Prologis (NYSE:PLD) Given New $140.00 Price Target at BNP Paribas Exane

Prologis (NYSE:PLD) had its price target increased by BNP Paribas Exane from $129.00 to $140.00 in a research note published on Wednesday,MarketScreener reports. The brokerage currently has an outperform rating on the real estate investment trust’s stock.

A number of other research analysts also recently issued reports on the company. Argus lifted their price target on Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday. Wells Fargo & Company lifted their target price on Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. UBS Group increased their price target on shares of Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a research report on Thursday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Finally, Freedom Capital cut shares of Prologis from a “strong-buy” rating to a “hold” rating in a research report on Friday. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Prologis currently has a consensus rating of “Moderate Buy” and an average price target of $134.11.

Prologis Stock Up 0.3%

Shares of PLD stock traded up $0.36 on Wednesday, hitting $127.03. The stock had a trading volume of 4,134,493 shares, compared to its average volume of 3,060,831. Prologis has a one year low of $85.35 and a one year 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 has a market cap of $118.00 billion, a PE ratio of 35.78, a P/E/G ratio of 3.70 and a beta of 1.40. The business has a 50 day moving average price of $128.38 and a 200 day moving average price of $119.18.

Prologis (NYSE:PLD) last released its quarterly earnings data 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. The firm had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.09 billion. Prologis had a net margin of 37.86% and a return on equity of 6.64%. The company’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the firm earned $1.42 earnings per share. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Research analysts anticipate that Prologis will post 5.73 earnings per share for the current fiscal year.

Prologis Announces Dividend

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

Insider Activity at Prologis

In other news, Director Cristina Gabriela Bita sold 621 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $127.60, for a total transaction of $79,239.60. Following the sale, the director directly owned 8,208 shares of the company’s stock, 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.57% of the company’s stock.

Institutional Trading of Prologis

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Peddock Capital Advisors LLC raised its holdings in shares of Prologis by 3.1% during the fourth quarter. Peddock Capital Advisors LLC now owns 2,651 shares of the real estate investment trust’s stock worth $338,000 after purchasing an additional 80 shares during the last quarter. Whittier Trust Co. of Nevada Inc. boosted its holdings in Prologis by 0.5% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust’s stock valued at $1,941,000 after purchasing an additional 82 shares during the last quarter. Foster Dykema Cabot & Partners LLC boosted its holdings in Prologis by 1.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 8,232 shares of the real estate investment trust’s stock valued at $943,000 after purchasing an additional 83 shares during the last quarter. Cornerstone Advisory LLC grew its position in Prologis by 2.4% during the 3rd quarter. Cornerstone Advisory LLC now owns 3,535 shares of the real estate investment trust’s stock worth $405,000 after purchasing an additional 84 shares during the period. Finally, Pallas Capital Advisors LLC raised its stake in shares of Prologis by 0.3% during the 4th quarter. Pallas Capital Advisors LLC now owns 26,350 shares of the real estate investment trust’s stock valued at $3,364,000 after buying an additional 85 shares during the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

More Prologis News

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

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.