International Assets Investment Management LLC boosted its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 6,343.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 100,000 shares of the real estate investment trust’s stock after buying an additional 98,448 shares during the period. International Assets Investment Management LLC’s holdings in Digital Realty Trust were worth $17,553,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of DLR. BlackRock Inc. purchased a new stake in shares of Digital Realty Trust in the 2nd quarter valued at approximately $7,277,032,000. Bank of America Corp DE increased its holdings in shares of Digital Realty Trust by 6.0% during the 1st quarter. Bank of America Corp DE now owns 9,470,695 shares of the real estate investment trust’s stock worth $1,706,714,000 after buying an additional 534,158 shares during the last quarter. Canada Pension Plan Investment Board acquired a new stake in shares of Digital Realty Trust during the 2nd quarter worth approximately $1,178,095,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Digital Realty Trust by 17,256.9% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,890,993 shares of the real estate investment trust’s stock valued at $878,325,000 after buying an additional 4,862,814 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in shares of Digital Realty Trust by 0.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,850,416 shares of the real estate investment trust’s stock valued at $874,046,000 after buying an additional 35,850 shares during the period. 99.71% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Digital Realty Trust
Here are the key news stories impacting Digital Realty Trust this week:
- Positive Sentiment: Third-quarter FFO and revenue exceeded expectations. Core FFO was $2.10 per share, beating estimates by $0.10, while revenue reached approximately $1.90 billion—$140 million above consensus—and increased 20.6% year over year. Digital Realty Trust FFO and revenue results
- Positive Sentiment: Improving data-center fundamentals supported the outlook. Record bookings, higher occupancy and stronger rental rates drove double-digit core FFO growth. Management raised its 2026 core FFO outlook to $8.30-$8.35 per share, broadly in line with the FactSet estimate of $8.34. DLR Q3 FFO and revenue outlook
- Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Wells Fargo lifted its target to $225 from $220, Cantor Fitzgerald raised its target to $223 from $221, and Citigroup increased its target to $234 from $226. Wells Fargo and Cantor Fitzgerald both retained “overweight” ratings. Wells Fargo Digital Realty Trust rating
- Neutral Sentiment: Investor focus remains on execution and valuation. The raised outlook was close to existing expectations, limiting the potential for a major positive surprise. DLR also trades at a high earnings multiple, making the stock sensitive to interest rates and any slowdown in data-center demand.
- Negative Sentiment: Reported EPS missed the consensus estimate. Digital Realty posted quarterly EPS of $0.48 versus expectations of $0.52, despite the revenue beat. The earnings shortfall may have prompted profit-taking and helped offset the stronger FFO and operating metrics. Digital Realty Trust quarterly earnings
- Negative Sentiment: Put-option activity increased. Traders purchased 3,148 put options, approximately 87% above typical volume, signaling increased near-term hedging or bearish speculation.
Insider Buying and Selling at Digital Realty Trust
In related news, Director Mark Patterson sold 200 shares of the business’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $193.96, for a total value of $38,792.00. Following the sale, the director owned 6,322 shares in the company, valued at approximately $1,226,215.12. The trade was a 3.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.15% of the company’s stock.
Analyst Upgrades and Downgrades
DLR has been the topic of a number of recent analyst reports. Argus upgraded Digital Realty Trust from a “hold” rating to a “buy” rating and set a $212.00 price objective on the stock in a report on Wednesday, August 5th. Sanford C. Bernstein restated an “outperform” rating and issued a $229.00 target price on shares of Digital Realty Trust in a research report on Friday. Royal Bank Of Canada upped their price target on Digital Realty Trust from $207.00 to $227.00 and gave the company an “outperform” rating in a research note on Monday, July 27th. The Goldman Sachs Group reiterated a “buy” rating and set a $237.00 price target on shares of Digital Realty Trust in a report on Friday. Finally, Wall Street Zen raised Digital Realty Trust from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, Digital Realty Trust has a consensus rating of “Moderate Buy” and an average price target of $221.35.
Check Out Our Latest Analysis on DLR
Digital Realty Trust Stock Performance
Shares of DLR stock opened at $180.26 on Friday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.06 and a current ratio of 1.06. The firm has a market cap of $66.88 billion, a P/E ratio of 75.42, a P/E/G ratio of 3.49 and a beta of 0.99. The firm’s 50 day moving average price is $181.45 and its 200-day moving average price is $182.91. Digital Realty Trust, Inc. has a one year low of $146.23 and a one year high of $208.14.
Digital Realty Trust (NYSE:DLR – Get Free Report) last posted its earnings results on Thursday, October 29th. The real estate investment trust reported $0.48 earnings per share for the quarter, missing the consensus estimate of $0.52 by ($0.04). The company had revenue of $1.90 billion during the quarter, compared to analyst estimates of $1.75 billion. Digital Realty Trust had a net margin of 13.06% and a return on equity of 3.81%. The firm’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter last year, the business posted $1.89 EPS. As a group, equities research analysts predict that Digital Realty Trust, Inc. will post 8.37 EPS for the current year.
Digital Realty Trust Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th were given a dividend of $1.22 per share. This represents a $4.88 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, September 15th. Digital Realty Trust’s dividend payout ratio (DPR) is currently 204.18%.
About Digital Realty Trust
Digital Realty Trust, Inc is a real estate investment trust that owns, operates and develops data center facilities for businesses, cloud service providers, information technology companies and telecommunications organizations. The company provides the physical infrastructure needed to support data storage, networking, cloud computing and other digital operations.
Its services include data center colocation, interconnection and private connectivity solutions. Digital Realty also offers access to cloud and network providers through its PlatformDIGITAL platform, which is designed to help customers deploy, connect and manage their digital infrastructure across multiple locations.
Founded in 2001, Digital Realty serves customers through a global portfolio of data centers and related facilities across North America, Europe, Asia-Pacific and Latin America.
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