What Happened?
Shares of digital infrastructure investor DigitalBridge Group (NYSE:DBRG) jumped 4% in the afternoon session after it announced an agreement to sell its Nordic asset, Digita Group, to private investment firm GI Partners.
The transaction, which is expected to close in the first quarter of 2026, capped off a seven-year ownership period for DigitalBridge. During this time, the company successfully grew Digita from a modest portfolio of around 200 tower sites into a major regional platform boasting over 950 locations in Finland and Iceland. The move appeared to validate DigitalBridge's strategy as an active asset manager focused on acquiring, scaling, and selling digital infrastructure assets in high-growth regions.
After the initial pop the shares cooled down to $9.83, up 3.4% from previous close.
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What Is The Market Telling Us
DigitalBridge’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 3 months ago when the stock gained 8.1% on the news that its portfolio company, Vantage Data Centers, secured a $1.6 billion investment to expand its operations in the Asia-Pacific region. The investment was led by existing investors GIC and the Abu Dhabi Investment Authority (ADIA), signaling strong confidence in the growing demand for digital infrastructure driven by AI and cloud computing. A significant portion of the funds will be used to acquire Yondr Group's 300MW+ hyperscale data center campus in Johor, Malaysia. Both Vantage and Yondr are backed by DigitalBridge, which recently acquired Yondr through its managed investment vehicles. This strategic transaction expands Vantage's footprint in Southeast Asia and reinforces DigitalBridge's position as a key player in global digital infrastructure investment.
DigitalBridge is down 11.4% since the beginning of the year, and at $9.83 per share, it is trading 29% below its 52-week high of $13.83 from October 2025. Investors who bought $1,000 worth of DigitalBridge’s shares 5 years ago would now be looking at an investment worth $523.72.
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