Stifel Nicolaus Cuts Digital Realty Trust (NYSE:DLR) Price Target to $200.00

Digital Realty Trust (NYSE:DLR) had its price objective cut by Stifel Nicolaus from $210.00 to $200.00 in a report released on Friday morning, Marketbeat.com reports. They currently have a buy rating on the real estate investment trust’s stock.

A number of other research analysts also recently issued reports on the company. Loop Capital set a $205.00 price target on Digital Realty Trust in a research note on Monday, October 27th. JPMorgan Chase & Co. increased their price objective on Digital Realty Trust from $200.00 to $210.00 and gave the company an “overweight” rating in a report on Friday, October 24th. Morgan Stanley initiated coverage on shares of Digital Realty Trust in a report on Thursday, October 16th. They issued an “equal weight” rating and a $195.00 target price on the stock. Truist Financial increased their price target on shares of Digital Realty Trust from $199.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Finally, TD Cowen restated a “hold” rating on shares of Digital Realty Trust in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, Digital Realty Trust currently has an average rating of “Moderate Buy” and a consensus target price of $192.13.

Digital Realty Trust Trading Up 4.0%

NYSE DLR opened at $171.30 on Friday. The firm’s fifty day moving average price is $158.57 and its 200 day moving average price is $165.53. Digital Realty Trust has a 12 month low of $129.95 and a 12 month high of $182.48. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.59 and a quick ratio of 2.02. The company has a market capitalization of $58.84 billion, a price-to-earnings ratio of 47.58, a price-to-earnings-growth ratio of 3.98 and a beta of 1.12.

Digital Realty Trust (NYSE:DLR) last released its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.03. The company had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.58 billion. Digital Realty Trust had a net margin of 21.41% and a return on equity of 5.88%. Digital Realty Trust’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. On average, sell-side analysts expect that Digital Realty Trust will post 7.07 earnings per share for the current fiscal year.

Insider Buying and Selling at Digital Realty Trust

In other news, Director Mary Hogan Preusse sold 4,166 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $157.42, for a total transaction of $655,811.72. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.13% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Digital Realty Trust

A number of institutional investors have recently added to or reduced their stakes in the business. New York State Common Retirement Fund boosted its stake in shares of Digital Realty Trust by 7.1% in the third quarter. New York State Common Retirement Fund now owns 233,569 shares of the real estate investment trust’s stock valued at $40,379,000 after buying an additional 15,569 shares in the last quarter. OFI Invest Asset Management lifted its holdings in Digital Realty Trust by 37,575.7% in the third quarter. OFI Invest Asset Management now owns 271,265 shares of the real estate investment trust’s stock valued at $46,896,000 after acquiring an additional 270,545 shares during the period. Jones Financial Companies Lllp boosted its position in shares of Digital Realty Trust by 13.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 148,970 shares of the real estate investment trust’s stock worth $25,545,000 after purchasing an additional 17,729 shares in the last quarter. Gallacher Capital Management LLC acquired a new position in shares of Digital Realty Trust during the 3rd quarter worth $762,000. Finally, World Investment Advisors increased its holdings in shares of Digital Realty Trust by 412.7% in the 3rd quarter. World Investment Advisors now owns 11,003 shares of the real estate investment trust’s stock valued at $1,902,000 after purchasing an additional 8,857 shares in the last quarter. Hedge funds and other institutional investors own 99.71% of the company’s stock.

Digital Realty Trust News Summary

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

• Positive Sentiment: Q4 core FFO rose ~7.5% year-over-year and revenue jumped ~13.8%; leasing momentum drove higher rental rates across data centers — a clear operational beat that supports higher near-term cash flow expectations. Digital Realty’s Q4 Core FFO & Revenues Top Estimates, Rentals Rise
• Positive Sentiment: Company issued FY‑2026 guidance of $7.90–$8.00 EPS and revenue around $6.6–$6.7B; the EPS target is above many street models and signals management confidence in FFO growth. Digital Realty Reports Fourth Quarter 2025 Results
• Positive Sentiment: Management reiterated an ~8% core FFO growth target for 2026 and highlighted accelerating demand from hyperscalers and AI workloads — a structural demand argument supporting longer‑term occupancy and pricing power. Digital Realty outlines 8% core FFO growth target for 2026 as hyperscale and AI demand accelerate
• Positive Sentiment: Two major firms (Jefferies and Goldman Sachs) nudged price targets higher to ~$189–$190 and kept Buy ratings, reflecting continued analyst conviction on DLR’s growth runway. Jefferies adjusts price target on Digital Realty Trust to 189 Goldman Sachs adjusts price target on Digital Realty Trust to 190
• Neutral Sentiment: Management presentation and earnings‑call materials available; call highlights note record financial performance and provide detail on leasing, pricing, and capital deployment — useful for modeling but not a single catalyst. Digital Realty Trust Inc (DLR) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Analysis on strategic moves such as the Malaysian data-center acquisition explains expansion strategy and potential capacity/market diversification — longer‑term relevance for growth assumptions. What Digital Realty Trust (DLR)’s Malaysian Data Center Acquisition Means For Shareholders
• Negative Sentiment: Citigroup trimmed its price target from $212 to $190 (maintained Buy) — a cut that tempers upside expectations from some institutional investors despite the earnings beat. Citigroup adjusts price target on Digital Realty Trust to 190
• Negative Sentiment: Stifel lowered its target from $210 to $200 (also kept Buy), another modest signal that some analysts are re‑calibrating upside after previous higher targets. Stifel adjusts price target on Digital Realty Trust to 200

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.