Prologis（PLD）株式概要
プロロジス・インクは自主管理・自主運用のREITであり、プロロジス・エルピーの唯一のジェネラル・パートナーである。 詳細
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Analyst Price Targets
Prologis, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$139.43 |
| 52週高値 | US$150.18 |
| 52週安値 | US$103.41 |
| ベータ | 1.34 |
| 1ヶ月の変化 | -3.54% |
| 3ヶ月変化 | 5.35% |
| 1年変化 | 29.08% |
| 3年間の変化 | 14.30% |
| 5年間の変化 | 11.20% |
| IPOからの変化 | 310.09% |
最新ニュース
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
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 Alpha株主還元
| PLD | US Industrial REITs | US 市場 | |
|---|---|---|---|
| 7D | -0.4% | -0.2% | 1.6% |
| 1Y | 29.1% | 22.3% | 18.6% |
業界別リターン: PLD過去 1 年間で22.3 % の収益を上げたUS Industrial REITs業界を上回りました。
リターン対市場: PLD過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: PLD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PLDの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1983 | 2,802 | Dan Letter | www.prologis.com |
プロロジス・インクは自己管理型REITであり、プロロジス・エル・ピーを唯一のジェネラル・パートナーとし て実質的に全資産を保有しております。当社は、プロロジス・インクとプロロジス・エル・ピーを一つの企業として運営しているため、本報告書では、プロロジス・インクとその連結子会社（プロロジス・エル・ピーを含む）を対象としています。当社は、100％子会社およびパートナーや投資家と共同投資する事業体（共同投資ベンチャー）を通じて不動産に投資しています。当社は共同投資ベンチャーに対して重要な所有権を有しており、その支配の度合いに応じて連結または非連結のいずれかとなっている。プロロジスは1997年に総合不動産会社として事業を開始し、1986年内国歳入法改正法（IRC）に基づきREITとして課税されることを選択した。現在の組織と運営方法により、プロロジスはREITとしての地位を維持できると考えている。プロロジス・エル・ピーも1997年に設立されました。プロロジスは、所有・管理（O&M）ベースで物件の運営、管理、営業成績の測定を行っています。O&Mポートフォリオには当社の連結物件と、当社が管理する非連結の共同投資ベンチャーが所有する物件が含まれます。私たちは、所有権に関係なく物件を管理するため、O&Mポートフォリオ全体に基づいて運営上の意思決定を行っています。プロロジスは1983年に設立され、米国サンフランシスコに本社を置いている。
Prologis, Inc. 基礎のまとめ
| PLD 基礎統計学 | |
|---|---|
| 時価総額 | US$132.88b |
| 収益（TTM） | US$3.71b |
| 売上高(TTM) | US$9.38b |
35.1x
PER（株価収益率13.9x
P/SレシオPLD は割高か？
公正価値と評価分析を参照収益と収入
| PLD 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.38b |
| 売上原価 | US$2.29b |
| 売上総利益 | US$7.09b |
| その他の費用 | US$3.38b |
| 収益 | US$3.71b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 16, 2026
| 一株当たり利益（EPS） | 3.98 |
| グロス・マージン | 75.60% |
| 純利益率 | 39.58% |
| 有利子負債／自己資本比率 | 59.8% |
PLD の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.1%
現在の配当利回り63%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 02:39 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Prologis, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43
| アナリスト | 機関 |
|---|---|
| Nicholas Thillman | Baird |
| Brendan Lynch | Barclays |
| Ross Smotrich | Barclays |