PLD · Real Estate
Prologis, Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Guidance / OutlookImportance 51 · Surprise 60Prologis provided fiscal 2026 earnings-per-share guidance of $6.220 to $6.300. The midpoint is approximately $6.260 and was described as closely aligned with the average sell-side estimate. The company is scheduled to…
- Revenue Performance and MixImportance 37 · Surprise 6Prologis reported quarterly revenue of $2.43 billion. Revenue exceeded analyst expectations of $2.16 billion by approximately $270 million, or 12.5%. The digest provided no year-over-year, sequential, or segment…
News · 2026-09-21
- Data Center Development OutlookImportance 31 · Surprise 42Prologis is broadening its logistics real-estate strategy beyond traditional warehouses to include data centers, power infrastructure, and advanced distribution facilities. The reported strategy is tied to increasing…
- Occupancy and Leasing ActivityImportance 23 · Surprise 24Prologis reported improving leasing activity as it moved through the third quarter. Occupancy was rising, while market rents continued to show positive growth. The company is extending its logistics real-estate…
News · 2026-09-20
- Occupancy and Leasing ActivityImportance 17 · Surprise 24Prologis CFO Tim Arndt reported improving leasing activity, rising occupancy and positive market rent growth during the third quarter. The company was described as experiencing record leasing volumes across its…
News · 2026-09-19
- Guidance / OutlookImportance 40 · Surprise 42Third-party reporting indicates Prologis reaffirmed its fiscal 2026 EPS guidance in connection with first-quarter 2026 results. A separate report states that the company raised its full-year guidance after…
- Quarterly Earnings PerformanceImportance 36 · Surprise 14Prologis reported $2.43 billion of revenue for the quarter and earnings of $1.13 per share. The company exceeded analyst earnings estimates during the quarter. Q2 2026 results included 8.5% same-store NOI growth,…
- Occupancy and Leasing ActivityImportance 31 · Surprise 32Prologis reported record leasing activity in the second quarter of 2026. Portfolio occupancy was 95.5%, indicating continued demand for its logistics assets. Same-store NOI increased 8.5% year over year, supporting…
- Data Center Development PipelineImportance 31 · Surprise 42Prologis is reported to have a data center development pipeline supported by substantial land and power access. The initiative is characterized as a significant new growth runway beyond the company’s logistics assets.…
- Dividend DeclarationImportance 13 · Surprise 6Prologis declared a quarterly dividend of $1.07 per share. The dividend was described as carrying a 3.2% annualized yield. The declaration represents a recurring capital-allocation commitment to shareholders.
News · 2026-09-17
- Acquisition / Partnership / DivestitureImportance 28 · Surprise 42Prologis sold The Collection at Airport Central, a five-building industrial portfolio in Denver, Colorado, to Berkeley Partners on September 17, 2026. The portfolio comprises 604,429 square feet and was fully leased to…
- Institutional Ownership ChangesImportance 3 · Surprise 6The Vanguard Group held 13.57% of Prologis’s common shares as of September 16, 2026. Vanguard’s position represented 129,007,098 Prologis securities. The disclosure reported purchases and sales of Prologis common…
News · 2026-09-16
- Dividend DeclarationImportance 13 · Surprise 6Prologis declared a dividend of $1.07 per share on September 16, 2026. The company has paid dividends consistently since 1997 and has increased its dividend annually since 2009. The reported dividend payout ratio of…
News · 2026-09-15
- Institutional Ownership ChangesImportance 14 · Surprise 24Bank of America Corp. acquired 10,535,587 Prologis shares on September 15, 2026. The stake was valued at approximately $1.43 billion and represented 1.13% ownership of Prologis. Institutional investors collectively…
- Guidance / OutlookImportance 10 · Surprise 6Prologis reaffirmed its fiscal 2026 EPS guidance, indicating no change to management’s forward earnings view during the September 15, 2026 reporting cycle. The reaffirmation followed reported first-quarter 2026…
News · 2026-09-14
- Quarterly Earnings PerformanceImportance 38 · Surprise 46Prologis reported first-quarter 2026 EPS of $1.13. Reported EPS exceeded the $0.75 analyst consensus by $0.38, or approximately 50.7%. The digest did not provide revenue, FFO, margins, or the specific drivers of the…
- Institutional Ownership ChangesImportance 35 · Surprise 46Corient Private Wealth LP increased its Prologis stake by 91.4% during the second quarter of 2026. Its holdings reached 182,647 shares valued at $24.74 million. The reported position remains below the $65 million…
- Dividend DeclarationImportance 13 · Surprise 6Prologis announced a quarterly dividend of $1.07 per share. The dividend declaration provides a recurring cash distribution to Prologis shareholders. The report did not specify the record date, payment date, or change…
News · 2026-09-13
- Institutional Ownership ChangesImportance 35 · Surprise 48Baird Financial Group increased its Prologis stake by 20.6% during the second quarter. The purchase added 21,000 shares, bringing Baird’s total holdings to 122,809 shares. The reported value of the position was $16.6…
- Guidance / OutlookImportance 14 · Surprise 24Prologis maintained its fiscal 2026 earnings-per-share guidance. The report does not provide the numerical EPS range or any change to revenue, margin, or capital-expenditure assumptions. Maintaining guidance suggests…
- Dividend DeclarationImportance 12 · Surprise 6Prologis declared a quarterly dividend of $1.07 per share. The dividend was reported alongside the company’s second-quarter earnings update. The digest does not state the total dividend payment, record date, or payment…
News · 2026-09-10
- Development PipelineImportance 34 · Surprise 42Prologis acquired 69 acres in Minooka, Illinois, for the Minooka Exchange logistics development. The planned facility will provide 1 million square feet of industrial logistics space. Construction is expected to break…
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Prologis acquired 69 acres in Minooka, Illinois, to develop the Minooka Exchange logistics facility. The planned project will comprise approximately 1 million square feet and is expected to break ground in the coming…
- Institutional Ownership ChangesImportance 8 · Surprise 14National Pension Service increased its Prologis stake by 1% during the second quarter to 2.83 million shares. The position was valued at $383.7 million. Institutional investors collectively owned 93.5% of Prologis.…
News · 2026-09-09
- Revenue Performance and MixImportance 47 · Surprise 22Prologis reported a 11% year-over-year revenue increase in the first quarter of 2026. The revenue result accompanied performance that exceeded analysts’ expectations. No segment or geographic revenue breakdown was…
- Guidance / OutlookImportance 33 · Surprise 40Prologis maintained its full-year earnings guidance, according to the third-party report. The report also stated that Prologis delivered an 11% year-over-year revenue increase in the first quarter of 2026. The 11%…
- Dividend DeclarationImportance 20 · Surprise 24Prologis declared a quarterly dividend of $1.07 per share. The dividend was reported after the company exceeded earnings and revenue expectations. The digest does not specify the declaration date, record date, or…
- Institutional Ownership ChangesImportance 11 · Surprise 14HighTower Advisors LLC reduced its Prologis stake by 4.8% in the second quarter, selling 11,434 shares and retaining 225,944 shares valued at $30.6 million. NewEdge Advisors LLC increased its position by 5.9% during…
News · 2026-09-08
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European Commission approved Prologis and NBIM Nerva acquiring joint control of a logistics real estate asset in Hamburg. The transaction covers the operation and management of industrial real estate. The…
- Regulatory Approval MilestonesImportance 44 · Surprise 60The European Commission approved Prologis and NBIM Nerva’s acquisition of joint control of a logistics real estate asset in Hamburg, Germany. The transaction covers the operation and management of industrial real…
News · 2026-09-07
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European Commission approved Prologis and NBIM Nerva acquiring joint control of a logistics real estate asset in Hamburg. The transaction covers the operation and management of industrial real estate. The…
- Revenue Performance and MixImportance 23 · Surprise 22Prologis reported quarterly revenue of $2.43 billion, exceeding analyst expectations. Revenue increased 11% year over year. The company also reported earnings of $1.13 per share for the quarter.
- Guidance / OutlookImportance 17 · Surprise 24Third-party reporting states that Prologis maintained or reaffirmed its fiscal 2026 EPS guidance. The report does not provide the numerical guidance range or any change to revenue, margin, or capital-expenditure…
News · 2026-09-05
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European Commission approved Prologis and NBIM Nerva acquiring joint control of a logistics real estate asset in Hamburg. The transaction covers the operation and management of industrial real estate. The…
- Guidance / OutlookImportance 17 · Surprise 24Third-party reporting states that Prologis maintained or reaffirmed its fiscal 2026 EPS guidance. The report does not provide the numerical guidance range or any change to revenue, margin, or capital-expenditure…
News · 2026-09-04
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European Commission approved Prologis and NBIM Nerva acquiring joint control of a logistics real estate asset in Hamburg. The transaction covers the operation and management of industrial real estate. The…
- Revenue Performance and MixImportance 23 · Surprise 22Prologis reported quarterly revenue of $2.43 billion, exceeding analyst expectations. Revenue increased 11% year over year. The company also reported earnings of $1.13 per share for the quarter.
News · 2026-09-03
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European Commission approved Prologis and NBIM Nerva acquiring joint control of a logistics real estate asset in Hamburg. The transaction covers the operation and management of industrial real estate. The…
- Dividend DeclarationImportance 25 · Surprise 6Prologis announced a quarterly dividend of $1.07 per share, payable September 30, 2026, to shareholders of record on September 16, 2026. The reported payout ratio is 132.1% of current earnings, indicating reliance on…
- Revenue Performance and MixImportance 23 · Surprise 22Prologis reported quarterly revenue of $2.43 billion, exceeding analyst expectations. Revenue increased 11% year over year. The company also reported earnings of $1.13 per share for the quarter.
- Guidance / OutlookImportance 17 · Surprise 24Third-party reporting states that Prologis maintained or reaffirmed its fiscal 2026 EPS guidance. The report does not provide the numerical guidance range or any change to revenue, margin, or capital-expenditure…
News · 2026-08-27
- Institutional Ownership ChangesImportance 6 · Surprise 6Bamco Inc. NY purchased 790,347 Prologis shares valued at approximately $107.07 million, establishing a new position according to its latest SEC 13F filing. Adelante Capital Management LLC acquired 1,274,473 shares…
News · 2026-08-26
- Institutional Ownership ChangesImportance 17 · Surprise 24Canada Pension Plan Investment Board acquired 4,316,522 Prologis shares for approximately $584.8 million on August 26, 2026, establishing a new position. Manufacturers Life Insurance Company separately purchased…
News · 2026-08-25
- Quarterly Earnings PerformanceImportance 62 · Surprise 46Prologis reported first-quarter 2026 revenue of $2.43 billion. First-quarter earnings per share were $1.13, exceeding the $0.75 analyst consensus by $0.38, or approximately 51%. Prologis maintained its fiscal 2026 EPS…
News · 2026-08-24
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Prologis is progressing toward its recommended $18.8 billion acquisition of SEGRO plc. The transaction could affect Prologis’s dividend payout dynamics, with the current $1.07 quarterly dividend annualizing to $4.28.…
- Revenue Performance and MixImportance 33 · Surprise 6Prologis reported $2.43 billion of revenue in the first quarter of 2026. First-quarter EPS was $1.13, exceeding the reported analyst consensus of $0.75. The digest provides no YoY or sequential revenue comparison and…
News · 2026-08-23
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Prologis is progressing toward its recommended $18.8 billion acquisition of SEGRO plc. The transaction could affect Prologis’s dividend payout dynamics, with the current $1.07 quarterly dividend annualizing to $4.28.…
- Revenue Performance and MixImportance 33 · Surprise 6Prologis reported $2.43 billion of revenue in the first quarter of 2026. First-quarter EPS was $1.13, exceeding the reported analyst consensus of $0.75. The digest provides no YoY or sequential revenue comparison and…
News · 2026-08-22
- Revenue Performance and MixImportance 29 · Surprise 22Prologis reported first-quarter 2026 revenue of $2.43 billion, an 11% year-over-year increase. Adjusted EPS was $1.13, exceeding analyst estimates for the quarter. The reported revenue growth exceeded the 10%…
News · 2026-08-21
- Revenue Performance and MixImportance 29 · Surprise 22Prologis reported first-quarter 2026 revenue of $2.43 billion, an 11% year-over-year increase. Adjusted EPS was $1.13, exceeding analyst estimates for the quarter. The reported revenue growth exceeded the 10%…
News · 2026-08-20
- Revenue Performance and MixImportance 47 · Surprise 22Prologis reported Q1 2026 revenue of $2.43 billion, up 11% year over year and exceeding analyst consensus. Q1 2026 earnings were $1.13 per share, above consensus estimates. The digest does not provide a segment or…
- Acquisition / Partnership / DivestitureImportance 38 · Surprise 42Multiple investors filed UK Takeover Panel Form 8.3 disclosures covering positions and dealings in Prologis, Inc. and SEGRO plc. Invesco’s disclosure explicitly stated that it was made in connection with Prologis’s…
News · 2026-08-19
- Revenue Performance and MixImportance 47 · Surprise 22Prologis reported Q1 2026 revenue of $2.43 billion, up 11% year over year and exceeding analyst consensus. Q1 2026 earnings were $1.13 per share, above consensus estimates. The digest does not provide a segment or…
- Acquisition / Partnership / DivestitureImportance 38 · Surprise 42Multiple investors filed UK Takeover Panel Form 8.3 disclosures covering positions and dealings in Prologis, Inc. and SEGRO plc. Invesco’s disclosure explicitly stated that it was made in connection with Prologis’s…
News · 2026-08-17
- Revenue Performance and MixImportance 47 · Surprise 22Prologis reported $2.43 billion in Q1 2026 revenue. Revenue increased 11% year over year, exceeding the materiality threshold and indicating double-digit growth. Q1 2026 earnings were $1.13 per share, surpassing…
News · 2026-08-16
- Revenue Performance and MixImportance 47 · Surprise 22Prologis reported quarterly revenue of $2.43 billion, up 11% year over year. Quarterly EPS was $1.13, exceeding analyst expectations. The report did not provide segment revenue, geographic revenue, or mix-shift details.
News · 2026-08-14
- Guidance / OutlookImportance 51 · Surprise 60Prologis raised its Core FFO guidance following its second-quarter earnings call. Executives cited record leasing and strong rent growth as drivers of the improved outlook. Management also expressed confidence in…
- Data Center Development PipelineImportance 34 · Surprise 42Prologis reported significant growth in its data center franchise during the second quarter. The company emphasized an expanding power pipeline as strategically important for future data center development. Management…
- Data Center Development OutlookImportance 34 · Surprise 42Prologis highlighted significant growth in its data center franchise during its Q2 earnings call. Management emphasized the strategic value of its expanding power pipeline to support future data center development. The…
- Occupancy and Leasing ActivityImportance 25 · Surprise 24Prologis reported record leasing activity during its Q2 earnings call. Executives also cited strong rent growth across the logistics portfolio. The company expressed confidence in continued positive growth for its…