Prologis, Inc.
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No SEC Form 4 filings for $PLD in the last 30 days.
See all $PLD insider activity →EastGroup Properties (EGP) reported Q3 FFO of $2.45/share, up 7.9% YoY, and raised its dividend 12.9%. Prologis (PLD) noted strong warehouse demand due to e-commerce, manufacturing, and inventory needs. First Industrial (FR) saw a 52% rent increase but a 6.91% stock drop. Rexford Industrial (REXR) offers the highest yield at 4.8%, but faces falling rents in Southern California.
Norges Bank disclosed a 1.34% stake in Prologis, Inc. (PLD) as of October 21, 2026, following the sale of 5,300 shares at $127.60 each. The bank holds 12,725,952 shares. No indemnity or derivative agreements were reported.
Cohen & Steers disclosed a 3.24% stake in Prologis, Inc. as of October 20, 2026, including purchases and sales of 153,114 shares at prices ranging from $124.09 to $127.47. The disclosure was made under Rule 8.3 of the Takeover Code.
Over the past 7 days, AlphAI's AI scored 25 news stories mentioning PLD (Prologis, Inc.). Coverage has skewed bullish: 11 bullish, 9 neutral, and 5 bearish.
Recent PLD coverage spans financial news, earnings and regulation.
Strong rent growth and capital raise support the stock.
The disclosed ownership may cause modest selling pressure as investors reassess the bank's position.
The sizable stake suggests confidence in Prologis and may provide short‑term price support.
Upgrade suggests upside potential.
Positive catalyst from upgrade.
AlphAI scores every news story that mentions PLD with an AI model for sentiment and relevance, and aggregates insider trades from Prologis, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
EastGroup Properties (EGP) reported Q3 FFO of $2.45/share, up 7.9% YoY, and raised its dividend 12.9%. Prologis (PLD) noted strong warehouse demand due to e-commerce, manufacturing, and inventory needs. First Industrial (FR) saw a 52% rent increase but a 6.91% stock drop. Rexford Industrial (REXR) offers the highest yield at 4.8%, but faces falling rents in Southern California.
3 min readNorges Bank disclosed a 1.34% stake in Prologis, Inc. (PLD) as of October 21, 2026, following the sale of 5,300 shares at $127.60 each. The bank holds 12,725,952 shares. No indemnity or derivative agreements were reported.
1 min readCohen & Steers disclosed a 3.24% stake in Prologis, Inc. as of October 20, 2026, including purchases and sales of 153,114 shares at prices ranging from $124.09 to $127.47. The disclosure was made under Rule 8.3 of the Takeover Code.
1 min readOppenheimer upgraded Zoom (ZM) to Outperform with a $130 target, citing new services. Baird upgraded Northrop Grumman (NOC) to Outperform with a $675 target. Erste Group upgraded Intuitive Surgical (ISRG) to Buy. Piper Sandler upgraded DigitalOcean (DOCN) to Overweight with a $126 target. Raymond James upgraded Prologis (PLD) to Outperform with a $163 target. Needham downgraded Netflix (NFLX) to Hold. TD Cowen downgraded Chipotle (CMG) to Hold with a $32 target.
2 min readAnalysts made several calls on Wednesday. Morgan Stanley reiterated Netflix as overweight, lowering its price target but noting double-digit revenue growth. SpaceX was also reiterated as overweight by Morgan Stanley, with Citi adding a positive watch. UBS reiterated Apple as neutral, citing lower wait times for foldable iPhones. Piper Sandler upgraded DigitalOcean to overweight, while TD Cowen downgraded Chipotle to hold.
3 min readAnalysts updated ratings and price targets for several companies. Barclays downgraded Cirrus Logic (CRUS) to underweight, reducing its target to $95. UBS upgraded Clean Harbors (CLH) to buy, raising its target to $375. Fortinet (FTNT) was downgraded to sell by Arete Research, which increased its target to $117. GE Aerospace (GE) was downgraded to neutral by President Capital Management, cutting its target to $330.
2 min readRaymond James upgraded Prologis (PLD) to Outperform with a $163 price target, citing a buying opportunity due to recent pullbacks and improving industrial fundamentals. The firm noted uncertainties around the SEGRO acquisition and midterm elections have negatively impacted the stock. Prologis reported Q3 2026 earnings and revenue above expectations, but some analysts remain cautious about future guidance.
2 min readAmundi SA disclosed a 1% or more interest in Prologis, Inc. securities. The filing details positions and dealings, with no indemnity or option arrangements reported. The disclosure is made under Rule 8.3 of the Takeover Code.
1 min readiShares Select U.S. REIT ETF (ICF) sold $152.2M in stocks, including Welltower (WELL) at $12.7M, Equinix (EQIX) at $12.1M, and American Tower (AMT) at $11.8M. The fund trimmed all 30 of its positions, with no new purchases. ICF has a year-to-date return of 9.34% and a dividend yield of 2.67%.
2 min readPrologis (PLD) reported mixed Q3 results, beating EPS but missing revenue. The company signed ~$2.3B in leases and narrowed EPS guidance. Major shareholders include BlackRock, State Street, and T. Rowe. Barclays filed a transaction notice regarding PLD. The stock fell post-earnings.
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