms boosted forecasts and models after the print; UBS raised its price target to $161 and maintained a Buy, signaling analyst confidence in upside vs. the current level. UBS adjusts Prologis price target
• Neutral Sentiment: Mixed analyst stance despite beat — Some firms raised forecasts, while others kept Hold/Neutral ratings citing full valuation or moderating NOI trends; this produces a balanced, not unanimous, buy signal. Analysts increase forecasts on Prologis
• Neutral Sentiment: Data‑center expansion provides growth optionality but adds capital intensity — Management is scaling the data‑center pipeline (new development starts), which could boost long‑term growth but introduces execution and financing considerations. Warehouse Giant Prologis Lifts 2026 Outlook
• Negative Sentiment: Pipeline and structural stress concerns — Critical commentary flags the large (multi‑GW) data‑center pipeline as testing Prologis’ structure and balance‑sheet resilience; this raises risk that growth pushes on credit metrics or dividend coverage if execution/markets wobble. Prologis: A Credit Rating And 1.51x Dividend Buffer

About Prologis

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.