Digital Realty Trust, Inc. (NYSE:DLR) Receives $193.22 Consensus Target Price from Brokerages

Digital Realty Trust, Inc. (NYSE:DLR) has earned a consensus recommendation of “Moderate Buy” from the twenty-five ratings firms that are currently covering the firm, Marketbeat.com reports. Nine investment analysts have rated the stock with a hold recommendation, fourteen have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month target price among analysts that have covered the stock in the last year is $192.1304.

A number of research firms recently weighed in on DLR. Barclays raised shares of Digital Realty Trust from an “underweight” rating to an “equal weight” rating and increased their price objective for the stock from $161.00 to $164.00 in a research report on Tuesday, January 13th. Wall Street Zen lowered Digital Realty Trust from a “hold” rating to a “strong sell” rating in a research report on Saturday, November 8th. JPMorgan Chase & Co. boosted their price objective on Digital Realty Trust from $200.00 to $210.00 and gave the company an “overweight” rating in a report on Friday, October 24th. Truist Financial increased their target price on Digital Realty Trust from $199.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Finally, Wolfe Research raised Digital Realty Trust from a “peer perform” rating to an “outperform” rating and set a $194.00 target price for the company in a research report on Monday, October 20th.

Insider Activity at Digital Realty Trust

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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.13% of the company’s stock.

Hedge Funds Weigh In On Digital Realty Trust

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in shares of Digital Realty Trust by 1.6% in the fourth 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 in the last quarter. Norges Bank purchased a new stake in Digital Realty Trust during the 2nd quarter worth about $3,808,270,000. State Street Corp raised its position 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 valued at $3,557,336,000 after purchasing an additional 376,699 shares in the last quarter. Bank of America Corp DE boosted its stake in shares of Digital Realty Trust by 6.6% in the 3rd 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 buying an additional 553,907 shares during the period. Finally, Geode Capital Management LLC boosted its stake in shares of Digital Realty Trust by 2.3% in the 2nd 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. Hedge funds and other institutional investors own 99.71% 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: 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 Stock Up 4.0%

Shares of NYSE:DLR opened at $171.30 on Friday. The company has a market capitalization of $58.84 billion, a price-to-earnings ratio of 47.58, a PEG ratio of 3.98 and a beta of 1.12. Digital Realty Trust has a 12-month low of $129.95 and a 12-month high of $182.48. The business has a 50-day moving average price of $158.57 and a 200 day moving average price of $165.53. The company has a current ratio of 1.59, a quick ratio of 2.02 and a debt-to-equity ratio of 0.81.

Digital Realty Trust (NYSE:DLR) last announced its earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.83 by $0.03. The company had revenue of $1.63 billion during 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%. Digital Realty Trust’s revenue was up 13.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. Sell-side analysts expect that Digital Realty Trust will post 7.07 EPS for the current year.

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.