PLD Stock Recent News

Investors continue to invest in technology stocks, particularly those with an artificial intelligence (AI) theme. However, for some investors, their choice of stocks to buy may be based on FOMO (fear of missing out) rather than allowing a deeper understanding of what's happening in the tech space to inform their investment decisions.

The S&P 500 is near its all-time high, and many of the most popular stocks in the market have performed very well recently. However, some types of dividend stocks, especially real estate investment trusts, or REITs, are still looking very attractive.

Prologis remains a core industrial REIT holding, boasting strong fundamentals despite a 13% stock price decline and sector headwinds. Q2 2025 results exceeded expectations with robust FFO growth, high occupancy, and a resilient rent roll even amid rising vacancies. The pipeline is exceptionally strong, with record build-to-suit activity and large tenants increasing investments, signaling improving demand.

U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest declines last week, the S&P 500 advanced 0.6%, notching record highs in three of the past four weeks following a five-month drought.

I assign a cautious Buy rating to Prologis, citing its unique blend of global logistics and real estate, resilient market trends, and prudent risk management. Prologis demonstrates robust fundamentals, strong financial flexibility, and attractive long-term growth potential, despite recent short-term earnings volatility and a premium valuation. Key growth drivers include supply chain onshoring, expansion into data centers and renewables, and the innovative Prologis Essentials platform for tenant services.

In an uncertain market, I stick to five core investing principles: stay the course, specialize, diversify, trust proven experts, and keep some cash. Dividend growth investing (DGI) remains my strategy, with a focus on reliable cash flow compounding and growing dividends to eventually replace labor income. I diversify beyond my real estate core by blending passive DGI ETFs and selecting active ETFs with proven outperformance.

Now is an opportune time for income investors to buy undervalued, dividend-growing stocks as the market favors growth over value. I highlight two such names that have moat-worthy attributes and durable sources of cash flow. Both trade at below-average valuations and have long dividend growth track records, making them ideal for enterprising bargain hunters.

Prologis Inc. NYSE: PLD has taken investors on an unwelcome round trip since it reported earnings on July 16. PLD stock initially jumped 4% after the real estate investment trust (REIT) reported.

Green bond issuance by US equity real estate investment trusts subsided in the first half of 2025, according to an S&P Global Market Intelligence analysis. Datacenter REIT Equinix was the sole US REIT to issue green bonds in the first half, raising roughly $1.67 billion through two euro-denominated offerings. Since 2018, 25 US REITs have issued green bonds, totaling $42.67 billion in proceeds.

Prologis, Inc. (NYSE:PLD ) Q2 2025 Earnings Conference Call July 16, 2025 12:00 PM ET Company Participants Abhishek Castilla - Director of Investor Relations Christopher N. Caton - Senior VP & Global Head of Research Daniel Stephen Letter - President & Director Hamid R.