Digital Realty Trust, Inc. (DLR) is up 3.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The stock appears to be rising after Digital Realty reported Q1 2026 results and lifted its full-year 2026 core FFO guidance, reinforcing confidence in demand for data-center capacity tied to cloud and AI workloads. Investors also seem to be responding to strong leasing bookings and a growing backlog that improves multi-year revenue visibility.
Details:
Sources:
Digital Realty Investor Relations, The Motley Fool, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$DLR Insider Trading Activity
$DLR insiders have traded $DLR stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DLR stock by insiders over the last 6 months:
- MARY HOGAN PREUSSE sold 4,166 shares for an estimated $655,811
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$DLR Hedge Fund Activity
We have seen 520 institutional investors add shares of $DLR stock to their portfolio, and 569 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 14,390,573 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $2,226,365,548
- COHEN & STEERS, INC. added 4,276,073 shares (+18.0%) to their portfolio in Q4 2025, for an estimated $661,551,253
- VIKING GLOBAL INVESTORS LP added 1,507,988 shares (+inf%) to their portfolio in Q4 2025, for an estimated $233,300,823
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,405,791 shares (+78.8%) to their portfolio in Q4 2025, for an estimated $217,489,925
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,334,632 shares (+5759.4%) to their portfolio in Q4 2025, for an estimated $206,480,916
- RESOLUTION CAPITAL LTD removed 940,258 shares (-32.0%) from their portfolio in Q4 2025, for an estimated $145,467,315
- UBS GROUP AG removed 929,517 shares (-36.2%) from their portfolio in Q4 2025, for an estimated $143,805,575
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$DLR Analyst Ratings
Wall Street analysts have issued reports on $DLR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- HSBC issued a "Buy" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/12/2026
- Citigroup issued a "Buy" rating on 10/29/2025
- Barclays issued a "Underweight" rating on 10/27/2025
To track analyst ratings and price targets for $DLR, check out Quiver Quantitative's $DLR forecast page.
$DLR Price Targets
Multiple analysts have issued price targets for $DLR recently. We have seen 13 analysts offer price targets for $DLR in the last 6 months, with a median target of $202.0.
Here are some recent targets:
- Erik Rasmussen from Stifel set a target price of $235.0 on 04/24/2026
- Eric Luebchow from Wells Fargo set a target price of $220.0 on 04/21/2026
- Brendan Lynch from Barclays set a target price of $189.0 on 04/16/2026
- Cameron McVeigh from Morgan Stanley set a target price of $210.0 on 04/13/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $211.0 on 04/09/2026
- Matthew Niknam from Truist Securities set a target price of $207.0 on 03/31/2026
- Madison Rezaei from Bernstein set a target price of $218.0 on 03/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
