Envestnet Asset Management Inc. lowered its stake in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 0.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 456,324 shares of the real estate investment trust’s stock after selling 3,107 shares during the quarter. Envestnet Asset Management Inc. owned about 0.13% of Digital Realty Trust worth $78,889,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cherry Creek Investment Advisors Inc. increased its position in shares of Digital Realty Trust by 0.6% during the third quarter. Cherry Creek Investment Advisors Inc. now owns 18,694 shares of the real estate investment trust’s stock worth $3,232,000 after acquiring an additional 118 shares during the last quarter. Telos Capital Management Inc. increased its holdings in shares of Digital Realty Trust by 3.7% in the 3rd quarter. Telos Capital Management Inc. now owns 8,389 shares of the real estate investment trust’s stock valued at $1,450,000 after acquiring an additional 300 shares during the last quarter. Penserra Capital Management LLC raised its holdings in shares of Digital Realty Trust by 203,118.5% during the third quarter. Penserra Capital Management LLC now owns 54,869 shares of the real estate investment trust’s stock worth $9,485,000 after purchasing an additional 54,842 shares during the period. Adell Harriman & Carpenter Inc. raised its stake in Digital Realty Trust by 2.3% during the third quarter. Adell Harriman & Carpenter Inc. now owns 38,864 shares of the real estate investment trust’s stock worth $6,719,000 after acquiring an additional 870 shares during the period. Finally, Marco Investment Management LLC lifted its holdings in shares of Digital Realty Trust by 4.4% in the 3rd quarter. Marco Investment Management LLC now owns 16,450 shares of the real estate investment trust’s stock worth $2,844,000 after purchasing an additional 700 shares during the last quarter. Hedge funds and other institutional investors own 99.71% of the company’s stock.
Insider Buying and Selling
In other Digital Realty Trust news, Director Mary Hogan Preusse sold 4,166 shares of Digital Realty Trust stock in a transaction that occurred on 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 SEC, which is available through this link. 0.13% of the stock is currently owned by corporate insiders.
Digital Realty Trust Price Performance
Digital Realty Trust (NYSE:DLR – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 EPS for the quarter, beating 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 5.88%. The company had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.58 billion. During the same quarter last year, the firm posted $1.73 earnings per share. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. On average, analysts anticipate that Digital Realty Trust, Inc. will post 7.07 earnings per share for the current fiscal year.
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
Analyst Upgrades and Downgrades
Several analysts recently weighed in on DLR shares. Scotiabank cut their price objective on shares of Digital Realty Trust from $206.00 to $189.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, January 14th. 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 price target on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Digital Realty Trust from $200.00 to $210.00 and gave the stock an “overweight” rating in a research note on Friday, October 24th. TD Cowen reaffirmed a “hold” rating on shares of Digital Realty Trust in a research report on Friday. Finally, Mizuho cut their price target on shares of Digital Realty Trust from $191.00 to $180.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Digital Realty Trust currently has a consensus rating of “Moderate Buy” and a consensus price target of $192.13.
Check Out Our Latest Stock Report on Digital Realty Trust
Digital Realty Trust 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.
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