Prologis (PLD) Set to Announce Quarterly Earnings on Thursday

Key Points

• Prologis is expected to report Q3 2026 results before market open on October 15. Analysts forecast EPS of about $0.78 and revenue of roughly $2.17 billion, compared with the company’s full-year EPS guidance of $6.22–$6.30.
• The logistics real estate company exceeded estimates in its latest quarter, reporting $1.13 EPS and $2.43 billion in revenue, with revenue up 11% year over year. Analysts remain broadly positive, assigning the stock a “Moderate Buy” consensus rating and an average price target of $154.52.
• Prologis continues to benefit from demand for warehouse and logistics space, with data centers offering an additional growth opportunity. However, the stock remains below its 50- and 200-day moving averages, while uncertainty around AI-related demand and technical weakness pose near-term risks.

Prologis (NYSE:PLD - Get Free Report) will likely be announcing its Q3 2026 results before the market opens on Thursday, October 15th. Analysts expect Prologis to announce earnings of $0.7770 per share and revenue of $2.1723 billion for the quarter. Prologis has set its FY 2026 guidance at 6.220-6.300 EPS. Parties can find conference call details on the company's upcoming Q3 2026 earning overview page for the latest details on the call scheduled for Thursday, October 15, 2026 at 12:00 PM ET.

Prologis (NYSE:PLD - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.38. Prologis had a return on equity of 7.29% and a net margin of 45.79%.The company had revenue of $2.43 billion for the quarter, compared to analysts' expectations of $2.16 billion. During the same period in the previous year, the firm posted $1.46 EPS. Prologis's revenue was up 11.0% compared to the same quarter last year. On average, analysts expect Prologis to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Prologis Price Performance

Shares of Prologis stock opened at $127.34 on Thursday. The stock has a market capitalization of $118.82 billion, a P/E ratio of 28.36 and a beta of 1.31. The business has a 50 day simple moving average of $137.38 and a two-hundred day simple moving average of $139.91. Prologis has a 12 month low of $111.03 and a 12 month high of $153.35. The company has a debt-to-equity ratio of 0.63, a current ratio of 0.70 and a quick ratio of 0.70.

Prologis Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Wednesday, September 16th were given a dividend of $1.07 per share. This represents a $4.28 annualized dividend and a dividend yield of 3.4%. The ex-dividend date was Wednesday, September 16th. Prologis's payout ratio is presently 95.32%.

Analyst Ratings Changes

Several research analysts recently commented on the company. Mizuho increased their price objective on Prologis from $150.00 to $159.00 and gave the company an "outperform" rating in a research note on Friday, July 17th. Wall Street Zen raised shares of Prologis from a "sell" rating to a "hold" rating in a report on Saturday, July 18th. Barclays increased their target price on shares of Prologis from $139.00 to $156.00 and gave the company an "overweight" rating in a research report on Thursday, July 16th. Wells Fargo & Company decreased their price target on shares of Prologis from $167.00 to $166.00 and set an "overweight" rating on the stock in a research note on Tuesday, September 1st. Finally, Raymond James Financial began coverage on shares of Prologis in a research report on Thursday, June 18th. They set a "market perform" rating on the stock. Sixteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $154.52.

Prologis News Summary

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Analysts remain broadly bullish ahead of earnings, with estimates calling for approximately $0.78 in third-quarter EPS and $2.22 billion in revenue. The upcoming report could provide a catalyst if warehouse leasing demand and guidance exceed expectations. Top Wall Street Forecasters Revamp Prologis Expectations Ahead Of Q3 Earnings
• Positive Sentiment: Strong demand for logistics and warehouse space remains a key support for Prologis. Coverage also highlights potential growth from data-center demand, which could expand the company’s long-term opportunity beyond traditional industrial real estate. Can Warehouse Demand Keep Prologis Strong Into Earnings? Prologis Eyes Earnings as Data Center Demand Builds
• Positive Sentiment: Prologis’s strategic warehouse locations and scale are viewed as an economic moat, supporting pricing power and durable occupancy across its logistics portfolio. What is Prologis’s Economic Moat, and is it Widening or Narrowing?
• Neutral Sentiment: The stock is trading ahead of the October 15 earnings release, making near-term performance sensitive to guidance, occupancy trends, and management commentary on warehouse and data-center demand. Prologis Stock Trades Ahead of Quarterly Results
• Negative Sentiment: Prologis underperformed the broader market in the latest session, while its shares remain below their 50-day and 200-day moving averages, signaling continued technical pressure. Prologis Registers a Bigger Fall Than the Market
• Negative Sentiment: Investor skepticism toward AI-related technology and uncertainty over how quickly data-center opportunities can translate into earnings have weighed on the stock, despite its potential as a contrarian investment. Amid the Weakness, Data Center Trade Prologis Stock Offers an Incredible Deal

Prologis Company Profile

Prologis, Inc NYSE: PLD is a global logistics real estate company that owns, develops, acquires and manages distribution facilities, warehouses and other properties used throughout the supply chain. Its portfolio serves manufacturers, retailers, transportation providers and third-party logistics companies.

The company provides logistics real estate and related services in key markets across North America, Europe, Asia and Latin America. Its properties are generally located near major population centers, transportation hubs, ports and trade corridors, supporting e-commerce, industrial and distribution operations.

Prologis traces its roots to 1983 and was created in its current form through the 1999 merger of ProLogis and Security Capital Industrial Trust.

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