Digital Realty Trust (NYSE:DLR) Updates FY 2026 Earnings Guidance

Digital Realty Trust (NYSE:DLR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 7.900-8.000 for the period, compared to the consensus estimate of 5.310. The company issued revenue guidance of $6.6 billion-$6.7 billion, compared to the consensus revenue estimate of $6.7 billion.

Analyst Ratings Changes

A number of equities research analysts recently commented on DLR shares. Moffett Nathanson lifted their target price on Digital Realty Trust from $166.00 to $172.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Jefferies Financial Group lifted their price objective on shares of Digital Realty Trust from $184.00 to $189.00 and gave the company a “buy” rating in a research note on Friday. Daiwa Capital Markets started coverage on Digital Realty Trust in a research report on Wednesday, October 22nd. They set a “buy” rating and a $210.00 price target on the stock. Weiss Ratings downgraded Digital Realty Trust from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Finally, Barclays upgraded shares of Digital Realty Trust from an “underweight” rating to an “equal weight” rating and boosted their target price for the company from $161.00 to $164.00 in a research note on Tuesday, January 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Digital Realty Trust has a consensus rating of “Moderate Buy” and an average target price of $192.13.

Digital Realty Trust Price Performance

NYSE DLR traded up $4.29 during mid-day trading on Friday, hitting $168.94. The stock had a trading volume of 927,248 shares, compared to its average volume of 1,986,792. Digital Realty Trust has a twelve month low of $129.95 and a twelve month high of $182.48. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.02 and a quick ratio of 2.02. The firm’s 50 day moving average is $158.35 and its 200 day moving average is $165.76. The stock has a market capitalization of $58.03 billion, a price-to-earnings ratio of 43.65, a PEG ratio of 3.89 and a beta of 1.12.

Digital Realty Trust (NYSE:DLR) last posted its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.83 by $0.03. Digital Realty Trust had a net margin of 23.67% and a return on equity of 6.41%. The firm had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.58 billion. During the same period in the previous year, the business posted $1.73 earnings per share. Digital Realty Trust’s quarterly revenue was up 13.8% on a year-over-year basis. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. Equities research analysts forecast that Digital Realty Trust will post 7.07 earnings per share for the current fiscal year.

Insider Transactions at Digital Realty Trust

In other Digital Realty Trust news, Director Mary Hogan Preusse sold 4,166 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $157.42, for a total value of $655,811.72. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is currently owned by insiders.

Digital Realty Trust News Roundup

Here are the key news stories impacting Digital Realty Trust this week:

• Positive Sentiment: Q4 results beat — Core FFO and revenue topped estimates, FFO rose ~7.5% YoY and revenue jumped ~13.8%; management cited leasing momentum and higher rental rates across its data centers. Digital Realty’s Q4 Core FFO & Revenues Top Estimates, Rentals Rise
• Positive Sentiment: Strong reported Q4 metrics — EPS $1.86 vs. $1.83 consensus; revenue $1.63B vs. $1.58B consensus; net margin and ROE remained healthy. Conference materials/press release provide full detail. Digital Realty Reports Fourth Quarter 2025 Results
• Positive Sentiment: Aggressive FY-2026 outlook — management set FY-2026 EPS guidance of $7.90–8.00 and an explicit ~8% core FFO growth target, citing accelerating hyperscale and AI-driven demand. That guidance materially exceeds some prior street numbers and underpins the upside thesis. Digital Realty outlines 8% core FFO growth target for 2026
• Neutral Sentiment: Jefferies nudged its price target up to $189 and kept a Buy rating — a modest analyst affirmation that follows the results. Jefferies adjusts price target to $189
• Neutral Sentiment: Goldman Sachs raised its price target slightly to $190 and maintained a Buy — continued institutional support but modest upside implied. Goldman Sachs adjusts price target to $190
• Neutral Sentiment: Earnings call and transcript available — useful for details on leasing pipeline, capital deployment, and margin/FFO drivers if you want to validate management’s guidance assumptions. Digital Realty (DLR) Q4 2025 Earnings Transcript
• Neutral Sentiment: Malaysia data-center acquisition coverage — strategic expansion that supports long-term capacity and revenue growth but is not a near-term earnings inflection. What Digital Realty’s Malaysian Data Center Acquisition Means
• Negative Sentiment: Citigroup trimmed its price target from $212 to $190 (still a Buy) — a downgrade in target magnitude that may temper some near-term upside expectations. Citigroup adjusts price target to $190
• Negative Sentiment: Stifel lowered its price target from $210 to $200 (still Buy) — another modest trimming of upside that signals some analyst caution despite the beat. Stifel adjusts price target to $200

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in DLR. Bison Wealth LLC boosted its stake in shares of Digital Realty Trust by 17.2% in the fourth quarter. Bison Wealth LLC now owns 2,653 shares of the real estate investment trust’s stock valued at $471,000 after purchasing an additional 390 shares during the period. Empowered Funds LLC boosted its position in Digital Realty Trust by 9.4% in the 1st quarter. Empowered Funds LLC now owns 6,784 shares of the real estate investment trust’s stock valued at $972,000 after buying an additional 584 shares during the period. NewEdge Advisors LLC boosted its position in Digital Realty Trust by 23.0% in the 2nd quarter. NewEdge Advisors LLC now owns 21,739 shares of the real estate investment trust’s stock valued at $3,790,000 after buying an additional 4,069 shares during the period. Treasurer of the State of North Carolina grew its stake in shares of Digital Realty Trust by 3.9% in the second quarter. Treasurer of the State of North Carolina now owns 157,567 shares of the real estate investment trust’s stock worth $27,469,000 after acquiring an additional 5,909 shares in the last quarter. Finally, Peapack Gladstone Financial Corp increased its position in shares of Digital Realty Trust by 0.8% during the second quarter. Peapack Gladstone Financial Corp now owns 27,631 shares of the real estate investment trust’s stock worth $4,816,000 after acquiring an additional 231 shares during the period. 99.71% of the stock is currently owned by institutional investors and hedge funds.

Digital Realty Trust Company Profile

Digital Realty Trust, Inc (NYSE: DLR) is a real estate investment trust that owns, acquires and operates carrier-neutral data centers and provides related colocation and interconnection solutions. The company focuses on large-scale, mission-critical facilities that support the physical infrastructure needs of cloud providers, enterprises, network operators and content companies. Digital Realty’s offerings are designed to enable secure, reliable and highly available IT infrastructure with an emphasis on power density, cooling, and physical security.

Digital Realty’s product set spans wholesale data center space, turnkey build-to-suit facilities, and retail colocation suites, complemented by interconnection services that allow customers to establish private and public connections to networks, cloud on-ramps and other ecosystem partners.