DBRG at a glance
DigitalBridge Group, Inc. (DBRG, SEC CIK 1679688) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DigitalBridge Group, Inc. (DBRG) reported revenue of $94.0 million (down 84.5% from FY2024) and net income of $141.9 million. Diluted EPS was $0.46.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding DigitalBridge Group, Inc. (DBRG) shares worth $1.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $94.0M
- −84.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $1.2B · +1 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 2.01 · Item 3.01 · Item 5.01 · Item 3.03 · Item 5.02 · Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Global investment manager focused on digital infrastructure including data centers, cell towers, fiber networks with $41.0B fee earning equity under management
- New strategic event: Agreement for acquisition by SoftBank at $16.00 per share, expected completion in H2 2026, becoming SoftBank’s indirect wholly-owned subsidiary
- Expanded offerings: Broadened investment platform to include core equity, credit, liquid securities, and InfraBridge for middle market digital and traditional infrastructure
- Workforce and footprint: 316 employees with primary offices in Boca Raton, New York, London, Luxembourg, and Singapore as of Dec 31, 2025
- Noteworthy risk factor: Merger subject to stockholder approval and regulatory conditions, with termination fees of $96M/$154M for DBRG/SoftBank if deal fails
Risk Factors
- Regulatory risk: Merger approval contingent on Hart-Scott-Rodino Act clearance and approvals from FERC, FCC, CFIUS, MAS, FCA, and EU Foreign Subsidies Regulation 2022/2560
- Geopolitical risk: Exposure to escalating US-China tensions, Russia-Ukraine war, and Middle East conflicts affecting investments and exit opportunities
- Operational risk: Dependence on timely capital raising; inability to quickly adjust portfolio impedes response to economic or political changes
- Competitive risk: Increasing competition from larger firms and technology companies with greater resources targeting digital infrastructure assets
- Financial risk: $93 million termination fee payable if Merger is terminated under qualifying circumstances, impacting liquidity and financial condition
Management Discussion & Analysis
- Total revenues $94.0M in 2025 vs $607.0M in 2024, down $513.1M largely due to carried interest reversal of $376.2M vs $218.3M allocation prior year
- Operating margin (FRE margin) improved to 38% in 2025 vs 32% in 2024; Fee-Related Earnings $142.0M up 33% YoY from $107.1M
- Best segment: Fee Revenue $374.4M up 14% driven by capital raised in third flagship fund (+$41.9M fees); Worst: Unrealized carried interest reversal ($376.2M) vs positive $218.3M prior
- Cash on hand $139M, $100M available under VFN facility; Dividend declared $0.01/share common stock; Preferred dividends $58.6M annually; VFN capacity reduced from $300M to $100M saving $1M fees
- Outlook cautious due to carried interest reversals; Management emphasizes liquidity sufficiency and ongoing evaluation of capital structure and market opportunities for flexibility
AI summary of the DBRG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Newly added transaction risk: SoftBank Merger and ArcLight Acquisition require multiple antitrust, foreign-investment, and sector approvals
- Regulatory risk: EU Foreign Subsidies Regulation 2022/2560 approval could impose conditions, delay, or prevent closing
- Legal risk: Stockholder lawsuits could enjoin transactions and divert management resources
- Financial risk: Failed transactions could trigger $96 million SoftBank and $30 million ArcLight termination fees
- Operational risk: Closing uncertainty may cause investors, business partners, and key employees to defer or end relationships
AI summary of the DBRG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.01: Completion of Acquisition or Disposition of Assets
- Company Merger completed, triggering DigitalBridge’s new charter and bylaws
- Governance documents filed as Exhibits 3.1 and 3.2, defining post-merger corporate structure
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Item 3.01 indicates a potential listing-status change for DigitalBridge Group, Inc. securities
- Introductory Note contains the substantive delisting or transfer details referenced by this section
Item 5.01: Changes in Control of Registrant
- Change of control completed through merger, with DigitalBridge surviving as the corporate entity
- DigitalBridge became a direct wholly owned subsidiary of Duncan Holdco III
Item 3.03: Material Modification to Rights of Security Holders
- Common shareholders lose existing rights at merger close, retaining only entitlement to merger consideration
- Preferred holders receive time-limited conversion rights into cash following the merger’s change of control
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Item 5.02 references the Introductory Note for details on director, officer, or compensation changes
- Investors should review the Introductory Note for succession implications and any revised executive compensation terms
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Forward-looking risk language highlights pending delisting and deregistration of DigitalBridge preferred stock
- Preferred-stock conversion timing remains uncertain, affecting DBRG-PH, DBRG-PI and DBRG-PJ holders
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results cover financial position as of June 30, 2026 and quarter ended June 30, 2026
- Earnings release and detailed presentation issued August 4, 2026 as Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected through the 2027 Annual Meeting, preserving board continuity
- Brown, Diefenderfer, and McCray faced comparatively elevated opposition, with 28,567,187, 28,779,393, and 35,446,208 votes against
Item 3.02: Unregistered Sales of Equity Securities
- 2,358,601 Class A shares issued on May 28, 2026 for redeemed OP units
- One-for-one exchange increased publicly held common shares and reduced OP units outstanding
AI summaries of DBRG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DBRG
Don't miss the next DBRG filing
- Alerts as it files. A push when DBRG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DBRG, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mayrhofer Thomas B | D | Sep 30, 2026 | 283,532 | $16.00 |
| Jenkins Benjamin J. | D | Sep 30, 2026 | 271,289 | $16.00 |
| Jenkins Benjamin J. | D | Sep 30, 2026 | 1,858,601 | $16.00 |
| Ganzi Marc C | D | Sep 30, 2026 | 2,779,201 | $16.00 |
| Stewart Liam | D | Sep 30, 2026 | 309,373 | $16.00 |
| Tolley David | D | Sep 30, 2026 | 58,997 | $16.00 |
| Goldschein Geoffrey | D | Sep 30, 2026 | 155,001 | $16.00 |
| Jenkins Benjamin J. | C | Sep 30, 2026 | 461,255 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $821.4M | $607.0M | $94.0M |
| Net Income | $185.3M | $70.5M | $141.9M |
| Net Margin | 22.6% | 11.6% | 151.0% |
| Balance Sheet | |||
| Total Assets | $3.6B | $3.5B | $3.4B |
| Equity | $1.8B | $2.0B | $2.1B |
| ROE | 10.2% | 3.6% | 6.7% |
| Per Share | |||
| EPS | $0.77 | $0.07 | $0.46 |
| Cash Flow | |||
| Operating CF | $233.6M | $60.1M | $259.3M |
| CapEx | - | $3.6M | $1.4M |
Source: XBRL data in DigitalBridge Group, Inc. (DBRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DBRG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.16B |
| Q1 2026 | 29 | $982.7M |
| Q4 2025 | 29 | $887.6M |
| Q3 2025 | 26 | $724.9M |
| Q2 2025 | 26 | $632.0M |
| Q1 2025 | 24 | $424.4M |
| Q4 2024 | 21 | $437.9M |
| Q3 2024 | 21 | $290.6M |
- JPMorgan Chase & Co+4.22M (+111%)
- Morgan Stanley+2.51M (+227%)
- FMR LLC (Fidelity)+1.26M (+152%)
- BlackRock+901.7K (+7%)
- Bank of America Corp+455.4K (+18%)
- Millennium Management−3.73M (-74%)
- Renaissance Technologies LLC−470.9K (-93%)
- AQR Capital Management−324.3K (-76%)
- Ameriprise Financial−185.2K (-84%)
- Dimensional Fund Advisors−123.7K (-5%)
- Soros Fund Management+4.12M
- Two Sigma Investments+45.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 206 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DBRG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - |
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DBRG SEC filings: frequently asked questions
Which institutions hold DBRG stock?
As of June 30, 2026, the largest DigitalBridge Group, Inc. (DBRG) holders among the 13F filers tracked by SignalX were BlackRock ($227.7 million), Goldman Sachs Group ($134.8 million), Vanguard Portfolio Management LLC ($131.9 million), JPMorgan Chase & Co ($126.9 million), Vanguard Capital Management LLC ($126.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DBRG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DigitalBridge Group, Inc. (DBRG) reported revenue of $94.0 million (down 84.5% from FY2024) and net income of $141.9 million. Diluted EPS was $0.46. The figures come from the XBRL data in the 10-K.
What are the main risks in DBRG's latest 10-K?
In the 10-K filed February 26, 2026, DigitalBridge Group, Inc. (DBRG) flagged: Regulatory risk: Merger approval contingent on Hart-Scott-Rodino Act clearance and approvals from FERC, FCC, CFIUS, MAS, FCA, and EU Foreign Subsidies Regulation 2022/2560. Geopolitical risk: Exposure to escalating US-China tensions, Russia-Ukraine war, and Middle East conflicts affecting investments and exit opportunities. (AI summary of the Risk Factors section.)
What did DBRG report in its latest 8-K?
DigitalBridge Group, Inc. (DBRG) filed an 8-K on September 30, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 5.01 (Changes in Control of Registrant), Item 3.03 (Material Modification to Rights of Security Holders), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Company Merger completed, triggering DigitalBridge’s new charter and bylaws.
What are the latest DBRG SEC filings?
DigitalBridge Group, Inc. (DBRG) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on October 2, 2026.
What is DBRG's SEC CIK number?
DigitalBridge Group, Inc. (DBRG)'s SEC Central Index Key (CIK) is 1679688. EDGAR lists every DBRG filing under that number.
Ask anything about DBRG
The research agent reads DBRG's filings, financials, insider trades and 13F holders, then answers with sources.