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 7,431 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
93% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 73
40% more funds holding in top 10
Funds holding in top 10: 20 [Q1] → 28 (+8) [Q2]
29% more capital invested
Capital invested by funds: $44.2B [Q1] → $57.1B (+$12.9B) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 409
5.68% more ownership
Funds ownership: 91.87% [Q1] → 97.55% (+5.68%) [Q2]
3% more funds holding
Funds holding: 1,155 [Q1] → 1,190 (+35) [Q2]
26% less call options, than puts
Call options by funds: $263M | Put options by funds: $353M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$141
16%
downside
Avg. target
$191
14%
upside
High target
$205
22%
upside
7 analyst ratings
6 positive
86%
0 neutral
0%
1 negative
14%
Barclays Brendan Lynch | 16%downside $141 | Underweight Maintained | 20 Aug 2025 |
Truist Securities Anthony Hau | 19%upside $199 | Buy Maintained | 30 Jul 2025 |
Citigroup Michael Rollins | 19%upside $200 | Buy Maintained | 28 Jul 2025 |
Raymond James Frank Louthan | 22%upside $205 | Strong Buy Maintained | 25 Jul 2025 |
Stifel Erik Rasmussen | 22%upside $205 | Buy Maintained | 25 Jul 2025 |
Financial journalist opinion
Based on 13 articles about DLR published over the past 30 days
Positive
24/7 Wall Street
1 day ago
7 Large Cap Dividend Stocks Powering the AI-Data Center Revolution
Many of our readers are looking for avenues to take advantage of the AI revolution, but are somewhat restricted by the high prices of many of the stocks that are the most prominent players in the arena.
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Positive
Seeking Alpha
1 week ago
Inflation Fails To Chill Fed Cut Momentum
U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.
Neutral
PRNewsWire
2 weeks ago
Digital Realty Declares Quarterly Cash Dividend for Common and Preferred Stock
DALLAS , Aug. 11, 2025 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today its board of directors has authorized quarterly cash dividends for common and preferred stock for the third quarter of 2025. Common Stock Digital Realty's board of directors authorized a cash dividend of $1.22 per share to common stockholders of record as of the close of business on September 15, 2025.
Positive
The Motley Fool
2 weeks ago
7 Dividend Stocks to Buy With $2,500 and Hold Forever
If you're searching for passive income from your investments, dividend stocks can help deliver the goods. Dividend-paying companies share a portion of their profits with shareholders, typically quarterly, although some pay out monthly dividends.
Positive
Seeking Alpha
2 weeks ago
Data Center REITs: Own The Real Estate Behind AI
AI-driven demand is transforming data center REITs, with DLR and EQIX well-positioned despite recent volatility and short-term setbacks in 2025. Long-term secular growth remains intact, as AI use cases and power needs are set to expand dramatically through 2030, driving further rent and revenue growth. Recent disruptions, such as DeepSeek's efficient AI model and Microsoft's pullback, have created buying opportunities for active managers with conviction in the sector.
Neutral
The Motley Fool
3 weeks ago
Digital Realty (DLR) Q2 2025 Earnings Transcript
Image source: The Motley Fool.
Negative
Seeking Alpha
3 weeks ago
Behind The (Revised) Curve
U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.
Positive
Seeking Alpha
3 weeks ago
Double-Checking The Credit Rating (Part 11): Digital Realty Trust
Digital Realty Trust boasts a strong balance sheet, high asset coverage, and robust fixed-charge coverage, supporting its investment-grade credit ratings. Preferred shares trade below par, offering yields above 6%, presenting an attractive income opportunity for moderate-risk investors. DLR's capital structure is healthy, with 93% fixed-rate debt and a market-adjusted asset coverage of 496%.
Positive
Seeking Alpha
3 weeks ago
Digital Realty: An AI-Driven Yield Play
Digital Realty Trust offers a compelling mix of passive income and AI-driven growth, benefiting from surging global demand for data centers. Strong financials—double-digit growth in sales, EBITDA, and FFO—underscore robust operational momentum and organic rent spread expansion. The dividend is well-covered, with a consistent 70-74% payout ratio, providing income safety and potential for future dividend growth.
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