DigitalBridge to be Acquired by SoftBank for $16.00/Share; Reports Strong Q4 & Full Year 2025 Results
DBRG has more than doubled off its 52-week low of $6.41.
Summary
DigitalBridge Group, Inc. announced it will be acquired by SoftBank Group Corp. for $16.00 per share in cash, while also reporting robust fourth quarter and full year 2025 financial results.
Key Events · M&A and Partnerships · DBRG
-
Definitive Acquisition Agreement
SoftBank Group Corp. will acquire all outstanding shares of DigitalBridge common stock for $16.00 per share in an all-cash transaction, representing a premium over the current trading price and 52-week high.
-
Strong Q4 and Full Year 2025 Financial Results
The company reported Q4 2025 GAAP net income of $50 million ($0.28 per share) and Distributable Earnings of $39.0 million ($0.21 per share), a 96% increase year-over-year. Full year GAAP net income was $83.2 million ($0.46 per share).
-
Significant Growth in Assets Under Management
Fee Earning Equity Under Management (FEEUM) increased by 15% year-over-year to $41.0 billion, driven by $7.5 billion in new capital formation during 2025.
-
Routine Dividend Declaration
A cash dividend of $0.01 per common share was declared, payable on April 15, 2026, to shareholders of record on March 31, 2026, along with preferred stock dividends.
Analysis · DBRG · Finance
This filing is highly significant as DigitalBridge Group, Inc. announced a definitive agreement for SoftBank Group Corp. to acquire all outstanding common stock for $16.00 per share in an all-cash transaction. This offer price represents a premium over the current stock price of $15.35 and the 52-week high of $15.55, providing a clear and favorable exit for shareholders. The company also reported strong financial results for the fourth quarter and full year ended December 31, 2025, with Q4 Distributable Earnings up 96% year-over-year and Fee Earning Equity Under Management (FEEUM) growing 15% to $41.0 billion. The decision not to host a conference call or provide detailed financial guidance is customary during a pending acquisition, underscoring the transformative nature of this event. This acquisition fundamentally alters the investment thesis for DigitalBridge shareholders.
At the time of this filing, DBRG was trading at $15.35 on NYSE in the Finance sector, with a market capitalization of approximately $2.9B. The 52-week trading range was $6.41 to $15.55. This filing was assessed with positive market sentiment and an importance score of 10 out of 10.