Baillie Gifford & Co. Increases Position in Digital Realty Trust, Inc. $DLR

Key Points

• Baillie Gifford & Co. boosted its stake in Digital Realty by 526.2% in Q4, adding 34,067 shares to hold 40,541 shares worth about $6.27 million at quarter-end.
• Digital Realty beat Q4 estimates with $1.86 EPS (vs. $1.83) and $1.63B revenue (vs. $1.58B), set FY2026 guidance of $7.90–8.00 EPS, and carries a consensus rating of "Moderate Buy" with a $196.96 target.
• The company pays a quarterly dividend of $1.22 (annualized $4.88) for a ~2.5% yield, but has a notably high payout ratio of 135.56%.

Baillie Gifford & Co. lifted its position in Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 526.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 40,541 shares of the real estate investment trust's stock after purchasing an additional 34,067 shares during the period. Baillie Gifford & Co.'s holdings in Digital Realty Trust were worth $6,272,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. Chronos Wealth Management LLC boosted its holdings in shares of Digital Realty Trust by 2.8% in the fourth quarter. Chronos Wealth Management LLC now owns 33,648 shares of the real estate investment trust's stock valued at $5,206,000 after purchasing an additional 917 shares during the period. Stanley Laman Group Ltd. purchased a new stake in Digital Realty Trust during the fourth quarter worth $2,032,000. Robbins Farley lifted its holdings in Digital Realty Trust by 7.3% during the fourth quarter. Robbins Farley now owns 13,896 shares of the real estate investment trust's stock worth $2,150,000 after buying an additional 949 shares during the period. Robeco Institutional Asset Management B.V. lifted its holdings in Digital Realty Trust by 8.1% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 79,548 shares of the real estate investment trust's stock worth $12,307,000 after buying an additional 5,948 shares during the period. Finally, Telos Capital Management Inc. lifted its holdings in Digital Realty Trust by 3.4% during the fourth quarter. Telos Capital Management Inc. now owns 8,677 shares of the real estate investment trust's stock worth $1,342,000 after buying an additional 288 shares during the period. Hedge funds and other institutional investors own 99.71% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on DLR shares. Weiss Ratings upgraded Digital Realty Trust from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, February 17th. Mizuho lowered their target price on Digital Realty Trust from $191.00 to $180.00 and set an "outperform" rating for the company in a report on Monday, January 12th. The Goldman Sachs Group upped their target price on Digital Realty Trust from $188.00 to $190.00 and gave the stock a "buy" rating in a report on Friday, February 6th. Stifel Nicolaus lowered their target price on Digital Realty Trust from $210.00 to $200.00 and set a "buy" rating for the company in a report on Friday, February 6th. Finally, HSBC set a $193.00 target price on Digital Realty Trust and gave the stock a "buy" rating in a report on Thursday, January 15th. Four investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $196.96.

Digital Realty Trust Stock Performance

Shares of DLR stock opened at $195.76 on Wednesday. The business's fifty day simple moving average is $178.81 and its 200-day simple moving average is $168.65. The company has a market cap of $67.27 billion, a PE ratio of 54.38, a PEG ratio of 4.24 and a beta of 1.07. The company has a current ratio of 1.59, a quick ratio of 1.59 and a debt-to-equity ratio of 0.81. Digital Realty Trust, Inc. has a 12-month low of $143.83 and a 12-month high of $196.41.

Digital Realty Trust (NYSE:DLR - Get Free Report) last issued its quarterly earnings results 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. The business had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.58 billion. Digital Realty Trust had a return on equity of 5.88% and a net margin of 21.41%.The business's quarterly revenue was up 13.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. Analysts expect that Digital Realty Trust, Inc. will post 7.07 earnings per share for the current fiscal year.

Digital Realty Trust Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th were issued a dividend of $1.22 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $4.88 dividend on an annualized basis and a dividend yield of 2.5%. Digital Realty Trust's payout ratio is 135.56%.

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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