Boston Common Asset Management LLC Reduces Position in Digital Realty Trust, Inc. $DLR
Boston Common Asset Management LLC significantly reduced its stake in Digital Realty Trust (DLR) by 64.4% in the fourth quarter, selling 49,148 shares and retaining 27,172 shares valued at approximately $4.20 million. Despite this, Digital Realty Trust surpassed Q4 earnings expectations, raised its FY2026 guidance, and holds a "Moderate Buy" consensus rating from analysts with a target price of $194.68. The company also declared a quarterly dividend of $1.22 per share, indicating an annual yield of about 2.8%, though its payout ratio is high at 135.6%.
Assenagon Asset Management S.A. Sells 20,341 Shares of Digital Realty Trust, Inc. $DLR
Assenagon Asset Management S.A. significantly reduced its stake in Digital Realty Trust, Inc. by 58.3% in the fourth quarter, selling 20,341 shares. This transaction decreased their holdings to 14,545 shares, valued at $2.25 million. Other institutional investors showed varied activity, with some increasing and others decreasing their positions in the real estate investment trust.
Sieve Capital Urges for Board Room Change at Americold Realty Trust
Sieve Capital LLC is advocating for significant changes at Americold Realty Trust, urging the Board not to re-elect Chairman Mark Patterson due to his problematic boardroom behavior and poor strategic decisions which have resulted in approximately -50% total shareholder returns during his tenure. The activist investor is also calling for a review of all strategic alternatives, including a full sale of the company, following reports of inbound interest. Sieve Capital plans to provide more details to shareholders regarding Americold's governance and past decisions.
Citi Maintains Digital Realty Trust Inc(DLR.US) With Buy Rating
Citi has reiterated its Buy rating for Digital Realty Trust Inc (DLR.US). This indicates a continued positive outlook from the financial institution regarding the company's stock performance and business prospects.
Digital Realty's $3.25B Fund Close: What Does It Mean for Growth?
Digital Realty has closed its $3.25 billion U.S. hyperscale data center fund, allowing it to expand its development pipeline for large-scale, cloud-driven infrastructure projects, particularly those supporting AI and enterprise digitization, without heavily impacting its balance sheet. This strategic move, which involves Digital Realty holding a 20% stake and managing operations, will generate fee-based income and enhance its global footprint through expansions in key U.S. and European markets. The company appears well-positioned for steady earnings growth due to strong demand drivers, disciplined capital deployment, and continued international expansion.
Digital Realty Trust Closes $3.25 Billion U.S. Hyperscale Data Center Fund with Global Investors
Digital Realty Trust has successfully closed its inaugural U.S. hyperscale data center fund, securing $3.25 billion in equity commitments from a diverse group of global institutional investors. This initiative aims to expand its PlatformDIGITAL infrastructure and enhance shareholder returns by developing data centers in major U.S. markets, with Digital Realty retaining a 20% ownership and managing operations. The company also strengthened its Strategic Private Capital team with two key hires, highlighting the growing importance of private capital in funding hyperscale expansion amid rising demand from cloud, digital transformation, and AI.
Private Advisory Group LLC Buys New Shares in Digital Realty Trust, Inc. $DLR
Private Advisory Group LLC acquired a new position of 55,402 shares in Digital Realty Trust (DLR) during Q4, valued at approximately $8.57 million. Digital Realty beat Q4 earnings and revenue estimates and provided positive FY2026 guidance, leading to a "Moderate Buy" consensus rating from analysts with an average price target of $194.68. The company also declared a quarterly dividend of $1.22, resulting in an annualized yield of 2.8%, though its dividend payout ratio is high at 135.56%.
Press Release: Digital Realty Announces Final Close of $3.25 Billion U.S. Hyperscale Data Center Fund
Digital Realty has announced the final close of its $3.25 billion U.S. Hyperscale Data Center Fund. This fund, established in partnership with GI Partners, will focus on developing and operating hyperscale data center facilities across the U.S. The successful close highlights strong investor confidence in the rapidly expanding hyperscale market.
Pensions, sovereign funds back Digital Realty's $3.25B data fund
Digital Realty announced the final close of its inaugural U.S. hyperscale data center fund, securing $3.25 billion in equity commitments from a diverse group of global institutional investors, including public pensions and sovereign wealth funds. The company will retain a 20% ownership stake and manage the fund, which targets major U.S. Tier I metros. Additionally, Digital Realty expanded its Strategic Private Capital team with two senior hires to support fund management and hyperscale customer growth.
Weighing Digital Realty (DLR) Valuation After Milan Expansion And Samsung AI Data Center Deal
Digital Realty (DLR) is gaining attention due to its Milan data center expansion and a new deal supporting Samsung Electronics' AI data center in Seoul. While one valuation narrative suggests DLR is overvalued at $175.42 with a fair value of $110.45, a Discounted Cash Flow (DCF) model indicates the shares might be undervalued with an estimated future cash flow of $237.11. Investors are encouraged to review the data, considering both positive momentum and potential risks like rising interest costs or hyperscalers moving workloads in-house.
Is It Too Late To Consider Equinix (EQIX) After Its Strong Year To Date Run
This article analyzes whether Equinix (EQIX), trading at US$963, is undervalued or overvalued following its strong year-to-date performance. While a Discounted Cash Flow analysis suggests it's undervalued by 33.2% with an intrinsic value of $1,441.62 per share, its P/E ratio of 70.09x is significantly higher than the industry average and Simply Wall St's Fair Ratio, indicating it appears expensive by that measure. The article highlights the importance of considering different valuation narratives, especially given Equinix's role in digital infrastructure for cloud and AI.
WisdomTree New Economy Real Estate Fund
This article provides a comprehensive profile of the WisdomTree New Economy Real Estate Fund (WTRE), including its price, performance metrics, holdings, and various analytical comparisons. It details the fund's expense ratio, inception date, index tracked, and offers insights into its ESG scores, geographic exposure, and technical indicators. The report also lists alternative ETFs in the Global Real Estate category and recent news relevant to the fund.
Weighing Digital Realty (DLR) Valuation After Milan Expansion And Samsung AI Data Center Deal
Digital Realty Trust (DLR) is under valuation scrutiny following its Milan data center expansion and a new deal with Samsung for AI data center support in Seoul. While one narrative suggests DLR is 58.8% overvalued with a fair value of $110.45, a Discounted Cash Flow (DCF) model indicates it is undervalued at $175.42, with an estimated future cash flow value of $237.11. The article highlights these contrasting valuations for investors to consider.
Weighing Digital Realty (DLR) Valuation After Milan Expansion And Samsung AI Data Center Deal
Digital Realty Trust (DLR) is under valuation scrutiny following expansions in Milan and a deal with Samsung for AI data centers. While some narratives suggest DLR is overvalued at $175.42 with a fair value around $110.45, a Simply Wall St DCF model indicates the stock might be undervalued with a future cash flow value of $237.11. The article discusses risks like rising interest costs and increasing hyperscaler self-provisioning, encouraging investors to review both sides of the valuation argument to make informed decisions.
Digital Realty Trust, Inc. (NYSE:DLR) Given Average Recommendation of "Moderate Buy" by Brokerages
Digital Realty Trust (NYSE:DLR) has received a "Moderate Buy" consensus rating from 27 brokerages, with an average 1-year price target of $194.68. The company recently reported strong Q4 results, beating EPS and revenue estimates, and provided a positive FY2026 EPS guidance. Digital Realty Trust also declared a quarterly dividend of $1.22, representing an annualized yield of 2.8%.
BMO Capital Maintains Digital Realty Trust Inc(DLR.US) With Buy Rating, Announces Target Price $205
BMO Capital has reiterated its Buy rating for Digital Realty Trust Inc (DLR.US) and set a target price of $205. This indicates a continued positive outlook from the firm regarding the company's stock performance.
BMO Capital Maintains Digital Realty Trust Inc(DLR.US) With Buy Rating, Announces Target Price $205
BMO Capital has reiterated its Buy rating on Digital Realty Trust Inc (DLR.US), a leading global provider of data center solutions. The firm also announced a target price of $205 for the company's stock, indicating confidence in its future performance. This suggests BMO Capital sees significant upside potential for Digital Realty Trust.
Digital Realty Trust declares $1.22 dividend
Digital Realty Trust (NYSE: DLR) has declared a cash dividend of $1.22 per share for the first quarter of 2026. The dividend is payable on March 27, 2026, to shareholders of record as of March 13, 2026. This announcement highlights the company's consistent return of capital to its investors.
Morgan Stanley Maintains Digital Realty Trust Inc(DLR.US) With Hold Rating, Maintains Target Price $195
Morgan Stanley has reiterated its "Hold" rating for Digital Realty Trust Inc (DLR.US) and maintained its price target at $195. This indicates a neutral outlook on the stock's performance in the near term, with no expected significant price movement from the analyst's perspective.
Morgan Stanley Maintains Digital Realty Trust Inc(DLR.US) With Hold Rating, Maintains Target Price $195
Morgan Stanley analyst Cameron McVeigh has reiterated a "Hold" rating for Digital Realty Trust Inc (DLR.US) and maintained the target price at $195. According to TipRanks data, the analyst has a 58.8% success rate and an average return of -9.4% over the past year. TipRanks provides independent analysis of financial analysts' recommendations, including their success rates and average returns.
Is It Time To Reassess Digital Realty (DLR) After Its Strong 12-Month Share Price Run
Digital Realty (DLR) has seen strong share price performance over the last year, with recent interest in data center stocks keeping it in focus. This analysis evaluates DLR using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios, finding it undervalued by 26.4% based on DCF but overvalued when considering its P/E of 47.36x against industry averages. The article also presents "Narratives" for bull and bear cases, suggesting fair values of US$198.38 and US$110.45 per share, respectively, highlighting the differing assumptions investors can apply.
Vanguard disaggregates holdings; parent reports 0% in Digital Realty (DLR)
The Vanguard Group has filed an amendment to its Schedule 13G/A report, indicating a 0% beneficial ownership in Digital Realty Trust Inc (DLR) following an internal realignment effective January 12, 2026. This change is due to certain Vanguard subsidiaries or business divisions now reporting their holdings separately, as permitted by SEC Release No. 34-39538. The parent company, The Vanguard Group, no longer claims beneficial ownership over these disaggregated securities.
Digital Realty’s Milan Expansion Might Change The Case For Investing In Digital Realty Trust (DLR)
Digital Realty has expanded its presence in Italy by acquiring land in Milan for a new data center campus, making it the only global data center platform with facilities in both Rome and Milan. This move supports the company's growth narrative by enhancing its Mediterranean infrastructure role, especially for cloud and AI services. While the expansion is positive, the article emphasizes that investors should also consider the impact of disciplined funding and interest rate sensitivity on future returns, alongside the company's projected financial guidance.
Equinix stands as the best performing large-cap real estate stock YTD (VNQ:NYSEARCA)
Equinix (EQIX) is highlighted as the best-performing large-cap real estate stock year-to-date in 2026, with a 25.89% gain. This performance stands out against a subdued S&P 500 Real Estate sector, which is down about 0.7% YTD. Other strong performers include Iron Mountain (IRM) and Digital Realty Trust (DLR), while Realty Income (O) and W.P. Carey (WPC) hold "Strong Buy" quant ratings.
Digital Realty’s Milan Expansion Might Change The Case For Investing In Digital Realty Trust (DLR)
Digital Realty has expanded into Milan by acquiring land for a new data center campus, making it the only global data center platform with a presence in Italy's two main connectivity hubs. This move reinforces its Mediterranean infrastructure role and supports its long-term growth narrative driven by demand for data center capacity from cloud and AI customers. Investors are now watching how this expansion, alongside other Southern European projects and recent 2026 guidance, will influence the company's earnings and financial needs.
Digital Realty Launches Operations in Milan, Broadens Its Southern European Presence
Digital Realty has opened new operations in Milan, acquiring two land parcels to build a data center campus with an initial 8-megawatt capacity, expandable to 84 MW. This expansion strengthens its Southern European presence, linking key cities and supporting the growing demands of AI, cloud computing, and enterprise solutions. The company is actively expanding its European data center network, including new facilities in Lisbon and two additional data centers in Sofia, Bulgaria.
Digital Realty’s Milan Expansion Might Change The Case For Investing In Digital Realty Trust (DLR)
Digital Realty (DLR) recently expanded into the Milan market by acquiring land for a new data center campus, making it the only global data center platform with a presence in Italy's two main connectivity hubs. This move aims to support cloud and AI services, reinforcing its Mediterranean infrastructure. While this expansion supports the company's growth narrative, investors should also consider its 2026 guidance, which includes revenue projections between US$6.6 billion and US$6.7 billion, and diluted EPS between US$2.55 and US$2.65, alongside potential financial needs and interest rate volatility.
Digital Realty Enters Milan, Expands Southern Europe Platform
Digital Realty has expanded its digital infrastructure platform into Milan, acquiring two land parcels to develop a new campus with an initial 8-megawatt facility and future expansion up to 84 MW. This move solidifies its presence in Southern Europe, connecting key hubs and supporting Milan's growth as a digital hub for AI, cloud, and enterprise deployments. The company continues to strengthen its European footprint with recent entries into Portugal and Bulgaria, positioning itself to meet the increasing demand for digital infrastructure.
Should Equinix’s (EQIX) New Distributed AI Hub Reshape How Investors View Its Data Center Strategy?
Equinix recently launched its Distributed AI Hub, a vendor-neutral platform designed to unify connectivity, security, and governance for distributed AI workloads across its global network of 280 data centers. While this initiative strengthens Equinix's investment narrative around interconnection and AI, it doesn't significantly alter short-term catalysts related to its "Build Bolder" expansion plan or mitigate risks associated with high investment and debt levels if demand or pricing soften. The Hub aims to boost adoption of high-margin interconnection services like Equinix Fabric and Network Edge, but investors should be mindful of potential shifts towards more power-efficient, on-premises AI infrastructure.
Pensionfund Sabic Takes Position in Digital Realty Trust, Inc. $DLR
Pensionfund Sabic initiated a new position in Digital Realty Trust (NYSE:DLR) during Q4, acquiring 21,447 shares valued at approximately $3.318 million, making it a significant holding in their portfolio. Other institutional investors also adjusted their stakes in the data center REIT, which reported beating quarterly EPS and revenue estimates. Digital Realty Trust currently holds a "Moderate Buy" average analyst rating with a target price of $194.68 and recently declared a quarterly dividend of $1.22 per share.
Digital Realty Further Expands Mediterranean Presence with Strategic Land Acquisitions in Milan
Digital Realty announced its expansion into Milan with the acquisition of two land parcels for a new data center campus. This move strengthens its presence in the Mediterranean, complementing existing and upcoming sites in Southern Europe. The Milan campus, strategically located, will initially feature an 8 MW facility by 2028, with plans for up to 84 MW, making Digital Realty the only global data center platform with facilities in both Rome and Milan.
SG Americas Securities LLC Increases Stock Holdings in Digital Realty Trust, Inc. $DLR
SG Americas Securities LLC significantly increased its stake in Digital Realty Trust, Inc. (NYSE:DLR) by 3,200.5% in the fourth quarter, now holding 291,306 shares valued at approximately $45.07 million. This move coincides with Digital Realty topping quarterly earnings and revenue estimates and setting strong FY2026 guidance. Analysts currently rate the stock a "Moderate Buy" with an average target price of $194.68.
Digital Realty Delivers Colocation Infrastructure Support to Samsung Electronics in Seoul
Digital Realty announced it is providing enterprise-grade colocation infrastructure support to Samsung Electronics at its ICN10 data center in Seoul. This partnership aims to support Samsung's enterprise IT operations with stable, scalable, and resilient infrastructure. Digital Realty's ICN10 data center, which has been operational since 2022, is Korea's first carrier-neutral data center, designed for high-density power and AI/HPC workloads.
Digital Realty to enter Milan with land purchases for new data center campus
This article details Digital Realty's strategic entry into the Milan market through the acquisition of land for a new data center campus. This expansion signifies the company's commitment to strengthening its global presence and catering to the growing demand for digital infrastructure in Italy. The new campus will likely offer a substantial increase in data center capacity for the region.
Equinix Inc. stock faces pressure amid data center capacity constraints and rising AI power demands
Equinix Inc. (US29444U7033) is grappling with high demand from AI hyperscalers, but faces challenges with power shortages and construction delays for new data centers. Despite strong bookings and financial performance, investors are keenly watching the company's ability to navigate these hurdles, as its stock tests support levels on Nasdaq. Equinix's role in digital infrastructure and its strategic investments in renewable energy and liquid cooling are critical for its continued growth in the AI sector.
Digital Realty Further Expands Mediterranean Presence with Strategic Land Acquisitions in Milan
Digital Realty has announced its entry into the Milan market with the acquisition of two land parcels for a new data center campus in Abbiategrasso. This expansion strengthens Digital Realty's leadership in the Mediterranean and Southern Europe, complementing its existing presence in Rome. The Milan campus will initially feature an 8-megawatt facility, with plans for further expansion up to 84 MW, aiming to cater to the growing demand for cloud, AI, and interconnection services in Northern Italy.
After Rome, Digital Realty moves into Milan to span Italy’s key hubs
Digital Realty has announced its entry into the Milan market with the acquisition of two land parcels to build a new data center campus. This expansion, featuring an initial 8 MW facility scalable to 84 MW, complements its existing Rome development, positioning Digital Realty as the sole global platform with campuses in both of Italy's key connectivity hubs. The move aims to support the region's growing digital transformation, cloud, and AI demands, strengthening digital infrastructure across Southern Europe.
Equinix takes data center career program worldwide after 2,000-student pilot
Equinix is significantly expanding its global data center workforce development initiatives, including the worldwide launch of its "Pathways to Tech" program for students aged 14-18, following a successful pilot involving nearly 2,000 students. The company is also forming a Global Data Center Technician Training Coalition, expanding global apprenticeships, and introducing Learning Labs in key markets like Dallas, Paris, and Singapore. These efforts aim to address the growing demand for skilled talent in the digital infrastructure industry, particularly driven by AI and digital transformation.
Pensionfund PDN Invests $6.80 Million in Digital Realty Trust, Inc. $DLR
Pensionfund PDN has acquired a new stake worth $6.80 million in Digital Realty Trust, Inc. (NYSE:DLR) during the fourth quarter, making it their 6th largest holding. Other institutional investors also adjusted their positions in DLR, which currently has a "Moderate Buy" consensus rating and an average price target of $194.68. The company recently announced earnings that topped analyst estimates and declared a quarterly dividend of $1.22 per share.
United States Antimony Corp Reports Record Growth, Secures $248M Government Contract, Expands Critical Mineral Operations in 2025
United States Antimony Corp (UAMY) announced record growth in FY2025, with revenues surging by 163% to $39.3 million. The company secured a major $248 million, five-year government contract with the Defense Logistics Agency and a $106.7 million industrial supply contract, positioning it as a key player in critical mineral supply. UAMY also expanded its mineral assets through strategic acquisitions, including the Fostung tungsten property in Canada and Nolan Creek in Alaska, while increasing institutional ownership and uplisting to NYSE American.
DLR Stock Price, Quote & Chart | DIGITAL REALTY TRUST INC (NYSE:DLR)
Digital Realty Trust Inc (NYSE:DLR) is currently priced at 174.75 USD, showing a -0.95% decrease today but an increase of 22.98% over the past year. The company reported EPS of 0.24 and revenue of 1.63B on February 5, 2026, with analysts forecasting a 12.51% price increase in the next year. DLR also pays a dividend with a yield of 2.71% and has a market capitalization of 60.05B USD.
OpenAI's 450,000-square-foot Mountain View campus confirmed by landlords
Landlords KREF and TMG Partners have confirmed OpenAI's lease for a 450,000-square-foot campus in Mountain View. This move positions OpenAI in a key engineering talent hub, intensifying the competition for skilled AI workers. The new campus marks a significant expansion for the AI company in the heart of Silicon Valley.
Digital Realty Trust Inc. stock outperforms competitors on strong trading day
Shares of Digital Realty Trust Inc. (DLR) rose 1.83% to $176.47, outperforming the broader stock market, which saw the S&P 500 Index (SPX) increase by 1.15% and the Dow Jones Industrial Average (DJIA) rise by 1.38%. The company's stock closed 4.50% below its 52-week high of $184.79, achieved on February 12th.
34,884 Shares in Digital Realty Trust, Inc. $DLR Bought by TABR Capital Management LLC
TABR Capital Management LLC has acquired a new stake of 34,884 shares, valued at approximately $5.397 million, in Digital Realty Trust (NYSE:DLR) during the fourth quarter. This purchase makes DLR the firm's 18th-largest holding, representing about 2.1% of its portfolio. Digital Realty Trust reported strong quarterly earnings, beating estimates with $1.86 EPS and $1.63 billion in revenue, and analysts currently rate the stock as a "Moderate Buy" with an average price target of $194.68.
New Equinix CFO Brings Infrastructure Expertise To AI Growth And Capital Choices
Equinix has appointed Olivier Leonetti as its new Chief Financial Officer, succeeding Keith Taylor, bringing extensive experience from large technology and infrastructure companies crucial for navigating Equinix's capital-intensive model and growth in AI-focused digital infrastructure. Investors will be observing how Leonetti prioritizes capital allocation, growth projects, and balance sheet decisions, especially given Equinix's growing focus on AI-related offerings and partnerships. His background may help in disciplined capital allocation as Equinix expands its AI-ready data center footprint amidst risks related to high capital spending and leverage.
Earnings Snapshot: Prologis beats Q3 estimates, raises FY25 core FFO above forecast
Prologis (PLD) reported strong Q3 results, surpassing FFO and revenue expectations, and increased its full-year 2025 core FFO guidance. The company also declared a quarterly dividend of $0.96 per share and sees continued strength in market rent growth despite a slight decrease in occupancy. This performance suggests a robust outlook for the industrial real estate giant.
Realty Income Secures Another $1 Billion Partnership. Is This Top Monthly Dividend Stock a Buy?
Realty Income (NYSE: O) has formed a new $1 billion joint venture with Apollo (NYSE: APO)-managed funds to acquire a 49% interest in a diversified portfolio of single-tenant retail properties. This deal provides Realty Income with non-dilutive equity capital and is part of a broader strategy of strategic partnerships, including recent ventures with GIC and Blackstone. These partnerships enhance Realty Income's growth prospects and strengthen its position for growing its monthly dividend, making it an attractive long-term investment.
Realty Income Secures Another $1 Billion Partnership. Is This Top Monthly Dividend Stock a Buy?
Realty Income, known for its monthly dividends, has formed a new $1 billion joint venture with Apollo-managed funds to acquire single-tenant retail properties. This partnership, which provides non-dilutive equity capital, is the latest in a series of strategic collaborations designed to enhance the REIT's growth prospects. The article explores whether this strategy makes Realty Income an attractive buy for investors seeking durable and growing passive income.
Realty Income Secures Another $1 Billion Partnership. Is This Top Monthly Dividend Stock a Buy?
Realty Income has formed a new $1 billion joint venture with Apollo-managed funds to acquire a 49% interest in a diversified portfolio of single-tenant retail properties, providing non-dilutive equity capital for future investments. This partnership is the latest in a series of strategic collaborations with firms like GIC, Blackstone, and Digital Realty, aimed at enhancing the REIT's growth prospects and strengthening its ability to increase its monthly dividend. The article suggests this strategy makes Realty Income an attractive long-term investment for passive income seekers.
Swiss Life Asset Management Ltd Purchases 14,538 Shares of Digital Realty Trust, Inc. $DLR
Swiss Life Asset Management Ltd increased its stake in Digital Realty Trust (NYSE:DLR) by 29.2% in the third quarter, acquiring an additional 14,538 shares and bringing its total holdings to 64,263 shares valued at approximately $11.11 million. Digital Realty Trust recently reported strong quarterly earnings, beating analyst estimates with $1.86 EPS on $1.63 billion revenue, and declared a quarterly dividend of $1.22. The company also provided a positive FY2026 EPS guidance of $7.90-$8.00, exceeding current analyst expectations.
