Vestmark Advisory Solutions Inc. Increases Stake in Prologis, Inc. $PLD

Vestmark Advisory Solutions Inc. grew its stake in shares of Prologis, Inc. (NYSE:PLD) by 54.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,373 shares of the real estate investment trust’s stock after buying an additional 8,929 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in Prologis were worth $2,906,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in Prologis by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 122,064,883 shares of the real estate investment trust’s stock worth $13,978,870,000 after purchasing an additional 323,551 shares in the last quarter. State Street Corp increased 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 lifted its position in shares of Prologis by 1.4% in the second 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 in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in Prologis by 1.6% during the second 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 during the last quarter. Finally, Norges Bank purchased a new position in Prologis during the 2nd quarter valued at approximately $1,288,936,000. Institutional investors own 93.50% of the company’s stock.

Prologis Stock Down 0.2%

Shares of PLD opened at $140.40 on Wednesday. The firm has a fifty day moving average price of $132.05 and a 200-day moving average price of $123.69. 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 firm has a market capitalization of $130.51 billion, a P/E ratio of 39.55, a P/E/G ratio of 3.48 and a beta of 1.42. Prologis, Inc. has a 12-month low of $85.35 and a 12-month high of $142.40.

Prologis (NYSE:PLD) last announced its quarterly earnings data on Wednesday, January 21st. The real estate investment trust reported $1.44 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.44. The company had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.09 billion. Prologis had a net margin of 37.86% and a return on equity of 5.79%. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter last year, the business posted $1.42 EPS. Prologis has set its FY 2026 guidance at 6.000-6.200 EPS. Equities research analysts expect that Prologis, Inc. will post 5.73 earnings per share for the current year.

Prologis Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be paid a $1.07 dividend. This represents a $4.28 annualized dividend and a yield of 3.0%. This is an increase from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date of this dividend is Tuesday, March 17th. Prologis’s payout ratio is currently 113.80%.

Insider Buying and Selling

In other Prologis news, Director Cristina Gabriela Bita sold 621 shares of Prologis stock in a transaction 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. The trade was a 7.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.57% of the stock is owned by insiders.

More Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Company raised its annualized dividend ~6% to $4.28 and highlighted a data‑center focused co‑investment fund and new development projects — signals of management confidence, recurring cash return to shareholders, and a push into higher-growth real‑estate niches that can support multiple expansion. Assessing Prologis (PLD) Valuation After Dividend Hike And Data Center Co Investment Fund Plans
• Positive Sentiment: Analysts/investor outlets are reacting: an American Banking News note raised PLD’s price target to $157 — a near‑term upside signal that can attract buyers and supports sentiment around valuation. Prologis (NYSE:PLD) Price Target Raised to $157.00
• Positive Sentiment: Prologis Property Mexico reported Q4 call highlights showing growth in that market, reinforcing international leasing and development momentum for the parent and helping revenue/profit outlooks. Regional operational strength reduces execution risk on new projects. Prologis Property Mexico Earnings Call Highlights Growth
• Positive Sentiment: Coverage pieces highlighting PLD as a source of income, growth, and dividend growth are boosting investor interest in REIT income plus capital appreciation (Seeking Alpha / DividendStocks coverage). That narrative supports demand from dividend-focused and total-return investors. Prologis Gives You Income, Growth, And Dividend Growth
• Neutral Sentiment: PLD recently hit a 52‑week high, reflecting strong price momentum, but the move raises valuation questions (P/E ~39.6) — analysts and investors will be watching execution on data‑center strategy and capital allocation to justify higher multiples. Prologis stock hits 52-week high at $142.05

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Truist Financial decreased their price objective on Prologis from $142.00 to $139.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Royal Bank Of Canada upped 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 objective on shares of Prologis from $144.00 to $148.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Weiss Ratings restated a “buy (b-)” rating on shares of Prologis in a research report on Monday, December 29th. Finally, Scotiabank upgraded Prologis from a “sector perform” rating to a “sector outperform” rating and lifted their price target for the stock from $133.00 to $146.00 in a research report on Wednesday, January 14th. Fourteen equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Prologis has a consensus rating of “Moderate Buy” and an average price target of $136.95.

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.