Syntax Research Inc. Invests $2.20 Million in Digital Realty Trust, Inc. $DLR

Key Points

• Syntax Research purchased a new position in Digital Realty (NYSE: DLR) in Q4 — 14,232 shares valued at approximately $2.20 million, representing 1.4% of its portfolio and the fund's 25th largest holding.
• Large institutions also increased stakes: Vanguard owns ~54.26M shares (~$8.39B value) and UBS boosted its holding by 686% to ~4.81M shares, with institutional investors owning 99.71% of DLR.
• Digital Realty reported Q earnings in line with estimates (EPS $0.46) and revenue up 16.2% YoY, set FY2026 EPS guidance of 7.95–8.05 (consensus 8.05); the stock trades near $200.84 with a $70.08B market cap, P/E ~53, and a quarterly dividend of $1.22 (2.4% yield).

Syntax Research Inc. purchased a new position in Digital Realty Trust, Inc. (NYSE:DLR - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 14,232 shares of the real estate investment trust's stock, valued at approximately $2,202,000. Digital Realty Trust comprises 1.4% of Syntax Research Inc.'s investment portfolio, making the stock its 25th biggest position.

Several other hedge funds have also recently modified their holdings of DLR. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Digital Realty Trust by 686.0% during the third 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 valued at $831,123,000 after acquiring an additional 4,195,862 shares during the last quarter. Vanguard Group Inc. increased its position in Digital Realty Trust by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 54,260,359 shares of the real estate investment trust's stock valued at $8,394,620,000 after acquiring an additional 854,828 shares during the last quarter. Alyeska Investment Group L.P. increased its position in Digital Realty Trust by 581.0% during the third quarter. Alyeska Investment Group L.P. now owns 961,121 shares of the real estate investment trust's stock valued at $166,159,000 after acquiring an additional 819,982 shares during the last quarter. Resolution Capital Ltd increased its position in Digital Realty Trust by 25.2% during the second quarter. Resolution Capital Ltd now owns 2,967,618 shares of the real estate investment trust's stock valued at $517,345,000 after acquiring an additional 596,420 shares during the last quarter. Finally, Bank of America Corp DE increased its position in Digital Realty Trust by 6.6% during the third quarter. Bank of America Corp DE now owns 8,930,551 shares of the real estate investment trust's stock valued at $1,543,914,000 after acquiring an additional 553,907 shares during the last quarter. Hedge funds and other institutional investors own 99.71% of the company's stock.

Digital Realty Trust Stock Performance

Shares of DLR opened at $200.84 on Friday. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.78. The business has a 50-day simple moving average of $184.67 and a two-hundred day simple moving average of $170.86. The stock has a market cap of $70.08 billion, a price-to-earnings ratio of 52.99, a PEG ratio of 5.46 and a beta of 1.06. Digital Realty Trust, Inc. has a 52 week low of $146.23 and a 52 week high of $208.14.

Digital Realty Trust (NYSE:DLR - Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The real estate investment trust reported $0.46 EPS for the quarter, hitting analysts' consensus estimates of $0.46. The business had revenue of $1.64 billion during the quarter, compared to analysts' expectations of $1.63 billion. Digital Realty Trust had a return on equity of 6.05% and a net margin of 21.73%.The business's quarterly revenue was up 16.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.77 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.950-8.050 EPS. On average, analysts expect that Digital Realty Trust, Inc. will post 8.05 EPS for the current year.

Digital Realty Trust Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were given a dividend of $1.22 per share. The ex-dividend date 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 (DPR) is currently 128.76%.

Analyst Upgrades and Downgrades

A number of analysts have commented on DLR shares. Citizens Jmp upped their target price on shares of Digital Realty Trust from $220.00 to $250.00 and gave the company a "market outperform" rating in a report on Monday, April 27th. BMO Capital Markets lifted their price target on shares of Digital Realty Trust from $205.00 to $220.00 and gave the stock an "outperform" rating in a research note on Monday, April 20th. Raymond James Financial boosted their price objective on shares of Digital Realty Trust from $210.00 to $235.00 and gave the company a "strong-buy" rating in a research report on Friday, April 24th. UBS Group boosted their price objective on shares of Digital Realty Trust from $225.00 to $227.00 and gave the company a "buy" rating in a research report on Friday, April 24th. Finally, TD Cowen upped their price target on Digital Realty Trust from $185.00 to $192.00 and gave the stock a "hold" rating in a research report on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Digital Realty Trust presently has an average rating of "Moderate Buy" and a consensus target price of $213.86.

Digital Realty Trust 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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