Duff & Phelps Investment Management Co. Has $342.09 Million Stock Position in Equinix, Inc. $EQIX

Duff & Phelps Investment Management Co. increased its position in shares of Equinix, Inc. (NASDAQ:EQIX) by 7.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 436,765 shares of the financial services provider’s stock after acquiring an additional 29,005 shares during the period. Equinix comprises 3.9% of Duff & Phelps Investment Management Co.’s holdings, making the stock its 2nd largest holding. Duff & Phelps Investment Management Co. owned approximately 0.44% of Equinix worth $342,092,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Campbell & CO Investment Adviser LLC raised its stake in shares of Equinix by 21.1% during the second quarter. Campbell & CO Investment Adviser LLC now owns 384 shares of the financial services provider’s stock valued at $305,000 after acquiring an additional 67 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its stake in shares of Equinix by 1.4% in the third 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 last quarter. JPMorgan Chase & Co. increased its holdings in Equinix by 25.8% in the third quarter. JPMorgan Chase & Co. now owns 2,875,355 shares of the financial services provider’s stock valued at $2,252,094,000 after purchasing an additional 588,967 shares during the period. Chilton Capital Management LLC raised its position in Equinix by 5.1% during 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 last quarter. Finally, Foresight Group Ltd Liability Partnership raised its position in Equinix by 10.0% during the 3rd quarter. Foresight Group Ltd Liability Partnership now owns 26,139 shares of the financial services provider’s stock worth $20,425,000 after purchasing an additional 2,378 shares during the last quarter. 94.94% of the stock is currently owned by institutional investors and hedge funds.

Equinix Stock Performance

EQIX stock opened at $973.43 on Thursday. The firm has a market cap of $95.64 billion, a PE ratio of 70.79, a price-to-earnings-growth ratio of 2.46 and a beta of 1.04. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 1.40. The stock has a 50-day moving average price of $863.56 and a 200-day moving average price of $811.24. Equinix, Inc. has a 1-year low of $701.41 and a 1-year high of $992.90.

Equinix (NASDAQ:EQIX) last announced its earnings results on Wednesday, February 11th. The financial services provider reported $8.91 EPS for the quarter, missing the consensus estimate of $9.07 by ($0.16). Equinix had a net margin of 14.65% and a return on equity of 9.60%. The business had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. During the same quarter in the previous year, the company earned $7.92 EPS. The firm’s revenue for the quarter was up 7.0% on a year-over-year basis. As a group, equities research analysts expect that Equinix, Inc. will post 33.1 earnings per share for the current year.

Equinix Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be given a dividend of $5.16 per share. This is a positive change from Equinix’s previous quarterly dividend of $4.69. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $20.64 annualized dividend and a dividend yield of 2.1%. Equinix’s payout ratio is 150.11%.

Key Headlines Impacting Equinix

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Equinix launched the Distributed AI Hub (with Palo Alto Networks integration) to simplify and secure enterprise AI infrastructure — a direct product that can drive incremental demand from AI projects and increase interconnection revenue. Equinix Unveils the Distributed AI Hub to Simplify and Secure Enterprise AI Infrastructure
• Positive Sentiment: Bernstein initiated coverage with an Outperform and a $1,128 price target, labeling Equinix a “data center juggernaut” — this fresh buy-side thesis and price target can attract institutional demand. Bernstein launches coverage of Equinix (EQIX), calls it a data center juggernaut
• Positive Sentiment: Analyst commentary and features (Zacks, The Motley Fool) highlight AI-driven revenue upside — including commentary that Equinix is positioned to capture AI capex and rent from enterprise/cloud customers — supporting a growth narrative. This Artificial Intelligence (AI) Stock Just Projected $10 Billion in Revenue for 2026. Here’s Why It’s Just Getting Started.
• Positive Sentiment: Zacks published a bullish “5 reasons” piece emphasizing recurring revenue, global scale, and AI demand — reinforcing the investment case and investor sentiment. 5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now
• Positive Sentiment: Equinix named Olivier Leonetti as its next CFO (effective March 16) — orderly succession reduces execution risk around financial strategy and may reassure investors. Equinix Names Olivier Leonetti as Company’s Next Chief Financial Officer
• Positive Sentiment: Technicals flashed a bullish “golden cross” / move above short-term moving averages, which can trigger momentum buying from traders. Equinix (EQIX) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Short interest data is mixed: a material decline was reported through Feb. 27 (down ~27% to ~1.92M shares, ~2% of float), which is bullish, but a later entry shows inconsistent/zero values — treat the March short-interest note with caution. (short-interest filings)
• Neutral Sentiment: Coverage roundup: Zacks noted Equinix “ascended while market fell” — an observation of price strength but not a standalone fundamental driver. Equinix (EQIX) Ascends While Market Falls: Some Facts to Note

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Truist Financial upped their price target on Equinix from $973.00 to $1,087.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Deutsche Bank Aktiengesellschaft set a $915.00 price objective on Equinix in a research report on Tuesday, January 6th. The Goldman Sachs Group upped their target price on Equinix from $785.00 to $894.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. increased their target price on shares of Equinix from $950.00 to $1,100.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Stifel Nicolaus set a $1,075.00 price target on shares of Equinix in a report on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,006.91.

Insider Activity at Equinix

In other news, insider Brandi Galvin Morandi sold 1,333 shares of Equinix stock in a transaction on Friday, January 16th. The shares were sold at an average price of $804.25, for a total value of $1,072,065.25. Following the completion of the sale, the insider owned 9,551 shares in the company, valued at $7,681,391.75. The trade was a 12.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Charles J. Meyers sold 2,716 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $965.15, for a total transaction of $2,621,347.40. Following the transaction, the chairman owned 12,594 shares in the company, valued at $12,155,099.10. The trade was a 17.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 13,602 shares of company stock worth $11,369,645. Corporate insiders own 0.27% of the company’s stock.

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.