Public Sector Pension Investment Board Acquires 10,131 Shares of Equinix, Inc. $EQIX

Public Sector Pension Investment Board boosted its holdings in shares of Equinix, Inc. (NASDAQ:EQIX) by 26.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,299 shares of the financial services provider’s stock after purchasing an additional 10,131 shares during the quarter. Public Sector Pension Investment Board’s holdings in Equinix were worth $37,830,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Campbell & CO Investment Adviser LLC raised its position in shares of Equinix by 21.1% during the 2nd quarter. Campbell & CO Investment Adviser LLC now owns 384 shares of the financial services provider’s stock valued at $305,000 after buying an additional 67 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its position in Equinix by 1.4% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 544,462 shares of the financial services provider’s stock valued at $426,444,000 after purchasing an additional 7,409 shares during the period. Chilton Capital Management LLC raised its position in Equinix by 5.1% during the third quarter. Chilton Capital Management LLC now owns 36,908 shares of the financial services provider’s stock valued at $28,908,000 after purchasing an additional 1,805 shares during the period. Nordea Investment Management AB lifted its stake in shares of Equinix by 7.3% in the 3rd quarter. Nordea Investment Management AB now owns 483,483 shares of the financial services provider’s stock valued at $376,193,000 after purchasing an additional 32,790 shares during the last quarter. Finally, Foresight Group Ltd Liability Partnership boosted its holdings in shares of Equinix by 10.0% in 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 period. Institutional investors own 94.94% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on EQIX. TD Cowen restated a “buy” rating on shares of Equinix in a research report on Thursday. Zacks Research downgraded shares of Equinix from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Wall Street Zen cut shares of Equinix from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. Wells Fargo & Company upped their price target on shares of Equinix from $925.00 to $975.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Daiwa Securities Group set a $917.00 target price on Equinix and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $990.55.

Equinix News Summary

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 Trading Up 10.4%

Shares of EQIX opened at $957.87 on Friday. The firm 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 debt-to-equity ratio of 1.32, a current ratio of 1.62 and a quick ratio of 1.62. Equinix, Inc. has a 1-year low of $701.41 and a 1-year high of $992.90. The company has a 50-day moving average of $788.39 and a 200 day moving average of $788.53.

Equinix (NASDAQ:EQIX) last issued its earnings results on Wednesday, February 11th. The financial services provider reported $8.91 EPS for the quarter, missing analysts’ consensus estimates of $9.07 by ($0.16). The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. Equinix had a return on equity of 9.61% and a net margin of 14.65%.Equinix’s revenue was up 7.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.92 earnings per share. On average, research analysts expect that Equinix, Inc. will post 33.1 EPS for the current year.

Equinix Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 25th will be issued a dividend of $5.16 per share. This represents a $20.64 annualized dividend and a yield of 2.2%. The ex-dividend date is Wednesday, February 25th. This is an increase from Equinix’s previous quarterly dividend of $4.69. Equinix’s dividend payout ratio (DPR) is 171.79%.

Insider Buying and Selling at Equinix

In related news, insider Kurt Pletcher sold 596 shares of Equinix stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $801.78, for a total value of $477,860.88. Following the completion of the sale, the insider directly owned 3,195 shares in the company, valued at $2,561,687.10. The trade was a 15.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Michael Shane Paladin sold 327 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $804.36, for a total transaction of $263,025.72. Following the completion of the sale, the insider directly owned 952 shares of the company’s stock, valued at approximately $765,750.72. This trade represents a 25.57% decrease in their ownership of the stock. 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 over the last quarter. Insiders own 0.27% of the company’s stock.

Equinix Profile

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.