Schroder Investment Management Group Cuts Stake in Digital Realty Trust, Inc. $DLR

Key Points

• Schroder Investment Management Group cut its stake in Digital Realty by 12.6% in Q3, selling 137,706 shares and ending the quarter with 958,017 shares (about 0.28% of the company) worth roughly $163 million.
• Digital Realty beat Q earnings estimates with $1.86 EPS (vs. $1.83 consensus) and revenue up 13.8% year-over-year, and it set FY2026 guidance of 7.900–8.000 EPS.
• The company declared a quarterly dividend of $1.22 (annualized $4.88, yield 2.7%) despite a high dividend payout ratio of 135.56%, and analysts hold a consensus rating of "Moderate Buy" with an average target of $193.36.

Schroder Investment Management Group lessened its holdings in shares of Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 12.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 958,017 shares of the real estate investment trust's stock after selling 137,706 shares during the period. Schroder Investment Management Group owned approximately 0.28% of Digital Realty Trust worth $162,968,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Pinnacle Bancorp Inc. acquired a new position in Digital Realty Trust during the 3rd quarter valued at about $25,000. South Plains Financial Inc. boosted its holdings in Digital Realty Trust by 280.5% in the second quarter. South Plains Financial Inc. now owns 156 shares of the real estate investment trust's stock worth $27,000 after acquiring an additional 115 shares in the last quarter. Salomon & Ludwin LLC acquired a new stake in Digital Realty Trust in the third quarter worth about $28,000. Tobam purchased a new stake in shares of Digital Realty Trust during the second quarter worth about $28,000. Finally, First Horizon Corp acquired a new position in shares of Digital Realty Trust during the third quarter valued at about $31,000. Institutional investors and hedge funds own 99.71% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on DLR. Barclays raised shares of Digital Realty Trust from an "underweight" rating to an "equal weight" rating and increased their price objective for the company from $161.00 to $164.00 in a research report on Tuesday, January 13th. Raymond James Financial cut their price target on shares of Digital Realty Trust from $205.00 to $195.00 and set a "strong-buy" rating on the stock in a research note on Wednesday, February 11th. TD Cowen reiterated a "hold" rating on shares of Digital Realty Trust in a research note on Friday, February 6th. Truist Financial boosted their price objective on shares of Digital Realty Trust from $200.00 to $202.00 and gave the company a "buy" rating in a report on Wednesday, February 18th. Finally, Moffett Nathanson raised their target price on Digital Realty Trust from $166.00 to $172.00 and gave the stock a "neutral" rating in a research note on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, Digital Realty Trust has a consensus rating of "Moderate Buy" and an average price target of $193.36.

Digital Realty Trust Stock Performance

Shares of NYSE DLR opened at $179.33 on Tuesday. 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 $129.95 and a 12 month high of $184.79. The company has a 50 day simple moving average of $167.75 and a two-hundred day simple moving average of $166.50. The stock has a market cap of $61.62 billion, a price-to-earnings ratio of 49.81, a PEG ratio of 3.90 and a beta of 1.12.

Digital Realty Trust (NYSE:DLR - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $1.86 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $1.58 billion. During the same period in the prior year, the firm earned $1.73 EPS. The business's revenue for the quarter was up 13.8% on a year-over-year basis. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. As a group, analysts predict that Digital Realty Trust, Inc. will post 7.07 earnings per share for the current year.

Digital Realty Trust Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a dividend of $1.22 per share. This represents a $4.88 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Friday, March 13th. Digital Realty Trust's dividend payout ratio (DPR) is currently 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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