DigitalBridge Secures Major Divestment, Fueling Strategic Pivot

DigitalBridge Group, Inc. has finalized a significant transaction to sell its portfolio company, Digita Group, to the U.S.-based investor GI Partners. This sale, slated for completion in the first quarter of 2026, represents a strategic exit from the Nordic region and caps a successful period of value creation for the digital infrastructure investment firm.

Market experts maintain a cautiously optimistic outlook on DigitalBridge shares despite recent price weakness. The consensus rating stands at "Moderate Buy." Notably, TD Cowen recently upgraded its stance to "Strong Buy," assigning a price target of $20.00. The average price target among analysts is approximately $16.93, suggesting a potential upside of over 70% from the current trading level of around $9.70 per share.

This valuation occurs against a backdrop of mixed institutional activity. During the second quarter of 2025, Samjo Management increased its position by 8.6%, while Ensign Peak Advisors reduced its holdings by 22.2%. Technically, the stock is trading notably below its 50-day moving average of $11.37, a point often watched by traders. The high forward P/E ratio exceeding 135x is attributed to the firm's capital-intensive REIT structure and its growth expectations.

A Model of Value Creation and Rotation

The Digita sale exemplifies DigitalBridge's core investment strategy. Since DigitalBridge assumed leadership in 2018, Digita has transformed from an operator of roughly 200 broadcast sites into a digital infrastructure leader with over 950 telecommunications and broadcasting locations across Finland and Iceland. The company successfully expanded into high-growth segments like data centers and IoT solutions. Following the acquisition, GI Partners will maintain Digita as a standalone portfolio company.

Should investors sell immediately? Or is it worth buying Digitalbridge?

This transaction highlights DigitalBridge's model of acquiring infrastructure assets, scaling their operations, and profitably divesting them at maturity. The released capital is then recycled into new opportunities, such as the concurrently ongoing acquisition of WideOpenWest.

Upcoming Dividend and Forward Look

Investors are also looking ahead to the next dividend distribution. The company has declared a quarterly cash dividend of $0.01 per share. The ex-dividend date is set for December 31, 2025, with payment to follow on January 15, 2026.

The completion of the Digita deal in early 2026 will mark a pivotal moment, providing DigitalBridge with substantial capital to deploy toward its next wave of investments.