Prologis (PLD) Aandelenoverzicht
Prologis, Inc. is een zelfbeheerde en zelfbeherende REIT en is de enige beherend vennoot van Prologis, L.P. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 5/6 |
PLD Community Fair Values
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Analyst Price Targets
Prologis, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$145.90 |
| 52 Week Hoogtepunt | US$146.27 |
| 52 Week Laag | US$103.41 |
| Bèta | 1.35 |
| 1 maand verandering | 2.67% |
| 3 maanden verandering | 3.99% |
| 1 Jaar Verandering | 40.23% |
| 3 jaar verandering | 16.77% |
| 5 jaar verandering | 23.81% |
| Verandering sinds IPO | 329.12% |
Recent nieuws en updates
Narratiefupdate • 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 AlphaRecent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendement voor aandeelhouders
| PLD | US Industrial REITs | US Markt | |
|---|---|---|---|
| 7D | 2.5% | 3.7% | 1.1% |
| 1Y | 40.2% | 29.3% | 28.7% |
Rendement versus industrie: PLD overtrof de US Industrial REITs industrie, die het afgelopen jaar een rendement 29.3 % opleverde.
Rendement versus markt: PLD overtrof de US markt, die het afgelopen jaar een rendement opleverde van 28.7 %.
Prijsvolatiliteit
| PLD volatility | |
|---|---|
| PLD Average Weekly Movement | 2.9% |
| Industrial REITs Industry Average Movement | 3.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: PLD heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van PLD is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1983 | 2,802 | Dan Letter | www.prologis.com |
Prologis, Inc. is een zelfbeherende en zelfbeheerde REIT en is de enige beherend vennoot van Prologis, L.P. via welke zij vrijwel al haar activa aanhoudt. Wij exploiteren Prologis, Inc. en Prologis, L.P. als één onderneming en daarom verwijzen onze bespreking en analyse naar Prologis, Inc. en haar geconsolideerde dochterondernemingen, inclusief Prologis, L.P. Wij investeren in vastgoed via volledige dochterondernemingen en andere entiteiten waarmee wij samen met partners en investeerders investeren (co-investeringsvennootschappen).
Prologis, Inc. Samenvatting
| PLD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$138.95b |
| Inkomsten(TTM) | US$3.71b |
| Inkomsten(TTM) | US$9.38b |
36.7x
Koers/Winstverhouding14.5x
P/S-verhoudingIs PLD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| PLD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$9.38b |
| Kosten van inkomsten | US$2.29b |
| Brutowinst | US$7.09b |
| Overige uitgaven | US$3.38b |
| Inkomsten | US$3.71b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 3.98 |
| Brutomarge | 75.60% |
| Nettowinstmarge | 39.58% |
| Schuld/Eigen Vermogen Verhouding | 59.8% |
Hoe presteerde PLD op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.9%
Huidig dividendrendement63%
UitbetalingsratioBetaalt PLD een betrouwbaar dividend?
Zie PLD dividendgeschiedenis en benchmarks| Prologis dividenddata | |
|---|---|
| Ex Dividend Datum | Jun 16 2026 |
| Betaaldatum dividend | Jun 30 2026 |
| Dagen tot Ex-dividend | 22 days |
| Dagen tot dividendbetaaldatum | 36 days |
Betaalt PLD een betrouwbaar dividend?
Zie PLD dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 03:19 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Prologis, Inc. wordt gevolgd door 43 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Nicholas Thillman | Baird |
| Brendan Lynch | Barclays |
| Ross Smotrich | Barclays |