Morgan Stanley Issues Positive Forecast for Digital Realty Trust (NYSE:DLR) Stock Price

Digital Realty Trust (NYSE:DLR) had its price target lifted by Morgan Stanley from $210.00 to $215.00 in a report issued on Friday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the real estate investment trust’s stock. Morgan Stanley’s target price points to a potential upside of 4.02% from the company’s current price.

A number of other analysts have also recently commented on DLR. Cantor Fitzgerald initiated coverage on Digital Realty Trust in a research report on Thursday, April 9th. They set an “overweight” rating and a $211.00 price objective for the company. TD Cowen reiterated a “hold” rating on shares of Digital Realty Trust in a research report on Friday. BMO Capital Markets upped their price objective on Digital Realty Trust from $205.00 to $220.00 and gave the company an “outperform” rating in a research report on Monday. Scotiabank upped their price objective on Digital Realty Trust from $189.00 to $195.00 and gave the company a “sector outperform” rating in a research report on Tuesday, April 7th. Finally, Barclays upped their price objective on Digital Realty Trust from $182.00 to $189.00 and gave the company an “equal weight” rating in a research report on Thursday, April 16th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $208.50.

Digital Realty Trust Stock Up 3.3%

Shares of DLR stock traded up $6.69 during mid-day trading on Friday, hitting $206.69. The company’s stock had a trading volume of 838,987 shares, compared to its average volume of 2,012,727. Digital Realty Trust has a 52-week low of $146.23 and a 52-week high of $206.58. The business has a 50-day moving average price of $182.84 and a 200 day moving average price of $170.06. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.59 and a current ratio of 1.59. The stock has a market cap of $72.12 billion, a price-to-earnings ratio of 57.41, a PEG ratio of 4.45 and a beta of 1.07.

Digital Realty Trust (NYSE:DLR) last posted its quarterly earnings results on Thursday, April 23rd. The real estate investment trust reported $0.46 earnings per share for the quarter, hitting the consensus estimate of $0.46. Digital Realty Trust had a return on equity of 5.88% and a net margin of 21.41%.The firm had revenue of $1.64 billion during the quarter, compared to analysts’ expectations of $1.63 billion. During the same quarter in the previous year, the business earned $1.77 earnings per share. The company’s revenue was up 16.2% on a year-over-year basis. Digital Realty Trust has set its FY 2026 guidance at 7.950-8.050 EPS. Research analysts predict that Digital Realty Trust will post 7.94 EPS for the current fiscal year.

Institutional Trading of Digital Realty Trust

A number of hedge funds and other institutional investors have recently bought and sold shares of DLR. New York State Common Retirement Fund grew its position in shares of Digital Realty Trust by 7.1% during the third quarter. New York State Common Retirement Fund now owns 233,569 shares of the real estate investment trust’s stock worth $40,379,000 after purchasing an additional 15,569 shares in the last quarter. Jones Financial Companies Lllp grew its position in shares of Digital Realty Trust by 13.5% during the third 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. Centersquare Investment Management LLC grew its position in shares of Digital Realty Trust by 5.0% during the third quarter. Centersquare Investment Management LLC now owns 3,118,869 shares of the real estate investment trust’s stock worth $539,190,000 after purchasing an additional 149,770 shares in the last quarter. Gallacher Capital Management LLC purchased a new stake in shares of Digital Realty Trust during the third quarter worth about $762,000. Finally, World Investment Advisors grew its position in shares of Digital Realty Trust by 412.7% during the third quarter. World Investment Advisors now owns 11,003 shares of the real estate investment trust’s stock worth $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: Q1 results: Digital Realty beat FFO and revenue estimates (FFO outperformance of ~5%, revenue ~ $1.64B) and reported solid year-over-year growth, underpinning the stock’s positive move today. Digital Realty Trust (DLR) Beats Q1 FFO and Revenue Estimates
• Positive Sentiment: Guidance raise: Management lifted annual core FFO and revenue forecasts, citing strong AI-driven data-center demand — a direct driver of upside to earnings power and investor optimism. Digital Realty boosts annual core FFO, revenue forecasts on strong data center demand
• Positive Sentiment: Pipeline & backlog: Management said backlog rose to ~$1.8B (DLR share ~$1.0B) and the development pipeline jumped to ~1.2 GW under construction (61% pre-leased) — giving revenue/FFO visibility into 2027–2028. That supports growth expectations embedded in guidance. Digital Realty (DLR) Q1 2026 Earnings Transcript
• Positive Sentiment: Analyst upgrades/targets: Multiple firms raised targets (e.g., Stifel to $230, Mizuho to $217), signaling buy-side confidence and adding fresh catalyst for shares. Stifel raises DLR price target Mizuho raises DLR price target
• Neutral Sentiment: Earnings-call nuance: Management flagged some supply-chain and operational hurdles even as leasing momentum remains strong — a mixed signal for near-term margins and execution cadence. Digital Realty Trust Inc (DLR) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Valuation context: Recent strong share performance has drawn attention to DLR’s valuation after multi-year gains; investors should weigh growth outlook against elevated multiples. Weighing Digital Realty Trust (DLR) Valuation After A Strong Multi Year Return
• Negative Sentiment: Governance noise: An activist presentation at a different REIT named an executive (Andrew Power) as part of its critique, creating a small governance/distraction angle that could draw headlines though it’s not directly about DLR operations. Sieve Capital Issues Presentation

About Digital Realty Trust

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.