Institutional flows, dividend, valuation rebound
Key Questions
What is Vanguard's ownership stake in Prologis?
Vanguard holds a 13.28% stake in Prologis. This reflects significant institutional ownership in the industrial REIT.
What is the median price target for PLD stock?
The median price target is $151.50. Recent raises include RBC at $148, Truist at $154, and Argus at $152.
What dividend does Prologis currently pay?
Prologis pays a dividend of $1.07. This supports a yield of approximately 2.92%, above the average for bottom-tier dividend payers.
What is the analyst consensus rating for Prologis?
The consensus is Moderate Buy with an average brokerage recommendation of 1.78. Analysts forecast FFO at $6.17 per share.
Which institutions have recently sold Prologis shares?
Aew Capital Management sold shares of Prologis. Resona Asset Management also reduced its holdings by 3.8%.
Which institution increased its position in PLD?
Cullen Frost increased its position in Prologis shares. This contrasts with selling activity from other institutions.
What is the long-term stock price forecast for PLD?
Analysts project PLD could reach $165.34 by end of 2026. Longer-term estimates extend to $294.23 by 2040.
What is Prologis's WACC and cost of equity?
Prologis has a WACC of 7.3% and cost of equity of 8.15%. These metrics inform valuation and capital structure analysis.
Vanguard 13.28%; PT med $151.50 (recent RBC/Truist/Argus raises to $148/$154/$152); div $1.07; Moderate Buy consensus (ABR 1.78, FFO $6.17). Mixed flows: Aew Capital sold shares while Cullen Frost increased position.