Rhumbline Advisers Decreases Stock Position in Equinix, Inc. $EQIX

Rhumbline Advisers decreased its position in shares of Equinix, Inc. (NASDAQ:EQIX) by 5.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 184,213 shares of the financial services provider’s stock after selling 9,702 shares during the period. Rhumbline Advisers’ holdings in Equinix were worth $144,283,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in EQIX. Quent Capital LLC boosted its stake in shares of Equinix by 4.2% during the 3rd quarter. Quent Capital LLC now owns 298 shares of the financial services provider’s stock worth $233,000 after purchasing an additional 12 shares during the period. Whittier Trust Co. grew its stake in shares of Equinix by 1.3% during the second quarter. Whittier Trust Co. now owns 1,040 shares of the financial services provider’s stock valued at $827,000 after buying an additional 13 shares during the last quarter. CVA Family Office LLC raised its holdings in shares of Equinix by 10.9% in the second quarter. CVA Family Office LLC now owns 132 shares of the financial services provider’s stock worth $105,000 after buying an additional 13 shares during the period. Flputnam Investment Management Co. lifted its stake in shares of Equinix by 1.0% during the 3rd quarter. Flputnam Investment Management Co. now owns 1,295 shares of the financial services provider’s stock worth $1,014,000 after acquiring an additional 13 shares during the last quarter. Finally, Paragon Private Wealth Management LLC lifted its stake in shares of Equinix by 2.7% during the 3rd quarter. Paragon Private Wealth Management LLC now owns 495 shares of the financial services provider’s stock worth $388,000 after acquiring an additional 13 shares during the last quarter. Institutional investors own 94.94% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on EQIX. Guggenheim reiterated a “buy” rating on shares of Equinix in a research note on Thursday. Wall Street Zen cut shares of Equinix from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. JPMorgan Chase & Co. lifted their price objective on shares of Equinix from $940.00 to $950.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Morgan Stanley initiated coverage on shares of Equinix in a research report on Thursday, October 16th. They issued an “overweight” rating and a $950.00 price objective for the company. Finally, Barclays restated a “positive” rating and issued a $870.00 target price on shares of Equinix in a research note on Tuesday, January 13th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, Equinix has a consensus rating of “Moderate Buy” and an average price target of $959.64.

More Equinix News

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Management issued upbeat 2026 guidance and said AI-related data-center demand should push annual revenue above consensus; the outlook and commentary on strong bookings drove the post-close rally. Article Title
• Positive Sentiment: Equinix reported record annualized gross bookings ($474M in Q4; $1.6B for 2025), accelerating MRR growth and 500k+ interconnections — metrics that support durable recurring revenue and margin leverage. Article Title
• Positive Sentiment: The board raised the quarterly dividend 10% to $5.16 (11th consecutive year of increases since REIT conversion), supporting income investor appeal and signaling confidence in cash flow. Article Title
• Positive Sentiment: Major analysts reiterated/raised Buy ratings and lifted price targets (TD Cowen reiterated Buy with a $1,123 target; BMO raised its target to $1,050), reflecting confidence that bookings and AFFO acceleration justify higher valuation. TD Cowen Note BMO Note
• Neutral Sentiment: Company filed updated federal tax disclosures related to its REIT status — procedural but material for tax/compliance considerations; likely low near-term market impact. Article Title
• Neutral Sentiment: Full Q4 earnings call transcript and company slide deck are available for investors to review operational details and management commentary. Earnings Call Transcript
• Negative Sentiment: Reported Q4 FFO and revenue slightly missed consensus (FFO $8.91 vs. ~$9.08 estimate; revenue $2.42B vs. ~$2.46B), which is the reason for caution — although management’s stronger forward guide appears to have outweighed the miss in market reaction. Article Title

Insider Activity

In other news, insider Brandi Galvin Morandi sold 1,333 shares of the company’s 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 transaction, the insider owned 9,551 shares in the company, valued at $7,681,391.75. This represents a 12.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Adaire Fox-Martin sold 2,894 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $731.09, for a total transaction of $2,115,774.46. Following the transaction, the chief executive officer owned 12,366 shares in the company, valued at $9,040,658.94. The trade was a 18.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 19,490 shares of company stock worth $15,281,999 over the last 90 days. 0.27% of the stock is currently owned by insiders.

Equinix Price Performance

Shares of EQIX opened at $867.52 on Thursday. 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 50 day moving average price of $783.75 and a 200-day moving average price of $787.35. Equinix, Inc. has a fifty-two week low of $701.41 and a fifty-two week high of $953.41. The stock has a market capitalization of $85.18 billion, a PE ratio of 79.44, a PEG ratio of 1.33 and a beta of 1.06.

Equinix Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be given a $5.16 dividend. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Wednesday, February 25th. This is an increase from Equinix’s previous quarterly dividend of $4.69. Equinix’s payout ratio is presently 171.79%.

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.