Prologis, Inc. (PLD) Reports Q4 2025 Core FFO of $1.44 per Share
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Strong Financial Performance: Prologis reported a core FFO of $1.44 per share for Q4 2025, reflecting robust leasing and operational momentum, which is expected to enhance shareholder returns further.
- Active Leasing Activity: The company signed 57 million square feet of leases in the quarter, driving occupancy toward 96%, which not only boosts market competitiveness but also lays a solid foundation for future revenue growth.
- Optimistic Development Outlook: Development starts are projected between $4 billion and $5 billion for 2026, with approximately 40% expected from data centers, indicating Prologis's strategic expansion in logistics and data centers will yield long-term growth potential.
- Capital Strategy Progress: The company plans acquisitions between $1 billion and $1.5 billion over the next year, with strategic capital revenue expected to reach $650 million to $670 million, demonstrating a proactive approach to capital allocation and market opportunity capture.
Analyst Views on PLD
Wall Street analysts forecast PLD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLD is 134.77 USD with a low forecast of 118.00 USD and a high forecast of 155.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 130.810
Low
118.00
Averages
134.77
High
155.00
Current: 130.810
Low
118.00
Averages
134.77
High
155.00
About PLD
Prologis, Inc. is a fully integrated real estate company. The Company operates through two segments: Real Estate (Rental Operations and Development) and Strategic Capital. Its Real Estate Segment represents the ownership and development of operating properties. The Real Estate Segment also includes development activities that lead to rental operations, including land held for development and properties under development, and other real estate investments, including renewable energy assets. Strategic Capital Segment represents the management of unconsolidated co-investment ventures. The Company is the general partner of Prologis, L.P. (the Operating Partnership or OP). Through the OP, it is engaged in the ownership, acquisition, development and management of logistics facilities with a focus on key markets in approximately 20 countries on four continents. It operates, manages and measures the operating performance of its properties on an owned and managed (O&M) basis.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
