DigitalBridge Q2 net income surges

Digitalbridge

04/08/2026 21:24

Overview
Digital infrastructure investor reported Q2 net income attributable of $212.7 mln, up sharply yr/yr
Fee revenue for Q2 rose 3% yr/yr to $88.1 mln
Company declared $0.01 per share common dividend; SoftBank acquisition remains pending

Outlook
Company declines to provide detailed financial guidance due to pending acquisition by SoftBank

Result Drivers
CARRIED INTEREST ALLOCATION - Substantial increase in net carried interest allocation to $95.8 mln in Q2 2026 supported overall earnings
PRINCIPAL INVESTMENT INCOME - Net principal investment income rose to $127.9 mln in Q2 2026, contributing significantly to results
FEE REVENUE GROWTH - Fee revenue increased 3% yr/yr to $88.1 mln, though Fee Related Earnings margin declined due to higher expenses

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Net Income attributable to common stockholders
 
$212.7 mln
 
Q2 Dividend
 
$0.01
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the investment management & fund operators peer group is "buy."
Wall Street's median 12-month price target for DigitalBridge Group Inc is $16.00, about 1.1% above its August 3 closing price of $15.83
The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 32 three months ago

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Aug 3 - KKR closes $19.2 billion infrastructure fund for North America, Europe

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)