Digital Realty Trust (NYSE:DLR) Price Target Cut to $200.00 by Analysts at Stifel Nicolaus

Digital Realty Trust (NYSE:DLR) had its price objective decreased by Stifel Nicolaus from $210.00 to $200.00 in a research note issued to investors on Friday morning, MarketBeat.com reports. Stifel Nicolaus currently has a buy rating on the real estate investment trust’s stock.

Several other research firms have also commented on DLR. Citigroup reduced their price target on Digital Realty Trust from $212.00 to $190.00 and set a “buy” rating for the company in a research report on Friday. Barclays upgraded Digital Realty Trust from an “underweight” rating to an “equal weight” rating and lifted their target price for the company from $161.00 to $164.00 in a research note on Tuesday, January 13th. The Goldman Sachs Group initiated coverage on shares of Digital Realty Trust in a research report on Thursday, December 18th. They set a “buy” rating and a $188.00 price target for the company. JPMorgan Chase & Co. raised their price target on shares of Digital Realty Trust from $200.00 to $210.00 and gave the company an “overweight” rating in a report on Friday, October 24th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Digital Realty Trust in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, Digital Realty Trust currently has a consensus rating of “Moderate Buy” and an average target price of $192.13.

Digital Realty Trust Trading Up 4.0%

NYSE:DLR opened at $171.30 on Friday. The firm has a 50-day simple moving average of $158.57 and a 200-day simple moving average of $165.72. Digital Realty Trust has a one year low of $129.95 and a one year high of $182.48. The firm has a market cap of $58.84 billion, a P/E ratio of 47.58, a P/E/G ratio of 3.84 and a beta of 1.12. The company has a debt-to-equity ratio of 0.80, a quick ratio of 2.02 and a current ratio of 2.02.

Digital Realty Trust (NYSE:DLR) last issued its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.03. The company had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.58 billion. Digital Realty Trust had a net margin of 21.41% and a return on equity of 5.92%. Digital Realty Trust’s revenue was up 13.8% compared to the same quarter last year. During the same period last year, the company posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. Equities analysts anticipate that Digital Realty Trust will post 7.07 EPS for the current fiscal year.

Insider Buying and Selling

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in DLR. Vanguard Group Inc. increased its position in shares of Digital Realty Trust by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 54,260,359 shares of the real estate investment trust’s stock valued at $8,394,620,000 after acquiring an additional 854,828 shares during the period. Norges Bank acquired a new stake in Digital Realty Trust during the 2nd quarter worth about $3,808,270,000. State Street Corp grew its stake in Digital Realty Trust by 1.9% during the 2nd quarter. State Street Corp now owns 20,405,760 shares of the real estate investment trust’s stock valued at $3,557,336,000 after purchasing an additional 376,699 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Digital Realty Trust by 6.6% in the third quarter. Bank of America Corp DE now owns 8,930,551 shares of the real estate investment trust’s stock valued at $1,543,914,000 after purchasing an additional 553,907 shares during the period. Finally, Geode Capital Management LLC raised its stake in shares of Digital Realty Trust by 2.3% in the second quarter. Geode Capital Management LLC now owns 8,850,818 shares of the real estate investment trust’s stock worth $1,536,795,000 after purchasing an additional 196,579 shares during the last quarter. Hedge funds and other institutional investors own 99.71% of the company’s stock.

More Digital Realty Trust News

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

• Positive Sentiment: Q4 core FFO rose ~7.5% year-over-year and revenue jumped ~13.8%; leasing momentum drove higher rental rates across data centers — a clear operational beat that supports higher near-term cash flow expectations. Digital Realty’s Q4 Core FFO & Revenues Top Estimates, Rentals Rise
• Positive Sentiment: Company issued FY‑2026 guidance of $7.90–$8.00 EPS and revenue around $6.6–$6.7B; the EPS target is above many street models and signals management confidence in FFO growth. Digital Realty Reports Fourth Quarter 2025 Results
• Positive Sentiment: Management reiterated an ~8% core FFO growth target for 2026 and highlighted accelerating demand from hyperscalers and AI workloads — a structural demand argument supporting longer‑term occupancy and pricing power. Digital Realty outlines 8% core FFO growth target for 2026 as hyperscale and AI demand accelerate
• Positive Sentiment: Two major firms (Jefferies and Goldman Sachs) nudged price targets higher to ~$189–$190 and kept Buy ratings, reflecting continued analyst conviction on DLR’s growth runway. Jefferies adjusts price target on Digital Realty Trust to 189 Goldman Sachs adjusts price target on Digital Realty Trust to 190
• Neutral Sentiment: Management presentation and earnings‑call materials available; call highlights note record financial performance and provide detail on leasing, pricing, and capital deployment — useful for modeling but not a single catalyst. Digital Realty Trust Inc (DLR) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Analysis on strategic moves such as the Malaysian data-center acquisition explains expansion strategy and potential capacity/market diversification — longer‑term relevance for growth assumptions. What Digital Realty Trust (DLR)’s Malaysian Data Center Acquisition Means For Shareholders
• Negative Sentiment: Citigroup trimmed its price target from $212 to $190 (maintained Buy) — a cut that tempers upside expectations from some institutional investors despite the earnings beat. Citigroup adjusts price target on Digital Realty Trust to 190
• Negative Sentiment: Stifel lowered its target from $210 to $200 (also kept Buy), another modest signal that some analysts are re‑calibrating upside after previous higher targets. Stifel adjusts price target on Digital Realty Trust to 200

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.