Digital Realty Trust
About: Digital Realty owns and operates over 300 data centers worldwide. It has nearly 40 million rentable square feet across five continents. Digital's offerings range from retail co-location, where an enterprise may rent a single cabinet and rely on Digital to provide all the accommodations, to "cold shells," where hyperscale cloud service providers can simply rent much, or all, of a barren, power-connected building. In recent years, Digital Realty has de-emphasized cold shells and now primarily provides higher-level service to tenants, which outsource their related IT needs to Digital. The company operates as a real estate investment trust.
Employees: 3,936
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
129% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 82
62% more call options, than puts
Call options by funds: $493M | Put options by funds: $304M
45% more funds holding in top 10
Funds holding in top 10: 20 [Q3] → 29 (+9) [Q4]
14% more capital invested
Capital invested by funds: $50.6B [Q3] → $57.9B (+$7.32B) [Q4]
8% more funds holding
Funds holding: 1,093 [Q3] → 1,179 (+86) [Q4]
2.14% more ownership
Funds ownership: 96.25% [Q3] → 98.4% (+2.14%) [Q4]
2% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 415
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$139
4%
downside
Avg. target
$191
32%
upside
High target
$220
52%
upside
8 analyst ratings
7 positive
88%
0 neutral
0%
1 negative
13%
Barclays Brendan Lynch 43% 1-year accuracy 13 / 30 met price target | 4%downside $139 | Underweight Maintained | 20 Mar 2025 |
Truist Securities Anthony Hau 25% 1-year accuracy 6 / 24 met price target | 28%upside $185 | Buy Maintained | 10 Mar 2025 |
JMP Securities Greg Miller 41% 1-year accuracy 11 / 27 met price target | 52%upside $220 | Market Outperform Reiterated | 18 Feb 2025 |
Scotiabank Maher Yaghi 47% 1-year accuracy 9 / 19 met price target | 44%upside $208 | Sector Outperform Upgraded | 18 Feb 2025 |
JP Morgan Richard Choe 33% 1-year accuracy 3 / 9 met price target | 31%upside $190 | Overweight Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 16 articles about DLR published over the past 30 days
Positive
Seeking Alpha
11 hours ago
State Of REITs: The 'Dark Age' Is Over
While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors.
Neutral
Seeking Alpha
1 day ago
Let's Talk Mortgage REITs (But Not For Too Long)
A bunch of mortgage REITs were severely overvalued. Now they are less overvalued. But some others are actually bargains. Tons of charts because images are fun. Ellington Financial's higher price-to-book ratio may be due to lower volatility in the total economic return by period. Digital Realty Trust deserves to be mocked. I am reporting for duty!
Neutral
Seeking Alpha
4 days ago
Certainly Uncertain
US equity markets posted modest gains this week - snapping a four-week losing streak - as investors parsed commentary and updated forecasts from the Federal Reserve's policy meeting. Ahead of the looming April 2nd unveiling of reciprocal tariffs, investors were relieved by FOMC projections showing that 11-of-19 policy markets still expect at least two rate cuts this year. Disappointing retail sales data indicated that economic uncertainty is beginning to affect real-world consumer behavior. Housing market data was relatively solid, however, sparking an upward revision to the GDPNow forecast.
Positive
Zacks Investment Research
1 week ago
Digital Realty Forays Into Indonesia With Strategic Joint Venture
Digital Realty Bersama combines Digital Realty's global expertise with BDIA's local market knowledge and network capabilities.
Neutral
PRNewsWire
1 week ago
Digital Realty Enters Indonesia Through Formation of New Joint Venture
Highly Connected Digital Infrastructure Enhances PlatformDIGITAL® Footprint in Asia Pacific DALLAS , March 18, 2025 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, and Bersama Digital Infrastructure Asia (BDIA), a leading Southeast Asian digital infrastructure platform, today announced the formation of Digital Realty Bersama, a 50-50 joint venture (JV) to develop and operate data centers across Indonesia. The JV extends PlatformDIGITAL® into the dynamic Indonesian market, directly supporting the acceleration and growth of its digital economy, which is driven by the country's young and digitally savvy population.
Negative
Seeking Alpha
1 week ago
Fed Looms As Sentiment Dims
US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets struggled to agree on how the FOMC will interpret the latest economic data, with recent "hard data" showing encouraging trends while "softer" survey data has painted a far-bleaker outlook. Following its worst week in six months, the S&P 500 finished lower by another 2.3% this week - its fourth-straight week of declines - which dragged the index into "correction territory."
Neutral
GlobeNewsWire
2 weeks ago
Greece Data Center Market Investment Analysis Report 2025-2030 Featuring Key DC Investors - CloudRock, Digital Realty, Friktoria, Sparkle, Lancom, Synapsecom Telecom
Dublin, March 13, 2025 (GLOBE NEWSWIRE) -- The "Greece Data Center Market - Investment Analysis & Growth Opportunities 2025-2030" report has been added to ResearchAndMarkets.com's offering. The Greece Data Center Market was valued at USD 812 Million in 2024, and is projected to reach USD 2.07 Billion by 2030, rising at a CAGR of 16.96%.
Negative
Seeking Alpha
2 weeks ago
Losers Of REIT Earnings Season
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability.
Negative
Seeking Alpha
2 weeks ago
Tariff Turbulence
US equity markets tumbled this week - suffering its worst week in six months - as disappointing employment reports and fast-shifting tariff policy failed to improve skittish investor sentiment. Reminiscent of Fed Chair Powell's infamous August 2022 "some pain ahead" speech, the Trump Administration warned of a "little disturbance" and a necessary "detox period" for the U.S. economy. Softer-than-expected employment data this week fueled doubts that sweeping overhauls to trade policy and fiscal spending can be accomplished without risking a recession.
Positive
Zacks Investment Research
3 weeks ago
Is it Wise to Retain Digital Realty Stock in Your Portfolio Now?
DLR is well-poised to grow amid robust demand for data centers, accretive acquisitions and solid balance-sheet strength. High competition is concerning.
Charts implemented using Lightweight Charts™