Equinix, Inc. $EQIX Shares Sold by Freemont Management S.A.

Freemont Management S.A. trimmed its holdings in shares of Equinix, Inc. (NASDAQ:EQIX) by 90.0% in the third quarter, Holdings Channel reports. The firm owned 100 shares of the financial services provider’s stock after selling 900 shares during the period. Freemont Management S.A.’s holdings in Equinix were worth $78,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Westside Investment Management Inc. boosted its position in shares of 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 during the period. Atlantic Union Bankshares Corp purchased a new position in Equinix in the 2nd quarter worth approximately $26,000. Bank of Jackson Hole Trust grew its position in Equinix by 70.0% in the second quarter. Bank of Jackson Hole Trust now owns 34 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 14 shares in the last quarter. Abound Wealth Management raised its stake 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 during the period. Finally, Clal Insurance Enterprises Holdings Ltd acquired a new position in shares of Equinix during the second quarter worth $28,000. 94.94% of the stock is owned by hedge funds and other institutional investors.

Equinix News Summary

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Robust 2026 guidance — Equinix projected FY‑2026 revenue of $10.12B–$10.22B (above consensus) and guided FFO growth of ~10.5%, signaling accelerating AI-related demand that drove the rally. Guidance, Not Earnings, Sends Equinix Stock Higher
• Positive Sentiment: Operational momentum — management reported record annualized gross bookings ($474M in Q4; $1.6B for 2025), MRR up year-over-year, and >500k interconnections, supporting sustained recurring revenue growth tied to AI/colocation demand. Equinix Provides Robust 2026 Outlook
• Positive Sentiment: Analyst optimism — multiple firms raised targets/ratings after the outlook (JPMorgan to $1,100 overweight; Jefferies to $1,000 buy; Scotiabank to $997), reinforcing the bullish narrative and adding buy-side pressure. These Analysts Increase Their Forecasts On Equinix
• Positive Sentiment: Dividend hike — board raised the quarterly dividend 10% to $5.16 (11th consecutive year of increases), which supports total-return investors and reduces downside for income-focused holders. Equinix Increases Quarterly Dividend
• Neutral Sentiment: Short-interest / data noise — recent short-interest posts show anomalous “0 shares / NaN” values (likely reporting artefact); no clear signal of significant short pressure. (data entries)
• Neutral Sentiment: Regulatory / tax filing update — Equinix filed updated federal tax considerations around its REIT status; likely procedural but worth monitoring for any implications. Equinix Updates Federal Tax Considerations for REIT Status
• Negative Sentiment: Q4 miss on AFFO and revenue — Q4 FFO/FFO‑per‑share came in at $8.91 vs. consensus $9.07 and revenue was $2.42B vs. $2.46B estimate; expenses rose. The beat‑down risk was limited because guidance was stronger than the misses. Equinix Q4 AFFO & Revenues Miss Estimates
• Negative Sentiment: Shareholder litigation outreach — Halper Sadeh LLC encouraged shareholders to contact the firm about potential claims, which could presage litigation risk (monitor developments). Halper Sadeh LLC Encourages Equinix Shareholders to Contact the Firm

Analysts Set New Price Targets

A number of research firms recently weighed in on EQIX. Guggenheim raised their price target on shares of Equinix from $933.00 to $985.00 and gave the company a “buy” rating in a report on Thursday. BMO Capital Markets lifted their target price on Equinix from $925.00 to $1,050.00 and gave the stock an “outperform” rating in a research report on Thursday. Daiwa Securities Group set a $917.00 price target on Equinix and gave the stock an “outperform” rating in a research note on Wednesday, October 22nd. The Goldman Sachs Group raised their price objective on Equinix from $785.00 to $894.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, UBS Group upped their target price on Equinix from $950.00 to $1,010.00 and gave the company a “buy” rating in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $990.55.

Equinix Stock Up 10.4%

NASDAQ:EQIX opened at $957.87 on Friday. 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 company has a market capitalization of $94.05 billion, a price-to-earnings ratio of 69.66, a price-to-earnings-growth ratio of 1.35 and a beta of 1.06. Equinix, Inc. has a one year low of $701.41 and a one year high of $992.90. The stock has a 50-day simple moving average of $788.39 and a 200 day simple moving average of $788.53.

Equinix (NASDAQ:EQIX) last released its earnings results on Wednesday, February 11th. The financial services provider reported $8.91 EPS for the quarter, missing analysts’ consensus estimates of $9.07 by ($0.16). The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. Equinix had a return on equity of 9.61% and a net margin of 14.65%.The company’s quarterly revenue was up 7.0% on a year-over-year basis. During the same period in the prior year, the business earned $7.92 EPS. Sell-side analysts predict that Equinix, Inc. will post 33.1 EPS for the current fiscal year.

Equinix Increases Dividend

The firm 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 is a positive change from Equinix’s previous quarterly dividend of $4.69. This represents a $20.64 annualized dividend and a yield of 2.2%. Equinix’s payout ratio is presently 171.79%.

Insider Activity

In related news, insider Jonathan Lin sold 888 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $801.78, for a total transaction of $711,980.64. Following the sale, the insider owned 9,390 shares in the company, valued at $7,528,714.20. This represents a 8.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Michael Shane Paladin sold 327 shares of Equinix stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $804.36, for a total value of $263,025.72. Following the completion of the transaction, the insider owned 952 shares of the company’s stock, valued at approximately $765,750.72. The trade was a 25.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 19,490 shares of company stock valued at $15,281,999 over the last quarter. 0.27% of the stock is owned by company insiders.

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.