Digital Realty Trust (NYSE:DLR – Get Free Report) had its price objective increased by research analysts at BNP Paribas Exane from $196.00 to $224.00 in a report released on Friday,MarketScreener reports. The firm presently has an “outperform” rating on the real estate investment trust’s stock. BNP Paribas Exane’s price target would indicate a potential upside of 12.02% from the company’s previous close.
Several other brokerages have also recently issued reports on DLR. Wolfe Research increased their target price on Digital Realty Trust from $194.00 to $211.00 and gave the company an “outperform” rating in a research report on Monday, April 6th. Truist Financial assumed coverage on Digital Realty Trust in a research report on Tuesday, March 31st. They set a “buy” rating and a $207.00 target price on the stock. Deutsche Bank Aktiengesellschaft assumed coverage on Digital Realty Trust in a research report on Monday, January 5th. They set a “buy” rating and a $180.00 target price on the stock. Barclays increased their target price on Digital Realty Trust from $182.00 to $189.00 and gave the company an “equal weight” rating in a research report on Thursday, April 16th. Finally, Cantor Fitzgerald began coverage on Digital Realty Trust in a research report on Thursday, April 9th. They issued an “overweight” rating and a $211.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $210.50.
Read Our Latest Stock Report on DLR
Digital Realty Trust Stock Down 0.0%
Digital Realty Trust (NYSE:DLR – Get Free Report) last announced its earnings results on Thursday, April 23rd. The real estate investment trust reported $0.46 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.46. The business had revenue of $1.64 billion for the quarter, compared to analysts’ expectations of $1.63 billion. Digital Realty Trust had a return on equity of 6.08% and a net margin of 21.73%.The business’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.77 EPS. Digital Realty Trust has set its FY 2026 guidance at 7.950-8.050 EPS. As a group, analysts expect that Digital Realty Trust will post 7.94 EPS for the current fiscal year.
Institutional Trading of Digital Realty Trust
A number of institutional investors have recently made changes to their positions in the business. New York State Common Retirement Fund lifted its position in Digital Realty Trust by 7.1% during the 3rd quarter. New York State Common Retirement Fund now owns 233,569 shares of the real estate investment trust’s stock worth $40,379,000 after acquiring an additional 15,569 shares during the period. Jones Financial Companies Lllp lifted its position in Digital Realty Trust by 13.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 148,970 shares of the real estate investment trust’s stock worth $25,545,000 after acquiring an additional 17,729 shares during the period. Centersquare Investment Management LLC lifted its position in Digital Realty Trust by 5.0% during the 3rd quarter. Centersquare Investment Management LLC now owns 3,118,869 shares of the real estate investment trust’s stock worth $539,190,000 after acquiring an additional 149,770 shares during the period. Gallacher Capital Management LLC acquired a new stake in Digital Realty Trust during the 3rd quarter worth about $762,000. Finally, World Investment Advisors lifted its position in Digital Realty Trust by 412.7% during the 3rd quarter. World Investment Advisors now owns 11,003 shares of the real estate investment trust’s stock worth $1,902,000 after acquiring an additional 8,857 shares during the period. Institutional investors and hedge funds own 99.71% of the company’s stock.
Key Headlines Impacting Digital Realty Trust
Here are the key news stories impacting Digital Realty Trust this week:
- Positive Sentiment: Q1 beat and raised outlook — DLR reported beats on core metrics and raised FY‑2026 EPS and revenue guidance, citing leasing momentum and strong AI-driven demand that improved visibility for 2026. DLR Q1 Earnings Beat on Leasing Momentum and AI Demand, View Raised
- Positive Sentiment: FFO and revenue upside — DLR posted FFO and revenue above expectations (core FFO and FFO per share improved year-over-year), reinforcing cash‑flow growth supporting dividends and valuation. Digital Realty Trust (DLR) Beats Q1 FFO and Revenue Estimates
- Positive Sentiment: Strong backlog and development pipeline — management highlighted a record backlog (~$1.8B total, ~$1.0B DLR share), a >50% sequential increase in pipeline to ~1.2 GW under construction, and ~61% pre‑leased at attractive yields, giving multi‑year revenue visibility. Earnings Call Transcript
- Positive Sentiment: Broad analyst upgrades — multiple firms (Raymond James, Jefferies, Bernstein, BNP Paribas Exane, Citigroup, Stifel, Mizuho, others) raised price targets and/or ratings after results, signaling stronger sell‑side conviction on growth from AI/data‑center demand. Raymond James PT Raise Jefferies PT Raise
- Neutral Sentiment: Operational notes on the call — management flagged some supply‑chain and operational hurdles; these appear manageable but are worth monitoring for timing of capacity deliveries. Earnings Call Highlights
- Neutral Sentiment: Valuation to watch — shares have rallied into a premium multiple (high P/E), so investors should weigh continued execution and AI demand against a stretched valuation when sizing positions.
- Negative Sentiment: Corporate governance/activist item — an unrelated activist presentation at Americold called for votes against re‑electing board members including DLR’s CEO (Andrew Power) on Americold’s board; this could be a near‑term distraction or governance headline risk. Sieve Capital Presentation
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.
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