Prologis, Inc.

NYSE:PLD Stock Report

Market Cap: US$128.3b

Prologis Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Dan Letter

Chief executive officer

US$12.3m

Total compensation

CEO salary percentage5.66%
CEO tenureless than a year
CEO ownershipn/a
Management average tenure1.1yrs
Board average tenure8.3yrs

Recent management updates

Recent updates

Prologis: Entering A Phase Of Accelerated Earnings Growth

Jan 27

Prologis, Inc.: Why We Re-Acquired This Best-In-Class Industrial REIT

Apr 29

Prologis: Strong Buy, Tariffs Are Likely Temporary

Apr 16

Prologis: A Best-In-Class Income Growth REIT With Strong Tailwinds

Mar 16

Prologis: Buying The Data Center Story

Mar 09

Prologis: A Top Pick For Your Growth And Income Goals

Feb 03

Prologis Q4 Preview: High-Yielder With Attractive Earnings Growth

Jan 14

Prologis: Buy The Best At A Bargain

Dec 21

Prologis: The Party Is Over

Nov 29

Prologis: Opportunity Knocks With A Perfect Blend Of Yield And Growth

Nov 17

3% Yield And Double-Digit Growth: Why Prologis Remains One Of The Best REITs Money Can Buy

Oct 19

Prologis To Benefit From Tailwinds In Logistics And In AI

Sep 17

Prologis: Still On Track If Deglobalization Continues

Aug 14

Prologis: One Of The Most Compelling Opportunities In Listed Real Estate

Jul 30

Prologis: Q2 2024 Results Update - Still A Strong Buy

Jul 18

Unboxing Dividends Why Prologis Is A Shareholder's Dream

Jul 08

Prologis Is A Bargain After Its Recent Price Drop

Jun 08

Prologis Has Crashed: Buy, Hold, Or Sell?

May 07

What Just Happened To Prologis?

Apr 23

Prologis: How Amazon's Secret Weapon Could Be Your Next Winner

Mar 25
User avatar

Investing in Solar, Storage, and Real Estate Furthers Earnings and Revenue Growth

Prologis is poised for significant earnings growth, fueled by a high rate of investments and a strong market position in solar and storage.

Prologis: Buy This REIT Now For Winning Dividend Growth

Feb 23

Prologis: A REIT Gem For Good And Bad Times

Jan 22

CEO Compensation Analysis

How has Dan Letter's remuneration changed compared to Prologis's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

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

Compensation vs Market: Dan's total compensation ($USD12.30M) is about average for companies of similar size in the US market ($USD13.24M).

Compensation vs Earnings: Dan's compensation has been consistent with company performance over the past year.


CEO

Dan Letter (47 yo)

less than a year
Tenure
US$12,296,349
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Hamid Moghadam
Co-Founder & Executive Chairman28.3yrsUS$24.85m0.038%
$ 48.5m
Daniel Letter
CEO & Directorless than a yearUS$12.30mno data
Timothy Arndt
Chief Financial Officer3.8yrsUS$10.33m0.00039%
$ 500.2k
Carter Andrus
Chief Operating Officer2.1yrsUS$5.67m0%
$ 0
Joseph Ghazal
Executive Officerless than a yearUS$6.01m0.00090%
$ 1.2m
Jane Wu
China Board Chairpersonno datano datano data
Lori Palazzolo
MD & Chief Accounting Officer of Denver15.1yrsno data0.000070%
$ 89.8k
Sineesh Keshav
Chief Technical Officer & Chief Technology Officerno datano datano data
Nathaalie Carey
Chief Administrative Officer & Chief Human Resources Officer1.1yrsno datano data
Justin Meng
Senior VP & Head of Investor Relationsno datano datano data
Deborah Briones
Chief Legal Officer & General Counsel1.1yrsno data0.00034%
$ 436.1k
Jan Kneisel
Chief Compliance Officerno datano datano data
1.1yrs
Average Tenure
52yo
Average Age

Experienced Management: PLD's management team is not considered experienced ( 1.1 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Hamid Moghadam
Co-Founder & Executive Chairman28.3yrsUS$24.85m0.038%
$ 48.5m
Daniel Letter
CEO & Director1yrUS$12.30mno data
George Fotiades
Member of Board of Directors14.7yrsUS$384.95k0.00086%
$ 1.1m
Sarah Slusser
Member of Board of Directorsless than a yearno data0.000010%
$ 12.8k
Irving Lyons
Lead Independent Director16.4yrsUS$407.45k0.0025%
$ 3.2m
Lydia Kennard
Member of Board of Directors21.5yrsUS$369.95k0.0035%
$ 4.5m
James Connor
Member of Board of Directors3.3yrsUS$357.45k0.00046%
$ 590.0k
Olivier Piani
Member of Board of Directors8.8yrsUS$344.95k0.0011%
$ 1.4m
Avid Modjtabai
Member of Board of Directors6yrsUS$347.70k0.0022%
$ 2.8m
David O'Connor
Member of Board of Directors11.1yrsUS$357.45k0.0011%
$ 1.5m
Cristina Bita
Member of Board of Directors7.8yrsUS$357.45k0.00088%
$ 1.1m
Guy Metcalfe
Member of Board of Directors1.8yrsUS$314.53k0.00027%
$ 346.3k
8.3yrs
Average Tenure
66yo
Average Age

Experienced Board: PLD's board of directors are considered experienced (8.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/05 12:15
End of Day Share Price 2026/02/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Prologis, Inc. is covered by 43 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nicholas ThillmanBaird
Brendan LynchBarclays
Ross SmotrichBarclays