Morgan Stanley Increases Digital Realty Trust (NYSE:DLR) Price Target to $215.00

Digital Realty Trust (NYSE:DLR) had its price target increased by research analysts at Morgan Stanley from $210.00 to $215.00 in a research note issued to investors on Friday,MarketScreener reports. The firm presently has an “equal weight” rating on the real estate investment trust’s stock. Morgan Stanley’s target price suggests a potential upside of 7.52% from the stock’s previous close.

A number of other equities analysts have also weighed in on DLR. Truist Financial assumed coverage on Digital Realty Trust in a research note on Tuesday, March 31st. They issued a “buy” rating and a $207.00 price objective for the company. Wells Fargo & Company upped their price objective on Digital Realty Trust from $195.00 to $220.00 and gave the stock an “overweight” rating in a research note on Tuesday. TD Cowen upped their price objective on Digital Realty Trust from $185.00 to $192.00 and gave the stock a “hold” rating in a research note on Friday. Jefferies Financial Group upped their price objective on Digital Realty Trust from $189.00 to $223.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Finally, Evercore upped their price objective on Digital Realty Trust from $200.00 to $230.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. Three analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, Digital Realty Trust currently has a consensus rating of “Moderate Buy” and a consensus price target of $210.50.

Digital Realty Trust Stock Performance

Shares of DLR opened at $199.96 on Friday. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.81. The business has a 50-day simple moving average of $183.22 and a two-hundred day simple moving average of $170.18. The stock has a market cap of $69.78 billion, a price-to-earnings ratio of 52.76, a PEG ratio of 4.43 and a beta of 1.07. Digital Realty Trust has a 52 week low of $146.23 and a 52 week high of $208.14.

Digital Realty Trust (NYSE:DLR) last released its quarterly earnings data on Thursday, April 23rd. The real estate investment trust reported $0.46 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.46. The firm had revenue of $1.64 billion during the quarter, compared to analyst estimates 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 quarterly revenue was up 16.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.77 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.950-8.050 EPS. On average, analysts expect that Digital Realty Trust will post 7.94 EPS for the current year.

Hedge Funds Weigh In On Digital Realty Trust

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. GHP Investment Advisors Inc. boosted its stake in Digital Realty Trust by 9.1% during the first quarter. GHP Investment Advisors Inc. now owns 657 shares of the real estate investment trust’s stock valued at $118,000 after buying an additional 55 shares during the last quarter. South Plains Financial Inc. boosted its stake in Digital Realty Trust by 25.7% during the fourth quarter. South Plains Financial Inc. now owns 274 shares of the real estate investment trust’s stock valued at $42,000 after buying an additional 56 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its stake in Digital Realty Trust by 2.6% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,404 shares of the real estate investment trust’s stock valued at $372,000 after buying an additional 61 shares during the last quarter. PDS Planning Inc boosted its stake in Digital Realty Trust by 3.6% during the fourth quarter. PDS Planning Inc now owns 1,785 shares of the real estate investment trust’s stock valued at $276,000 after buying an additional 62 shares during the last quarter. Finally, Bell Investment Advisors Inc boosted its stake in Digital Realty Trust by 56.9% during the first quarter. Bell Investment Advisors Inc now owns 171 shares of the real estate investment trust’s stock valued at $31,000 after buying an additional 62 shares during 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: 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

Digital Realty Trust Company Profile

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.