DigitalBridge
Manages institutional capital across digital-infrastructure equity, credit, and liquid strategies.
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Profile
Manages institutional capital across digital infrastructure through value-add and core equity, credit, liquid strategies, co-investments, and InfraBridge. Revenue comes mainly from management fees tied to investor capital, with performance-linked incentive fees and carried interest; the pending SoftBank take-private remains subject to closing conditions.
Manages institutional capital across digital infrastructure through DigitalBridge Partners value-add equity, Core Equity, DigitalBridge Credit, Liquid Strategies, co-investment vehicles, and InfraBridge mid-market infrastructure. Investments span data centers, cell towers, fiber networks, small cells, and edge infrastructure. Maintains offices across North America, Europe, the Middle East, and Asia. Sector-focused underwriting is paired with operating experience and active portfolio management.
Earns primarily management fees tied to committed or invested capital, plus incentive fees and carried interest linked to fund performance. Capital formation, deployment, investment results, and investor retention shape revenue. The shareholder-approved SoftBank take-private remains subject to closing conditions, while the planned ArcLight acquisition depends on that closing plus regulatory and limited-partner consents.
Company facts
Key statistics
Year to date +3.6% · Average volume (30d) 3.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jan 27, 2026 | Raymond James | Downgrade | Strong Buy | Underperform | ||
| Dec 31, 2025 | Truist Securities | Downgrade | Buy | Hold | ||
| Dec 30, 2025 | Truist Financial | Target | $17 | $16 | ||
| Dec 30, 2025 | Wells Fargo | Target | $16 | |||
| Dec 30, 2025 | RBC Capital | Downgrade | Outperform | Sector Perform | $23 | $16 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.04 | $1.15 | +2,775.0% | $102.9M | $508.7M | +394.3% | +0.32% |
| Apr 28, 2026Q1 FY26 | $0.04 | $0.07 | +75.0% | $103.0M | $72.2M | −29.9% | −0.06% |
| Feb 25, 2026Q4 FY25 | $0.08 | $0.21 | +162.5% | $103.9M | $47.9M | −53.9% | +0.39% |
| Oct 30, 2025Q3 FY25 | $0.09 | $0.12 | +33.3% | $101.3M | $124.0M | +22.5% | −4.67% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $45.4M | $111.9M | $124.0M | $133.3M | $117.0M | $508.7M | |
| Gross profit | $31.0M | $94.7M | $109.8M | $120.3M | $106.3M | $508.7M | |
| Operating income | −$1.5M | $88.2M | $106.5M | $74.5M | $65.9M | $233.8M | |
| Net income | $13.8M | $31.6M | $31.4M | $65.1M | $20.0M | $227.3M | |
| Diluted EPS | −$0.01 | $0.10 | $0.09 | $0.28 | $0.03 | $1.15 | |
| Gross margin | 68.2% | 84.7% | 88.5% | 90.2% | 90.9% | 100.0% | |
| Operating margin | -3.4% | 78.9% | 85.8% | 55.8% | 56.3% | 46.0% |
Fiscal years (4-quarter sums)FY21 $965.8M · FY22 $1.38B · FY23 $821.4M · FY24 $592.5M · FY25 $414.7M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $514.8M · Total debt $319.7M · Total assets $3.76B · Shareholders' equity $2.35B
Dividends
Raised for 3 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2026 | Jun 30 | Jul 15 | $0.01 | |
| Mar 31, 2026 | Mar 31 | Apr 15 | $0.01 | |
| Dec 31, 2025 | Dec 31 | Jan 15 | $0.01 | |
| Sep 30, 2025 | Sep 30 | Oct 15 | $0.01 | |
| Jun 30, 2025 | Jun 30 | Jul 15 | $0.01 | |
| Mar 31, 2025 | Mar 31 | Apr 15 | $0.01 | |
| Dec 31, 2024 | Dec 31 | Jan 15 | $0.01 | |
| Sep 30, 2024 | Sep 30 | Oct 15 | $0.01 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 184.73M · Float 161.45M · 87.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.43M | 7.81% | 13F | Aug 7, 2026 |
| Pentwater Capital Management LP | 12.60M | 6.82% | 13F | Aug 14, 2026 |
| Kryger Capital LLC | 9.00M | 4.87% | 13F | Aug 14, 2026 |
| Goldman Sachs Group Inc | 8.54M | 4.62% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 8.36M | 4.53% | 13F | Aug 13, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- BlackRock
GIP scale overlaps in digital-infrastructure funds and deals
- KKR
Infrastructure platform overlaps in fiber, data, and energy assets
- Brookfield Asset Management
Real-assets scale overlaps in data, AI, and power infrastructure
- EQT
Infrastructure funds overlap in AI, data, fiber, and energy
- Blackstone
Infrastructure and real estate funds overlap in data centers and towers
- Ares Management
Infrastructure and credit capital overlaps in data centers and power
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| DigitalBridge | $15.93 | 0.00% | $2.94B | 10.3 | 49.8 | 3.3 | +354.7% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| KKR | $108.40 | −0.21% | $97.58B | 34.2 | 16.3 | 4.6 | −44.8% |
| Brookfield Asset Management | $51.52 | −1.14% | $83.22B | 30.3 | 25.6 | 15.4 | +58.7% |
| EQT | $54.67 | +0.19% | $34.13B | 12.0 | 16.3 | 3.7 | −29.2% |
| Blackstone | $142.86 | +0.35% | $171.97B | 31.6 | 22.2 | 10.7 | +2.4% |
| Ares Management | $142.53 | +0.04% | $46.81B | 59.1 | 21.9 | 7.3 | +5.8% |
| Median | 31.0 | 20.7 | 7.0 | +4.1% |