DigitalBridge Group (NYSE:DBRG) Shares Gap Up – What’s Next?

DigitalBridge Group, Inc. (NYSE:DBRG) shares gapped up before the market opened on Monday . The stock had previously closed at $13.92, but opened at $15.28. DigitalBridge Group shares last traded at $15.2650, with a volume of 31,979,518 shares traded.

Key DigitalBridge Group News

Here are the key news stories impacting DigitalBridge Group this week:

• Positive Sentiment: SoftBank agreed to acquire DigitalBridge for $16.00 per share in a deal valued near $4 billion, underpinning the stock’s sharp rally as buyers price in the cash takeover and strategic AI/data‑center rationale. WSJ: SoftBank Group to Buy DigitalBridge CNBC: Shares jump on SoftBank talks
• Positive Sentiment: Trading volume and options activity spiked (large call buying and an early news halt), suggesting short covering and speculative interest amplified the price move. This raises near‑term volatility but confirms strong market attention. SchaeffersResearch: Stock Soars on Buyout Buzz Zacks: Will the strength last?
• Neutral Sentiment: Multiple sell‑side firms have set or reaffirmed $16.00 price targets and hold/market‑perform ratings (Keefe, B. Riley, TD Cowen, Citizens/JMP), effectively aligning analyst fair value with the announced deal price and implying limited upside beyond the transaction premium. TickerReport / Benzinga: Analyst notes
• Negative Sentiment: Several shareholder law firms (Kahn Swick & Foti, Johnson Fistel, Halper Sadeh) launched investigations into whether the $16.00 deal and the board’s process are fair, which could lead to litigation, delay or renegotiation risk. BusinessWire: KSF investigates sale GlobeNewswire: Johnson Fistel investigation
• Negative Sentiment: Some commentators and banks (Wells Fargo, RBC) argue the buyout price may be too low — Wells Fargo suggested up to ~25% higher and RBC downgraded after the announcement — increasing the chance of shareholder pushback or renegotiation. MSN: Wells Fargo view Yahoo/Reuters: RBC downgrades

Analyst Ratings Changes

DBRG has been the topic of several research reports. TD Cowen reissued a “hold” rating and set a $16.00 target price on shares of DigitalBridge Group in a research note on Tuesday. Wall Street Zen raised shares of DigitalBridge Group from a “sell” rating to a “hold” rating in a research report on Saturday, September 13th. Weiss Ratings restated a “sell (d+)” rating on shares of DigitalBridge Group in a report on Wednesday, October 8th. B. Riley reaffirmed a “neutral” rating and set a $16.00 target price (down from $20.00) on shares of DigitalBridge Group in a research note on Tuesday. Finally, Keefe, Bruyette & Woods raised their price target on shares of DigitalBridge Group from $13.50 to $16.00 and gave the company a “market perform” rating in a research report on Tuesday. Four investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $16.22.

DigitalBridge Group Price Performance

The stock’s 50 day moving average is $11.88 and its two-hundred day moving average is $11.45. The stock has a market capitalization of $2.79 billion, a PE ratio of 254.79 and a beta of 1.77.

DigitalBridge Group (NYSE:DBRG) last posted its quarterly earnings results on Thursday, March 21st. The company reported ($0.07) EPS for the quarter. DigitalBridge Group had a return on equity of 4.78% and a net margin of 18.57%.The firm had revenue of $232.83 million for the quarter. On average, equities analysts predict that DigitalBridge Group, Inc. will post 0.17 earnings per share for the current year.

DigitalBridge Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 15th. Investors of record on Wednesday, December 31st will be issued a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Wednesday, December 31st. DigitalBridge Group’s dividend payout ratio is 66.67%.

Institutional Trading of DigitalBridge Group

A number of institutional investors have recently bought and sold shares of the business. Portolan Capital Management LLC increased its holdings in shares of DigitalBridge Group by 77.4% in the 3rd quarter. Portolan Capital Management LLC now owns 5,468,226 shares of the company’s stock valued at $63,978,000 after acquiring an additional 2,386,066 shares during the last quarter. Balyasny Asset Management L.P. boosted its holdings in DigitalBridge Group by 380.3% in the third quarter. Balyasny Asset Management L.P. now owns 2,963,403 shares of the company’s stock valued at $34,672,000 after purchasing an additional 2,346,446 shares in the last quarter. Azora Capital LP purchased a new position in DigitalBridge Group in the second quarter valued at approximately $23,579,000. Clearline Capital LP increased its stake in DigitalBridge Group by 189.8% in the first quarter. Clearline Capital LP now owns 2,286,782 shares of the company’s stock valued at $20,169,000 after purchasing an additional 1,497,664 shares during the last quarter. Finally, Northern Right Capital Management L.P. acquired a new stake in DigitalBridge Group during the third quarter worth approximately $16,190,000. 92.69% of the stock is owned by hedge funds and other institutional investors.

About DigitalBridge Group

DigitalBridge Group, Inc (NYSE: DBRG) is a specialized global investment firm focused exclusively on digital infrastructure. The company originates, acquires, and manages a diversified portfolio of businesses that support the digital economy, including data centers, cell towers, small cells, fiber networks, edge infrastructure and related services. DigitalBridge seeks to generate sustainable, long-term returns for its investors by deploying capital into high-growth sectors driven by increasing data consumption, 5G deployment and cloud adoption.

Through its dedicated investment platforms, DigitalBridge provides equity and debt financing solutions to operators and owners of digital infrastructure assets.