Cibc World Market Inc. Raises Stock Position in Equinix, Inc. $EQIX

Cibc World Market Inc. lifted its stake in Equinix, Inc. (NASDAQ:EQIX) by 27.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,808 shares of the financial services provider’s stock after purchasing an additional 11,066 shares during the period. Cibc World Market Inc. owned 0.05% of Equinix worth $39,795,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Westside Investment Management Inc. raised its stake in Equinix by 190.9% in the second quarter. Westside Investment Management Inc. now owns 32 shares of the financial services provider’s stock worth $25,000 after buying an additional 21 shares in the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of Equinix in the 2nd quarter worth approximately $26,000. Bank of Jackson Hole Trust lifted its stake in shares of Equinix by 70.0% in the 2nd quarter. Bank of Jackson Hole Trust now owns 34 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 14 shares during the period. Abound Wealth Management boosted its position in shares of Equinix by 209.1% during the third quarter. Abound Wealth Management now owns 34 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 23 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd purchased a new stake in Equinix in the second quarter worth $28,000. Institutional investors own 94.94% of the company’s stock.

Insider Activity

In related news, insider Brandi Galvin Morandi sold 1,333 shares of Equinix stock in a transaction 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 completion of the sale, the insider owned 9,551 shares of the company’s stock, valued at $7,681,391.75. The trade was a 12.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Keith D. Taylor sold 2,051 shares of the stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 26,373 shares in the company, valued at approximately $21,208,375.41. This represents a 7.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 19,490 shares of company stock worth $15,281,999. Insiders own 0.27% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on EQIX shares. UBS Group set a $959.00 price objective on Equinix in a research report on Wednesday, January 14th. Citigroup reissued a “buy” rating on shares of Equinix in a research report on Thursday, December 11th. Wall Street Zen cut shares of Equinix from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Truist Financial raised their target price on shares of Equinix from $961.00 to $973.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Finally, Deutsche Bank Aktiengesellschaft set a $915.00 price target on Equinix in a research report on Tuesday, January 6th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $959.64.

Equinix Price Performance

Shares of NASDAQ:EQIX opened at $867.52 on Thursday. Equinix, Inc. has a fifty-two week low of $701.41 and a fifty-two week high of $953.41. The business has a 50-day simple moving average of $783.75 and a two-hundred 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. The firm has a market cap of $85.18 billion, a price-to-earnings ratio of 79.44, a price-to-earnings-growth ratio of 1.33 and a beta of 1.06.

Equinix (NASDAQ:EQIX) last announced its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $2.46 billion. During the same period in the previous year, the business earned $7.92 EPS. The business’s revenue was up 7.0% compared to the same quarter last year. On average, analysts expect that Equinix, Inc. will post 33.1 earnings per share for the current year.

Equinix Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $5.16 per share. The ex-dividend date is Wednesday, February 25th. This represents a $20.64 dividend on an annualized basis and a yield of 2.4%. This is a boost from Equinix’s previous quarterly dividend of $4.69. Equinix’s dividend payout ratio (DPR) is presently 171.79%.

Equinix News Summary

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 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.