Nordea Investment Management AB Increases Stake in Digital Realty Trust, Inc. $DLR

Nordea Investment Management AB grew its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR) by 713.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 439,671 shares of the real estate investment trust’s stock after purchasing an additional 385,641 shares during the quarter. Nordea Investment Management AB owned approximately 0.13% of Digital Realty Trust worth $74,650,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Digital Realty Trust by 1.0% in the second quarter. Vanguard Group Inc. now owns 52,892,557 shares of the real estate investment trust’s stock valued at $9,220,759,000 after acquiring an additional 513,697 shares during the period. Norges Bank bought a new position in Digital Realty Trust during the 2nd quarter valued at approximately $3,808,270,000. State Street Corp lifted its holdings in Digital Realty Trust by 1.9% in the 2nd quarter. State Street Corp now owns 20,405,760 shares of the real estate investment trust’s stock worth $3,557,336,000 after buying an additional 376,699 shares during the period. Geode Capital Management LLC increased its stake in shares of Digital Realty Trust by 2.3% during the second quarter. Geode Capital Management LLC now owns 8,850,818 shares of the real estate investment trust’s stock valued at $1,536,795,000 after buying an additional 196,579 shares during the period. Finally, Canada Pension Plan Investment Board raised its holdings in shares of Digital Realty Trust by 3.0% during the second quarter. Canada Pension Plan Investment Board now owns 7,356,429 shares of the real estate investment trust’s stock valued at $1,282,446,000 after acquiring an additional 211,692 shares in the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Digital Realty Trust news, Director Mary Hogan Preusse sold 4,166 shares of Digital Realty Trust 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 0.13% of the company’s stock.

Key Stories Impacting Digital Realty Trust

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

• Positive Sentiment: Barclays upgraded DLR from “underweight” to “equal weight” and nudged its price target up to $164 (from $161), signaling modest analyst support that could help sentiment. Barclays upgrade
• Positive Sentiment: Technical indicator: DLR recently crossed above its 50-day moving average, which traders view as a short-term bullish signal and may attract momentum flows. 50-day MA article
• Positive Sentiment: Management commentary: CEO Andy Power emphasized long-term customer leases (e.g., multi-year contracts) and robust demand, arguing the sector is not in an oversupply state — messaging that supports revenue visibility for a REIT that markets stability and long-duration cash flows. CEO interview
• Neutral Sentiment: Sector activity: Healthpeak disclosed ~$925M of transaction activity (buy/sell moves) — a reminder of ongoing portfolio reshaping in real estate that could influence peers’ capital deployment and M&A dynamics but does not directly change DLR fundamentals. Healthpeak transactions
• Neutral Sentiment: Industry write-ups and broader coverage highlight ongoing developments in data-center real estate and DLR-specific projects — useful context but not immediate catalysts. Kalkine coverage
• Negative Sentiment: Scotiabank trimmed its price target from $206 to $189 while keeping a “sector outperform” rating — the cut reduces the implied upside from some prior analyst views and may weigh on sentiment despite still implying meaningful upside from current levels. Scotiabank price target cut
• Negative Sentiment: Mizuho published a pessimistic forecast for DLR’s stock price, adding a bearish analyst voice that can pressure sentiment and short-term flows if echoed by other brokers. Mizuho forecast

Wall Street Analyst Weigh In

Several research firms recently weighed in on DLR. Barclays upgraded shares of Digital Realty Trust from an “underweight” rating to an “equal weight” rating and lifted their price target for the company from $161.00 to $164.00 in a report on Tuesday. TD Cowen lifted their target price on shares of Digital Realty Trust from $163.00 to $179.00 and gave the company a “hold” rating in a research note on Friday, October 24th. UBS Group set a $189.00 price target on shares of Digital Realty Trust in a research note on Wednesday. Bank of America reaffirmed a “neutral” rating and set a $170.00 price objective (down from $210.00) on shares of Digital Realty Trust in a research report on Thursday, January 8th. Finally, Moffett Nathanson upped 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. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Digital Realty Trust presently has a consensus rating of “Moderate Buy” and a consensus price target of $193.23.

Digital Realty Trust Price Performance

DLR stock opened at $159.04 on Thursday. The company has a debt-to-equity ratio of 0.80, a quick ratio of 2.02 and a current ratio of 2.02. The firm has a 50 day moving average price of $157.85 and a 200-day moving average price of $166.76. Digital Realty Trust, Inc. has a 52-week low of $129.95 and a 52-week high of $187.74. The firm has a market capitalization of $54.63 billion, a price-to-earnings ratio of 41.09, a PEG ratio of 3.76 and a beta of 1.11.

Digital Realty Trust (NYSE:DLR) last announced its quarterly earnings data on Friday, October 31st. The real estate investment trust reported $0.15 EPS for the quarter. The company had revenue of $1.58 billion for the quarter. Digital Realty Trust had a net margin of 23.67% and a return on equity of 6.41%. Equities research analysts forecast that Digital Realty Trust, Inc. will post 7.07 EPS for the current fiscal year.

Digital Realty Trust Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Investors of record on Monday, December 15th will be given a $1.22 dividend. The ex-dividend date of this dividend is Monday, December 15th. This represents a $4.88 annualized dividend and a yield of 3.1%. Digital Realty Trust’s dividend payout ratio is 126.10%.

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.