Duff & Phelps Investment Management Co. Increases Stock Holdings in Equinix, Inc. $EQIX

Duff & Phelps Investment Management Co. raised its position in Equinix, Inc. (NASDAQ:EQIX) by 7.1% in the third quarter, HoldingsChannel reports. The fund owned 436,765 shares of the financial services provider’s stock after purchasing an additional 29,005 shares during the quarter. Equinix makes up approximately 3.9% of Duff & Phelps Investment Management Co.’s holdings, making the stock its 2nd largest holding. Duff & Phelps Investment Management Co.’s holdings in Equinix were worth $342,092,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of EQIX. Ameriflex Group Inc. lifted its holdings in shares of Equinix by 433.3% in the 3rd quarter. Ameriflex Group Inc. now owns 32 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 26 shares in the last quarter. Atlantic Union Bankshares Corp bought a new stake in Equinix during the 2nd quarter valued at $26,000. Abound Wealth Management increased its stake in Equinix by 209.1% during the 3rd 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 in the last quarter. Clal Insurance Enterprises Holdings Ltd acquired a new position in Equinix during the second quarter worth $28,000. Finally, Salomon & Ludwin LLC acquired a new position in Equinix during the third quarter worth $37,000. 94.94% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Adaire Fox-Martin sold 2,670 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $804.08, for a total transaction of $2,146,893.60. Following the completion of the sale, the chief executive officer directly owned 14,857 shares of the company’s stock, valued at approximately $11,946,216.56. This trade represents a 15.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Keith D. Taylor sold 2,051 shares of the business’s stock in a transaction 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 completion of the transaction, the chief financial officer directly owned 26,373 shares in the company, valued at approximately $21,208,375.41. This represents a 7.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,602 shares of company stock valued at $11,369,645 over the last quarter. Corporate insiders own 0.27% of the company’s stock.

Key Stories Impacting Equinix

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Equinix launched the Distributed AI Hub (with Palo Alto Networks integration) to simplify and secure enterprise AI infrastructure — a direct product that can drive incremental demand from AI projects and increase interconnection revenue. Equinix Unveils the Distributed AI Hub to Simplify and Secure Enterprise AI Infrastructure
• Positive Sentiment: Bernstein initiated coverage with an Outperform and a $1,128 price target, labeling Equinix a “data center juggernaut” — this fresh buy-side thesis and price target can attract institutional demand. Bernstein launches coverage of Equinix (EQIX), calls it a data center juggernaut
• Positive Sentiment: Analyst commentary and features (Zacks, The Motley Fool) highlight AI-driven revenue upside — including commentary that Equinix is positioned to capture AI capex and rent from enterprise/cloud customers — supporting a growth narrative. This Artificial Intelligence (AI) Stock Just Projected $10 Billion in Revenue for 2026. Here’s Why It’s Just Getting Started.
• Positive Sentiment: Zacks published a bullish “5 reasons” piece emphasizing recurring revenue, global scale, and AI demand — reinforcing the investment case and investor sentiment. 5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now
• Positive Sentiment: Equinix named Olivier Leonetti as its next CFO (effective March 16) — orderly succession reduces execution risk around financial strategy and may reassure investors. Equinix Names Olivier Leonetti as Company’s Next Chief Financial Officer
• Positive Sentiment: Technicals flashed a bullish “golden cross” / move above short-term moving averages, which can trigger momentum buying from traders. Equinix (EQIX) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Short interest data is mixed: a material decline was reported through Feb. 27 (down ~27% to ~1.92M shares, ~2% of float), which is bullish, but a later entry shows inconsistent/zero values — treat the March short-interest note with caution. (short-interest filings)
• Neutral Sentiment: Coverage roundup: Zacks noted Equinix “ascended while market fell” — an observation of price strength but not a standalone fundamental driver. Equinix (EQIX) Ascends While Market Falls: Some Facts to Note

Equinix Stock Performance

Shares of EQIX stock opened at $973.43 on Thursday. The firm has a 50-day moving average of $863.56 and a 200-day moving average of $811.24. The company has a market cap of $95.64 billion, a P/E ratio of 70.79, a P/E/G ratio of 2.46 and a beta of 1.04. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.32 and a quick ratio of 1.32. Equinix, Inc. has a one year low of $701.41 and a one year high of $992.90.

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 firm had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter last year, the firm posted $7.92 earnings per share. The firm’s revenue for the quarter was up 7.0% compared to the same quarter last year. Equities research analysts forecast 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. Stockholders of record on Wednesday, February 25th will be issued a $5.16 dividend. This is a boost from Equinix’s previous quarterly dividend of $4.69. This represents a $20.64 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Wednesday, February 25th. Equinix’s dividend payout ratio is currently 150.11%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on EQIX. Sanford C. Bernstein initiated coverage on shares of Equinix in a report on Thursday, March 5th. They set an “outperform” rating and a $1,128.00 price objective for the company. Barclays restated a “positive” rating and issued a $870.00 target price on shares of Equinix in a report on Tuesday, January 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equinix in a research note on Thursday, January 22nd. Scotiabank reissued an “outperform” rating on shares of Equinix in a report on Thursday, February 12th. Finally, HSBC set a $1,050.00 price objective on Equinix and gave the stock a “buy” rating in a research note on Thursday, January 15th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,006.91.

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.