Prologis Inc. Stock Price, News & Analysis

Prologis (NYSE: PLD) will present its Fourth Quarter 2025 results via a live webcast and conference call on Wednesday, January 21, 2026 at 9:00 a.m. PT / 12:00 p.m. ET.

Investors can join by dialing +1 (877) 897-2615 (U.S. & Canada toll-free) or +1 (201) 689-8514 (international), or via the live webcast in the Investor Relations section of www.prologis.com.

A telephonic replay will be available from January 21 to February 4, 2026 at +1 (877) 660-6853 (U.S. & Canada) or +1 (201) 612-7415 (international) using access code 13757425. The webcast replay will be posted under "Events & Presentations" on the company website.

Land & Buildings says First Industrial (NYSE: FR) is materially upgraded and trades at a large discount to value. The presentation estimates 30% upside to NAV, cites a nearly 7% implied cap rate on FR (based on NOI to market rents) versus peers in the low–mid 5% range, and highlights that FR has newly developed ~40% of its portfolio and disposed >40% of legacy assets over the past decade.

Land & Buildings urges FR to pursue asset dispositions, land sales, capital returns, and improved investor communication, and to evaluate strategic alternatives if the discount persists; buyers named include Prologis and Blackstone.

Prologis (NYSE: PLD) declared regular quarterly cash dividends for the quarter ending December 31, 2025. The Board approved a $1.01 per share dividend on common stock, payable December 31, 2025, to holders of record at the close of business on December 16, 2025. The Board also approved a $1.0675 per share dividend on 8.54% Series Q cumulative redeemable preferred stock, payable December 31, 2025, to Series Q holders of record on December 16, 2025.

Rexford Industrial (NYSE: REXR) announced that David Stockert will join its Board of Directors effective January 1, 2026. Mr. Stockert is a general partner at Sweetwater Opportunity Funds since 2019 and previously served as CEO and president of Post Properties from 2002–2016, joining that company in 2001.

He currently serves on the board of Mid-America Apartment Communities (NYSE: MAA), served as lead independent director of Duke Realty from 2019–2022, and held senior leadership roles at Duke Realty and Weeks Corporation in the 1990s. Rexford said the appointment aims to strengthen governance and capital allocation discipline. Russell Reynolds Associates led the search.

Prologis (NYSE: PLD) reported 3Q25 results: net earnings per diluted share $0.82 (down 24.1% YoY) and Core FFO per diluted share $1.49 (up 4.2% YoY). The company recorded a record 62 million square feet of lease signings and reported 5.2 GW of utility-fed power capacity secured or in advanced stages to support data center growth.

Balance-sheet highlights: available liquidity ~$7.5 billion, debt-to-EBITDA 5.0x, and weighted average debt rate on company share 3.2%. Prologis raised 2025 net earnings guidance to $3.40–$3.50 per diluted share and increased planned development starts to $2.75–$3.25 billion.

Prologis (NYSE:PLD) hosted its fifth annual GROUNDBREAKERS™ forum in Los Angeles, bringing together leaders to discuss critical issues shaping global supply chains. The event featured keynote speakers Hamid R. Moghadam, Prologis CEO, and U.S. Secretary of the Interior Doug Burgum, who addressed energy policy and AI's impact.

The forum included seven expert panels covering crucial topics: global trade, energy reliability, autonomous delivery systems, food systems, the 2028 Olympics, space technology, and defense. Key discussions centered on supply chain resilience, energy integration, and technological innovation. Comedian Trevor Noah concluded the event with a conversation on technology and society.

Prologis (NYSE:PLD) released its 2026 Supply Chain Outlook report, based on a survey of 1,800+ senior executives across global markets. The report identifies three major trends reshaping supply chains: energy reliability, AI adoption, and regionalization.

Key findings reveal that 90% of companies would pay premium for reliable energy infrastructure, with 70% of executives fearing outages more than other disruptions. 70% of companies report advanced AI adoption in their supply chains. Additionally, 60% of executives forecast more localized supply chains by 2030, with energy reliability (40%) surpassing labor costs (36%) as the primary factor in operational location decisions.

Prologis (NYSE:PLD) has scheduled its third quarter 2025 earnings conference call and webcast for October 15, 2025, at 12:00 p.m. ET. The company's senior management will discuss quarterly results, market conditions, and future outlook.

Investors can access the live broadcast via phone at +1 (877) 897-2615 (US/Canada toll-free) or +1 (201) 689-8514 (international). A replay will be available through October 29 using access code 13756034. The webcast and its replay can be accessed through Prologis's Investor Relations website.

Prologis (NYSE:PLD), a leading real estate company, announced its participation in the BofA Securities 2025 Global Real Estate Conference. Chief Financial Officer Tim Arndt will deliver a presentation on Wednesday, September 10, at 9:35 a.m. ET in New York.

Investors can access the live audio webcast, replay, and presentation materials through the company's investor relations website at https://ir.prologis.com/events-presentations.