Equinix, Inc. $EQIX Shares Sold by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC trimmed its position in Equinix, Inc. (NASDAQ:EQIX) by 4.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 17,639 shares of the financial services provider’s stock after selling 745 shares during the period. Equinix comprises about 0.7% of Motley Fool Asset Management LLC’s portfolio, making the stock its 27th largest holding. Motley Fool Asset Management LLC’s holdings in Equinix were worth $17,843,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. North Dakota State Investment Board lifted its holdings in Equinix by 3.8% in the 3rd quarter. North Dakota State Investment Board now owns 3,017 shares of the financial services provider’s stock valued at $3,052,000 after purchasing an additional 111 shares in the last quarter. Great Lakes Retirement Inc. acquired a new stake in Equinix during the 3rd quarter worth $2,640,000. Generali Asset Management SPA SGR boosted its stake in Equinix by 1.9% during the 3rd quarter. Generali Asset Management SPA SGR now owns 7,884 shares of the financial services provider’s stock worth $7,975,000 after purchasing an additional 147 shares during the last quarter. Asset Management One Co. Ltd. grew its holdings in shares of Equinix by 1.8% during the third quarter. Asset Management One Co. Ltd. now owns 192,085 shares of the financial services provider’s stock worth $194,309,000 after buying an additional 3,351 shares in the last quarter. Finally, SYM FINANCIAL Corp grew its holdings in shares of Equinix by 2.9% during the third quarter. SYM FINANCIAL Corp now owns 422 shares of the financial services provider’s stock worth $426,000 after buying an additional 12 shares in the last quarter. 94.94% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently commented on EQIX shares. Canadian Imperial Bank of Commerce assumed coverage on shares of Equinix in a research report on Tuesday, October 20th. They issued an “outperform” rating and a $1,200.00 target price for the company. Stifel Nicolaus boosted their price target on shares of Equinix from $1,250.00 to $1,265.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. UBS Group upped their price objective on shares of Equinix from $1,210.00 to $1,265.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Scotiabank reiterated a “sector perform” rating and issued a $1,208.00 price objective on shares of Equinix in a report on Thursday, July 30th. Finally, Mizuho raised their target price on shares of Equinix from $1,200.00 to $1,275.00 and gave the stock an “outperform” rating in a research note on Friday, August 14th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,215.68.

Insiders Place Their Bets

In other Equinix news, insider Michael Paladin sold 307 shares of the business’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $1,035.01, for a total value of $317,748.07. Following the transaction, the insider directly owned 2,450 shares in the company, valued at $2,535,774.50. The trade was a 11.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Kurt Pletcher sold 135 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $1,075.50, for a total transaction of $145,192.50. Following the completion of the sale, the insider directly owned 4,077 shares of the company’s stock, valued at approximately $4,384,813.50. This trade represents a 3.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,770 shares of company stock valued at $4,884,197 over the last ninety days. Company insiders own 0.27% of the company’s stock.

Equinix Stock Up 0.8%

Shares of NASDAQ:EQIX opened at $1,007.66 on Thursday. Equinix, Inc. has a 52-week low of $720.62 and a 52-week high of $1,128.68. The stock has a market cap of $99.43 billion, a P/E ratio of 64.88, a PEG ratio of 1.36 and a beta of 0.98. The business has a fifty day moving average of $1,024.46 and a two-hundred day moving average of $1,005.57. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 1.44.

Equinix (NASDAQ:EQIX) last posted its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $11.64 EPS for the quarter, topping the consensus estimate of $4.11 by $7.53. The business had revenue of $2.57 billion for the quarter, compared to analyst estimates of $2.56 billion. Equinix had a return on equity of 10.76% and a net margin of 15.64%. The company’s quarterly revenue was up 11.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $9.83 EPS. On average, research analysts expect that Equinix, Inc. will post 38.23 earnings per share for the current year.

Equinix Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 16th. Shareholders of record on Wednesday, November 18th will be paid a dividend of $5.16 per share. The ex-dividend date of this dividend is Wednesday, November 18th. This represents a $20.64 dividend on an annualized basis and a yield of 2.0%. Equinix’s payout ratio is 132.90%.

Key Stories Impacting Equinix

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Equinix reported third-quarter FFO of $11.64 per share, above the $10.51 consensus estimate, while revenue rose to $2.57 billion versus expectations of $2.56 billion. FFO increased from $9.83 a year earlier. Equinix surpasses Q3 FFO and revenue estimates
• Positive Sentiment: Record annualized gross bookings of $533 million, up 35% year over year, signaled robust demand and improving pricing. Monthly recurring revenue grew at a double-digit rate for the fourth consecutive quarter, supporting expectations for continued revenue growth. Equinix reports third-quarter results and raises 2026 guidance
• Positive Sentiment: Management raised full-year 2026 guidance for the third consecutive quarter and issued fourth-quarter guidance, reflecting strong operating performance. The company also expects nearly 40% more cabinets to be delivered in 2026 than initially planned, indicating accelerating capacity deployment.
• Positive Sentiment: Interconnection revenue grew 10% year over year, while Fabric revenue increased 24%. Management also highlighted two enterprise products designed to support AI inference workloads, strengthening the company’s positioning in the expanding AI infrastructure market. Equinix CEO unveils AI inference products
• Neutral Sentiment: Equinix declared its regular quarterly dividend of $5.16 per share, providing continued income support for shareholders but not representing a change in dividend policy. Equinix declares quarterly dividend
• Negative Sentiment: Unusually heavy put-option activity before earnings—5,756 puts traded, 656% above average—suggested some investors were hedging against downside risk. This is a market-positioning signal rather than evidence of deteriorating fundamentals.

Equinix Company Profile

Equinix, Inc is a global digital infrastructure company that operates data centers where businesses, cloud providers, telecommunications carriers and other organizations can securely house and connect their information technology systems. Its International Business Exchange (IBX) data centers provide colocation services, allowing customers to place equipment in highly connected facilities without building and operating their own sites.

The company also provides interconnection and networking services, including Equinix Fabric, which enables customers to establish virtual connections among data centers, cloud platforms, networks and business partners.