DBRG · NYSE · Asset Management

DigitalBridge (DBRG)

Manages institutional capital across digital-infrastructure equity, credit, and liquid strategies.

$15.99
vs last close+0.06 (+0.41%)
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DigitalBridge Group, Inc.DBRG
Financial sector

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

CEOMarc C. Ganzi
ListedJun 22, 2021
ExchangeNYSE
HeadquartersBoca Raton, FL
CountryUnited States
Employees316
CIK0001679688
ISINUS25401T6038

Market cap$2.94B
EPS (ttm)$1.55
P/E (ttm)10.27
ROE16.0%
P/B1.25
P/S3.33
Dividend yieldDiv yield0.25%
Beta0.55vs XLF 0.16

Price target$16.00+0.5%Average of 12 analysts
ConsensusHold6 of 12 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jan 27, 2026Raymond JamesDowngrade
Rating: Strong Buy
Rating: Underperform
Dec 31, 2025Truist SecuritiesDowngrade
Rating: Buy
Rating: Hold
Dec 30, 2025Truist FinancialTarget
Target: $17
Target: $16
Dec 30, 2025Wells FargoTarget
Target:
Target: $16
Dec 30, 2025RBC CapitalDowngrade
Rating: OutperformTarget: $23
Rating: Sector PerformTarget: $16

Next report
Oct 29, 26
in 37 days
EPS estimate
$0.04
Revenue estimate
$103.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26Apr '26Aug '26Oct '26
Reported−$0.12$0.02−$0.10$0.12$0.27$0.07$1.15Pending
Estimate$0.08$0.02$0.02$0.01$0.08$0.04$0.04$0.04
Surprise−250.0%−5.0%−600.0%+900.0%+237.5%+75.0%+2,775.0%

RevenueReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26Apr '26Aug '26Oct '26
Reported$66.2M$45.4M$111.9M$124.0M$47.9M$72.2M$508.7MPending
Estimate$94.8M$104.1M$101.5M$99.2M$103.9M$103.0M$102.9M$103.3M
Surprise−30.2%−56.4%+10.2%+25.0%−53.9%−29.9%+394.3%
Estimate$0.04
ReportedDue Oct 29, 2026
Estimate$103.3M
ReportedDue Oct 29, 2026
View details

Debt to equity13.60%
Current ratio389.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$70.7M$57.1M$45.4M$111.9M$124.0M$133.3M$117.0M$508.7M
Net income$13.8M−$5.1M$13.8M$31.6M$31.4M$65.1M$20.0M$227.3M
Net margin19.5%0.0%30.3%28.3%25.3%48.8%17.1%44.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$5.8M$4.0M−$1.5M$88.2M$106.5M$74.5M$65.9M$233.8M
YoY growth−94.8%−97.3%Loss narrowed−29.8%+1,750.7%+1,749.0%Turned profit+165.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $514.8M · Total debt $319.7M · Total assets $3.76B · Shareholders' equity $2.35B

Revenue
$508.7M
Operating income
$233.8M
Net income
$227.3M
View details

Dividend yield
0.25%
Next ex-date
Sep 30, 26
in 8 days
Annual dividend
$0.04
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Annual yield0.35%0.45%0.39%0.34%0.26%0.26%0.25%0.25%
Ex-dateDec 31Mar 31Jun 30Sep 30Dec 31Mar 31Jun 30Sep 30
Payment dateJan 15Apr 15Jul 15Oct 15Jan 15Apr 15Jul 15Oct 15
View details

Institutions98.21%184.14M shares
301 holders · as of Jun 30, 2026
Insiders2.33%4.36M shares
12 holders · as of Jun 3, 2026
Adds to100.54%

187.50M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 100.54%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.70%14.43Mas of Jun 30, 2026
Pentwater Capital Management LPInstitution
6.72%12.60Mas of Jun 30, 2026
Kryger Capital LLCInstitution
4.80%9.00Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
4.56%8.54Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.46%8.36Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • 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

Compare

CompanyPriceChange
DigitalBridge$15.99+0.41%$2.94B10.350.03.3+354.7%
BlackRock$1,070.85−1.78%$168.99B26.117.96.2+30.6%
KKR$99.47−1.35%$90.53B31.714.14.3−44.8%
Brookfield Asset Management$46.44+0.48%$73.80B26.923.013.7+58.7%
EQT$50.94+1.62%$31.36B11.015.53.4−29.2%
Blackstone$124.64−1.40%$152.70B28.119.49.5+2.4%
Ares Management$125.47−0.95%$41.60B52.619.36.5+5.8%
Median27.518.66.4+4.1%