Prologis (PLD)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from PLD's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Prologis's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $4.8B | $6.0B | $8.0B | $8.2B | $8.8B |
| Net income | $2.9B | $3.4B | $3.1B | $3.7B | $3.3B |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $3.94 | $4.25 | $3.29 | $4.01 | $3.56 |
| Operating margin | 67.4% | 58.0% | 46.2% | 53.8% | 49.6% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own PLD
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $197M | 0.07% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | $107M | 0.16% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | $61M | 0.05% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $48M | 0.11% | Q2 2026 |
| Marty Whitman Third Avenue Management LLC |
Trimmed | $14M | 2.3% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $7M | 0.06% | Q2 2026 |
Insider buying
Open-market purchases by Prologis's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 10, 2026 | Ro Khanna |
0 | $136.18 | — |
| Mar 10, 2026 | Ro Khanna |
0 | $136.18 | — |
| Feb 5, 2026 | Ro Khanna |
0 | $136.16 | — |
| Feb 5, 2026 | Ro Khanna |
0 | $136.16 | — |
| Jan 29, 2026 | David Taylor |
0 | $130.47 | — |
| Jan 29, 2026 | David Taylor |
0 | $130.47 | — |
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In the full deep dive
Questions
Are Prologis insiders buying the stock?
6 open-market insider purchases of PLD in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Prologis?
6 of the superinvestors Investingly tracks hold PLD in their latest 13F, including Cliff Asness, Ron Baron, Hersh Cohen.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.