Public Sector Pension Investment Board increased its stake in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 26.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 48,299 shares of the financial services provider’s stock after purchasing an additional 10,131 shares during the period. Public Sector Pension Investment Board’s holdings in Equinix were worth $37,830,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in EQIX. Campbell & CO Investment Adviser LLC boosted its position in Equinix by 21.1% in the second quarter. Campbell & CO Investment Adviser LLC now owns 384 shares of the financial services provider’s stock worth $305,000 after purchasing an additional 67 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Equinix by 1.4% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 544,462 shares of the financial services provider’s stock worth $426,444,000 after purchasing an additional 7,409 shares during the period. Chilton Capital Management LLC lifted its stake in shares of Equinix by 5.1% in the 3rd quarter. Chilton Capital Management LLC now owns 36,908 shares of the financial services provider’s stock worth $28,908,000 after purchasing an additional 1,805 shares during the period. Nordea Investment Management AB boosted its holdings in shares of Equinix by 7.3% in the third quarter. Nordea Investment Management AB now owns 483,483 shares of the financial services provider’s stock worth $376,193,000 after buying an additional 32,790 shares during the last quarter. Finally, Foresight Group Ltd Liability Partnership grew its position in Equinix by 10.0% during the third quarter. Foresight Group Ltd Liability Partnership now owns 26,139 shares of the financial services provider’s stock valued at $20,425,000 after buying an additional 2,378 shares during the period. Institutional investors own 94.94% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research firms have weighed in on EQIX. Zacks Research downgraded shares of Equinix from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. HSBC set a $1,050.00 target price on Equinix and gave the stock a “buy” rating in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft set a $915.00 price target on Equinix in a report on Tuesday, January 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equinix in a research note on Thursday, January 22nd. Finally, Truist Financial boosted their price objective on Equinix from $961.00 to $973.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $990.55.
Insider Buying and Selling
In other Equinix news, CFO Keith D. Taylor sold 2,051 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $804.17, for a total value of $1,649,352.67. Following the sale, the chief financial officer owned 26,373 shares in the company, valued at $21,208,375.41. The trade was a 7.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman Charles J. Meyers sold 2,094 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $804.14, for a total transaction of $1,683,869.16. Following the transaction, the chairman directly owned 13,253 shares of the company’s stock, valued at $10,657,267.42. This trade represents a 13.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 19,490 shares of company stock worth $15,281,999 in the last 90 days. 0.27% of the stock is owned by company insiders.
More Equinix News
Here are the key news stories impacting Equinix this week:
- Positive Sentiment: Robust 2026 guidance — Equinix projected FY‑2026 revenue of $10.12B–$10.22B (above consensus) and guided FFO growth of ~10.5%, signaling accelerating AI-related demand that drove the rally. Guidance, Not Earnings, Sends Equinix Stock Higher
- Positive Sentiment: Operational momentum — management reported record annualized gross bookings ($474M in Q4; $1.6B for 2025), MRR up year-over-year, and >500k interconnections, supporting sustained recurring revenue growth tied to AI/colocation demand. Equinix Provides Robust 2026 Outlook
- Positive Sentiment: Analyst optimism — multiple firms raised targets/ratings after the outlook (JPMorgan to $1,100 overweight; Jefferies to $1,000 buy; Scotiabank to $997), reinforcing the bullish narrative and adding buy-side pressure. These Analysts Increase Their Forecasts On Equinix
- Positive Sentiment: Dividend hike — board raised the quarterly dividend 10% to $5.16 (11th consecutive year of increases), which supports total-return investors and reduces downside for income-focused holders. Equinix Increases Quarterly Dividend
- Neutral Sentiment: Short-interest / data noise — recent short-interest posts show anomalous “0 shares / NaN” values (likely reporting artefact); no clear signal of significant short pressure. (data entries)
- Neutral Sentiment: Regulatory / tax filing update — Equinix filed updated federal tax considerations around its REIT status; likely procedural but worth monitoring for any implications. Equinix Updates Federal Tax Considerations for REIT Status
- Negative Sentiment: Q4 miss on AFFO and revenue — Q4 FFO/FFO‑per‑share came in at $8.91 vs. consensus $9.07 and revenue was $2.42B vs. $2.46B estimate; expenses rose. The beat‑down risk was limited because guidance was stronger than the misses. Equinix Q4 AFFO & Revenues Miss Estimates
- Negative Sentiment: Shareholder litigation outreach — Halper Sadeh LLC encouraged shareholders to contact the firm about potential claims, which could presage litigation risk (monitor developments). Halper Sadeh LLC Encourages Equinix Shareholders to Contact the Firm
Equinix Price Performance
Shares of Equinix stock opened at $957.87 on Friday. The company has a market capitalization of $94.05 billion, a price-to-earnings ratio of 69.66, a PEG ratio of 1.35 and a beta of 1.06. The company has a quick ratio of 1.62, a current ratio of 1.62 and a debt-to-equity ratio of 1.32. The stock’s 50-day simple moving average is $788.39 and its 200-day simple moving average is $788.53. Equinix, Inc. has a 52 week low of $701.41 and a 52 week high of $992.90.
Equinix (NASDAQ:EQIX – Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share for the quarter, missing the consensus estimate of $9.07 by ($0.16). Equinix had a return on equity of 9.61% and a net margin of 14.65%.The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. During the same quarter in the previous year, the company earned $7.92 earnings per share. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. As a group, analysts expect that Equinix, Inc. will post 33.1 earnings per share for the current fiscal year.
Equinix Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Investors of record on Wednesday, February 25th will be paid a dividend of $5.16 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This is a positive change from Equinix’s previous quarterly dividend of $4.69. This represents a $20.64 annualized dividend and a yield of 2.2%. Equinix’s dividend payout ratio is 171.79%.
About Equinix
Equinix, Inc is a global provider of digital infrastructure and interconnection services, specializing in carrier-neutral data centers and colocation. The company operates a platform that enables enterprises, cloud and network service providers, and content companies to colocate IT infrastructure, interconnect directly with partners and providers, and access cloud on-ramps and network services in a secure, low-latency environment.
Equinix’s offerings include traditional colocation space and power, cross-connects and meet-me rooms, and a suite of connectivity and on-demand services designed for hybrid multicloud architectures.
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