Citigroup Issues Pessimistic Forecast for Digital Realty Trust (NYSE:DLR) Stock Price

Digital Realty Trust (NYSE:DLR) had its target price reduced by stock analysts at Citigroup from $212.00 to $190.00 in a report issued on Friday, Marketbeat.com reports. The brokerage currently has a “buy” rating on the real estate investment trust’s stock. Citigroup’s price objective indicates a potential upside of 10.92% from the company’s current price.

Several other research firms also recently issued reports on DLR. TD Cowen restated a “hold” rating on shares of Digital Realty Trust in a research note on Friday. KeyCorp reissued a “sector weight” rating on shares of Digital Realty Trust in a research report on Thursday, January 29th. UBS Group set a $189.00 price target on shares of Digital Realty Trust in a research note on Wednesday, January 14th. Daiwa Securities Group started coverage on shares of Digital Realty Trust in a research note on Wednesday, October 22nd. They issued a “buy” rating and a $210.00 price objective for the company. Finally, Loop Capital set a $205.00 target price on shares of Digital Realty Trust in a research report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Digital Realty Trust presently has an average rating of “Moderate Buy” and a consensus target price of $192.13.

Digital Realty Trust Stock Up 4.0%

Shares of DLR opened at $171.30 on Friday. The firm has a market cap of $58.84 billion, a P/E ratio of 47.58, a price-to-earnings-growth ratio of 4.01 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 has a 52 week low of $129.95 and a 52 week high of $182.48. The firm’s 50-day simple moving average is $158.57 and its 200 day simple moving average is $165.63.

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, topping analysts’ consensus estimates of $1.83 by $0.03. Digital Realty Trust had a return on equity of 5.92% and a net margin of 21.41%.The company had revenue of $1.63 billion during the quarter, compared to analysts’ expectations of $1.58 billion. During the same quarter in the previous year, the company posted $1.73 earnings per share. The business’s revenue was up 13.8% on a year-over-year basis. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. On average, analysts forecast that Digital Realty Trust will post 7.07 earnings per share for the current year.

Insider Transactions at Digital Realty Trust

In other Digital Realty Trust news, Director Mary Hogan Preusse sold 4,166 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $157.42, for a total transaction of $655,811.72. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.13% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Digital Realty Trust

Several hedge funds and other institutional investors have recently made changes to their positions in DLR. Vanguard Group Inc. boosted its position in 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 buying an additional 854,828 shares in the last quarter. Norges Bank acquired a new stake in shares of Digital Realty Trust during the 2nd quarter valued at $3,808,270,000. State Street Corp boosted its holdings in shares of 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 acquiring an additional 376,699 shares in the last quarter. Bank of America Corp DE grew its position in Digital Realty Trust by 6.6% during the 3rd quarter. Bank of America Corp DE now owns 8,930,551 shares of the real estate investment trust’s stock worth $1,543,914,000 after acquiring an additional 553,907 shares during the last quarter. Finally, Geode Capital Management LLC increased its holdings in 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 worth $1,536,795,000 after purchasing an additional 196,579 shares in the last quarter. 99.71% of the stock is owned by institutional investors.

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

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.