B. Metzler seel. Sohn & Co. AG Reduces Stock Position in Prologis, Inc. $PLD

Key Points

• B. Metzler seel. Sohn & Co. AG cut its stake in Prologis by 22.4% in Q4, selling 20,648 shares and leaving it with 71,511 shares worth $9.158 million, per the latest 13F filing.
• Prologis beat Q1 estimates (EPS $1.05 vs. $0.81; revenue $2.30B vs. $2.12B), set FY2026 guidance of 6.07–6.23 EPS, and enjoys broad analyst support (14 Buys, 7 Holds; average target $146.57).
• Management raised the quarterly dividend to $1.07 (annualized $4.28, ~3.0% yield) and the company priced a $1.25 billion senior unsecured notes offering, increasing liquidity but also debt on the balance sheet.

B. Metzler seel. Sohn & Co. AG lessened its stake in shares of Prologis, Inc. (NYSE:PLD - Free Report) by 22.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 71,511 shares of the real estate investment trust's stock after selling 20,648 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in Prologis were worth $9,158,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Clayton Financial Group LLC purchased a new stake in shares of Prologis during the 3rd quarter valued at about $26,000. Eagle Bay Advisors LLC purchased a new stake in shares of Prologis during the 4th quarter valued at about $27,000. True Wealth Design LLC boosted its holdings in shares of Prologis by 87.1% during the 4th quarter. True Wealth Design LLC now owns 262 shares of the real estate investment trust's stock valued at $33,000 after acquiring an additional 122 shares during the last quarter. Silver Oak Securities Incorporated purchased a new stake in shares of Prologis during the 3rd quarter valued at about $36,000. Finally, Rossby Financial LCC boosted its holdings in shares of Prologis by 69.6% in the third quarter. Rossby Financial LCC now owns 329 shares of the real estate investment trust's stock worth $38,000 after buying an additional 135 shares during the last quarter. Hedge funds and other institutional investors own 93.50% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on PLD shares. BTIG Research reissued a "buy" rating and issued a $155.00 price objective on shares of Prologis in a report on Wednesday, April 15th. Evercore set a $135.00 price objective on shares of Prologis in a report on Friday, April 17th. UBS Group raised their price objective on shares of Prologis from $148.00 to $161.00 and gave the stock a "buy" rating in a report on Friday, April 17th. Mizuho raised their price objective on shares of Prologis from $143.00 to $150.00 and gave the stock an "outperform" rating in a report on Wednesday. Finally, Barclays reissued an "overweight" rating and issued a $139.00 price objective on shares of Prologis in a report on Tuesday, January 13th. Fourteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Prologis presently has an average rating of "Moderate Buy" and an average target price of $146.57.

Prologis Trading Up 0.7%

Prologis stock opened at $142.40 on Friday. The stock has a market cap of $132.75 billion, a P/E ratio of 35.87, a PEG ratio of 3.13 and a beta of 1.40. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.16 and a quick ratio of 0.58. Prologis, Inc. has a 1 year low of $100.22 and a 1 year high of $145.44. The firm's 50 day moving average price is $136.63 and its 200-day moving average price is $130.48.

Prologis (NYSE:PLD - Get Free Report) last released its quarterly earnings data on Thursday, April 16th. The real estate investment trust reported $1.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.24. The firm had revenue of $2.30 billion for the quarter, compared to analysts' expectations of $2.12 billion. Prologis had a net margin of 41.54% and a return on equity of 6.46%. The company's revenue for the quarter was up 6.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.43 earnings per share. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. On average, equities analysts predict that Prologis, Inc. will post 6.15 earnings per share for the current fiscal year.

Prologis Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th were given a dividend of $1.07 per share. The ex-dividend date was Tuesday, March 17th. This is an increase from Prologis's previous quarterly dividend of $1.01. This represents a $4.28 annualized dividend and a dividend yield of 3.0%. Prologis's dividend payout ratio (DPR) is 107.81%.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Major bank upgrade activity: Bank of America raised its price target to $162, signaling stronger upside for PLD on continued demand for logistics real estate. Read More.
• Positive Sentiment: DA Davidson bumped its target to $160 and kept a buy stance, reinforcing analyst conviction in Prologis’ growth and cash-flow trajectory. Read More.
• Positive Sentiment: JPMorgan raised its price target to $157, another institutional vote of confidence that supports upside expectations for PLD. Read More.
• Positive Sentiment: Scotiabank increased its target to $154, adding to the cluster of analyst upgrades that help lift investor sentiment. Read More.
• Positive Sentiment: Mizuho raised its target to $150 and maintained an outperform rating, reinforcing consensus momentum among brokers. Read More.
• Positive Sentiment: Jefferies reiterated its buy rating on Prologis, keeping institutional support steady. Read More.
• Positive Sentiment: Analyst consensus remains overweight/moderate-buy, reflecting broad-based expectations for continued earnings power and cash flow. Read More.
• Positive Sentiment: Company Q1 investor presentation reiterated strong Q1 results, solid leasing trends and FY guidance, supporting the fundamental case for PLD. Read More.
• Neutral Sentiment: Prologis priced a $1.25 billion senior unsecured notes offering (various maturities). This raises liquidity but increases debt; investors will watch use of proceeds and interest costs for impact on leverage. Read More.
• Neutral Sentiment: Sector note — Crown Castle (CCI) reported Q1 AFFO and revenue beats, indicating resilience in the broader towers/communications & logistics REIT complex, which can be a modest tailwind for PLD sentiment. Read More.

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.

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