PLD

Segros board will back Prologis $18.7B takeover bid

Published: Jul 22, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • Prologis Inc. (NYSE: PLD) increased its offer for Segro Ltd. (LSE: SGRO) to $18.7 billion, offering a 9.5% premium over its June 24 offer and a 47% premium to Segro's three-month weighted average share price.
  • Segro shareholders will receive 0.092 new Prologis shares for each share held, with the option to receive up to 25% in cash, up from 20% previously.
  • Takeover Panel granted an extension to the deadline set for Wednesday at 5:00 p.m.
  • London time, giving the real estate investment trust until Aug. 12 to finalize its intentions.
  • The new deal values Segro at £14 billion, with shares closing up 2.9% on the London Stock Exchange and the stock up 21% since the first offer, while shares of PLD were off 3.1% compared to the S&P 500.
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Growth Stock Metric Rating
PLD Rating
30.2
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 7.4% 25% 35.0 ptsBelow Screener (7.4%) - Weak growth
EPS Growth Next 5Y ? 2.6% 25% 10.0 ptsVery Weak (2.6%) - Minimal expectations
Target Price Upside ? 9.2% 20% 35.0 ptsBelow Screener (9.2%) - Target: $158.08 vs Current: $144.70
Gross Margin % ? 44.5% 15% 60.0 ptsSolid (44.5%) - Decent margins
Drawdown from 52-Wk High ? -5.6% 15% 20.0 ptsBarely a Dip (-5.6%) - Near recent highs
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About PLD

Real Estate REIT - Industrial 2,802 employees San Francisco, CA, United States
  • Prologis, Inc. is a self-administered and self-managed REIT and is the sole general partner of Prologis, L.P. through which it holds substantially all of its assets.
  • We operate Prologis, Inc. and Prologis, L.P. as one enterprise and, therefore, our discussion and analysis refer to Prologis, Inc. and its consolidated subsidiaries, including Prologis, L.P.
  • We invest in real estate through wholly owned subsidiaries and other entities through which we co-invest with partners and investors (co-investment ventures).
  • We have a significant ownership interest in the co-investment ventures, which are either consolidated or unconsolidated based on our level of control of the entity.
  • Prologis, Inc. began operating as a fully integrated real estate company in 1997 and elected to be taxed as a REIT under the Internal Revenue Code of 1986, as amended (Internal Revenue Code or IRC).
  • We believe the current organization and method of operation enable Prologis, Inc. to maintain its status as a REIT.
  • Prologis, L.P. was also formed in 1997. We operate, manage and measure the operating performance of our properties on an owned and managed (O&M) basis.
  • Our O&M portfolio includes our consolidated properties as well as properties owned by our unconsolidated co investment ventures, which we manage.
  • We make operating decisions based on our total O&M portfolio as we manage the properties without regard to their ownership.
  • Prologis, Inc. was incorporated in 1983 in Maryland and is based in San Francisco, California.
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