B&I Capital AG Has $38.01 Million Stake in Prologis, Inc. $PLD

Key Points

• B&I Capital AG increased its stake in Prologis by 6.8% in Q4 to 297,721 shares (worth approximately $38.01 million), making Prologis 13.5% of B&I's portfolio and its largest holding.
• Prologis reported Q4 revenue above expectations ($2.25B vs. $2.09B) with EPS in line at $1.44 and has raised its quarterly dividend to $1.07 (annualized $4.28, 3.1% yield) despite a high payout ratio of 120.56%; analysts maintain a consensus "Moderate Buy" with a $138.16 target.

B&I Capital AG increased its holdings in Prologis, Inc. (NYSE:PLD - Free Report) by 6.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 297,721 shares of the real estate investment trust's stock after buying an additional 18,910 shares during the period. Prologis accounts for 13.5% of B&I Capital AG's investment portfolio, making the stock its biggest position. B&I Capital AG's holdings in Prologis were worth $38,007,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Dakota Community Bank & Trust NA boosted its holdings in Prologis by 3.4% in the 4th quarter. Dakota Community Bank & Trust NA now owns 2,398 shares of the real estate investment trust's stock worth $306,000 after buying an additional 79 shares during the period. Peddock Capital Advisors LLC boosted its holdings in Prologis by 3.1% in the 4th quarter. Peddock Capital Advisors LLC now owns 2,651 shares of the real estate investment trust's stock valued at $338,000 after purchasing an additional 80 shares during the period. Whittier Trust Co. of Nevada Inc. boosted its holdings in Prologis by 0.5% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 16,583 shares of the real estate investment trust's stock valued at $1,941,000 after purchasing an additional 82 shares during the period. Foster Dykema Cabot & Partners LLC boosted its holdings in Prologis by 1.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 8,232 shares of the real estate investment trust's stock valued at $943,000 after purchasing an additional 83 shares during the period. Finally, Cornerstone Advisory LLC boosted its holdings in Prologis by 2.4% in the 3rd quarter. Cornerstone Advisory LLC now owns 3,535 shares of the real estate investment trust's stock valued at $405,000 after purchasing an additional 84 shares during the period. 93.50% of the stock is owned by institutional investors.

Prologis Stock Performance

Prologis stock opened at $139.73 on Thursday. The firm's fifty day moving average price is $136.01 and its 200-day moving average price is $129.44. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.58 and a current ratio of 0.58. The stock has a market cap of $130.26 billion, a P/E ratio of 39.36, a price-to-earnings-growth ratio of 3.26 and a beta of 1.40. Prologis, Inc. has a fifty-two week low of $97.10 and a fifty-two week high of $143.95.

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

Prologis Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th were paid a $1.07 dividend. This is a boost from Prologis's previous quarterly dividend of $1.01. This represents a $4.28 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Prologis's payout ratio is presently 120.56%.

Analysts Set New Price Targets

Several brokerages have commented on PLD. Scotiabank raised shares of Prologis from a "sector perform" rating to a "sector outperform" rating and raised their price target for the company from $133.00 to $146.00 in a report on Wednesday, January 14th. Royal Bank Of Canada raised their price target on shares of Prologis from $132.00 to $135.00 and gave the company a "sector perform" rating in a report on Monday, February 2nd. Evercore raised their price target on shares of Prologis from $118.00 to $121.00 and gave the company an "in-line" rating in a report on Thursday, January 22nd. BMO Capital Markets reissued a "market perform" rating and issued a $123.00 price target on shares of Prologis in a report on Thursday, January 22nd. Finally, Mizuho raised their price target on shares of Prologis from $138.00 to $143.00 and gave the company an "outperform" rating in a report on Monday, January 26th. Thirteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $138.16.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Wells Fargo reiterated a Buy on Prologis, reinforcing analyst support for the name and signaling continued confidence in fundamentals and demand for industrial logistics real estate. Read More.
• Positive Sentiment: BTIG reaffirmed a Buy with a $155 price target, implying roughly mid‑teens upside from current levels and providing a bullish anchor for investor sentiment. Read More.
• Neutral Sentiment: Previews from Yahoo Finance/Zacks highlight that Q1 (reporting April 16) will be watched for leasing trends, a typical seasonal occupancy dip, and a revenue view near $2.10B — information that could drive short‑term volatility but doesn’t yet change the longer‑term thesis. Read More.
• Neutral Sentiment: Activity elsewhere in the sector: Terreno (TRNO) completed a fully leased, LEED‑targeted development in Hialeah — a reminder of ongoing new supply and sustainability differentiation in industrial real estate, which is more of a sector signal than a company‑specific driver for Prologis. Read More.
• Negative Sentiment: Jefferies trimmed its price target slightly (from $157 to $155) while keeping a Buy rating — a modest negative as it reduces upside expectations and could temper some of the analyst‑driven rally. 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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