Burling Wealth Partners LLC Has $579,000 Stock Position in Equinix, Inc. $EQIX

Burling Wealth Partners LLC cut its holdings in Equinix, Inc. (NASDAQ:EQIX) by 51.3% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 739 shares of the financial services provider’s stock after selling 778 shares during the quarter. Burling Wealth Partners LLC’s holdings in Equinix were worth $579,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Norges Bank bought a new stake in shares of Equinix in the 2nd quarter valued at $892,431,000. JPMorgan Chase & Co. grew its holdings in Equinix by 25.8% in the third quarter. JPMorgan Chase & Co. now owns 2,875,355 shares of the financial services provider’s stock worth $2,252,094,000 after purchasing an additional 588,967 shares during the period. Vanguard Group Inc. raised its holdings in shares of Equinix by 1.7% during the second quarter. Vanguard Group Inc. now owns 13,129,041 shares of the financial services provider’s stock valued at $10,443,758,000 after purchasing an additional 222,221 shares during the period. State Street Corp boosted its position in shares of Equinix by 3.7% during the 2nd quarter. State Street Corp now owns 6,249,780 shares of the financial services provider’s stock worth $4,971,512,000 after purchasing an additional 220,981 shares in the last quarter. Finally, ABN AMRO Bank N.V. bought a new position in shares of Equinix during the 2nd quarter worth about $172,581,000. Institutional investors and hedge funds own 94.94% of the company’s stock.

Equinix Price Performance

Shares of NASDAQ EQIX opened at $918.03 on Friday. Equinix, Inc. has a twelve month low of $701.41 and a twelve month high of $992.90. The stock’s 50 day moving average price is $808.31 and its 200-day moving average price is $793.72. The company has a market capitalization of $90.20 billion, a PE 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 earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share (EPS) for the quarter, missing the consensus estimate of $9.07 by ($0.16). The business 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 business’s revenue was up 7.0% on a year-over-year basis. During the same period in the prior year, the company earned $7.92 earnings per share. On average, equities analysts anticipate that Equinix, Inc. will post 33.1 EPS for the current 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 paid a dividend of $5.16 per share. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Wednesday, February 25th. This is a positive change from Equinix’s previous quarterly dividend of $4.69. Equinix’s dividend payout ratio (DPR) is presently 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?

Insider Buying and Selling

In related news, insider Brandi Galvin Morandi sold 1,333 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $804.25, for a total transaction of $1,072,065.25. Following the completion of the transaction, the insider owned 9,551 shares in the company, valued at approximately $7,681,391.75. This represents a 12.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Keith D. Taylor sold 2,051 shares of Equinix stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $804.17, for a total transaction of $1,649,352.67. Following the completion of the sale, 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 14,353 shares of company stock worth $11,283,043 in the last ninety days. Corporate insiders own 0.27% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on EQIX. HSBC set a $1,050.00 price target on Equinix and gave the stock a “buy” rating in a research note on Thursday, January 15th. Weiss Ratings restated a “hold (c)” rating on shares of Equinix in a report on Thursday, January 22nd. Jefferies Financial Group increased 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. Barclays reissued a “positive” rating and issued a $870.00 price target on shares of Equinix in a research report on Tuesday, January 13th. Finally, Citigroup restated a “buy” rating on shares of Equinix in a report on Thursday, February 12th. Two 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 company’s stock. Based on data from MarketBeat.com, Equinix currently has an average rating of “Moderate Buy” and a consensus price target of $1,001.41.

Equinix 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.