Prologis (PLD) Aktienübersicht
Prologis, Inc. ist ein selbstverwalteter und selbstgeführter REIT und ist der einzige Komplementär von Prologis, L.P. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 1/6 |
| Dividenden | 5/6 |
PLD Community Fair Values
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Analyst Price Targets
Prologis, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$140.20 |
| 52-Wochen-Hoch | US$150.18 |
| 52-Wochen-Tief | US$103.41 |
| Beta | 1.34 |
| 1 Monat Veränderung | -3.00% |
| 3 Monate Veränderung | 5.24% |
| 1 Jahr Veränderung | 31.85% |
| 3 Jahre Veränderung | 15.10% |
| 5 Jahre Veränderung | 10.04% |
| Veränderung seit IPO | 312.35% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Jun 22
Prologis: A Blue-Chip REIT With Embedded Growth And Data Center Optionality
Summary Prologis is a 'Buy', offering quality logistics real estate exposure with robust income streams and competitive advantages. PLD's Q1 2026 results showed 8.8% same-store cash NOI growth, 95.3% occupancy, and a 17% mark-to-market lease spread, supporting embedded rent growth. Data center development is a major growth driver, with $2.1B in projects and a $15B long-term opportunity, leveraging the company's land and power advantages. Read the full article on Seeking Alpha
Narrativ-Update • Jun 17
PLD: Fair Outlook Balances Data Center Expansion With Macro And Execution Risks
Analysts have nudged the Prologis fair value estimate higher to $152.3 from $151.7. This reflects a series of recent price target increases across Wall Street that highlight updated FFO forecasts, a slightly lower discount rate, and continued confidence in the company as a preferred way to gain industrial sector exposure. Analyst Commentary Recent Street research on Prologis points to a cluster of higher price targets and refreshed FFO forecasts, with analysts reassessing how current valuation lines up with the company’s execution and growth profile.Recent updates
Seeking Alpha • Jun 22
Prologis: A Blue-Chip REIT With Embedded Growth And Data Center Optionality
Summary Prologis is a 'Buy', offering quality logistics real estate exposure with robust income streams and competitive advantages. PLD's Q1 2026 results showed 8.8% same-store cash NOI growth, 95.3% occupancy, and a 17% mark-to-market lease spread, supporting embedded rent growth. Data center development is a major growth driver, with $2.1B in projects and a $15B long-term opportunity, leveraging the company's land and power advantages. Read the full article on Seeking AlphaNarrativ-Update • Jun 17
PLD: Fair Outlook Balances Data Center Expansion With Macro And Execution Risks
Analysts have nudged the Prologis fair value estimate higher to $152.3 from $151.7. This reflects a series of recent price target increases across Wall Street that highlight updated FFO forecasts, a slightly lower discount rate, and continued confidence in the company as a preferred way to gain industrial sector exposure. Analyst Commentary Recent Street research on Prologis points to a cluster of higher price targets and refreshed FFO forecasts, with analysts reassessing how current valuation lines up with the company’s execution and growth profile.Narrativ-Update • Jun 01
PLD: Fair Outlook Weighs Data Center Demand Against Macro Cycle Risks
The updated analyst price target for Prologis edges higher from $150.65 to $151.70. This reflects analysts' refreshed FFO estimates, continued preference for the stock as core industrial exposure, and the view that valuation and growth now appear more balanced after recent sector performance.Narrativ-Update • May 10
PLD: Fair Outlook Balances Cycle Turn With Macro And Legal Overhangs
Prologis' fair value estimate edges up by $2.40 to $150.65 as analysts reflect a slightly lower discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a higher future P/E multiple following a broad wave of price target increases across major firms. Analyst Commentary Recent research from several firms points to a cluster of higher price targets for Prologis, with adjustments often tied to updated views on industrial REIT fundamentals, occupancy expectations and relative valuation.Narrativ-Update • Apr 23
PLD: Fair Outlook Weighs Cycle Turn Against Macro And Legal Uncertainties
Analysts have raised the Prologis fair value estimate to $148.25 from $141.90, reflecting a series of recent price target increases. These changes reference stable industrial REIT fundamentals, modest adjustments to growth and margin assumptions, and slightly higher future P/E expectations.Narrativ-Update • Apr 08
PLD: Fair Outlook Sees Cycle Turn Meeting Premium Industrial REIT Expectations
Analysts have nudged Prologis' price targets higher into a roughly $130 to $153 range, reflecting a generally constructive view on industrial REIT fundamentals, including expectations for stable occupancy and steady cash same store net operating income. Analyst Commentary Recent Street research on Prologis points to a mix of optimism around industrial REIT fundamentals and valuation, balanced by some caution on how much upside is already reflected in the share price.Narrativ-Update • Mar 24
PLD: Fair Outlook Sees Cycle Turn Thesis Meeting Premium REIT Multiples
Prologis' fair value estimate edges up to $141.90. This reflects a slight upward adjustment in the analyst price target range as analysts point to stable industrial REIT fundamentals, resilient occupancy, and early-cycle signs in market rents.Narrativ-Update • Mar 10
PLD: Fair Outlook Sees Cycle Turn Thesis Balancing Premium REIT Multiples
We are nudging our Prologis fair value estimate to $141.80 from $140.75, reflecting slightly lower discount rate assumptions and a series of upward price target revisions from analysts who cite industrial REIT cycle positioning and supportive rent and vacancy trends, even as individual views on valuation and sector risk/reward remain mixed. Analyst Commentary Recent Street research around Prologis reflects a generally constructive tone on the shares, with several price target increases clustered around the industrial REIT cycle debate and a smaller group of more cautious voices focused on valuation and sector positioning.Narrativ-Update • Feb 23
PLD: Fair Outlook Balances 2026 Earnings Guidance With Premium Industrial REIT Multiples
The analyst fair value estimate for Prologis has shifted modestly higher to $140.75 from $139.40. This reflects updated Street research where multiple firms raised price targets, while a few downgrades highlighted more mixed views on valuation and growth assumptions.Narrativ-Update • Feb 09
PLD: Fair Outlook Weighs 2026 Earnings With Premium Industrial REIT Multiples
Analysts have raised their fair value estimate for Prologis to $139.40 from $138.25, reflecting a combination of higher price targets across several firms and updated assumptions that include slightly lower revenue growth, a modestly higher discount rate, and a somewhat stronger profit margin and future P/E profile. Analyst Commentary Recent research on Prologis shows a mix of optimism and caution, with many firms adjusting price targets and a few changing ratings.Narrativ-Update • Jan 26
PLD: Fair Outlook Balances 2026 Earnings Guidance With Premium Industrial REIT Multiples
Analysts have lifted their Prologis fair value estimate by about $5 to $138.25, pointing to updated expectations for revenue growth and future P/E, even as recent research includes a mix of price target hikes and some valuation driven downgrades. Analyst Commentary Recent research on Prologis clusters around valuation, with several firms lifting price targets while others temper ratings on concerns that current pricing already reflects a lot of the good news.Narrativ-Update • Jan 12
PLD: Fair Valuation Balances Earnings Guidance With Industrial Leasing Fundamentals
Narrative Update on Prologis The analyst price target underpinning our Prologis narrative has edged higher by about $1.50 to $133.40, reflecting analysts' generally higher targets and their focus on modestly stronger margin and valuation assumptions for industrial REITs after recent sector research. Analyst Commentary Recent research on Prologis presents a mix of optimism and caution, with several firms adjusting price targets higher while also flagging valuation and growth expectations as key swing factors for returns from here.Narrativ-Update • Dec 21
PLD: Earnings Guidance And Industrial Leasing Fundamentals Will Shape Future Returns
Analysts have nudged their price target for Prologis modestly higher, with fair value rising from approximately $131.30 to $131.90. This reflects slightly faster revenue growth, resilient profit margins, and a series of upward target revisions following a strong Q3 earnings season for U.S. REITs. Analyst Commentary Recent Street research reflects a generally constructive view on Prologis, with multiple upward adjustments to price targets following Q3 results and updated forecasts.Narrativ-Update • Dec 06
PLD: Earnings Guidance And Industrial Leasing Trends Will Shape Returns Ahead
The analyst price target for Prologis has inched higher by approximately $1 to $131, as analysts point to a solid Q3 earnings season for U.S. REITs, healthier industrial leasing trends, and modestly improved long term profitability expectations. Analyst Commentary Recent Street research reflects a generally constructive stance toward Prologis, with several firms nudging price targets higher following a strong Q3 earnings season for industrial REITs and solid company specific execution.Narrativ-Update • Nov 22
PLD: 2025 Earnings Guidance And Leasing Activity Will Drive Performance Ahead
Analysts have raised their price target for Prologis slightly, increasing it from $129.65 to $130.30. They cite stronger-than-expected quarterly results and improved sentiment for industrial REITs as key factors behind the adjustment.Narrativ-Update • Nov 08
PLD: Demand Outlook And Leasing Momentum Will Shape Performance Into 2025
Analysts have modestly raised their fair value estimate for Prologis to $129.65, citing improved demand outlook, positive post-earnings momentum, and updated models reflecting recent industry trends. Analyst Commentary Bullish Takeaways Bullish analysts have noted recent price target increases, highlighting upward adjustments in response to a strong third quarter and improved demand outlook.Narrativ-Update • Oct 25
Rising Occupancy And Demand Trends Will Support Earnings Outlook Into 2025
The analyst price target for Prologis has been raised from $121.45 to $128.05. This change reflects improved revenue growth expectations and continued confidence among analysts following recent quarterly outperformance and encouraging industry demand trends.Narrativ-Update • Oct 10
Record Leasing Demand And Fortune 500 Exposure Will Drive Expansion
Analysts have slightly increased their fair value estimate for Prologis to $121.45, up from $120. This adjustment is based on steady fundamentals, an improved demand outlook, and updated sector models.Narrativ-Update • Sep 16
Record Leasing Demand And Fortune 500 Exposure Will Drive Expansion
Prologis’ consensus price target saw a marginal upward revision to $120.00, as analysts cited improving industrial demand, robust development activity, and optimistic mark-to-market expectations offset by lingering concerns about leasing softness and sector-wide adjustments. Analyst Commentary Bullish analysts highlight stronger-than-expected industrial demand trends, healthy mark-to-market expectations, and stronger development activity following robust Q2 results.Seeking Alpha • Apr 29
Prologis, Inc.: Why We Re-Acquired This Best-In-Class Industrial REIT
Summary Re-acquired shares of Prologis due to improved leasing activity, favorable valuation multiples, and a sharp decline in supply deliveries forecasted for 2025. Optimistic about industrial REITs' multi-year prospects, driven by e-commerce, supply chain logistics, and significant embedded growth potential from in-place rents below market rates. Prologis boasts a high-quality portfolio in major global trade markets, strong competitive advantages, and an exceptional management team. Prologis' in-place leases are over 40% below market rents, providing a strong runway for cash flow and earnings growth in the coming years. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Prologis: Strong Buy, Tariffs Are Likely Temporary
Summary Prologis remains a top REIT by market cap despite a 43% decline from its all-time high, reflecting broad sector weakness since 2022 rate hikes. A near decade high dividend yield of (4.11%) is attractive for long-term investors, especially given Prologis’ AFFO yield (4.76%) and past dividend growth (10.93% CAGR). Historical fears from the 2008 crash still linger, but e-commerce growth and logistics demand have transformed the landscape, supporting Prologis' relevance. Tariff concerns and recent downgrades may pressure near-term performance, yet I view dips as buying opportunities. Prologis benefits from global diversification, strong credit (A3/A), and low-cost debt (3.2%), and serves all layers of the e-commerce chain, including vital return centers. Read the full article on Seeking AlphaSeeking Alpha • Mar 16
Prologis: A Best-In-Class Income Growth REIT With Strong Tailwinds
Summary Prologis, the largest REIT by market cap, excels in logistics and industrial real estate, benefiting from e-commerce and increasingly AI-driven data centers. Despite strong financial performance, Prologis faces pressure from elevated interest rates and increased industrial real estate construction, keeping its stock range-bound. Prologis' prime real estate portfolio, rental growth potential, and expansion into AI data centers make it a compelling long-term investment. While not a deep value opportunity, Prologis offers stable dividends and growth potential, making it suitable for income growth oriented portfolios. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
Prologis: Buying The Data Center Story
Summary Economic uncertainty and sector rotation have impacted REITs, with Prologis outperforming data center REITs like Equinix since the start of the year. Despite cooling industrial markets and rising vacancy rates, PLD's valuation and dividend yield presented a strong buy opportunity in December. PLD's recent performance includes a 17% share price increase and a 5% dividend hike, driven by strong leasing activity and data center expansion. PLD's strategy focuses on monetizing data center assets to fund core logistics growth, maintaining long-term upside potential, despite recent gains. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Prologis: A Top Pick For Your Growth And Income Goals
Summary Prologis stands out due to its strong balance sheet, attractive valuation, robust acquisition pipeline, and resiliency against inflationary pressures. PLD benefits from long-term e-commerce growth, a limited supply of high-value industrial real estate, and innovative initiatives in renewable energy and data centers. With a 3.2% dividend yield, solid recent performance, and a forward P/FFO below its historical average, PLD offers market-beating return potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Prologis Q4 Preview: High-Yielder With Attractive Earnings Growth
Summary Prologis' share price decline has improved its valuation and dividend yield, making it attractive despite potential interest rate headwinds. The upcoming earnings report is expected to show solid revenue and FFO per share growth, although analysts may overestimate revenue. Rising interest rates could impact Prologis' profitability, but the effect will be gradual and not immediately significant. Prologis' current valuation and high dividend yield present a compelling buying opportunity for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 21
Prologis: Buy The Best At A Bargain
Summary Following market trends can be profitable, but sector rotations in real estate show the importance of timing and adaptability. Prologis is a major REIT in industrial real estate, facing challenges due to slowed demand and increased vacancies, yet still offers growth potential. Industrial real estate demand has normalized post-pandemic, leading to higher vacancies and slower rent growth, but future demand may stabilize as deliveries slow. Despite current struggles, PLD's diversified business and growing dividend present a strong long-term buying opportunity as the market adjusts. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Prologis: The Party Is Over
Summary We have been waiting for a lower entry price for Prologis. FFO estimates confirm that we got that part of the thesis correct. The stock is still levitating far higher than what we would expect. We go over why this has diverged so much from Rexford Industrial and how we see things playing out. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Prologis: Opportunity Knocks With A Perfect Blend Of Yield And Growth
Summary Prologis offers a compelling investment opportunity with a 3.4% dividend yield, strong balance sheet, and discounted valuation relative to its historical P/FFO. PLD's high-quality industrial properties in prime locations provide strong barriers to entry and align with e-commerce growth trends. It demonstrates robust growth metrics, including high occupancy, strong rent spreads, and a strategic development pipeline, including solar energy initiatives. Read the full article on Seeking AlphaSeeking Alpha • Oct 19
3% Yield And Double-Digit Growth: Why Prologis Remains One Of The Best REITs Money Can Buy
Summary Prologis excels in high-demand markets like Southern California and Chicago, providing a strategic edge and stability through top-tier tenants like Amazon and Walmart. Despite no competitive moat, Prologis leverages prime locations and mark-to-market rent potential to drive growth, outperforming the S&P 500 and REIT peers. The company's strong financials, including a 96.2% occupancy rate and robust dividend growth, highlight its resilience and attractiveness for long-term investors. Valuation remains slightly above historical averages, but the favorable industry outlook and strategic advantages justify a bullish stance on Prologis. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Prologis To Benefit From Tailwinds In Logistics And In AI
Summary Prologis Inc. is a global leader in logistics, with 115 million square meters of real estate under management, crucial for global trade, and poised to benefit from the economic recovery. Despite recent challenges, Prologis' stock has shown resilience, and with monetary easing and rising eCommerce, it presents a strong investment opportunity. Prologis offers a 3% dividend yield, has a pristine balance sheet, and is positioned to capitalize on macroeconomic tailwinds and AI-driven demand for data centers. Read the full article on Seeking AlphaSeeking Alpha • Aug 14
Prologis: Still On Track If Deglobalization Continues
Summary Prologis stock has underperformed the S&P 500 in the past year. Deglobalization could lead to increased demand for warehouse and production capacity, benefiting Prologis. Current valuation suggests Prologis is fairly valued with potential for future gains. If you're looking for a safe and growing dividend, you should consider buying Prologis. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Prologis: One Of The Most Compelling Opportunities In Listed Real Estate
Summary Prologis is the largest owner of modern industrial and logistic facilities globally. Prologis acts as a "toll booth" on the flow of goods globally with approximately 3% of worldwide GDP traveling through its facilities. Prologis also has several drivers to potentially increase the underlying NAV over time. Read the full article on Seeking AlphaAktionärsrenditen
| PLD | US Industrial REITs | US Markt | |
|---|---|---|---|
| 7D | 0.9% | 0.7% | 0.8% |
| 1Y | 31.9% | 24.7% | 20.2% |
Rendite im Vergleich zur Industrie: PLD übertraf die Branche US Industrial REITs , die im vergangenen Jahr eine Rendite von 24.7 erzielte.
Rendite vs. Markt: PLD übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.2 erzielte.
Preisvolatilität
| PLD volatility | |
|---|---|
| PLD Average Weekly Movement | 3.3% |
| Industrial REITs Industry Average Movement | 3.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: PLD hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: PLDDie wöchentliche Volatilität (3%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1983 | 2,802 | Dan Letter | www.prologis.com |
Prologis, Inc. ist ein selbstverwalteter und eigenständig geführter REIT und der alleinige Komplementär von Prologis, L.P., über den das Unternehmen im Wesentlichen sein gesamtes Vermögen hält. Wir betreiben Prologis, Inc. und Prologis, L.P. als ein einziges Unternehmen; daher beziehen sich unsere Erläuterungen und Analysen auf Prologis, Inc. und seine konsolidierten Tochtergesellschaften, einschließlich Prologis, L.P. Wir investieren in Immobilien über hundertprozentige Tochtergesellschaften und andere Unternehmen, über die wir gemeinsam mit Partnern und Investoren investieren (Koinvestitionsunternehmen).
Prologis, Inc.'s Grundlagenzusammenfassung
| PLD grundlegende Statistiken | |
|---|---|
| Marktanteil | US$132.88b |
| Gewinn(TTM) | US$3.71b |
| Umsatz(TTM) | US$9.38b |
35.2x
Kurs-Gewinn-Verhältnis 14.0x
Kurs-Umsatz-VerhältnisIst PLD zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| PLD Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$9.38b |
| Kosten der Einnahmen | US$2.29b |
| Bruttogewinn | US$7.09b |
| Sonstige Ausgaben | US$3.38b |
| Gewinn | US$3.71b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Jul 16, 2026
| Gewinn per Aktie (EPS) | 3.98 |
| Bruttomarge | 75.60% |
| Nettogewinnspanne | 39.58% |
| Schulden/Eigenkapital-Verhältnis | 59.8% |
Wie hat sich PLD auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
3.1%
Aktuelle Dividendenrendite63%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/06 12:54 |
| Aktienkurs zum Tagesende | 2026/07/06 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Prologis, Inc. wird von 43 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Nicholas Thillman | Baird |
| Brendan Lynch | Barclays |
| Ross Smotrich | Barclays |