PrologisPLD
PLD
About: Prologis was formed by the June 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1.3 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 7,431 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
2.02% more ownership
Funds ownership: 92.24% [Q1] → 94.25% (+2.02%) [Q2]
5% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 124
3% more call options, than puts
Call options by funds: $524M | Put options by funds: $511M
1% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 577
4% less capital invested
Capital invested by funds: $95.1B [Q1] → $91.5B (-$3.55B) [Q2]
2% less funds holding
Funds holding: 1,488 [Q1] → 1,456 (-32) [Q2]
23% less funds holding in top 10
Funds holding in top 10: 35 [Q1] → 27 (-8) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$118
6%
upside
Avg. target
$126
13%
upside
High target
$140
26%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Mizuho Vikram Malhotra | 6%upside $118 | Outperform Upgraded | 19 Aug 2025 |
Citigroup Nicholas Joseph | 26%upside $140 | Buy Maintained | 23 Jul 2025 |
UBS Brent Dilts | 8%upside $120 | Buy Maintained | 8 Jul 2025 |
Financial journalist opinion
Based on 9 articles about PLD published over the past 30 days
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Positive
Kiplinger
3 days ago
Best Stocks to Buy for a Fed Rate Cut
The Federal Reserve is widely expected to resume rate cuts in September and lower borrowing costs could boost these large-cap stocks.
Neutral
Zacks Investment Research
4 days ago
Prologis (PLD) Declines More Than Market: Some Information for Investors
Prologis (PLD) closed the most recent trading day at $108.39, moving 1.62% from the previous trading session.
Positive
Seeking Alpha
2 weeks ago
I Found A Dividend-Growth Combo That Could Beat The Market For Years
My recent stock debate revealed a key lesson: valuation alone isn't enough. A cheap price means little without a durable moat. Growth and stability matter more. I found a powerful combo: a high-growth innovator paired with its essential infrastructure partner. Together, they balance income, upside, and lower risk. This isn't just theory. Backtested results show strong returns with less volatility. Sometimes, the best opportunities come from connected bets, not isolated picks.
Negative
CNBC Television
2 weeks ago
Trade Tracker: Malcolm Ethridge sells Iron Mountain and Prologis
Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to detail his latest stock sales.
Positive
Seeking Alpha
2 weeks ago
Prologis: The Stars Have Not Yet Aligned
Prologis' valuation has normalized post-ZIRP. Q2-2025 results showed solid core FFO and guidance improvements. Occupancy remains soft at 95%, and oversupply from recent years still weighs on near-term recovery prospects despite management's optimism.
Negative
Seeking Alpha
3 weeks ago
Behind The (Revised) Curve
U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.
Positive
Seeking Alpha
3 weeks ago
8 Of My Favourite Dividend Stocks To Survive - And Thrive - In This Market
We are entering a volatile era driven by aggressive government growth strategies, short-term debt, and higher inflation tolerance. Investors must adapt accordingly. Stocks are expensive and bonds offer little incentive, so focus on sectors with inflation resilience: industrials, energy, materials, and select REITs. Avoid overpaying for hype; stick to quality names that can weather inflation and cyclical swings to protect and grow wealth in uncertain times.
Neutral
PRNewsWire
3 weeks ago
Prologis Powers $3.2 Trillion in Global Trade and Supports 3.6 Million Jobs
New report underscores company's critical role in the global economy SAN FRANCISCO , July 30, 2025 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today released a new report from Oxford Economics on the company's global economic impact, revealing that nearly $3.2 trillion worth of goods flowed through a Prologis warehouse in 2024, which is equivalent to 2.9% of the world's gross domestic product (GDP). The report also found that operations across the company's 1.3 billion square foot portfolio supported 3.6 million jobs worldwide and contributed $348 billion to the global economy (either direct, indirect or induced from impacts of Prologis operations).
Positive
Seeking Alpha
1 month ago
5 Stocks I'm Buying As Retail Investors Take Over The Market
Retail-driven meme stock mania is back, echoing 2021's irrational exuberance, with surges in fundamentally weak, heavily shorted stocks. Market leadership is shifting from the "Magnificent 7" to the "Fabulous 5" AI giants, driven by proprietary technology and AI infrastructure advantages. Despite market optimism, I remain concerned about persistent tariffs, which threaten corporate margins and are largely ignored by investors.
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