DigitalBridge to be Acquired by SoftBank for $16.00/Share; Reports Strong Q4 & Full Year 2025 Results
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
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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.
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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).
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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.
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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
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.