PLD Stock Recent News

PLD is set to gain from its strategically located modern distribution facilities, prudent buyouts and a healthy balance sheet. The choppy market is a concern.

The S&P 500 has sold off in recent weeks, tumbling more than 10% from its peak at one point. Many stocks have fallen even further.

Prologis, the largest REIT by market cap, excels in logistics and industrial real estate, benefiting from e-commerce and increasingly AI-driven data centers. Despite strong financial performance, Prologis faces pressure from elevated interest rates and increased industrial real estate construction, keeping its stock range-bound. Prologis' prime real estate portfolio, rental growth potential, and expansion into AI data centers make it a compelling long-term investment.

I present a list of 17 companies with upcoming dividend increases, highlighting those with over 10% increases and an average streak length of 11 years. My investment strategy focuses on buying, holding, and expanding stakes in companies that consistently increase dividends and outperform relevant benchmarks. I utilize data from the "U.S. Dividend Champions" spreadsheet and NASDAQ to identify companies with at least five years of dividend growth.

**Investment Thesis**: Energy Transfer, Altria Group, and AT&T are the top 'safer' F500IL stocks, with dividends from $1K invested exceeding their single share prices. **Analyst Projections**: Brokers forecast net gains of 15.41% to 41.76% from the top ten F500IL dogs by March 2026. **Market Conditions**: A 76.02% market correction could make all top ten high-yield F500IL stocks fair-priced, with dividends from $1K invested meeting or exceeding share prices.

Economic uncertainty and sector rotation have impacted REITs, with Prologis outperforming data center REITs like Equinix since the start of the year. Despite cooling industrial markets and rising vacancy rates, PLD's valuation and dividend yield presented a strong buy opportunity in December. PLD's recent performance includes a 17% share price increase and a 5% dividend hike, driven by strong leasing activity and data center expansion.

Explore the exciting world of Prologis (PLD -0.32%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

PLD is poised to gain from its strategically located modern distribution facilities, prudent buyouts and development and healthy balance sheet.

Prologis, Inc. (NYSE:PLD ) Raymond James & Associates' 46th Annual Institutional Investors Conference March 4, 2025 9:50 AM ET Company Participants Tim Arndt - Chief Financial Officer Conference Call Participants Jonathan Hughes - Raymond James Jonathan Hughes Right. Good morning, everyone.

I expect a market rotation from growth to value stocks, driven by inflation stability, fading AI tailwinds, and attractive valuations in value sectors. Dividend stocks, especially in energy and REITs, offer diversification and strong risk/reward potential, with consistent cash flow and growth opportunities. While risks like rate cuts or a recession exist, my picks are positioned to perform well even if growth outperforms.