Stifel Nicolaus Has Lowered Expectations for Digital Realty Trust (NYSE:DLR) Stock Price

Digital Realty Trust (NYSE:DLR) had its price objective lowered by equities researchers at Stifel Nicolaus from $210.00 to $200.00 in a report issued on Friday, MarketBeat reports. The firm presently has a “buy” rating on the real estate investment trust’s stock. Stifel Nicolaus’ price target would suggest a potential upside of 16.75% from the company’s previous close.

Other research analysts also recently issued reports about the stock. Moffett Nathanson increased their target price on shares of Digital Realty Trust from $166.00 to $172.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. HSBC set a $193.00 price objective on Digital Realty Trust and gave the company a “buy” rating in a research note on Thursday, January 15th. The Goldman Sachs Group started coverage on Digital Realty Trust in a research report on Thursday, December 18th. They issued a “buy” rating and a $188.00 target price for the company. Jefferies Financial Group dropped their price target on Digital Realty Trust from $206.00 to $184.00 and set a “buy” rating on the stock in a research report on Tuesday, December 16th. Finally, KeyCorp reiterated a “sector weight” rating on shares of Digital Realty Trust in a research note on Thursday, January 29th. Two equities 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $192.13.

Digital Realty Trust Trading Up 4.0%

Shares of Digital Realty Trust stock opened at $171.30 on Friday. The firm has a market cap of $58.84 billion, a PE ratio of 47.58, a P/E/G ratio of 4.01 and a beta of 1.12. Digital Realty Trust has a 1 year low of $129.95 and a 1 year high of $182.48. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.02 and a quick ratio of 2.02. The stock has a fifty day moving average price of $158.57 and a 200-day moving average price of $165.63.

Digital Realty Trust (NYSE:DLR) last issued its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.83 by $0.03. Digital Realty Trust had a net margin of 21.41% and a return on equity of 5.92%. The company had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.58 billion. During the same period in the previous year, the firm earned $1.73 EPS. The firm’s quarterly 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. Equities research analysts anticipate that Digital Realty Trust will post 7.07 EPS 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 firm’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $157.42, for a total value of $655,811.72. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.13% of the company’s stock.

Institutional Investors Weigh In On Digital Realty Trust

A number of institutional investors and hedge funds have recently modified their holdings of DLR. Vanguard Group Inc. grew its stake in Digital Realty Trust by 1.6% during 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 bought a new position in Digital Realty Trust in the 2nd quarter valued at $3,808,270,000. State Street Corp grew its position 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 purchasing an additional 376,699 shares in 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 worth $1,543,914,000 after purchasing an additional 553,907 shares during the period. Finally, Geode Capital Management LLC raised its position 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 buying an additional 196,579 shares in the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

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

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.