What Is Driving Prologis (NYSE:PLD) as Data Centers Join Its Logistics Base?
Prologis (NYSE:PLD), a major industrial real estate trust, is gaining attention as it expands its logistics footprint to include data centers, tapping into the growing demand for AI and cloud services. The company's upcoming third-quarter results call will shed light on its occupancy, leasing trends, and progress in data center development, while its quarterly dividend and the impact of benchmark interest rates remain key factors for investors.
Realty Income Stock And 2 Large Cap Dividend Plays For Rising Rates
This article identifies three large-cap dividend stocks—Gaming and Leisure Properties (GLPI), Realty Income (O), and Prologis (PLD)—that could offer stable income during periods of rising interest rates. It highlights their business models, such as long-term leases and essential real estate holdings, which can provide steady cash flows despite market volatility. The piece also briefly touches on potential risks and opportunities unique to each company.
Prologis Inc Stock Futures,Dec- (SPLD0=F) Stock Price, News, Quote & History
The article provides a snapshot of Prologis Inc Stock Futures (SPLD0=F), showing its current price and key trading data. As of October 1, the stock was priced at 129.13, down 0.82%. The page also includes basic chart options and settlement information.
Prologis (PLD) Stock Looks Reasonable After Bullish Logistics Demand View
Prologis (PLD) has seen a 30.4% share price gain over three years, with recent weakness prompting questions about its cash flow support. A Discounted Cash Flow (DCF) analysis suggests the current stock price of US$128.91 is reasonable, supported by expected cash flow growth driven by e-commerce and nearshoring demand. The article also highlights a community narrative that views Prologis as 19% undervalued, emphasizing the importance of future leases and net operating income.
Director Bita acquires 231 deferred fee units plus dividend-linked units at Prologis (PLD).
Prologis director Cristina Gabriela Bita acquired 231 phantom shares from deferred director fees, along with 68.6173 dividend equivalent units (DEUs) associated with deferred stock units (DSUs) and 42.9551 DEUs on deferred director fees, all on September 30, 2026. These units represent deferred compensation and are payable in Prologis common stock at a rate of one share per unit, with vesting details specified for each type of unit. The transactions were reported in a Form 4 filing and indicate a neutral impact and sentiment.
Dividend-linked units acquired by Prologis (PLD) director are paid one common share per unit.
Prologis director George L. Fotiades acquired several types of dividend equivalent units (DEUs) on September 30, 2026, including those tied to pre-merger deferred stock units and those under the Nonqualified Deferred Compensation Plan. These DEUs accrue at Prologis’ common-stock dividend rate and are paid in common stock at a rate of one share per unit. The acquisitions updated Fotiades' reported balances across different categories of units.
A director acquires 231 stock units through deferred fees at Prologis (PLD).
Prologis director Guy A. Metcalfe reported the acquisition of 231 phantom shares, along with dividend equivalent units on deferred stock units and phantom shares, totaling 286.832 shares through compensation-related activities on September 30, 2026. These units are part of a nonqualified deferred compensation plan and are payable in Prologis common stock, with specific vesting conditions detailed for each type of unit. The filing provides insight into executive compensation and its potential impact on future stock issuance.
Fotiades Adds Dividend Equivalent Units in Four Prologis Deferred Compensation Categories
Prologis Director George L. Fotiades has acquired Dividend Equivalent Units (DEUs) across four different deferred compensation plans, as disclosed in a recent SEC filing. These acquisitions, which occurred on September 30, 2026, include DEUs from legacy ProLogis Deferred Stock Units, current-service Deferred Stock Units under the Prologis Nonqualified Deferred Compensation Plan, phantom shares, and pre-merger phantom shares. All these units are set to be settled in Prologis common stock on a one-to-one basis.
Prologis Director Guy A. Metcalfe Acquires Deferred Compensation Units Under NQDC Plan
Prologis Director Guy A. Metcalfe acquired derivative securities, including Dividend Equivalent Units and Phantom Shares, through the company's Nonqualified Deferred Compensation Plan on September 30, 2026. These transactions, filed on October 2, 2026, were recorded at a $0 acquisition price and represent plan credits that will convert to Prologis common stock on a one-to-one basis upon settlement. The acquisitions increase Metcalfe's indirect holdings, reflecting deferred director fees and accrued dividends on existing deferred stock units.
52.1336 dividend-linked stock units go to director Lydia H. Kennard at Prologis (PLD).
Prologis director Lydia H. Kennard acquired 52.1336 Dividend Equivalent Units (DEUs) on September 30, 2026. These DEUs were earned on Deferred Stock Units (DSUs) related to her board service and are part of Prologis, Inc.'s Nonqualified Deferred Compensation Plan. The DEUs and underlying DSUs vest 100% on the earlier of the first anniversary of the grant date or the company's first annual meeting after the grant date, with receipt deferred and paid in Prologis common shares.
Each unit pays one share: Prologis (PLD) director acquires 33.6339 dividend-linked stock units.
Prologis, Inc. director Sarah A. Slusser acquired 33.6339 dividend equivalent units (DEUs) linked to deferred stock units (DSUs) for her board service on September 30, 2026. This transaction increased her combined DSU and DEU balance to 4,114.9705 units. These DEUs vest 100% on the earlier of the first anniversary of the grant date or the company's first annual stockholder meeting, and each unit is payable in one share of Prologis common stock.
A director acquires 232.6558 dividend-linked stock units at Prologis (PLD), with receipt deferred.
Prologis director David P. Oconnor acquired 232.6558 dividend equivalent units on September 30, 2026, through the company's Nonqualified Deferred Compensation Plan. These units accrue with Prologis dividends and are payable in common shares at a one-for-one rate, with the receipt deferred. The acquisition brings his combined balance of Deferred Stock Units and Dividend Equivalent Units to 28,464.4555, vesting 100% on the earlier of one year from the grant date or the company's next annual stockholder meeting.
Director acquires 52.1336 dividend-linked stock units at Prologis (PLD).
Prologis director Olivier Piani acquired 52.1336 dividend equivalent units (DEUs) on September 30, 2026, bringing his total balance to 6,378.3268 DSUs and DEUs. These units are earned on deferred stock units (DSUs) related to his board service and are deferred under the company's Nonqualified Deferred Compensation Plan. The DEUs and underlying DSUs vest 100% on the earlier of the first anniversary of the grant date or the first annual stockholders' meeting after the grant date, and are paid out in Prologis common stock.
A director earns 52.1336 dividend-linked units at Prologis (PLD), payable one common share each.
Prologis director Avid Modjtabai was awarded 52.1336 Dividend Equivalent Units (DEUs) on September 30, 2026, which are linked to Deferred Stock Units for board service. These DEUs, along with the underlying DSUs, will vest 100% on the earlier of the first grant anniversary or the company's first annual stockholder meeting after the grant date, and will be paid in Prologis common stock at a rate of one common share per unit. Following this transaction, Modjtabai's total balance of DSUs and DEUs is 6,378.3268 units.
Director Connor acquires 52.1 stock units at Prologis (PLD), payable as one common share per unit.
Prologis director James B. Connor acquired 52.1336 Dividend Equivalent Units (DEUs) on September 30, 2026. These DEUs are earned on Deferred Stock Units (DSUs) related to his board service and are part of the company's Nonqualified Deferred Compensation Plan. The units accrue at the common-stock dividend rate and will be paid in Prologis common stock, with one share per unit, upon vesting.
Wells Fargo cuts target for Prologis stock from USD 167.00 to USD 166.00
Wells Fargo has lowered its price target for Prologis (PLD) stock from USD 167.00 to USD 166.00, while maintaining an Overweight rating. This adjustment comes despite Prologis reporting solid second-quarter 2026 results, with revenue up 11.00 percent year-over-year and earnings per share beating consensus estimates. The company has also maintained its fiscal 2026 earnings guidance, and its next earnings date is set for October 15, 2026.
Form 8.3 PROLOGIS, INC.
Massachusetts Financial Services Company has filed a Form 8.3 disclosure related to PROLOGIS INC, showing an interest in 9,511,539 common shares, representing 1% of the relevant securities. The filing also details recent sales and purchases of PROLOGIS INC shares and confirms disclosures are being made for SEGRO PLC as well. This disclosure is in accordance with Rule 8.3 of the Takeover Code.
Federal Realty Acquires The Summit, Alabama's Premier Retail Destination
Federal Realty Investment Trust has acquired The Summit, Alabama's leading retail destination, for $508 million. This acquisition is immediately accretive to FFO per share and offers significant mark-to-market opportunities. The Summit, located in Birmingham, attracts nearly 9 million annual visits and strengthens Federal Realty's portfolio of dominant retail assets.
Medical Properties tops most-shorted REITs; American Tower records the lowest
Medical Properties Trust was identified as the most-shorted REIT at the end of September among those with market capitalizations over $2 billion, while American Tower had the lowest short interest. The real estate sector saw healthcare, hotel, and office REITs as the most shorted.
Medical Properties tops most-shorted REITs; American Tower records the lowest
Medical Properties Trust (MPT) is currently the most shorted REIT among those with market capitalizations over $2 billion, with a short interest of 24.33%. This trend is prominent within healthcare, hotel, and office REITs. Conversely, American Tower (AMT) and Equinix (EQIX) are among the least shorted, showing short interests of 1.31% and 1.72% respectively.
Prologis (NYSE:PLD) Deepens Its Data-Center Push
Prologis (NYSE:PLD) is intensifying its focus on data centers, leveraging its extensive warehouse portfolio, land bank, and access to utility power. This strategic shift positions the company at the intersection of logistics and digital infrastructure, capitalizing on growing demand for both. Despite firmer bond yields, Prologis's strong leasing activity in its core warehouse business provides a stable foundation for this expansion.
Prologis Remains the Gold-Standard of Industrial REITs
Prologis is considered the gold standard among industrial REITs due to its strategic focus on acquiring, developing, owning, and operating industrial properties in high-density, high-barrier-to-entry markets. The company leverages its massive 1.3 billion-square-foot portfolio to serve multimarket clients and has a substantial global land bank capable of supporting approximately $42 billion in new industrial projects. This strong strategy and development potential underpin its leading position in the sector.
Simon Property (NYSE:SPG) Launches National Brand Campaign
Simon Property Group (NYSE:SPG) has initiated a national brand campaign positioning its malls and outlets as key
Wells Fargo cuts Prologis stock target from USD 167.00 to USD 166.00
Wells Fargo has lowered its price target for Prologis (PLD) stock from USD 167.00 to USD 166.00, while maintaining an "Overweight" rating. This adjustment comes after Prologis reported a 11.00% increase in second-quarter revenue to USD 2.43 billion and surpassed earnings per share consensus estimates. Prologis is set to release its third-quarter 2026 results on October 15, 2026, with analysts anticipating a 6.00% rise in diluted earnings per share.
Crown Castle Inc. (CCI) stock price, news, quote and history
This article provides a comprehensive overview of Crown Castle Inc. (CCI) stock, including its current price, historical data, financial performance, and analyst insights. It details the company's profile as a REIT specializing in cell towers, its key financial metrics, and performance against the S&P 500. The article also includes earnings trends and analyst recommendations for CCI.
A roughly 1.3 million-square-foot logistics park changes hands as Logistic Properties (LPA) closes its Peru sale.
Logistic Properties of the Americas (LPA) completed the sale of Parque Logístico Lima Sur in Peru for $145 million, a price nearly 20% above its carrying value. The company received $85 million at closing and secured a $55 million credit facility to accelerate access to deferred proceeds, with plans to reinvest in its Mexican investment pipeline. LPA will continue to manage the property for the buyer, FIBRA Prime, earning fee income.
Why Prologis (PLD) Dipped More Than Broader Market Today
Prologis (PLD) stock declined by 2.09% in the latest trading session, underperforming the S&P 500, Dow, and Nasdaq. The industrial real estate developer's shares have also seen a 5.06% loss over the past month. Investors are anticipating its upcoming earnings release on October 15, 2026, with an expected EPS increase of 6.04% and revenue growth of 7.1% from the prior year.
Reevaluate Every Asset’s Role in the 2027 Portfolio
With a wave of commercial real estate loan maturities approaching in 2027, this article advises real estate teams to reevaluate every asset's role in their portfolios. It emphasizes moving beyond portfolio-level averages to assess each property individually, considering alignment with investment strategy, potential for improved returns elsewhere, and overall portfolio resilience. The piece suggests a valuation-led approach to decide whether to protect, improve, recapitalize, harvest, or exit an asset, especially given increased debt costs and stricter underwriting.
Prologis (NYSE:PLD) Pays Quarterly Dividend Today as Warehouse Demand and Rate Worries Collide
Prologis (NYSE:PLD) is paying its quarterly common stock dividend today, drawing attention to its performance ahead of its third-quarter results in mid-October. The company, the world's largest logistics real estate owner, faces a dual focus on warehouse demand and the impact of rising interest rates. The article highlights Prologis's business model, its expansion into data centers, and the ongoing challenges and opportunities in the industrial real estate sector.
Realty Income (NYSE:O) Reaches KKR European Joint Venture Closing Date as Monthly Dividend Record Date Arrives
Realty Income (NYSE:O) has reached the closing date for its European net lease joint venture with KKR and the record date for its latest monthly dividend. The consistency of its monthly dividend payments and increases is a key feature for the "Monthly Dividend Company." This venture is expected to enhance Realty Income's European expansion and funding channels, particularly as the real estate sector navigates interest rate fluctuations.
Crown Castle (NYSE:CCI) Hits New 12-Month Low - Should You Sell?
Crown Castle (NYSE:CCI) shares recently hit a new 52-week low of $66.17, trading significantly below its moving averages. Despite analyst price target cuts, the stock holds a "Moderate Buy" consensus rating with a projected upside of $94.37. The company reported earnings that beat estimates and offers a 6.4% dividend yield, though its high payout ratio raises questions about dividend sustainability.
Is ACRES Commercial Realty (NYSE:ACR) the Infrastructure and Real Estate Stock Everyone's Talking About?
ACRES Commercial Realty (NYSE:ACR) is gaining attention due to a fresh share buyback authorization, creating a capital-allocation angle. This development occurs amidst a challenging market backdrop characterized by elevated Treasury yields and volatile oil prices, making company-specific execution more crucial than usual. Investors should monitor future operating updates, management commentary, and changes in capital allocation to assess the sustainability of this narrative.
Prologis stock falls 1.64 percent before Q3 results
Prologis stock experienced a 1.64% drop before its Q3 results announcement. Analysts are projecting a 6.00% year-over-year increase in Q3 EPS to USD 1.58, with the company scheduled to report earnings on October 15, 2026. This upcoming report will be crucial for investors to assess if earnings growth can counteract the recent share price decline.
PragmaCharge and Prologis Open Electric Truck Charging Hub
PragmaCharge and Prologis have opened a major electric truck charging hub at Mercavalencia. This collaboration aims to support the transition to electric vehicles in the logistics sector. The hub is now operational, providing essential infrastructure for EV trucks.
REG - Folio Investments Prologis, Inc. - Form 8 (DD) - PROLOGIS INC
This Form 8 (DD) public dealing disclosure by Folio Investments, Inc. details its interests and short positions in Prologis, Inc. securities as of September 29, 2026. Folio Investments, acting as an advisor to SEGRO PLC, reported owning 7 shares of Prologis's USD 0.01 common stock, representing 0.00% of the total. The disclosure also lists specific purchases and sales of common stock by Folio Investments, including two sales and one purchase, with prices ranging from $132.4550 to $132.7212 per unit.
Form 8.3 Prologis, Inc
This Form 8.3 disclosure, filed by NATIXIS SA, details their opening position and dealings in relevant securities of Prologis, Inc. as required by Rule 8.3 of the Takeover Code. It outlines their interests and short positions in Prologis's common stock as of September 29, 2026, and lists specific purchases and sales of shares and derivative transactions. The document also confirms no indemnity or option arrangements or agreements relating to voting rights.
Prologis stock after-hours at EUR 117.10: plus 0.53 percent versus prior close
Prologis stock closed after-hours at EUR 117.10, showing a 0.53% increase from its previous close. The company has scheduled its third-quarter results announcement for October 15, 2026, and has declared a quarterly cash dividend of USD 1.07 per share.
What to Expect From Prologis’ Q3 2026 Earnings Report
Prologis (PLD) is expected to report Q3 2026 diluted EPS of $1.58, a 6% increase year-over-year, and has consistently met or exceeded analyst expectations. The company's stock has outperformed the S&P 500 over the past year, driven by its expanding data center business and strong dividend growth. Analysts maintain a "Moderate Buy" rating with a potential upside of 19.3%.
Form 8.3 - The Vanguard Group, Inc.: Prologis, Inc.
This document is a Form 8.3 disclosure from The Vanguard Group, Inc., detailing its interests and dealings in the relevant securities of Prologis, Inc. It outlines Vanguard's significant ownership of Prologis common shares, representing 13.49% of the company, and also reports recent purchase and sale transactions of these securities. The disclosure is made under Rule 8.3 of the Takeover Code and also indicates disclosure in respect of SEGRO plc.
Prologis Inc (POJN.HA) stock price, news, quote and history
This page provides stock information for Prologis Inc (POJN.HA), including its current stock price, a summary, news, chart, historical data, profile, options, holdings, performance, and risk. As of 9:10:02 CEST, the stock was trading at 116.45 EUR, down 0.09%.
Prologis stock at USD 132.42 on September 28, 2026
Prologis Inc. stock closed at USD 132.42 on the NYSE on September 28, 2026, marking a 0.47 percent decrease from the previous session. The company is scheduled to host a webcast and conference call on October 15, 2026, to discuss its third-quarter results. Additionally, SEGRO shareholders approved resolutions related to a proposed combination with Prologis, which is expected to become effective in the first half of 2027.
Invesco Ltd. - Invesco Ltd: Form 8.3 - Segro Plc; Public dealing disclosure
Invesco Ltd. has disclosed its public dealings in Segro PLC relevant securities through a Form 8.3 filing, as required by Rule 8.3 of the Takeover Code. The disclosure details Invesco's interests and short positions in Segro PLC's 10p ordinary shares, showing 0.46% ownership, along with recent purchase and sale transactions. The filing also confirms no indemnity or option arrangements, and no agreements related to voting rights or future acquisition/disposal of relevant securities.
REG - Barclays PLC Prologis, Inc. - Form 8.3 PROLOGIS, INC.
Barclays PLC has filed a Form 8.3 disclosure related to Prologis, Inc., detailing its interests and short positions in the company's securities as of September 25, 2026. The disclosure also includes numerous purchase and sale transactions of Prologis, Inc. common shares by Barclays PLC on that date. This filing is made under Rule 8.3 of the Takeover Code.
Prologis stock at USD 133.03 on September 25, 2026
Prologis Inc. stock closed at USD 133.03 on September 25, 2026, marking a 0.59 percent decrease from the previous close. The company has announced a regular cash dividend of USD 1.07 per common share, payable on September 30, and will discuss its third-quarter results and future outlook during a webcast and conference call on October 15, 2026.
What Is Putting Rexford Industrial Realty (REXR) Back In The Spotlight?
Rexford Industrial Realty (REXR) has garnered attention due to recent modest stock performance, showing gains over the past month despite a longer-term decline. The company's focus on repositioning and redeveloping industrial properties in Southern California, with an estimated $50-$60 million annual NOI from its pipeline, positions it as potentially undervalued at $37.47 against a fair value of $40.31, according to one narrative. However, its P/S ratio of 8.4x, above the industrial REIT average, suggests a premium valuation that requires successful execution of its development plans to justify.
LXP Industrial Trust (LXP) Looks Fairly Valued, Is There More Upside To Come?
LXP Industrial Trust (LXP) has shown strong returns, with a 22.89% year-to-date and 41.15% one-year total return, currently trading at US$60.93. While analysts suggest it's 1% overvalued with a fair value of $60.20, Simply Wall St's DCF model indicates it might be undervalued by 24.7% at $80.93 per share. Investors are presented with conflicting valuations and must consider the trust's reliance on large single-tenant assets and its Sunbelt/Midwest market exposure.
Is Prologis (PLD) Stock Priced Right For Its Cash Flow?
Prologis (PLD) stock has seen significant returns over the past three years, prompting a review of whether its current price is justified by its expected cash flows. A Discounted Cash Flow (DCF) model, utilizing adjusted funds from operations, suggests the stock is currently trading broadly in line with its implied cash value of $133.82. The article highlights strong long-term demand for logistics space and identifies community narratives suggesting the stock might be undervalued.
Prologis stock last at USD 133.31, down 0.38 percent in New York trading
Prologis stock closed at USD 133.31, down 0.38 percent, trailing broad market proxies like SPY and QQQ. The stock opened at USD 134.08, reaching an intraday high of USD 134.36 and a low of USD 132.72. A dividend payment of USD 1.07 is scheduled for September 30, 2026.
REG - Northern Trust Corp SEGRO PLC Prologis, Inc. - Form 8.3 - Prologis, Inc
Northern Trust Corporation has disclosed its interests and dealings in Prologis, Inc. common stock, holding 1.50% of relevant securities as of September 24, 2026. The disclosure, made under Rule 8.3 of the Takeover Code, also indicates interests in SEGRO plc. Northern Trust Corporation executed various buy and sell transactions in Prologis Common Stock on September 24, 2026.
REG - Threadneedle AM Hdgs SEGRO PLC Prologis, Inc. - Form 8.3 Prologis, Inc.
Threadneedle Asset Management Holdings Ltd has filed a Form 8.3 disclosure regarding its interests and dealings in the relevant securities of Prologis, Inc. and Segro Plc. The disclosure details their positions in USD 0.01 common stock, including relevant securities owned, cash-settled derivatives, and recent purchase and sale transactions. The total interest in Prologis, Inc. is 0.44%, with a minor change attributed to a discretionary holding transfer.
