Prologis
About: Prologis was formed by the June 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1.2 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $60 billion of third-party AUM. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.
Employees: 2,703
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1.12% more ownership
Funds ownership: 91.97% [Q3] → 93.09% (+1.12%) [Q4]
1% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 168
2% less funds holding
Funds holding: 1,479 [Q3] → 1,445 (-34) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 521 | Existing positions reduced: 597
15% less capital invested
Capital invested by funds: $107B [Q3] → $91.1B (-$16.2B) [Q4]
16% less call options, than puts
Call options by funds: $235M | Put options by funds: $279M
19% less funds holding in top 10
Funds holding in top 10: 32 [Q3] → 26 (-6) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$97
5%
downside
Avg. target
$119
17%
upside
High target
$137
34%
upside
6 analyst ratings
3 positive
50%
2 neutral
33%
1 negative
17%
Evercore ISI Group Steve Sakwa 35% 1-year accuracy 17 / 48 met price target | 4%upside $106 | In-Line Maintained | 17 Apr 2025 |
Scotiabank Nicholas Yulico 31% 1-year accuracy 13 / 42 met price target | 5%downside $97 | Sector Underperform Downgraded | 7 Apr 2025 |
Baird David Rodgers 38% 1-year accuracy 11 / 29 met price target | 21%upside $124 | Outperform Maintained | 30 Jan 2025 |
UBS Brent Dilts 25% 1-year accuracy 2 / 8 met price target | 34%upside $137 | Buy Maintained | 28 Jan 2025 |
RBC Capital Brad Heffern 44% 1-year accuracy 16 / 36 met price target | 25%upside $128 | Sector Perform Maintained | 27 Jan 2025 |
Financial journalist opinion
Based on 30 articles about PLD published over the past 30 days
Neutral
The Motley Fool
12 hours ago
3 Dividend Stocks to Buy With $500 and Hold Forever
It's been a roller coaster year for investors, with the benchmark S&P 500 dipping into correction territory and flirting with a bear market earlier this month. With the Trump administration vowing to implement tariffs that might depress business activity, volatility has taken center stage.
Positive
WSJ
2 days ago
Prologis Says Trade War Will Boost Demand for U.S. Warehouse Space
World's No. 1 industrial real-estate owner says companies have rushed in goods to beat tariffs.
Positive
WSJ
2 days ago
Prologis Says Trade War Will Boost Demand for U.S. Warehouse Space
World's No. 1 industrial real-estate owner says companies have rushed in goods to beat tariffs.
Positive
Seeking Alpha
2 days ago
Prologis: Strong Buy, Tariffs Are Likely Temporary
Prologis remains a top REIT by market cap despite a 43% decline from its all-time high, reflecting broad sector weakness since 2022 rate hikes. A near decade high dividend yield of (4.11%) is attractive for long-term investors, especially given Prologis' AFFO yield (4.76%) and past dividend growth (10.93% CAGR). Historical fears from the 2008 crash still linger, but e-commerce growth and logistics demand have transformed the landscape, supporting Prologis' relevance.
Neutral
Seeking Alpha
2 days ago
Prologis, Inc. (PLD) Q1 2025 Earnings Call Transcript
Prologis, Inc. (NYSE:PLD ) Q1 2025 Earnings Conference Call April 16, 2025 12:00 PM ET Company Participants Justin Meng - Senior Vice President & Head, Investor Relations Tim Arndt - Chief Financial Officer Hamid Moghadam - Chief Executive Officer Chris Caton - Managing Director Dan Letter - President Conference Call Participants Tom Catherwood - BTIG Steve Sakwa - Evercore ISI Ronald Kamdem - Morgan Stanley Michael Goldsmith - UBS Nick Joseph - Citi Caitlin Burrows - Goldman Sachs Vikram Malhotra - Mizuho Ki Bin Kim - Truist Securities Vince Tibone - Green Street Blaine Heck - Wells Fargo Mike Mueller - JPMorgan Samir Khanal - Bank of America Brendan Lynch - Barclays Michael Carroll - RBC John Kim - BMO Capital Markets Nicholas Yulico - Scotiabank Operator Greetings, and welcome to the Prologis First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
2 days ago
Prologis' Q1 FFO Beat Estimates, Rental Revenues Rise Y/Y
PLD's Q1 FFO beat estimates, benefiting from a rise in rental revenues and healthy leasing activity. However, high interest expenses are a concern.
Positive
Zacks Investment Research
2 days ago
Prologis (PLD) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Prologis (PLD) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 days ago
Prologis (PLD) Q1 FFO and Revenues Top Estimates
Prologis (PLD) came out with quarterly funds from operations (FFO) of $1.42 per share, beating the Zacks Consensus Estimate of $1.38 per share. This compares to FFO of $1.28 per share a year ago.
Neutral
PRNewsWire
2 days ago
Prologis Reports First Quarter 2025 Results
Strong execution amid uncertainty SAN FRANCISCO , April 16, 2025 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced the following results for the quarter ended March 31, 2025, as compared to the corresponding period in 2024: Net earnings per diluted share was $0.63, unchanged. Core funds from operations (Core FFO)* per diluted share was $1.42 and increased 10.9%.
Positive
Zacks Investment Research
3 days ago
Prologis Q1 2025 Preview: Leveraging Strengths Amid Market Challenges
While PLD's Q1 earnings may have benefited from its premium assets and expansion, elevated supply and high-interest costs may have offset some gains.
Charts implemented using Lightweight Charts™