Burling Wealth Partners LLC Has $579,000 Position in Equinix, Inc. $EQIX

Burling Wealth Partners LLC decreased its position in shares of Equinix, Inc. (NASDAQ:EQIX) by 51.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 739 shares of the financial services provider’s stock after selling 778 shares during the period. Burling Wealth Partners LLC’s holdings in Equinix were worth $579,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Westside Investment Management Inc. boosted its holdings in shares of Equinix by 190.9% in the 2nd quarter. Westside Investment Management Inc. now owns 32 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 21 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in shares of Equinix during the 2nd quarter worth $26,000. Bank of Jackson Hole Trust lifted its position in shares of Equinix by 70.0% during the 2nd quarter. Bank of Jackson Hole Trust now owns 34 shares of the financial services provider’s stock worth $27,000 after buying an additional 14 shares during the last quarter. Abound Wealth Management boosted its stake in Equinix by 209.1% in the third quarter. Abound Wealth Management now owns 34 shares of the financial services provider’s stock valued at $27,000 after buying an additional 23 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd bought a new position in Equinix in the second quarter valued at about $28,000. 94.94% of the stock is owned by institutional investors.

Equinix Price Performance

Shares of NASDAQ:EQIX opened at $918.03 on Friday. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.32 and a current ratio of 1.32. Equinix, Inc. has a 52 week low of $701.41 and a 52 week high of $992.90. The firm has a market cap of $90.20 billion, a PE ratio of 66.77, a price-to-earnings-growth ratio of 1.84 and a beta of 1.06. The firm’s fifty day moving average is $808.31 and its 200-day moving average is $793.72.

Equinix (NASDAQ:EQIX) last posted its quarterly earnings data on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share 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 analyst estimates of $2.46 billion. Equinix had a net margin of 14.65% and a return on equity of 9.60%. The business’s revenue for the quarter was up 7.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $7.92 earnings per share. Sell-side analysts predict 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. Investors of record on Wednesday, February 25th will be paid a $5.16 dividend. This is an increase from Equinix’s previous quarterly dividend of $4.69. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Wednesday, February 25th. Equinix’s payout ratio is presently 136.44%.

Key Stories Impacting Equinix

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Truist raised its price target sharply (from $973 to $1,087) and reiterated a buy rating, giving EQIX meaningful upside relative to the current price — this is a clear analyst upgrade supporting higher share valuations. Benzinga
• Positive Sentiment: MarketBeat / Brad Thomas highlights Equinix as a top REIT pick for 2026: data-center exposure, strong ecosystem/network effects, dividend lift and an AI-driven growth runway make EQIX a beneficiary of any REIT rebound as rates normalize. REITs Set for a 2026 Rebound? 7 Top Picks as Rate Cuts Approach (EQIX)
• Positive Sentiment: Recent analyst coverage (Yahoo / Marketbeat summaries) points to strong bookings momentum and AI demand, reinforcing growth expectations that underpin higher multiples for data-center REITs. Equinix (EQIX): Analysts See Strong Momentum Ahead
• Neutral Sentiment: Coverage pieces note Equinix is “quietly” central to AI infrastructure but the sector hasn’t fully re-rated; this suggests upside if market recognition accelerates but no immediate re-rating is guaranteed. 5 Infrastructure REITs Quietly Powering AI While Getting No Credit for It
• Neutral Sentiment: Equinix announced a planned retirement/transition for Chief Sales Officer Mike Campbell — a planned, orderly change that is notable but not unexpected; monitor succession details for any sales/booking continuity risk. Equinix Announces Planned Transition of Chief Sales Officer
• Neutral Sentiment: Reported short interest data is effectively zero/unchanged and shows no meaningful short-squeeze risk or pressure based on the published figures.
• Neutral Sentiment: Moves into Nigeria and Japan are being watched by markets as tests of how new market expansions affect Equinix’s valuation — strategic growth but also execution/valuation scrutiny. Equinix Nigeria And Japan Moves Test Market View On Valuation
• Negative Sentiment: A Seeking Alpha piece argues that, despite strong bookings and AI tailwinds, EQIX may be overvalued today — this narrative pressures the stock while investors debate whether growth justifies current multiples. Equinix: Strong Bookings Momentum And AI Tailwinds, But The Stock Is Overvalued
• Negative Sentiment: Analyst summaries and market reaction still reflect caution after Equinix’s recent quarter slightly missed EPS and revenue expectations — short-term sentiment can remain pressured until upcoming execution / guidance clarity. Are Wall Street Analysts Predicting Equinix Stock Will Climb or Sink?

Insider Buying and Selling

In related news, CFO Keith D. Taylor sold 2,051 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $804.17, for a total value of $1,649,352.67. Following the sale, the chief financial officer directly owned 26,373 shares in the company, valued at $21,208,375.41. This represents a 7.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Chairman Charles J. Meyers sold 2,094 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was 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. The trade was a 13.64% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 14,353 shares of company stock valued at $11,283,043 over the last 90 days. 0.27% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on EQIX shares. Stifel Nicolaus set a $1,075.00 target price on shares of Equinix in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft set a $915.00 price objective on shares of Equinix in a research report on Tuesday, January 6th. Wall Street Zen lowered shares of Equinix from a “hold” rating to a “sell” rating in a research report on Saturday, January 10th. Citigroup reiterated a “buy” rating on shares of Equinix in a report on Thursday, February 12th. Finally, Guggenheim increased their price target on Equinix from $933.00 to $985.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,001.41.

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.