Prologis (NYSE:PLD) Price Target Raised to $157.00 at Jefferies Financial Group

Prologis (NYSE:PLD) had its price target hoisted by Jefferies Financial Group from $146.00 to $157.00 in a research report issued on Friday,MarketScreener reports. The firm currently has a “buy” rating on the real estate investment trust’s stock. Jefferies Financial Group’s target price points to a potential upside of 11.02% from the stock’s current price.

A number of other research firms also recently commented on PLD. Morgan Stanley set a $135.00 price objective on Prologis in a report on Friday, January 16th. Freedom Capital cut shares of Prologis from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. Argus upped their target price on shares of Prologis from $128.00 to $135.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Wells Fargo & Company increased their target price on shares of Prologis from $120.00 to $139.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Fourteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $136.95.

Prologis Stock Up 1.7%

Shares of Prologis stock traded up $2.37 during trading hours on Friday, reaching $141.41. 2,407,895 shares of the company were exchanged, compared to its average volume of 3,213,089. The firm has a market cap of $131.45 billion, a PE ratio of 39.83, a PEG ratio of 3.44 and a beta of 1.42. The stock’s fifty day moving average is $131.59 and its 200 day moving average is $122.97. Prologis has a 1 year low of $85.35 and a 1 year high of $141.95. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.64 and a current ratio of 0.58.

Prologis (NYSE:PLD) last issued its quarterly earnings results on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, hitting the consensus estimate of $1.44. Prologis had a return on equity of 5.79% and a net margin of 37.86%.The company had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter in the prior year, the business earned $1.42 EPS. 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. As a group, equities research analysts forecast that Prologis will post 5.73 earnings per share for the current year.

Insider Activity

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $127.60, for a total transaction of $79,239.60. Following the completion of the sale, the director directly owned 8,208 shares of the company’s stock, valued at $1,047,340.80. This represents a 7.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Prologis

Hedge funds and other institutional investors have recently bought and sold shares of the company. Cambient Family Office LLC purchased a new position in Prologis during the 4th quarter worth $238,000. Wick Capital Partners LLC purchased a new position in Prologis during the fourth quarter worth about $326,000. WealthPoint Financial LLC acquired a new stake in Prologis in the fourth quarter valued at about $238,000. Compound Planning Inc. lifted its position in Prologis by 42.2% in the fourth quarter. Compound Planning Inc. now owns 10,519 shares of the real estate investment trust’s stock valued at $1,343,000 after purchasing an additional 3,124 shares during the period. Finally, Evansbrook LLC purchased a new stake in Prologis in the 4th quarter valued at approximately $397,000. 93.50% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Data-center/AI infrastructure thesis — MarketBeat highlights Prologis as a direct beneficiary of the hyperscaler data-center buildout because it controls power capacity (5.7 GW) and ~15,000 acres in Texas suited for data centers, positioning PLD to capture long-term land/power leasing demand. 3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
• Positive Sentiment: Dividend and FFO momentum — MarketBeat reports Prologis raised its annualized dividend (now ~$4.28) and posted FFO growth (core FFO +4.5% in 2025) with 2026 guidance implying continued FFO growth — supporting income-seeking demand for the stock. 3 Giants With Solid Yields Lifting Their Dividends Higher
• Positive Sentiment: Earnings and guidance lift sentiment — Coverage (Zacks/Yahoo) points to the recent quarterly report (EPS in line, revenue beat, revenue +7.8% y/y) and Prologis’s FY‑2026 EPS guidance, which helped drive the recent strong post‑earnings move and investor reappraisal. Why Is Prologis (PLD) Up 9.8% Since Last Earnings Report?
• Neutral Sentiment: Analyst consensus/market positioning — Several outlets note an average Wall Street recommendation of “Buy,” which can sustain interest but also makes the stock sensitive to any changes in analyst views. This is supportive but not a new catalyst. Is It Worth Investing in Prologis (PLD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Macro/sector flows into REIT income — Broader interest in REIT ETFs and income strategies (e.g., VNQ) can help demand for large-cap industrial REITs like Prologis, but this is a sector tailwind rather than a company-specific surprise. Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
• Negative Sentiment: Legal/environmental risk — A recent article flags a major environmental lawsuit that could alter the bull case if it creates material liabilities, regulatory pressure, or delays on development projects; this represents a potential catalyst for downside volatility. The Bull Case For Prologis (PLD) Could Change Following Dividend Hike And Major Environmental Lawsuit – Learn Why

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.