Caprock Group LLC Buys New Shares in Equinix, Inc. $EQIX

Caprock Group LLC purchased a new position in shares of Equinix, Inc. (NASDAQ:EQIX) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,205 shares of the financial services provider’s stock, valued at approximately $1,748,000.

Other hedge funds also recently made changes to their positions in the company. Westside Investment Management Inc. boosted its holdings in Equinix by 190.9% in the second quarter. Westside Investment Management Inc. now owns 32 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 21 shares during the last quarter. Atlantic Union Bankshares Corp purchased a new position in shares of Equinix in the 2nd quarter worth about $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 in the last quarter. Abound Wealth Management grew its holdings in shares of Equinix by 209.1% during the 3rd quarter. Abound Wealth Management now owns 34 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 23 shares during the period. Finally, Clal Insurance Enterprises Holdings Ltd acquired a new stake in Equinix during the 2nd quarter worth approximately $28,000. Institutional investors and hedge funds own 94.94% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on EQIX. Barclays reaffirmed a “positive” rating and set a $870.00 price target on shares of Equinix in a research report on Tuesday, January 13th. UBS Group lifted their target price on shares of Equinix from $950.00 to $1,010.00 and gave the company a “buy” rating in a report on Thursday. Truist Financial upped their price target on shares of Equinix from $961.00 to $973.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Daiwa Securities Group set a $917.00 price objective on Equinix and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, Wall Street Zen cut Equinix from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $996.23.

Key Equinix News

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Management issued strong full‑year 2026 guidance (revenue and FFO growth driven by AI data‑center demand), which investors favored and which pushed the stock up after the print. Guidance, Not Earnings, Sends Equinix Stock Higher
• Positive Sentiment: Company cited strong bookings that underpin the upbeat 2026 outlook — a confirmation that sales momentum into AI infrastructure is accelerating. Equinix shares jump as bookings drive guidance
• Positive Sentiment: Analysts raised targets and reiterated buy/overweight calls after the print (JPMorgan to $1,100 overweight; Jefferies to $1,000 buy; Scotiabank to $997; BMO and TD Cowen maintained bullish views), adding institutional support for higher prices. Analyst coverage/price target updates Analyst notes (TipRanks)
• Positive Sentiment: Board approved a 10% increase to the quarterly dividend (new quarterly payout $5.16), which supports the REIT income case for holders. Dividend hike and Q4 note (Zacks)
• Neutral Sentiment: Short‑interest notices in some feeds show large increases but the reported figures appear to be data anomalies (zeros/NaN); overall short interest remains low versus float and isn’t a major immediate pressure point. Short interest data (MarketBeat)
• Negative Sentiment: Q4 results missed AFFO/FFO and revenue estimates as expenses rose (FFO $8.91 vs. est. $9.07), which is the reason management had to lean on forward guidance rather than the quarter itself. Q4 misses (Zacks)
• Negative Sentiment: Halper Sadeh LLC issued a shareholder notice encouraging contact about possible claims — a potential legal overhang that could create uncertainty for investors. Shareholder notice (GlobeNewswire)

Equinix Stock Performance

Shares of EQIX stock opened at $956.19 on Friday. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.32 and a quick ratio of 1.62. The company’s fifty day moving average price is $792.68 and its two-hundred day moving average price is $789.66. The firm has a market capitalization of $93.88 billion, a P/E ratio of 69.54, a P/E/G ratio of 1.49 and a beta of 1.06. Equinix, Inc. has a 12 month low of $701.41 and a 12 month high of $992.90.

Equinix (NASDAQ:EQIX) last announced its 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 $9.07 by ($0.16). Equinix had a return on equity of 9.60% and a net margin of 14.65%.The business 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 firm posted $7.92 earnings per share. The firm’s revenue was up 7.0% compared to the same quarter last year. On average, research analysts anticipate that Equinix, Inc. will post 33.1 earnings per share for the current fiscal year.

Equinix Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Investors of record on Wednesday, February 25th will be paid a $5.16 dividend. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.2%. This is a boost from Equinix’s previous quarterly dividend of $4.69. The ex-dividend date is Wednesday, February 25th. Equinix’s payout ratio is presently 150.11%.

Insider Transactions at Equinix

In other news, 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 owned 13,253 shares of the company’s stock, valued at approximately $10,657,267.42. This trade represents a 13.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Kurt Pletcher sold 596 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were 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 of the company’s stock, valued at approximately $2,561,687.10. This represents a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 19,490 shares of company stock valued at $15,281,999 over the last ninety days. 0.27% of the stock is currently owned by corporate insiders.

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.