Aberdeen Group plc Purchases 13,605 Shares of Equinix, Inc. $EQIX

Aberdeen Group plc boosted its holdings in shares of Equinix, Inc. (NASDAQ:EQIX) by 5.7% in the third quarter, HoldingsChannel reports. The fund owned 250,274 shares of the financial services provider’s stock after acquiring an additional 13,605 shares during the period. Aberdeen Group plc’s holdings in Equinix were worth $193,807,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of EQIX. Campbell & CO Investment Adviser LLC raised its stake in shares of Equinix by 21.1% in the second quarter. Campbell & CO Investment Adviser LLC now owns 384 shares of the financial services provider’s stock worth $305,000 after buying an additional 67 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its holdings in Equinix by 1.4% in 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 acquiring an additional 7,409 shares in the last quarter. Chilton Capital Management LLC raised 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 worth $28,908,000 after acquiring an additional 1,805 shares during the period. Foresight Group Ltd Liability Partnership increased its stake in shares of Equinix by 10.0% in the third quarter. Foresight Group Ltd Liability Partnership now owns 26,139 shares of the financial services provider’s stock worth $20,425,000 after purchasing an additional 2,378 shares in the last quarter. Finally, Nordea Investment Management AB raised its position in shares of Equinix by 7.3% during the 3rd quarter. Nordea Investment Management AB now owns 483,483 shares of the financial services provider’s stock valued at $376,193,000 after purchasing an additional 32,790 shares during the period. Hedge funds and other institutional investors own 94.94% of the company’s stock.

Equinix News Roundup

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Management issued strong full‑year 2026 guidance (revenue and FFO growth driven by AI data‑center demand), which investors favored and which pushed the stock up after the print. Guidance, Not Earnings, Sends Equinix Stock Higher
• Positive Sentiment: Company cited strong bookings that underpin the upbeat 2026 outlook — a confirmation that sales momentum into AI infrastructure is accelerating. Equinix shares jump as bookings drive guidance
• Positive Sentiment: Analysts raised targets and reiterated buy/overweight calls after the print (JPMorgan to $1,100 overweight; Jefferies to $1,000 buy; Scotiabank to $997; BMO and TD Cowen maintained bullish views), adding institutional support for higher prices. Analyst coverage/price target updates Analyst notes (TipRanks)
• Positive Sentiment: Board approved a 10% increase to the quarterly dividend (new quarterly payout $5.16), which supports the REIT income case for holders. Dividend hike and Q4 note (Zacks)
• Neutral Sentiment: Short‑interest notices in some feeds show large increases but the reported figures appear to be data anomalies (zeros/NaN); overall short interest remains low versus float and isn’t a major immediate pressure point. Short interest data (MarketBeat)
• Negative Sentiment: Q4 results missed AFFO/FFO and revenue estimates as expenses rose (FFO $8.91 vs. est. $9.07), which is the reason management had to lean on forward guidance rather than the quarter itself. Q4 misses (Zacks)
• Negative Sentiment: Halper Sadeh LLC issued a shareholder notice encouraging contact about possible claims — a potential legal overhang that could create uncertainty for investors. Shareholder notice (GlobeNewswire)

Analyst Upgrades and Downgrades

EQIX has been the topic of a number of research analyst reports. TD Cowen reissued a “buy” rating on shares of Equinix in a report on Thursday. HSBC set a $1,050.00 price target on shares of Equinix and gave the company a “buy” rating in a report on Thursday, January 15th. Stifel Nicolaus set a $1,075.00 price objective on shares of Equinix in a report on Thursday. The Goldman Sachs Group lifted their target price on Equinix from $785.00 to $894.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Jefferies Financial Group raised their price target on Equinix from $950.00 to $1,000.00 and gave the company a “buy” rating in a report on Thursday. 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, the company currently has a consensus rating of “Moderate Buy” and an average target price of $996.23.

Equinix Stock Down 0.2%

Shares of EQIX opened at $956.19 on Friday. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.62 and a current ratio of 1.32. The company has a 50-day simple moving average of $792.68 and a 200-day simple moving average of $789.51. Equinix, Inc. has a 52 week low of $701.41 and a 52 week high of $992.90. The firm has a market capitalization of $93.95 billion, a P/E ratio of 69.54, a P/E/G ratio of 1.49 and a beta of 1.06.

Equinix (NASDAQ:EQIX) last released its quarterly earnings data 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). The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. Equinix had a net margin of 14.65% and a return on equity of 9.60%. The company’s revenue for the quarter was up 7.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $7.92 earnings per share. On average, equities research analysts expect that Equinix, Inc. will post 33.1 earnings per share for the current year.

Equinix Increases Dividend

The company 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 $5.16 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This is a boost 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 currently 136.44%.

Insider Transactions at Equinix

In other news, insider Jonathan Lin sold 888 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was 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 of the company’s stock, valued at $7,528,714.20. This trade represents a 8.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Michael Shane Paladin sold 327 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $804.36, for a total value of $263,025.72. Following the transaction, the insider owned 952 shares of the company’s stock, valued at approximately $765,750.72. This trade represents a 25.57% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 19,490 shares of company stock valued at $15,281,999. Corporate insiders own 0.27% of the company’s stock.

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.