Prologis Inc. (PLD) Stock Performance and Analyst Estimates

Prologis, a leading industrial and logistics real estate investment trust, owns over 1.3 billion square feet of facilities across 20 countries. Despite its market cap of $98.6 billion, the stock has returned only 0.6% YTD and declined 11.5% over the past 52 weeks. Analysts expect EPS growth of 3.8% YoY to $5.77 in the current fiscal year. The consensus rating is a "Moderate Buy" based on 12 "Strong Buys," two "Moderate Buys," eight "Hold" ratings, and two "Strong Sells." The mean price target is $119.30, representing a 12.2% premium to the current price.

Prologis, a leading industrial and logistics real estate investment trust, has seen a mixed performance recently. Despite owning over 1.3 billion square feet of facilities across 20 countries, the stock has returned only 0.6% year-to-date (YTD) and declined 11.5% over the past 52 weeks. This performance is notable given the company's significant market cap of $98.6 billion.

Analysts expect Prologis to post earnings per share (EPS) growth of 3.8% year-over-year (YoY) to $5.77 in the current fiscal year. The consensus rating is a "Moderate Buy," based on a mix of ratings including 12 "Strong Buys," two "Moderate Buys," eight "Hold" ratings, and two "Strong Sells." The mean price target is $119.30, representing a 12.2% premium to the current price.

Recent institutional activity provides insights into investor sentiment. US Bancorp DE lowered its stake in Prologis by 0.9% during the first quarter [1]. Meanwhile, American Assets Investment Management LLC acquired a 1.2% stake in the company by purchasing 26,159 shares valued at approximately $2,924,000 [2]. Other large investors, such as REAP Financial Group LLC, Olde Wealth Management LLC, Cornerstone Planning Group LLC, Missouri Trust & Investment Co, and Bogart Wealth LLC, also adjusted their positions in Prologis.

Analysts have offered varying opinions on Prologis. Wolfe Research lowered its rating from "outperform" to "peer perform," while Scotiabank raised its target price from $97.00 to $100.00 [1]. BMO Capital Markets lowered its target price from $105.00 to $95.00 but maintained an "outperform" rating [1]. Despite these changes, the overall consensus remains positive, with a "Moderate Buy" rating and an average price target of $120.74 [1].

Prologis's recent earnings report shows strong performance. The company reported EPS of $1.46 for the recent quarter, exceeding analysts' expectations. Revenue was $2.03 billion, matching the consensus estimate [1]. The company also announced a quarterly dividend of $1.01 per share, representing a $4.04 annualized dividend and a 3.8% dividend yield [1].

In conclusion, while Prologis's stock has faced challenges in recent months, the company's strong fundamentals, positive analyst ratings, and recent institutional investments suggest potential for recovery. Investors should closely monitor the company's performance and analyst updates to make informed decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-us-bancorp-de-decreases-position-in-prologis-inc-nysepld-2025-08-02/
[2] https://www.marketbeat.com/instant-alerts/filing-american-assets-investment-management-llc-purchases-shares-of-26159-prologis-inc-nysepld-2025-07-31/