Vanderbilt University reduced its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 32.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,986 shares of the real estate investment trust’s stock after selling 8,506 shares during the quarter. Digital Realty Trust comprises approximately 0.5% of Vanderbilt University’s portfolio, making the stock its 29th largest holding. Vanderbilt University’s holdings in Digital Realty Trust were worth $2,783,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently bought and sold shares of DLR. Bison Wealth LLC increased its stake in 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 increased its stake in Digital Realty Trust by 9.4% in the first quarter. Empowered Funds LLC now owns 6,784 shares of the real estate investment trust’s stock valued at $972,000 after purchasing an additional 584 shares during the period. Quantbot Technologies LP acquired a new position in Digital Realty Trust in the second quarter valued at $893,000. CW Advisors LLC acquired a new position in Digital Realty Trust in the second quarter valued at $443,000. Finally, EverSource Wealth Advisors LLC increased its stake in Digital Realty Trust by 5.3% in the second quarter. EverSource Wealth Advisors LLC now owns 2,013 shares of the real estate investment trust’s stock valued at $351,000 after purchasing an additional 101 shares during the period. 99.71% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
DLR has been the topic of a number of recent research reports. KeyCorp restated a “sector weight” rating on shares of Digital Realty Trust in a research note on Thursday, January 29th. Barclays lifted their price objective on shares of Digital Realty Trust from $164.00 to $182.00 and gave the company an “equal weight” rating in a research note on Wednesday, March 18th. Moffett Nathanson boosted their price target on shares of Digital Realty Trust from $166.00 to $172.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Sanford C. Bernstein started coverage on shares of Digital Realty Trust in a research note on Thursday, March 5th. They set an “outperform” rating and a $218.00 price target on the stock. Finally, Jefferies Financial Group boosted their price target on shares of Digital Realty Trust from $184.00 to $189.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Four research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Digital Realty Trust has an average rating of “Moderate Buy” and a consensus price target of $195.56.
Digital Realty Trust News Summary
Here are the key news stories impacting Digital Realty Trust this week:
- Positive Sentiment: Opened first Asia‑Pacific Digital Realty Innovation Lab (DRIL) at NRT12 in Tokyo — the lab (launched via MC Digital Realty, a JV with Mitsubishi) provides production‑scale testing for AI and hybrid‑cloud deployments, enabling customers to validate high‑density power/cooling, mixed liquid/air cooling strategies and hybrid‑cloud integrations before full rollouts; this supports quicker deal conversions and ties enterprises to Digital Realty’s PlatformDIGITAL ecosystem. Digital Realty Opens First Asia Pacific Innovation Lab in Japan to Help Accelerate AI and Hybrid Cloud Deployment
- Positive Sentiment: Opened NRT14 data center (third facility at NRT campus) — adds high‑power, high‑density capacity optimized for next‑gen GPUs (supports direct‑liquid + air cooling and up to ~150 kW per cabinet), increasing supply for AI/HPC customers in a strategically important APAC market and reducing capacity constraints for GPU‑intensive leases. Digital Realty Opens NRT14 Data Center, Third Facility at NRT Campus in Japan
- Positive Sentiment: Wolfe Research raised its price target to $211 and maintained an Outperform — the analyst lift (and related S&P 500 attention) signals increased confidence in DLR’s growth runway from AI demand and could attract further institutional interest and index‑linked flows. Wolfe adjusts price target on Digital Realty Trust to $211 from $194; maintains outperform rating
- Positive Sentiment: Coverage noting Wolfe Research’s S&P 500 upgrade highlights DLR as an index candidate — inclusion or stronger S&P affiliation can boost passive inflows and visibility among institutional investors. Digital Realty Trust (NYSE:DLR) Stands Out Following Wolfe Research S&P 500 Upgrade
- Neutral Sentiment: Some commentary asks whether DLR’s recent rally has already priced in growth (high trailing PE and strong multi‑year returns); investors should weigh near‑term valuation against expected earnings guidance and the addressable AI/hybrid‑cloud demand that the new Japan assets target. Is It Too Late To Consider Digital Realty Trust (DLR) After Its Strong 1 Year Rally?
Digital Realty Trust Trading Up 0.1%
Shares of Digital Realty Trust stock opened at $182.14 on Wednesday. Digital Realty Trust, Inc. has a 52-week low of $130.88 and a 52-week high of $184.79. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.81. The company’s 50-day simple moving average is $176.34 and its 200-day simple moving average is $168.05. The firm has a market cap of $62.59 billion, a price-to-earnings ratio of 50.59, a price-to-earnings-growth ratio of 4.02 and a beta of 1.07.
Digital Realty Trust (NYSE:DLR – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.83 by $0.03. The business 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 5.88%. The business’s revenue was up 13.8% compared to the same quarter last year. During the same period in the previous year, the business posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. As a group, equities research analysts anticipate that Digital Realty Trust, Inc. will post 7.07 earnings per share for the current year.
Digital Realty Trust Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were issued a dividend of $1.22 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $4.88 dividend on an annualized basis and a yield of 2.7%. Digital Realty Trust’s payout ratio is currently 135.56%.
About Digital Realty Trust
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.
Further Reading
Want to see what other hedge funds are holding DLR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Digital Realty Trust, Inc. (NYSE:DLR – Free Report).
Receive News & Ratings for Digital Realty Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Digital Realty Trust and related companies with MarketBeat.com's FREE daily email newsletter.
