Prologis, Inc.

NYSE:PLD 주식 리포트

시가총액: US$137.8b

Prologis 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Dan Letter

최고경영자

US$15.2m

총 보수

CEO 급여 비율5.24%
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • 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.
Seeking Alpha • May 05

Prologis: Game-Changing Quarter Doesn't Make It A Buy

Summary PLD delivered record Q1 2026 results, exceeding occupancy expectations and raising full-year guidance. PLD capitalized on data center demand, secured 5.6 GW in its pipeline, and expanded its strategic capital platform with major joint ventures. Despite operational strength, rent growth is decelerating, and a 23x P/FFO valuation limits total return potential. I maintain a Hold rating on PLD, preferring to collect dividends and reinvest elsewhere given current valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking Alpha • Jul 18

Prologis: Q2 2024 Results Update - Still A Strong Buy

Summary PLD will benefit greatly with the market conditions improvements likely to occur in 2025. The management revised (upwards) its 2024 guidance regarding core FFO per share and acquisition volume. PLD has solid business metrics and a fortress-like balance sheet reflected within the best-in-the-industry credit metrics. The Company's growth pipeline is secured through vast ownership of land and growth paths on top of its core business. There's still an upside potential from the valuation standpoint, with dynamically growing dividends along the way. Read the full article on Seeking Alpha
Seeking Alpha • Jul 08

Unboxing Dividends Why Prologis Is A Shareholder's Dream

Summary Walmart is utilizing its physical stores to enhance omnichannel experience, implement advanced technologies, and expand same-day delivery services. Prologis, the world's largest warehouse operator, is navigating tough cyclical headwinds with resilience and focusing on growth in e-commerce, solar power, and data centers. Prologis offers stable income, strategic positioning, and a strong balance sheet, making it a compelling opportunity for long-term investors in the real estate sector. Read the full article on Seeking Alpha
Seeking Alpha • Jun 08

Prologis Is A Bargain After Its Recent Price Drop

Summary PLD's share price has dropped significantly, leaving the Company undervalued. While the industry faces some headwinds, there are signs of an upcoming shift in the market conditions that could lead to an increasingly favorable supply-to-demand relationship. PLD owns a high-quality, well-located property portfolio with a mission-critical character to its tenants, has a fortress-like balance sheet, an impressive land bank, and a robust development pipeline. The Company offers high potential for double-digit total returns with its one of the best risk-to-reward ratios. Read the full article on Seeking Alpha

CEO 보수 분석

Dan Letter의 보수는 Prologis의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$4b

Dec 31 2025US$15mUS$795k

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$4b

Dec 31 2024US$12mUS$696k

US$4b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$3b

Dec 31 2023US$13mUS$688k

US$3b

보상 대 시장: Dan의 총 보수(USD15.19M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M) 수준입니다.

보상과 수익: Dan의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.

CEO

Dan Letter (47 yo)

less than a year
재임 기간
US$15,190,625
보수

Mr. Daniel Stephen Letter, also known as Dan, is CEO from January 1, 2026 and serves as Board of Directors from February 19, 2025 at Prologis, Inc. In this role, he guides Prologis’ strategic, operational...

리더십 팀

이름직위재임 기간보수지분
Hamid Moghadam
Co-Founder & Executive Chairman28.5yrsUS$25.00m0.12%
$ 170.1m
Daniel Letter
CEO & Directorless than a yearUS$15.19m데이터 없음
Timothy Arndt
Chief Financial Officer4.1yrsUS$9.30m0.00039%
$ 537.4k
Carter Andrus
Chief Operating Officer2.3yrsUS$6.70m0%
$ 0
Deborah Briones
Chief Legal Officer1.3yrsUS$4.95m0.00033%
$ 454.7k
Joseph Ghazal
Executive Officerless than a yearUS$6.43m0.00089%
$ 1.2m
Jane Wu
China Board Chairpersonno data데이터 없음데이터 없음
Trisha Burns
Chief Accounting Officerless than a year데이터 없음0.00038%
$ 523.6k
Sineesh Keshav
Chief Technical Officer & Chief Technology Officerno data데이터 없음데이터 없음
Nathaalie Carey
Chief Administrative Officer & Chief Human Resources Officer1.3yrs데이터 없음데이터 없음
Justin Meng
Senior VP & Head of Investor Relationsno data데이터 없음데이터 없음
Jan Kneisel
Chief Compliance Officerno data데이터 없음데이터 없음
1.3yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: PLD의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Hamid Moghadam
Co-Founder & Executive Chairman28.5yrsUS$25.00m0.12%
$ 170.1m
Daniel Letter
CEO & Director1.3yrsUS$15.19m데이터 없음
George Fotiades
Independent Member of Board of Directors14.9yrsUS$402.49k0.00086%
$ 1.2m
Sarah Slusser
Independent Member of Board of Directors1yrUS$330.03k0%
$ 0
Lydia Kennard
Independent Member of Board of Directors21.8yrsUS$397.49k0.0035%
$ 4.8m
James Connor
Independent Member of Board of Directors3.6yrsUS$372.49k0.00045%
$ 620.0k
Olivier Piani
Independent Member of Board of Directors9yrsUS$359.99k0.0011%
$ 1.5m
Avid Modjtabai
Independent Member of Board of Directors6.3yrsUS$384.22k0.0022%
$ 3.1m
David O'Connor
Lead Independent Director11.3yrsUS$372.49k0.0011%
$ 1.6m
Cristina Bita
Independent Member of Board of Directors8yrsUS$372.49k0.00088%
$ 1.2m
Guy Metcalfe
Independent Member of Board of Directors2yrsUS$372.49k0.00027%
$ 372.0k
8.0yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: PLD의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 21:58
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Prologis, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nicholas ThillmanBaird
Brendan LynchBarclays
Ross SmotrichBarclays