Digital Realty Trust, Inc. $DLR Shares Sold by AEGON ASSET MANAGEMENT UK Plc

Key Points

• AEGON ASSET MANAGEMENT UK Plc cut its stake in Digital Realty by 13.0% in Q4, selling 8,209 shares and leaving it with 55,032 shares valued at about $8.52 million.
• Digital Realty reported Q1 revenue of $1.64 billion (above consensus) and $0.46 EPS, raised FY‑2026 guidance to 7.95–8.05 EPS, and cited leasing momentum and AI‑driven demand and a record backlog, prompting multiple analyst price‑target upgrades to a consensus of $210.50.
• The company paid a quarterly dividend of $1.22 (annualized $4.88, yield ~2.4%) but has a high dividend payout ratio of 128.76%, which investors should monitor for sustainability.

AEGON ASSET MANAGEMENT UK Plc decreased its holdings in Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 13.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,032 shares of the real estate investment trust's stock after selling 8,209 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc's holdings in Digital Realty Trust were worth $8,516,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. New York State Common Retirement Fund lifted its stake in shares of Digital Realty Trust by 7.1% in 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 raised its holdings in Digital Realty Trust by 13.5% during the third quarter. Jones Financial Companies Lllp now owns 148,970 shares of the real estate investment trust's stock worth $25,545,000 after purchasing an additional 17,729 shares during the last quarter. Centersquare Investment Management LLC boosted its position in shares of Digital Realty Trust by 5.0% in 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 buying an additional 149,770 shares in the last quarter. Gallacher Capital Management LLC acquired a new stake in shares of Digital Realty Trust in the third quarter valued at approximately $762,000. Finally, World Investment Advisors increased its position in Digital Realty Trust by 412.7% during the third quarter. World Investment Advisors now owns 11,003 shares of the real estate investment trust's stock worth $1,902,000 after buying an additional 8,857 shares in the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

Digital Realty Trust Trading Down 0.0%

Shares of NYSE:DLR opened at $199.96 on Monday. The company has a 50 day moving average of $183.22 and a 200-day moving average of $170.15. The company has a current ratio of 1.59, a quick ratio of 1.59 and a debt-to-equity ratio of 0.78. The firm has a market cap of $69.78 billion, a P/E ratio of 52.76, a P/E/G ratio of 4.36 and a beta of 1.07. Digital Realty Trust, Inc. has a twelve month low of $146.23 and a twelve month high of $208.14.

Digital Realty Trust (NYSE:DLR - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The real estate investment trust reported $0.46 EPS for the quarter, hitting analysts' consensus estimates of $0.46. The company had revenue of $1.64 billion for the quarter, compared to the consensus estimate of $1.63 billion. Digital Realty Trust had a return on equity of 6.05% and a net margin of 21.73%.The company's quarterly revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.77 EPS. Digital Realty Trust has set its FY 2026 guidance at 7.950-8.050 EPS. As a group, analysts anticipate that Digital Realty Trust, Inc. will post 8.07 earnings per share for the current fiscal year.

Digital Realty Trust Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were issued a $1.22 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $4.88 annualized dividend and a dividend yield of 2.4%. Digital Realty Trust's dividend payout ratio is currently 128.76%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on DLR. Cantor Fitzgerald assumed coverage on Digital Realty Trust in a research report on Thursday, April 9th. They set an "overweight" rating and a $211.00 target price on the stock. Mizuho raised their target price on Digital Realty Trust from $180.00 to $217.00 and gave the company an "outperform" rating in a report on Thursday. Evercore upped their price objective on shares of Digital Realty Trust from $200.00 to $230.00 and gave the company an "outperform" rating in a research report on Tuesday, April 21st. Stifel Nicolaus raised their price target on shares of Digital Realty Trust from $230.00 to $235.00 and gave the stock a "buy" rating in a research report on Friday. Finally, Sanford C. Bernstein lifted their price target on Digital Realty Trust from $218.00 to $232.00 and gave the stock an "outperform" rating in a research note on Friday. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Digital Realty Trust currently has a consensus rating of "Moderate Buy" and a consensus target price of $210.50.

Trending Headlines about 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.

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