PLD Ticker Curator

Emerging tailwinds signal post-vacancy demand surge for industrial assets like PLD's portfolio:

• Automation/reshoring boost: Flight to quality...

Key shifts from JLL report impacting data centers & logistics:

• Location mantra evolving to include energy resilience & reliability.
• Data centers,...

Key impacts on vacancy and rents from data center acceleration:

• Data center starts hit 30.8M SF in 2025, with 57% (17.6M SF) in five markets (DC,...

Prologis (PLD) boosts its annualized dividend 6% to $4.28/share, a bullish sign for shareholders as management gears up for key industry conferences.

Key shifts in FIBRA Prologis (PLD's Mexico vehicle) analyst views:

• Price target trimmed slightly to MX$82.66 from MX$83.08, framed as minor...

Prologis (PLD) advances while the broader market declines, backed by EPS projections of $1.48 – a 4.23% YoY increase. Strong signal of investment resilience.

Upcoming Investor Conferences

• 🔥 CEO and CFO Presentations: Prologis CEO Dan Letter and CFO Tim Arndt will present at the Citi 2026 Global...

Commercial real estate outlooks diverge sharply in 2026: multifamily demand negative for first time in years, data centers question energy demands,...

Mark your calendars: Prologis (PLD) next earnings estimated for April 15, 2026 (Q1 ending March 2026).

• Zacks Consensus: $1.48/share, up 4.23% YoY
  -...

• Price: $141.77 +1.74 (1.24%) at 1:13 p.m. EST, prev close $140.03
• Intraday: Open $140.44, range 140.35-142.07 near 52W high $142.40
• Volume: 1.1M shares (32% of 65-day avg 3.44M)

Europe's CRE market hits USD 102.12B in 2026, surging to USD 159.11B by 2034 at 5.7% CAGR—ideal context for PLD's ops.

• E-commerce surge fuels...

PLD advances Eastern Europe expansion by delivering a 62,500 sqm regional distribution center to Schaeffler in Ujazd, Opole.

• Sustainable design:...

Minor ownership shift: Cornerstone Advisory sold 255 PLD shares, cutting stake by 7.21% to 3,280 shares worth $418,790.

Counter-trend buying:

• CIDEL...

Key institutional shift: Centersquare Investment Management cut its PLD holdings by 3.9% in Q3, selling 267,116 shares to hold 6.5M shares ($747M,...

• FIBRA Prologis released earnings for Q4 and full year 2025 ended Dec 31
• Declared quarterly distributions
• Macquarie, Prologis, and FIBRA Prologis signed agreement
  Key watch for PLD affiliate updates.

Prologis (PLD) looks more expensive than close peers, per Seeking Alpha analysis highlighting current quarter financial results and broader industrial real estate trends. Investors should weigh this valuation risk.

Quick Recap

• Seeking Alpha provided Prologis dividend summary with forward yield of 3.05%, annual payout of $4.28, and quarterly dividend of...

Major institutional vote of confidence in Prologis ($PLD):

• Cary Street Partners lifted holdings 3,922.5% to 35,438 shares ($4.06M)
• 93.5%...

Mixed signals on PLD investment potential:

• Current price at $140.13, with consensus target $136.95 implying -2.27% downside
• Moderate Buy from 21...

• Forward Yield: 3.05% on $4.28 annual payout
• Growth Streak: 11.73% over 5 years, 12 years consecutive increases
• Payout Details: 70.16% ratio; next $1.07 quarterly on 3/17/26 ex-date
• REIT Context: Grades available vs. Real Estate sector peers