Market Cap
$123.1B
PLD
Prologis, Inc.
$129.13 ▲ +0.74%
Prev close $128.18Market cap$123.1B
ConsensusBuy
12-mo target$158.23 (+22.5%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)40 New Institutional Positions10 Institutional Exits Real Estate
Snapshot
The big-picture read on PLD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$90.7B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $8.0M sell
Insider Net $
-$8.0M
Social Sentiment
67° Warm
SEC Reports
3
Press Releases
2
Congressional
2 trades
Price chart 30d -5.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 short_volume
Short Volume: PLD — 58.8% short (0.8M / 1.4M)
Short: 809,563 | Exempt: 362 | TRF Vol: 1,377,873 | Short Ratio: 58.8% | Off-exchange volume (dark p
Sep 17, 2026 Insider
FOTIADES GEORGE L acquired via exercise 1,687 shares
Director
Sep 17, 2026 Insider
BITA CRISTINA GABRIELA acquired via exercise 1,687 shares
Director
Sep 17, 2026 Insider
Sep 3, 2026 SEC BITA CRISTINA GABRIELA acquired via exercise 1,687.588 shares
Director
Prologis reported Q2 2026 Core FFO per share of $1.41, significantly above the $0.79 GAAP consensus estimate, reflecting
PRESS-RELEASE — Impact 7/10
Prologis (PLD) announced a recommended all-share offer with a partial cash alternative to acquire SEGRO plc, valuing SEG
Impact 6/10
Prologis announced a recommended acquisition of UK-based SEGRO plc for approximately $18.8 billion in a stock-and-cash d
Impact 7/10
Prologis reported Q2 2026 Core FFO of $1.63/share, beating the Street consensus of $1.53 by 6.5%, and raised full-year 2
PRESS-RELEASE — Impact 7/10
Analyst ratings buy % -3.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| Jul 23, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jul 21, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 17, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 1, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jun 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jun 18, 2026 | Scotiabank | DOWNGRADE | Sector Perform | 56% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 8 | 0 | 0 | 65% | |
| Aug 1, 2026 | 5 | 9 | 9 | 0 | 0 | 61% | |
| Jul 1, 2026 | 7 | 9 | 9 | 0 | 0 | 64% | |
| Jun 1, 2026 | 7 | 12 | 10 | 0 | 0 | 66% | |
| May 1, 2026 | 7 | 11 | 11 | 0 | 0 | 62% | |
| Apr 1, 2026 | 7 | 11 | 11 | 0 | 0 | 62% | |
| Mar 1, 2026 | 7 | 11 | 11 | 0 | 0 | 62% | |
| Feb 1, 2026 | 7 | 11 | 11 | 0 | 0 | 62% |
Price targets
Where 13 covering analysts think PLD trades over the next 12 months.
$158.23 +22.5% upside Strong Buy
Current$129.13 Low$140.00 Median$160.00 High$170.00 13 analysts
$140.00$170.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 5.7/10.Plus 2 press releases.
BULLISHPRESS-RELEASE7/10
Prologis reported Q2 2026 Core FFO per share of $1.41, significantly above the $0.79 GAAP consensus
Sep 3, 2026
BULLISHPRESS-RELEASE7/10
Prologis reported Q2 2026 Core FFO of $1.63/share, beating the Street consensus of $1.53 by 6.5%, an
Jul 16, 2026
NEUTRALDEFA14A3/10
Prologis, Inc. (PLDGP) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting.
Mar 19, 2026
MIXED6/10
Prologis (PLD) announced a recommended all-share offer with a partial cash alternative to acquire SE
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: PLD — 58.8% short (0.8M / 1.4M)
Short: 809,563 | Exempt: 362 | TRF Vol: 1,377,873 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: PLD — 60.6% short (0.8M / 1.3M)
Short: 780,573 | Exempt: 160 | TRF Vol: 1,288,303 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: PLD — 64.9% short (0.7M / 1.1M)
Short: 709,218 | Exempt: 0 | TRF Vol: 1,093,305 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
other
Prologis to Participate in BofA Securities 2026 Global Real Estate Conference
SAN FRANCISCO, Sept. 10, 2026 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced that Timothy D. Arndt, chief financial officer, will present
Sep 10, 2026
ftd
FTD: PLD — 8,081 shares ($1.1M) failed to deliver
Settlement: 20260910, Price: $135.66, FTD Value: $1,096,268.46, PROLOGIS, INC COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.78 | $0.75–$0.83 | -2.6% | -1.7% | 1↑ 0↓ | $2.2B | 3 |
| Next Q | $0.77 | $0.74–$0.80 | -47.0% | +0.4% | 1↑ 0↓ | $2.2B | 3 |
| Current FY | $3.36 | $2.39–$3.76 | -3.3% | +0.8% | 1↑ 0↓ | $8.8B | 4 |
| Next FY | $3.33 | $2.67–$4.02 | -0.7% | -2.1% | 1↑ 0↓ | $9.3B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.777 | — |
| 7d ago | $0.790 | -0.013 |
| 30d ago | $0.790 | -0.013 |
| 60d ago | $0.790 | -0.013 |
| 90d ago | $0.783 | -0.007 |
Institutional ownership
Which big funds own PLD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $90.7B total value (669,186,054 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 103,392,538 | $14.0B | 15.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 60,904,443 | $8.3B | 9.1% | — |
| STATE STREET CORP | 55,915,113 | $7.6B | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 55,255,790 | $7.5B | 8.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 23,889,351 | $3.2B | 3.6% | — |
| JPMORGAN CHASE & CO | 19,264,378 | $2.7B | 2.9% | — |
| APG Asset Management US Inc. | 19,286,830 | $2.6B | 2.9% | — |
| FMR LLC | 17,258,306 | $2.3B | 2.6% | — |
| Capital Research Global Investors | 15,915,752 | $2.2B | 2.4% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 14,753,884 | $2.0B | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 12,518,679 | — | $1.7B |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 3,270,901 | 4,316,522 | +32.0% | $584.8M |
| Neuberger Berman Group LLC | ADD | 1,121,138 | 2,003,203 | +78.7% | $271.4M |
| MARSHALL WACE, LLP | DOUBLED | 758,752 | 1,756,306 | +131.5% | $237.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 403,612 | 1,460,969 | +262.0% | $197.9M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | 3,531,211 | 1,154,926 | -67.3% | $156.5M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 557,835 | 1,118,173 | +100.4% | $151.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 1,084,098 | — | $146.9M |
| Robeco Institutional Asset Management B.V. | ADD | 804,556 | 1,052,322 | +30.8% | $142.6M |
| JENNISON ASSOCIATES LLC | TRIM | 1,414,743 | 951,858 | -32.7% | $128.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$8.0M — $0.00 bought, $8.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | FOTIADES GEORGE L | Director | EXERCISE | 1,687 | — | — |
| Sep 17, 2026 | BITA CRISTINA GABRIELA | Director | EXERCISE | 1,687 | — | — |
| Sep 17, 2026 | BITA CRISTINA GABRIELA | Director | EXERCISE | 1,687.588 | — | — |
| Sep 17, 2026 | BITA CRISTINA GABRIELA | Director | EXERCISE | 1,129.37 | — | — |
| Sep 17, 2026 | FOTIADES GEORGE L | Director | EXERCISE | 1,687.588 | — | — |
| Sep 17, 2026 | BITA CRISTINA GABRIELA | Director | EXERCISE | 1,128 | — | — |
| Jul 16, 2026 | Moghadam Hamid | Director | SELL | 50,000 | $149.91 | $7.5M |
| Jul 14, 2026 | Letter Daniel | Chief Executive Officer | AWARD | 21,671 | $0.0100 | $216.71 |
| Jul 14, 2026 | Andrus Carter | Chief Operating Officer | AWARD | 10,119 | $0.0100 | $101.19 |
| Jul 14, 2026 | Austin Damon | Chief Development Officer | AWARD | 10,708 | $0.0100 | $107.08 |
Congressional trades
PLD trades disclosed by members of Congress, with disclosure delay.
2 members · 0 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | Kevin Hern | R | HOUSE | SELL | $50,001 - $100,000 | Prologis Inc | Apr 6, 2026(18d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Prologis Inc | Mar 9, 2026(12d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PLD.
Shares short
18,883,429
Settlement Sep 15, 2026
Change vs prior
+6.6%
Semi-monthly cycle
Days to cover
5.9
At avg daily volume
Of shares outstanding
≈2.0%
Estimate — not % of float
All PLD filing & press-release reports (5)
- PRESS-RELEASE reportSep 3, 2026
- PRESS-RELEASE reportAug 4, 2026
- PRESS-RELEASE reportAug 4, 2026
- PRESS-RELEASE reportJul 16, 2026
- DEFA14A reportMar 19, 2026