Massachusetts Financial Services Co. MA Decreases Position in Digital Realty Trust, Inc. $DLR

Key Points

• Massachusetts Financial Services trimmed its stake in Digital Realty by 20.9% in Q4, selling 317,006 shares and now holds 1,200,375 shares (~0.35%) worth $185.71 million, while institutional investors own about 99.71% of the stock.
• Market sentiment is positive—Cantor Fitzgerald initiated an Overweight and analyst upgrades pushed DLR to a 12‑month high—after the company beat quarterly estimates (EPS $1.86, revenue +13.8%), set FY2026 guidance of 7.900–8.000 EPS, and announced plans to invest nearly S$7 billion in Singapore to expand AI data‑center capacity.

Massachusetts Financial Services Co. MA decreased its holdings in shares of Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 20.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,200,375 shares of the real estate investment trust's stock after selling 317,006 shares during the quarter. Massachusetts Financial Services Co. MA owned approximately 0.35% of Digital Realty Trust worth $185,710,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in DLR. Spirepoint Private Client LLC lifted its stake in Digital Realty Trust by 7.0% in the fourth quarter. Spirepoint Private Client LLC now owns 2,930 shares of the real estate investment trust's stock valued at $453,000 after buying an additional 192 shares during the last quarter. LDR Capital Management LLC lifted its stake in Digital Realty Trust by 764.1% in the fourth quarter. LDR Capital Management LLC now owns 23,918 shares of the real estate investment trust's stock valued at $3,700,000 after buying an additional 21,150 shares during the last quarter. Kennebec Savings Bank lifted its stake in Digital Realty Trust by 6.7% in the fourth quarter. Kennebec Savings Bank now owns 4,801 shares of the real estate investment trust's stock valued at $743,000 after buying an additional 303 shares during the last quarter. True North Advisors LLC lifted its stake in Digital Realty Trust by 6.8% in the fourth quarter. True North Advisors LLC now owns 1,391 shares of the real estate investment trust's stock valued at $215,000 after buying an additional 89 shares during the last quarter. Finally, V Square Quantitative Management LLC purchased a new stake in Digital Realty Trust in the fourth quarter valued at approximately $1,203,000. Hedge funds and other institutional investors own 99.71% of the company's stock.

Digital Realty Trust News Roundup

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

• Positive Sentiment: Cantor Fitzgerald initiated coverage at Overweight with a $211 price target, giving institutional validation and fresh buy-side momentum. Cantor Fitzgerald initiates coverage of Digital Realty Trust (DLR) with overweight recommendation
• Positive Sentiment: Analyst upgrades and raised price targets have pushed DLR to a new 12‑month high, reinforcing momentum and signaling higher analyst conviction around growth and AI exposure. Digital Realty Trust NYSE: DLR Sets New 12-Month High Following Analyst Upgrade
• Positive Sentiment: Digital Realty announced plans to invest nearly S$7 billion (more than S$4.3B for new data centers) in Singapore to build AI inference and production‑scale capacity — a strategic move to capture Asia‑Pacific AI demand that should support long‑term revenue growth, albeit with higher near‑term capex. Digital Realty Targets Nearly S$7 Billion Investment to Strengthen Singapore as Asia Pacific AI Hub
• Neutral Sentiment: Market coverage notes the stock has risen but still lags broader market performance, highlighting that while headlines are positive, broader market trends and valuation (DLR's elevated P/E) remain relevant to near‑term moves. Digital Realty Trust Inc. stock rises Wednesday, still underperforms market

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on DLR. Deutsche Bank Aktiengesellschaft began coverage on Digital Realty Trust in a research note on Monday, January 5th. They issued a "buy" rating and a $180.00 price objective for the company. Bank of America reiterated a "neutral" rating and issued a $170.00 price objective (down from $210.00) on shares of Digital Realty Trust in a research note on Thursday, January 8th. Scotiabank boosted their price objective on Digital Realty Trust from $189.00 to $195.00 and gave the company a "sector outperform" rating in a research note on Tuesday, April 7th. KeyCorp reiterated a "sector weight" rating on shares of Digital Realty Trust in a research note on Thursday, January 29th. Finally, TD Cowen reiterated a "hold" rating on shares of Digital Realty Trust in a research note on Friday, February 6th. Four investment 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 stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $196.38.

Digital Realty Trust Trading Down 0.1%

NYSE:DLR opened at $188.70 on Monday. The firm has a market cap of $64.84 billion, a P/E ratio of 52.42, a PEG ratio of 4.18 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. The stock's 50 day simple moving average is $177.66 and its 200-day simple moving average is $168.34. Digital Realty Trust, Inc. has a 12-month low of $139.58 and a 12-month high of $190.08.

Digital Realty Trust (NYSE:DLR - Get Free Report) last released its earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.83 by $0.03. The business had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.58 billion. Digital Realty Trust had a return on equity of 5.88% and a net margin of 21.41%.The company's revenue for the quarter was up 13.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. Equities analysts anticipate that Digital Realty Trust, Inc. will post 7.07 EPS for the current year.

Digital Realty Trust Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.6%. 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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