Digital Realty Trust, Inc. $DLR Stock Holdings Increased by D.A. Davidson & CO.

Key Points

• D.A. Davidson increased its Digital Realty Trust stake by 21.3% in the third quarter, purchasing 7,154 additional shares and bringing its holdings to 40,712 shares valued at approximately $7.15 million.
• Institutional ownership remains very high at 99.71%, with several other investors increasing their positions, including Asset Management One, which added 60,060 shares.
• Digital Realty reported a strong revenue and core FFO performance, supported by data-center demand, although reported EPS missed estimates. Analysts maintain a generally bullish outlook, with a consensus “Moderate Buy” rating and an average price target of $221.35.

D.A. Davidson & CO. increased its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 21.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 40,712 shares of the real estate investment trust's stock after buying an additional 7,154 shares during the period. D.A. Davidson & CO.'s holdings in Digital Realty Trust were worth $7,146,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of DLR. Essential Investment Partners LLC acquired a new stake in shares of Digital Realty Trust in the third quarter valued at approximately $65,000. Redmond Asset Management LLC raised its stake in shares of Digital Realty Trust by 2.7% during the third quarter. Redmond Asset Management LLC now owns 14,126 shares of the real estate investment trust's stock valued at $2,479,000 after acquiring an additional 370 shares during the last quarter. North Dakota State Investment Board increased its holdings in Digital Realty Trust by 9.2% in the third quarter. North Dakota State Investment Board now owns 11,175 shares of the real estate investment trust's stock valued at $1,962,000 after purchasing an additional 944 shares during the period. Generali Asset Management SPA SGR boosted its holdings in Digital Realty Trust by 1.7% in the third quarter. Generali Asset Management SPA SGR now owns 19,071 shares of the real estate investment trust's stock valued at $3,348,000 after acquiring an additional 324 shares during the last quarter. Finally, Asset Management One Co. Ltd. grew its stake in Digital Realty Trust by 9.2% during the third quarter. Asset Management One Co. Ltd. now owns 711,525 shares of the real estate investment trust's stock worth $124,894,000 after purchasing an additional 60,060 shares during the period. Institutional investors and hedge funds own 99.71% of the company's stock.

Digital Realty Trust News Summary

Here are the key news stories impacting Digital Realty Trust this week:

• Positive Sentiment: Third-quarter FFO and revenue exceeded expectations. Core FFO was $2.10 per share, beating estimates by $0.10, while revenue reached approximately $1.90 billion—$140 million above consensus—and increased 20.6% year over year. Digital Realty Trust FFO and revenue results
• Positive Sentiment: Improving data-center fundamentals supported the outlook. Record bookings, higher occupancy and stronger rental rates drove double-digit core FFO growth. Management raised its 2026 core FFO outlook to $8.30-$8.35 per share, broadly in line with the FactSet estimate of $8.34. DLR Q3 FFO and revenue outlook
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Wells Fargo lifted its target to $225 from $220, Cantor Fitzgerald raised its target to $223 from $221, and Citigroup increased its target to $234 from $226. Wells Fargo and Cantor Fitzgerald both retained “overweight” ratings. Wells Fargo Digital Realty Trust rating
• Neutral Sentiment: Investor focus remains on execution and valuation. The raised outlook was close to existing expectations, limiting the potential for a major positive surprise. DLR also trades at a high earnings multiple, making the stock sensitive to interest rates and any slowdown in data-center demand.
• Negative Sentiment: Reported EPS missed the consensus estimate. Digital Realty posted quarterly EPS of $0.48 versus expectations of $0.52, despite the revenue beat. The earnings shortfall may have prompted profit-taking and helped offset the stronger FFO and operating metrics. Digital Realty Trust quarterly earnings
• Negative Sentiment: Put-option activity increased. Traders purchased 3,148 put options, approximately 87% above typical volume, signaling increased near-term hedging or bearish speculation.

Analyst Ratings Changes

Several research analysts have weighed in on DLR shares. Canadian Imperial Bank of Commerce initiated coverage on Digital Realty Trust in a research report on Tuesday, October 20th. They issued an "outperform" rating and a $213.00 price objective on the stock. Evercore reissued an "outperform" rating and set a $240.00 price objective on shares of Digital Realty Trust in a report on Tuesday, August 18th. Wells Fargo & Company increased their target price on shares of Digital Realty Trust from $220.00 to $225.00 and gave the stock an "overweight" rating in a research note on Friday. Guggenheim raised Digital Realty Trust from a "neutral" rating to a "buy" rating and set a $200.00 price target on the stock in a report on Wednesday, July 15th. Finally, Truist Financial dropped their price target on Digital Realty Trust from $225.00 to $220.00 and set a "buy" rating for the company in a research report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Digital Realty Trust presently has an average rating of "Moderate Buy" and a consensus price target of $221.35.

Digital Realty Trust Stock Down 1.4%

Digital Realty Trust stock opened at $180.26 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.68. The stock has a fifty day simple moving average of $181.45 and a two-hundred day simple moving average of $182.91. Digital Realty Trust, Inc. has a 12 month low of $146.23 and a 12 month high of $208.14. The firm has a market cap of $66.88 billion, a price-to-earnings ratio of 22.50, a PEG ratio of 3.53 and a beta of 0.99.

Digital Realty Trust (NYSE:DLR - Get Free Report) last issued its quarterly earnings data on Thursday, October 29th. The real estate investment trust reported $0.48 earnings per share for the quarter, missing analysts' consensus estimates of $0.52 by ($0.04). The company had revenue of $1.90 billion for the quarter, compared to the consensus estimate of $1.75 billion. Digital Realty Trust had a net margin of 13.06% and a return on equity of 3.81%. The firm's revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter last year, the company earned $1.89 EPS. Equities analysts predict that Digital Realty Trust, Inc. will post 8.33 EPS for the current fiscal year.

Digital Realty Trust Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th were issued a dividend of $1.22 per share. This represents a $4.88 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Tuesday, September 15th. Digital Realty Trust's dividend payout ratio is currently 204.18%.

Insider Buying and Selling

In other news, Director Mark Patterson sold 200 shares of the business's stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $193.96, for a total transaction of $38,792.00. Following the completion of the sale, the director owned 6,322 shares of the company's stock, valued at $1,226,215.12. The trade was a 3.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Corporate insiders own 0.15% of the company's stock.

Digital Realty Trust Company Profile

Digital Realty Trust, Inc is a real estate investment trust that owns, operates and develops data center facilities for businesses, cloud service providers, information technology companies and telecommunications organizations. The company provides the physical infrastructure needed to support data storage, networking, cloud computing and other digital operations.

Its services include data center colocation, interconnection and private connectivity solutions. Digital Realty also offers access to cloud and network providers through its PlatformDIGITAL platform, which is designed to help customers deploy, connect and manage their digital infrastructure across multiple locations.

Founded in 2001, Digital Realty serves customers through a global portfolio of data centers and related facilities across North America, Europe, Asia-Pacific and Latin America.

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