Digital Realty Trust, Inc. $DLR Stock: Sumitomo Mitsui Trust Group Inc. Raises Position

Sumitomo Mitsui Trust Group Inc. raised its position in Digital Realty Trust, Inc. (NYSE:DLR) by 2.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 999,524 shares of the real estate investment trust’s stock after purchasing an additional 23,695 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Digital Realty Trust were worth $175,446,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. BlackRock Inc. acquired a new stake in Digital Realty Trust during the second quarter worth approximately $7,277,032,000. Bank of America Corp DE lifted its position in Digital Realty Trust by 6.0% during the first 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 period. Canada Pension Plan Investment Board purchased a new position in Digital Realty Trust during the second quarter worth about $1,178,095,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Digital Realty Trust by 17,256.9% in 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 worth $878,325,000 after buying an additional 4,862,814 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in Digital Realty Trust by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,850,416 shares of the real estate investment trust’s stock worth $874,046,000 after buying an additional 35,850 shares during the last quarter. 99.71% of the stock is currently owned by hedge funds and other institutional investors.

Digital Realty Trust Price Performance

Shares of NYSE:DLR opened at $180.26 on Monday. The company has a market cap of $66.88 billion, a PE ratio of 75.42, a P/E/G ratio of 3.47 and a beta of 0.97. Digital Realty Trust, Inc. has a fifty-two week low of $146.23 and a fifty-two week high of $208.14. The firm has a 50-day simple moving average of $181.45 and a 200 day simple moving average of $182.91. The company has a quick ratio of 1.06, a current ratio of 0.72 and a debt-to-equity ratio of 0.70.

Digital Realty Trust (NYSE:DLR) last issued its earnings results on Thursday, October 29th. The real estate investment trust reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.52 by ($0.04). Digital Realty Trust had a return on equity of 3.68% and a net margin of 13.06%. The business had revenue of $1.90 billion during the quarter, compared to the consensus estimate of $1.75 billion. During the same period in the prior year, the business earned $1.89 EPS. The business’s revenue was up 20.6% on a year-over-year basis. On average, sell-side analysts anticipate that Digital Realty Trust, Inc. will post 8.37 EPS for the current year.

Digital Realty Trust Announces Dividend

The business 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 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Tuesday, September 15th. Digital Realty Trust’s dividend payout ratio is presently 204.18%.

Analysts Set New Price Targets

A number of research firms have recently commented on DLR. Canadian Imperial Bank of Commerce assumed coverage on shares of Digital Realty Trust in a research note on Tuesday, October 20th. They set an “outperform” rating and a $213.00 price objective for the company. Wells Fargo & Company raised their target price on shares of Digital Realty Trust from $220.00 to $225.00 and gave the stock an “overweight” rating in a research report on Friday. Weiss Ratings lowered Digital Realty Trust from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, August 12th. BTIG Research increased their target price on Digital Realty Trust from $215.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday, September 10th. Finally, Citigroup lifted their price target on shares of Digital Realty Trust from $226.00 to $234.00 and gave the stock a “buy” rating in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Digital Realty Trust currently has a consensus rating of “Moderate Buy” and an average target price of $221.35.

Insider Activity

In related news, Director Mark Patterson sold 200 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $193.96, for a total transaction of $38,792.00. Following the completion of the transaction, the director owned 6,322 shares in the company, valued at $1,226,215.12. The trade was a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.15% of the company’s stock.

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.

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.