AI boom drives plans for Pennsylvania data-center-only power plants, with 5 gigawatts reserved
The surge in AI and cloud workloads is driving plans for new power plants in Pennsylvania specifically dedicated to data centers. A joint venture between PPL Corp. and Blackstone Infrastructure, called Invitium Energy, has reserved over 5 gigawatts of combined-cycle gas turbines and identified sites for up to 14 gigawatts of new generation to meet this demand. While these data centers bring economic benefits, they also raise concerns about increased costs for existing customers and environmental impacts from the use of fossil fuels, prompting regulatory scrutiny.
Digital Realty Trust (DLR) Shares Just Moved, So What Is Driving Attention Now?
Digital Realty Trust (DLR) has reaffirmed its quarterly dividend and provided higher 2026 Core FFO guidance, driven by a record leasing backlog from AI and cloud demand. The company's stock has seen significant returns, prompting questions about whether its valuation fully reflects the AI and cloud upside. While one narrative suggests it's 9.9% undervalued with a fair value of $218.72, another view highlights its high P/E ratio compared to peers, indicating potential valuation risk.
Equinix Stock Leads 3 AI Infrastructure Picks Tied To Data Centers And Power
With AI-focused earnings beats and easing inflation, attention is returning to data centers and power infrastructure. This article highlights Equinix (EQIX), Iron Mountain (IRM), and NRG Energy (NRG) as key players benefiting from these trends. Each company offers exposure to AI infrastructure demand, albeit with varying risk profiles related to valuation, debt, and operational specifics.
Is DLR Worth Buying as Growth Accelerates but Valuation Stays Rich?
Digital Realty Trust (DLR) is experiencing accelerated growth in Core FFO due to strong demand from AI, cloud, and enterprise customers, leading to a raised 2026 outlook. However, the stock trades at a premium valuation compared to its industry and the S&P 500, and a larger development program increases execution risks. The article suggests a cautious stance, rating DLR as a Zacks Rank #3 (Hold) due to its balanced prospects.
Digital Realty Trust, Inc. agreed to acquire a stake in Data Centers located in Los Angeles, Toronto and North Virginia from Digital Core REIT for approximately $320 million.
Digital Realty Trust, Inc. has agreed to acquire stakes in three data centers located in Los Angeles, Toronto, and Northern Virginia from Digital Core REIT for approximately $320 million. This acquisition, which occurred on August 11, 2026, involves Digital Realty Trust taking full ownership of the Los Angeles and Toronto facilities. Digital Core REIT plans to use the proceeds from these divestments, along with additional debt, to finance other acquisitions in Osaka and Singapore, conduct unit buybacks, and repay debt.
Digital Realty Trust Inc. stock outperforms competitors on strong trading day
Digital Realty Trust Inc. (DLR) saw its stock rally by 3.28% to $197.06 on Wednesday, outperforming the broader market. This rise broke a two-day losing streak for the company, even as the S&P 500 Index saw a slight gain and the Dow Jones Industrial Average experienced a minor decline.
Digital Realty Trust, Inc. (NYSE:DLR) Plans $1.22 Quarterly Dividend
Digital Realty Trust (NYSE:DLR) announced a quarterly dividend of $1.22 per share, equating to an annual dividend of $4.88 and a 2.5% yield. While the current payout ratio is high at 305% of earnings, analysts project it to decrease to 54.2% next year due to expected earnings growth. The company reported a 28.9% year-over-year revenue increase to $1.92 billion but missed adjusted earnings estimates, posting $1.21 per share against a $1.98 consensus.
BCE Q2 Beat Puts a $1.3 Billion AI Spending Plan to the 2027 Test
BCE Inc. reported modest Q2 earnings and revenue growth, beating analyst estimates, as it enters a heavy phase of its AI infrastructure build. The company plans to invest C$1.3 billion in AI data centers in Saskatchewan by 2026, with the investment case now shifting towards execution to convert contracted capacity into revenue. Despite an increase in capital expenditures, BCE maintains its 2026 adjusted EPS guidance for a decline, highlighting the upfront capital-intensive nature of AI infrastructure and the need for successful project completion to drive future revenue and cash generation.
Norges Bank (DLR) discloses 19.6M-share Digital Realty Trust stake on Schedule 13G
Norges Bank, the central bank of Norway, has disclosed a significant ownership stake in Digital Realty Trust, Inc. (DLR) through a Schedule 13G filing. The bank beneficially owns 19,565,016 shares, representing 5.5676% of the outstanding common stock, with sole voting power over 19,362,846 shares and sole dispositive power over 19,290,135 shares. This filing indicates a passive investment, with some shares managed on behalf of the Government of Norway.
Digital Realty Trust (DLR) Stock Looks Rich Relative To Earnings
Digital Realty Trust (DLR) has seen a 72.2% return over three years, but its valuation presents a mixed signal. While a Discounted Cash Flow (DCF) model suggests the stock is undervalued by 37.0% due to projected cash flows from its data center expansion, earnings-based multiples like the P/E ratio (93.1x) indicate it is significantly overvalued compared to its industry and peers. The article highlights the challenge of reconciling the potential of long-term cash generation from capital-intensive growth with the current market's earnings valuation.
The Bull Case For Digital Realty Trust (DLR) Could Change Following Expanded Hyperscale Data Center Buildout Plans
Digital Realty Trust is expanding its global data center footprint, with a focus on high-occupancy hyperscale facilities for cloud and AI customers. This expansion, while supporting cash flows and dividend coverage, also raises concerns about potential oversupply in key U.S. markets, which could impact future profitability. The article highlights that while the company's growth story is strong, investors should consider the risk of new capacity outpacing demand.
The Bull Case For Digital Realty Trust (DLR) Could Change Following Expanded Hyperscale Data Center Buildout Plans
Digital Realty Trust is expanding its global data center footprint significantly, with a focus on hyperscale facilities for cloud and AI customers. While this growth supports its investment narrative of rising cash flows and dividend coverage, the rapid expansion in key U.S. markets also introduces the risk that supply could outpace demand, potentially affecting future profitability. The company projects substantial revenue and earnings growth by 2029, suggesting a fair value upside, but investors should consider the balance between expansion and market demand.
Digital Realty Trust Keeps Quarterly Dividend at $1.22 a Share, Payable Sept. 30 to Shareholders of Record as of Sept. 15
Digital Realty Trust will maintain its quarterly dividend at $1.22 per share, with the payment scheduled for September 30 to shareholders of record as of September 15. The announcement comes alongside recent analyst updates, including BMO Capital adjusting its price target to $225 and maintaining an Outperform rating, and Argus upgrading the stock to Buy. The company's real estate portfolio consists of 310 data centers globally.
Digital Realty Sets Sept. 30 Payout for Common, Preferred Shares
Digital Realty (NYSE: DLR) announced that its board of directors has declared quarterly cash dividends for the third quarter of 2026 for both common and preferred stock. Common shareholders will receive $1.22 per share, while preferred shareholders across Series J, K, and L will receive varying amounts. All dividends are payable on September 30, 2026, to shareholders of record as of September 15, 2026.
Virginia data center boom pushes Dominion deeper into costly power market
Dominion's fuel costs in Virginia have escalated by nearly 90% in five years, primarily due to the increased demand from data centers, pushing the utility into volatile wholesale electricity markets. This surge in costs is raising concerns about higher power bills for residential customers and has led Virginia Governor Abigail Spanberger to intervene in a proposed merger to address affordability and clean energy commitments. While Dominion attributes some savings to its offshore wind project, regulators warn that data center growth exposes the utility to unpredictable wholesale prices, potentially increasing average monthly bills for residents.
Evergy has 3 GW of large loads signed and a 5-GW generation pipeline
Evergy has signed contracts for 3 GW of large loads, primarily data centers, and is in advanced discussions for another 1-2 GW. To support this growth, the utility plans to build over 5 GW of new generation by 2032, including natural gas, solar, and battery storage. This increased demand has led Evergy to raise its retail sales growth expectation and anticipate significant capital expenditure beyond its current $21.6 billion plan.
EFC Second-Quarter Earnings Beat Estimates on Longbridge Strength
Ellington Financial Inc. (EFC) reported strong second-quarter 2026 earnings, surpassing Zacks Consensus Estimates for both adjusted earnings per share and revenues. The positive results were driven by increased net interest income, robust credit performance, and significant contributions from its Longbridge business, which saw a 38% rise in loan originations. Despite higher expenses and corporate drag from unrealized losses on unsecured debt, EFC maintained solid liquidity and a diversified funding structure, with management noting a 20% annualized economic return in the first half of 2026.
Evergy has 3 GW of large loads signed and a 5-GW generation pipeline
Evergy has secured electric service agreements for 2.5 GW from data centers and 500 MW from other large loads, driving an expected 7% to 8% growth in retail sales through 2030. The utility plans to build over 5 GW of new generation by 2032, primarily natural gas, along with solar and battery storage. This growth, fueled by data centers, will likely require additional capital expenditures beyond the current $21.6 billion plan.
Jefferies initiates Csquare stock with buy rating on AI demand
Jefferies has initiated coverage on Csquare Inc (NYSE:CSQR) with a buy rating and a price target of $29.00, citing the company's enterprise-focused colocation platform, growth opportunities, and increasing enterprise AI demand. The firm believes investor concerns regarding leverage and Brookfield ownership have created an attractive entry point. Other financial firms like Wells Fargo, RBC Capital, JPMorgan, Bernstein SocGen Group, and BMO Capital have also recently initiated coverage on Csquare, with varying ratings and price targets.
STARWOOD PROPERTY TRUST, INC. S (STWD) Stock Forecasts
Argus has lowered its target price for Starwood Property Trust Inc. (STWD) to $15.00. Starwood Property Trust is an American real estate investment trust focused on commercial mortgage loans and commercial mortgage-backed securities in the U.S. and Europe. The report provides a summary of the company's profile and suggests upgrading for full access to premium research.
Top Blackstone Digital Infrastructure Trust (BXDC) Competitors 2026
This article analyzes Blackstone Digital Infrastructure Trust (BXDC) against its key competitors in the specialized REITs industry, including Fermi (FRMI), Equinix (EQIX), Digital Realty Trust (DLR), Rayonier (RYN), and OUTFRONT Media (OUT). It compares these companies based on profitability, media sentiment, analyst recommendations, institutional ownership, earnings, and valuation. The analysis concludes that while BXDC shows some strengths, most competitors generally outperform it across a majority of the comparison factors.
Digital Realty Trust Inc. stock underperforms Monday when compared to competitors
Digital Realty Trust Inc. (DLR) saw its stock price decline by 1.29% on Monday, underperforming the broader market. The S&P 500 Index and Dow Jones Industrial Average also experienced slight drops. The company's stock closed 8.09% below its 52-week high.
Why Digital Realty Trust (NYSE:DLR) Just Raised Its Growth Bar Again?
Digital Realty Trust has raised its full-year guidance, driven by strong demand for data centers fueled by artificial intelligence and cloud expansion. The company boasts a record leasing backlog and a significant pipeline of gigawatt-scale projects, largely pre-leased for AI workloads. This growth indicates a second consecutive year of double-digit growth in core funds from operations.
Wells Fargo initiates Csquare stock coverage with overweight rating
Wells Fargo has initiated coverage on Csquare Inc (NYSE:CSQR) with an "overweight" rating and a price target of $25.00, implying a 16% upside from its current stock price. The firm expects Csquare to outperform peers in EBITDA and AFFO per share growth, despite risks from higher leverage and Brookfield ownership. Other major firms like RBC Capital, Bernstein SocGen Group, BMO Capital, and Morgan Stanley have also issued positive ratings, highlighting strong interest in Csquare's growth prospects in the digital infrastructure sector.
Top Infrastructure and Real Estate Stocks to Watch: What’s Shaping American Tower’s (NYSE:AMT) Market Outlook?
The article discusses the market outlook for American Tower (NYSE:AMT) within the infrastructure and real estate sector, touching upon factors like demand conditions, competitive pressure, regulation, and operational execution. It highlights how current industry conditions are influencing wireless network foundational layers and broader sector dynamics. However, the full content is gated, requiring login or registration to read beyond the initial snippets.
Wells Fargo initiates Csquare stock coverage with overweight rating
Wells Fargo has initiated coverage on Csquare Inc (NYSE:CSQR) with an overweight rating and a price target of $25.00, implying a 16% upside from its current price. The firm anticipates Csquare will surpass peer growth in EBITDA and AFFO per share, despite acknowledging risks such as higher leverage and Brookfield ownership. Other major financial firms like RBC Capital, Bernstein SocGen Group, BMO Capital, and Morgan Stanley have also issued Outperform or Overweight ratings, while JPMorgan assigned a Neutral rating.
ERTH Dividend: 1.88% Yield, $0.91/Share — History & Dates
This article details the dividend history and current yield of the Invesco MSCI Sustainable Future ETF (ERTH). ERTH currently offers a dividend yield of 1.88% ($0.91 per share annually) and has been consistently paying dividends since 2009. The article provides a comprehensive table of past dividend payments, ex-dividend dates, and discusses the ETF's dividend growth rate and payout ratio.
Equinix, Inc. (EQIX) options chain
This article provides the options chain for Equinix, Inc. (EQIX) as of August 7, 2026. It lists detailed call and put option data, including strike prices, last trade dates, last prices, bids, asks, volume, open interest, and implied volatility. The article also notes EQIX's stock price, its after-hours performance, and an announced cash dividend.
MYR Group, Inc. (MYRG) Stock Forecasts
Argus has lowered its target price for MYR Group Inc. (MYRG) to $357.00, citing the company's U.S.-based specialty electrical construction services. The stock is currently priced at $337.42. The article also lists related reports and market data.
Beacon Investment Advisory Services Inc. Purchases 12,795 Shares of Digital Realty Trust, Inc. $DLR
Beacon Investment Advisory Services Inc. increased its stake in Digital Realty Trust (DLR) by 22.4% in the second quarter, acquiring 12,795 additional shares to hold a total of 69,849 shares valued at $12.5 million. Institutional investors own 99.71% of DLR, and analysts have a "Moderate Buy" consensus rating with an average price target of $217.97. Digital Realty reported quarterly revenue of $1.92 billion, an increase of 28.9% year-over-year, and pays a quarterly dividend of $1.22, resulting in a 2.5% annual yield.
Digital Realty Welcomes Governor Abbott’s Initiative for Responsible and Transparent Data Center Investment in Texas
Digital Realty has voiced its support for Governor Abbott's initiative concerning responsible and transparent data center investment in Texas. The company, headquartered in Texas, reaffirmed its commitment to collaborating with various stakeholders to ensure that data center growth benefits Texans, particularly as demand for AI and cloud computing increases. Digital Realty emphasizes the importance of grid reliability, consumer protection, and responsible resource management in sustaining this growth.
W. P. Carey Inc. REIT (WPC) Stock Forecasts
An Argus report from August 5, 2026, has lowered the target price for W. P. Carey Inc. (WPC) REIT to $80.00. WPC is identified as a real estate investment trust with properties in the U.S., Western Europe, and Northern Europe. The current price of WPC stock is $71.81.
Stag Industrial, Inc. (STAG) Stock Forecasts
Argus has lowered its target price for Stag Industrial, Inc. (STAG) to $36.00, citing its involvement in acquiring and operating single- and multi-tenant industrial properties across the United States. The company is a real estate investment trust, primarily focusing on single-tenant industrial properties. The report offers detailed analysis for Yahoo Finance Silver subscribers.
Prologis, Inc. (PLD) Latest Stock News & Headlines
This article provides the latest stock news and headlines for Prologis, Inc. (PLD), including recent news releases, SEC filings, and performance data. It highlights various announcements such as stock offerings, acquisition recommendations, and quarterly earnings reports from Prologis and related companies. The article also includes PLD's stock performance compared to the S&P 500.
Will Equinix’s (EQIX) Hampton Grid Deal and New Financing Shape Its Long-Term Infrastructure Narrative
Equinix (EQIX) recently reported strong Q2 results, raised revenue guidance, secured a 20-year grid infrastructure deal in Hampton, Georgia, and obtained significant financing. These moves underscore the company's strategy to fund long-term data center projects and solidify its role in critical cloud infrastructure. While these developments support growth, investors should consider the company's reliance on debt and the importance of project execution amidst rising funding costs.
Digital Realty Backs Grid Reliability as Texas Data Centers Grow
Digital Realty (NYSE: DLR) has reaffirmed its commitment to responsible data center growth in Texas, aligning with Governor Abbott's initiative for transparent digital infrastructure investment. The company, headquartered in Texas, pledges to collaborate with officials, regulators, utilities, ERCOT, the Public Utility Commission of Texas, and local communities to prioritize grid reliability, consumer protection, and responsible resource management. This commitment comes as Texas becomes a crucial location for digital infrastructure due to increasing demand for AI and cloud services.
WTRE ETF Profile: Dividends, Returns (XETR:WTRE)
This article provides a detailed profile of the WisdomTree New Economy Real Estate UCITS ETF AccumUSD (WTRE), traded on Deutsche Borse Xetra. It covers key statistics such as assets under management, expense ratio, and inception date, along with the fund's investment strategy, asset allocation by sector and geography, and performance metrics. The ETF, issued by WisdomTree, Inc., tracks the CenterSquare New Economy Real Estate UCITS Index and primarily invests in stocks within the Finance and Technology Services sectors.
Stag Industrial, Inc. (STAG) Stock Forecasts
Argus has lowered its target price for Stag Industrial, Inc. (STAG) to $36.00. The real estate investment trust specializes in acquiring and operating single- and multi-tenant industrial properties across the United States. This report provides an analyst's perspective on STAG's stock.
Kilroy Realty Corporation (KRC) Stock Forecasts
This article provides an overview of Kilroy Realty Corporation (KRC) stock forecasts, highlighting an Argus report from August 5, 2026. Kilroy Realty, a real estate investment trust, owns approximately 17 million square feet of office space across major U.S. cities. The report's full details are exclusively available to Yahoo Finance Silver subscribers.
Digital Realty Trust Inc. stock underperforms Thursday when compared to competitors
Digital Realty Trust Inc. (DLR) stock fell 1.22% on Thursday, closing at $192.56, despite a generally poor trading session for the broader market. This drop ended a three-day winning streak for the company, as the S&P 500 and Dow Jones Industrial Average also experienced declines.
With an asset-level fee rate exceeding 97%, the Nanfang GDS Holdings Data Center REIT investor open day conveyed confidence in its growth prospects.
This article discusses the Nanfang GDS Holdings Data Center REIT's investor open day, which highlighted a robust asset-level fee rate exceeding 97%. The event aimed to convey confidence in the REIT's growth prospects, suggesting strong operational performance and a positive outlook for future development.
[EVRG Q2 2026 Earnings Call] Evergy Lifts 5-Year Capital Plan by $1B to $21.6B, Rate Base CAGR Reaches 12% on Data Center Boom
Evergy reported strong Q2 2026 adjusted earnings of $0.88 per share, affirming its 2026 EPS guidance. The company significantly increased its five-year capital plan by $1 billion to $21.6 billion, driven by surging data center demand, which is expected to boost its rate base compound annual growth rate to 12%. Evergy has secured five large-load power service agreements totaling 2.5 GW and anticipates further agreements, while also addressing affordability for residential customers through the White House Ratepayer Protection Pledge.
Guggenheim Maintains Digital Realty Trust Inc(DLR.US) With Buy Rating, Maintains Target Price $200
Guggenheim has reiterated its Buy rating for Digital Realty Trust Inc (DLR.US) and maintained its target price at $200. This suggests a continued positive outlook from the firm regarding the company's stock performance.
ETFs Investing in Digital Realty Trust, Inc. Stocks
This article lists various ETFs that invest in Digital Realty Trust, Inc. stocks, providing details such as market value, weight, issuer, management style, focus, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The information helps investors identify funds that offer diversified exposure to Digital Realty Trust, Inc. and the broader real estate or technology sectors, often with lower risk. The list includes a wide range of ETFs from major issuers like Vanguard, BlackRock, State Street, and Invesco, catering to different investment strategies.
ETFs Investing in Digital Realty Trust Inc 5.85 % Cum Conv Red Perp Pfd Registered Shs Series K Stocks
This article lists several ETFs that hold Digital Realty Trust Inc 5.85% Cumulative Convertible Redeemable Perpetual Preferred Registered Shares Series K (DLR/PK) stocks. It provides key financial data for each ETF, including market value, weight, issuer, management style, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return. The ETFs mentioned aim to offer accessible investment opportunities with lower risk.
Argus Research Upgrades Digital Realty Trust Inc(DLR.US) to Buy Rating, Announces Target Price $212
Argus Research has upgraded Digital Realty Trust Inc (DLR.US) to a Buy rating from Hold and set a target price of $212. This upgrade reflects the company's strong performance, its position as a leading global data center REIT, and its attractive dividend yield, with analysts anticipating continued growth in demand for data centers. The revised target price implies a potential upside from the current trading levels.
Ventas, Inc. (VTR) Stock forecasts
Argus has raised its target price for Ventas, Inc. (VTR) to $98. Ventas is a real estate investment trust that focuses on the healthcare sector, specifically private-pay senior housing, owning approximately 1,400 assets across the U.S., Canada, and the U.K. The current stock price for VTR is $93.36.
Gladstone Land Corporation (LAND) Stock Price, News, Quote & History
This article provides a detailed overview of Gladstone Land Corporation (LAND), a real estate investment trust specializing in farmland. It covers the company's stock performance, key financial metrics, recent news, analyst ratings, and comparative data with similar companies. The company owns approximately 99,000 acres across 14 states and pays monthly distributions to its stockholders.
EPR Properties (EPR) Stock Price, News, Quote & History - Yahoo Finance
This Yahoo Finance page provides comprehensive financial data for EPR Properties (EPR), a diversified experiential net lease REIT. It includes current stock price, historical performance, key financial metrics like market cap and P/E ratio, analyst insights, and recent news. The article also offers a comparison with similar companies in the REIT sector.
Argus Upgrades Digital Realty Trust to Buy From Hold, Price Target is $212
Argus has upgraded Digital Realty Trust (DLR) to a "Buy" rating from "Hold," setting a new price target of $212. This upgrade reflects a positive outlook for the data center REIT. The article also notes other recent analyst adjustments for Digital Realty Trust, with several firms raising their price targets while maintaining positive ratings.
