DigitalBridge Group, Inc.
DBRG, DBRG-PH, DBRG-PI, DBRG-PJ · Investment Advice · 182.4M shares · -23%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$13M (gross $55M, SBC $68M)
Grade
C66DigitalBridge — digital-infrastructure alternative-asset manager mid-transition.
Strengths
- Very strong cash-flow margins (100th pct); growing fee-earning AUM
- Asset-light pivot toward pure investment management
Risks
- Reported revenue down sharply (transition/deconsolidation); low ROE (29th)
- Fundraising and digital-infrastructure-cycle sensitivity
Notable findings
- Strong balance sheetStrong balance sheet — $383M cash & investments
- Buying back stockNet buyback — share count -23%/yr over 4y
- Pending merger• Failure to consummate the proposed Merger could have a material adverse impact on our business, results of operations and financial condition
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
151.0%
Return on equity
6.7%
Return on assets
4.1%
Revenue growth (QoQ)
50.8%
Net-income growth
101.2%
Debt / equity
0.1×
Free cash flow
$258M
Tangible book value
$1.6B
Cash & investments
$383M
Stock comp / revenue
36.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Teh Tracey | Grant | 25K | — |
| 2026-06-01 | Tolley David | Grant | 11K | — |
| 2026-06-01 | Mayrhofer Thomas B | Grant | 127K | — |
| 2026-06-01 | Ganzi Marc C | Grant | 230K | — |
| 2026-06-01 | REISS DALE ANNE | Grant | 11K | — |
| 2026-06-01 | Jenkins Benjamin J. | Grant | 102K | — |
| 2026-06-01 | Stewart Liam | Grant | 102K | — |
| 2026-06-01 | Diefenderfer Jeannie | Grant | 11K | — |
| 2026-06-01 | Goldschein Geoffrey | Grant | 61K | — |
| 2026-06-01 | WINTROB JAY S | Grant | 11K | — |
| 2026-06-01 | McCray Gregory James | Grant | 11K | — |
| 2026-05-28 | Ganzi Marc C | Conversion | 2.4M | — |
| 2026-03-15 | Teh Tracey | Tax withheld | 5.0K | $15.37 |
| 2026-03-15 | Mayrhofer Thomas B | Tax withheld | 15K | $15.37 |
| 2026-03-15 | Ganzi Marc C | Tax withheld | 40K | $15.37 |
| 2026-03-15 | Stewart Liam | Tax withheld | 27K | $15.37 |
| 2026-03-15 | Jenkins Benjamin J. | Tax withheld | 23K | $15.37 |
| 2026-03-15 | Goldschein Geoffrey | Tax withheld | 14K | $15.37 |
| 2026-01-08 | Mayrhofer Thomas B | Tax withheld | 10K | $15.39 |
| 2025-11-07 | WINTROB JAY S | Grant | 8.1K | — |
| 2025-07-21 | Teh Tracey | Tax withheld | 4.1K | $10.76 |
| 2025-05-28 | REISS DALE ANNE | Grant | 15K | — |
| 2025-05-28 | McCray Gregory James | Grant | 15K | — |
| 2025-05-28 | Tolley David | Grant | 15K | — |
| 2025-05-28 | SCHAPIRO IAN | Grant | 15K | — |
| 2025-05-28 | Diefenderfer Jeannie | Grant | 15K | — |
| 2025-03-15 | Teh Tracey | Tax withheld | 5.0K | $9.56 |
| 2025-03-15 | Teh Tracey | Grant | 19K | — |
| 2025-03-15 | Stewart Liam | Tax withheld | 27K | $9.56 |
| 2025-03-15 | Stewart Liam | Grant | 83K | — |
| 2025-03-15 | Ganzi Marc C | Tax withheld | 40K | $9.56 |
| 2025-03-15 | Ganzi Marc C | Grant | 151K | — |
| 2025-03-15 | Jenkins Benjamin J. | Tax withheld | 23K | $9.56 |
| 2025-03-15 | Jenkins Benjamin J. | Grant | 101K | — |
| 2025-03-15 | Goldschein Geoffrey | Tax withheld | 14K | $9.56 |
| 2025-03-15 | Goldschein Geoffrey | Grant | 49K | — |
| 2025-03-15 | Mayrhofer Thomas B | Grant | 101K | — |
| 2025-01-08 | Mayrhofer Thomas B | Tax withheld | 15K | $10.97 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-29 | 3.02Shareholder voteExhibits | filing ↗ |
| 2026-05-27 | Material agreementReg FDExhibits | filing ↗ |
| 2026-05-15 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-04-23 | Shareholder voteOtherExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
| 2025-12-30 | Material agreementExhibits | filing ↗ |
| 2025-12-29 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-29 | 2026-05-28 | 0001679688-26-000062 ↗ |
| 8-K | 2026-05-27 | 2026-05-23 | 0001104659-26-066617 ↗ |
| 8-K | 2026-05-15 | 2026-05-11 | 0001679688-26-000059 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0001679688-26-000056 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001679688-26-000054 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0001104659-26-047803 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001679688-26-000021 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001679688-26-000016 ↗ |
| 8-K | 2025-12-30 | 2025-12-29 | 0001104659-25-125221 ↗ |
| 8-K | 2025-12-29 | 2025-12-29 | 0001104659-25-124541 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001679688-25-000100 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001679688-25-000096 ↗ |