BNP PARIBAS ASSET MANAGEMENT Holding S.A. Purchases 41,887 Shares of Equinix, Inc. $EQIX

BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its position in Equinix, Inc. (NASDAQ:EQIX) by 71.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 100,791 shares of the financial services provider’s stock after buying an additional 41,887 shares during the quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. owned 0.10% of Equinix worth $78,944,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in EQIX. Campbell & CO Investment Adviser LLC lifted its holdings in shares of Equinix by 21.1% during the second quarter. Campbell & CO Investment Adviser LLC now owns 384 shares of the financial services provider’s stock worth $305,000 after purchasing an additional 67 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in Equinix by 1.4% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 544,462 shares of the financial services provider’s stock worth $426,444,000 after buying an additional 7,409 shares during the last quarter. Chilton Capital Management LLC lifted its stake in Equinix by 5.1% during the 3rd quarter. Chilton Capital Management LLC now owns 36,908 shares of the financial services provider’s stock valued at $28,908,000 after acquiring an additional 1,805 shares during the period. 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 valued at $20,425,000 after acquiring an additional 2,378 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Equinix by 25.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,875,355 shares of the financial services provider’s stock valued at $2,252,094,000 after acquiring an additional 588,967 shares during the last quarter. Hedge funds and other institutional investors own 94.94% of the company’s stock.

Equinix Stock Performance

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

Equinix (NASDAQ:EQIX) last released its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share for the quarter, missing the consensus estimate of $9.07 by ($0.16). Equinix had a return on equity of 9.60% and a net margin of 14.65%.The company had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same quarter last year, the company earned $7.92 EPS. The firm’s revenue for the quarter was up 7.0% on a year-over-year basis. Equities analysts anticipate that Equinix, Inc. will post 33.1 earnings per share for the current fiscal year.

Equinix Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be given a $5.16 dividend. This represents a $20.64 annualized dividend 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 dividend payout ratio (DPR) is 136.44%.

Key Headlines 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?

Analysts Set New Price Targets

Several research analysts recently issued reports on EQIX shares. BMO Capital Markets raised their target price on shares of Equinix from $925.00 to $1,050.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Stifel Nicolaus set a $1,075.00 price objective on Equinix in a research note on Thursday, February 12th. Zacks Research cut Equinix from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. Jefferies Financial Group raised their target price on Equinix from $950.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, TD Cowen reiterated a “buy” rating on shares of Equinix in a research report on Thursday, February 12th. Two investment 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,001.41.

Insider Transactions at Equinix

In related news, CEO Adaire Fox-Martin sold 2,670 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $804.08, for a total value of $2,146,893.60. Following the completion of the transaction, the chief executive officer directly owned 14,857 shares of the company’s stock, valued at approximately $11,946,216.56. This represents a 15.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Michael Shane Paladin sold 327 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $804.36, for a total transaction of $263,025.72. Following the completion of the sale, the insider owned 952 shares of the company’s stock, valued at $765,750.72. This trade represents a 25.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 14,353 shares of company stock valued at $11,283,043. Insiders own 0.27% of the company’s stock.

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.