Dividend Hike Buzz: Recent chatter on X about Prologis, Inc. (PLD) centers on the company’s latest dividend announcement of $1.01 per common share, payable on December 31, 2025. Many users are highlighting this as a sign of strong financial health amid steady leasing demand. It’s a hot topic, with some pointing to the firm’s consistent dividend growth as a key draw for investors.
Data Center Expansion: Another focal point on X is Prologis’ push into the data center space, sparking curiosity about future growth potential. Posts reflect intrigue over how this strategic move could position the company in a fast-evolving market. Discussions also touch on leadership changes, adding layers to the ongoing narrative.
Valuation Debates: Finally, there’s active debate on X regarding PLD’s stock valuation after a recent pullback, with some users questioning if the price aligns with fundamentals. Opinions vary widely, with a few suggesting the stock might be priced high despite strong multi-year returns. The conversation remains dynamic as investors weigh recent analyst updates.
Note: This discussion summary was generated from an AI condensation of post data.
Prologis, Inc. Insider Trading Activity
Prologis, Inc. insiders have traded $PLD stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PLD stock by insiders over the last 6 months:
- LORI A PALAZZOLO (Chief Accounting Officer/MD) sold 25,000 shares for an estimated $2,783,215
- CRISTINA GABRIELA BITA has made 0 purchases and 3 sales selling 2,121 shares for an estimated $251,809.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Prologis, Inc. Revenue
Prologis, Inc. had revenues of $2.2B in Q3 2025. This is an increase of 8.72% from the same period in the prior year.
You can track PLD financials on Quiver Quantitative's PLD stock page.
Prologis, Inc. Congressional Stock Trading
Members of Congress have traded $PLD stock 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $PLD stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/14, 08/07 and 0 sales.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 08/01.
- REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $15,000 on 06/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Prologis, Inc. Hedge Fund Activity
We have seen 821 institutional investors add shares of Prologis, Inc. stock to their portfolio, and 687 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,061,498 shares (+68.2%) to their portfolio in Q3 2025, for an estimated $1,037,722,750
- NOMURA HOLDINGS INC removed 6,417,272 shares (-99.2%) from their portfolio in Q3 2025, for an estimated $734,905,989
- WELLS FARGO & COMPANY/MN added 3,435,704 shares (+64.9%) to their portfolio in Q3 2025, for an estimated $393,456,822
- NORGES BANK added 3,261,917 shares (+36.2%) to their portfolio in Q2 2025, for an estimated $342,892,715
- BLACKROCK, INC. added 3,033,093 shares (+3.3%) to their portfolio in Q3 2025, for an estimated $347,349,810
- VALEO FINANCIAL ADVISORS, LLC removed 2,999,157 shares (-77.4%) from their portfolio in Q3 2025, for an estimated $343,463,459
- MORGAN STANLEY removed 2,880,301 shares (-13.9%) from their portfolio in Q3 2025, for an estimated $329,852,070
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Prologis, Inc. Analyst Ratings
Wall Street analysts have issued reports on $PLD in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 12/04/2025
- Wells Fargo issued a "Overweight" rating on 10/27/2025
- B of A Securities issued a "Buy" rating on 09/16/2025
- Barclays issued a "Overweight" rating on 09/15/2025
- Citigroup issued a "Buy" rating on 07/23/2025
To track analyst ratings and price targets for Prologis, Inc., check out Quiver Quantitative's $PLD forecast page.
Prologis, Inc. Price Targets
Multiple analysts have issued price targets for $PLD recently. We have seen 10 analysts offer price targets for $PLD in the last 6 months, with a median target of $130.5.
Here are some recent targets:
- Vikram Malhotra from Mizuho set a target price of $138.0 on 12/04/2025
- Nicholas Yulico from Scotiabank set a target price of $133.0 on 11/10/2025
- Blaine Heck from Wells Fargo set a target price of $139.0 on 10/27/2025
- John Kim from BMO Capital set a target price of $119.0 on 10/20/2025
- Michael Lewis from Truist Securities set a target price of $131.0 on 10/20/2025
- Steve Sakwa from Evercore ISI Group set a target price of $116.0 on 10/16/2025
- Samir Khanal from B of A Securities set a target price of $130.0 on 09/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
