Equinix, Inc. $EQIX Holdings Lowered by ABC Arbitrage SA

ABC Arbitrage SA decreased its position in shares of Equinix, Inc. (NASDAQ:EQIX) by 78.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 587 shares of the financial services provider’s stock after selling 2,091 shares during the period. ABC Arbitrage SA’s holdings in Equinix were worth $460,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in Equinix by 1.7% during the second quarter. Vanguard Group Inc. now owns 13,129,041 shares of the financial services provider’s stock worth $10,443,758,000 after buying an additional 222,221 shares in the last quarter. State Street Corp grew its stake in Equinix by 3.7% in the second quarter. State Street Corp now owns 6,249,780 shares of the financial services provider’s stock valued at $4,971,512,000 after purchasing an additional 220,981 shares in the last quarter. Principal Financial Group Inc. lifted its stake in Equinix by 3.0% in the third quarter. Principal Financial Group Inc. now owns 1,969,498 shares of the financial services provider’s stock valued at $1,542,595,000 after acquiring an additional 56,592 shares during the last quarter. Norges Bank acquired a new stake in shares of Equinix in the second quarter worth about $892,431,000. Finally, Canada Pension Plan Investment Board lifted its stake in shares of Equinix by 3.7% in the second quarter. Canada Pension Plan Investment Board now owns 1,102,423 shares of the financial services provider’s stock worth $876,944,000 after buying an additional 38,936 shares during the last quarter. 94.94% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Equinix

In related news, Chairman Charles J. Meyers sold 5,087 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $778.47, for a total transaction of $3,960,076.89. Following the sale, the chairman owned 10,426 shares in the company, valued at approximately $8,116,328.22. This represents a 32.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Brandi Galvin Morandi sold 1,333 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $804.25, for a total value of $1,072,065.25. Following the sale, the insider owned 9,551 shares in the company, valued at approximately $7,681,391.75. This represents a 12.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 19,490 shares of company stock worth $15,281,999. 0.27% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Zacks Research downgraded shares of Equinix from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Daiwa Securities Group set a $917.00 price objective on Equinix and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. HSBC set a $1,050.00 target price on shares of Equinix and gave the stock a “buy” rating in a research report on Thursday, January 15th. Citigroup reaffirmed a “buy” rating on shares of Equinix in a report on Thursday, December 11th. Finally, UBS Group set a $959.00 target price on shares of Equinix in a research note on Wednesday, January 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $959.64.

Key Equinix News

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Company forecast 2026 revenue above Wall Street estimates, citing strong AI-related demand for data-center capacity — the guidance is the main driver of the rally. Read More.
• Positive Sentiment: Equinix reported record annualized gross bookings ($1.6B for 2025; $474M in Q4) and accelerating monthly recurring revenue (MRR +10% YoY in Q4), signaling stronger multi-year revenue visibility and customer demand. Read More.
• Positive Sentiment: Board increased the quarterly dividend by 10% to $5.16 — the 11th consecutive year of dividend growth since REIT conversion, which supports income-oriented investor demand. Read More.
• Neutral Sentiment: Full earnings call transcript and management commentary are available; investors will parse guidance details and capex/timing for AI capacity expansion. Read More.
• Neutral Sentiment: Analyst write-ups and metric comparisons (MRR, bookings, FFO) provide context for the quarter vs. estimates — useful for adjusting models but not headline-moving relative to guidance. Read More.
• Neutral Sentiment: Equinix filed an updated federal tax description related to REIT status — a regulatory/tax filing investors should note but unlikely to change near-term fundamentals. Read More.
• Negative Sentiment: Reported FFO/EPS and revenue missed consensus: FFO/EPS $8.91 vs. ~$9.08 expected and revenue $2.42B vs. ~$2.46B — the quarter was weaker than models, which is a near-term headwind but was overshadowed by the guidance beat. Read More.

Equinix Price Performance

Shares of EQIX opened at $867.52 on Thursday. The stock has a 50 day simple moving average of $783.75 and a 200 day simple moving average of $787.35. The company has a debt-to-equity ratio of 1.32, a quick ratio of 1.62 and a current ratio of 1.62. Equinix, Inc. has a 52-week low of $701.41 and a 52-week high of $953.41. The firm has a market capitalization of $85.18 billion, a PE ratio of 79.44, a P/E/G ratio of 1.33 and a beta of 1.06.

Equinix (NASDAQ:EQIX) last posted its quarterly earnings data on Wednesday, February 11th. The financial services provider reported $8.91 EPS for the quarter, missing the consensus estimate of $9.08 by ($0.17). Equinix had a net margin of 11.82% and a return on equity of 7.70%. The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. During the same period in the prior year, the firm posted $7.92 earnings per share. The company’s revenue was up 7.0% compared to the same quarter last year. Sell-side analysts predict that Equinix, Inc. will post 33.1 EPS for the current fiscal year.

Equinix Company 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.