B&I Capital AG Acquires 10,650 Shares of Digital Realty Trust, Inc. $DLR

Key Points

• B&I Capital AG increased its stake in Digital Realty Trust by 17.9%, adding 10,650 shares to hold 69,991 shares worth $10.83 million, making DLR about 3.9% of its portfolio and its seventh-largest holding.
• Analyst sentiment is positive overall with a MarketBeat consensus of "Moderate Buy" and a $198.27 average price target, while several firms raised targets (Jefferies to $223, Morgan Stanley to $210) and Weiss upgraded to a buy.
• Digital Realty beat quarterly estimates (EPS $1.86 vs. $1.83; revenue $1.63B vs. $1.58B), set FY2026 guidance of 7.90–8.00 EPS, and pays a $1.22 quarterly dividend (annual $4.88, yield 2.5%) though its payout ratio is high at 135.6%.

B&I Capital AG lifted its holdings in shares of Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 17.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,991 shares of the real estate investment trust's stock after acquiring an additional 10,650 shares during the quarter. Digital Realty Trust comprises approximately 3.9% of B&I Capital AG's holdings, making the stock its 7th biggest holding. B&I Capital AG's holdings in Digital Realty Trust were worth $10,828,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Digital Realty Trust by 686.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,807,512 shares of the real estate investment trust's stock worth $831,123,000 after buying an additional 4,195,862 shares during the period. Alyeska Investment Group L.P. increased its stake in Digital Realty Trust by 581.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 961,121 shares of the real estate investment trust's stock worth $166,159,000 after buying an additional 819,982 shares during the period. Resolution Capital Ltd increased its stake in Digital Realty Trust by 25.2% during the 2nd quarter. Resolution Capital Ltd now owns 2,967,618 shares of the real estate investment trust's stock worth $517,345,000 after buying an additional 596,420 shares during the period. Bank of America Corp DE increased its stake in Digital Realty Trust by 6.6% during the 3rd 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 buying an additional 553,907 shares during the period. Finally, Vanguard Group Inc. increased its stake in Digital Realty Trust by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 53,405,531 shares of the real estate investment trust's stock worth $9,232,748,000 after buying an additional 512,974 shares during the period. Institutional investors and hedge funds own 99.71% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on DLR. Morgan Stanley lifted their price target on shares of Digital Realty Trust from $195.00 to $210.00 and gave the stock an "equal weight" rating in a research note on Monday. Jefferies Financial Group boosted their target price on shares of Digital Realty Trust from $189.00 to $223.00 and gave the stock a "buy" rating in a research report on Tuesday. UBS Group set a $189.00 target price on shares of Digital Realty Trust in a research report on Wednesday, January 14th. Weiss Ratings raised shares of Digital Realty Trust from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Tuesday, February 17th. Finally, Barclays boosted their target price on shares of Digital Realty Trust from $164.00 to $182.00 and gave the stock an "equal weight" rating in a research report on Wednesday, March 18th. Four equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $198.27.

Digital Realty Trust Price Performance

DLR opened at $195.59 on Thursday. The company has a 50-day moving average of $179.38 and a 200-day moving average of $168.84. The company has a market capitalization of $67.21 billion, a P/E ratio of 54.33, a PEG ratio of 4.33 and a beta of 1.07. Digital Realty Trust, Inc. has a 1-year low of $143.83 and a 1-year high of $196.41. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.59 and a current ratio of 1.59.

Digital Realty Trust (NYSE:DLR - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share 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 business had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter in the prior year, the firm earned $1.73 EPS. The company's revenue for the quarter 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. Equities analysts expect that Digital Realty Trust, Inc. will post 7.07 EPS for the current fiscal year.

Digital Realty Trust Announces Dividend

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

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.

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