Janus Henderson Group PLC Sells 8,612 Shares of Equinix, Inc. $EQIX

Janus Henderson Group PLC decreased its holdings in Equinix, Inc. (NASDAQ:EQIX) by 6.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 122,862 shares of the financial services provider’s stock after selling 8,612 shares during the quarter. Janus Henderson Group PLC’s holdings in Equinix were worth $120,417,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of EQIX. SJS Investment Consulting Inc. lifted its holdings in Equinix by 27.3% during the 1st quarter. SJS Investment Consulting Inc. now owns 42 shares of the financial services provider’s stock worth $41,000 after buying an additional 9 shares during the period. Avion Wealth raised its position in shares of Equinix by 73.3% during the first quarter. Avion Wealth now owns 26 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 11 shares during the last quarter. Blue Trust Inc. boosted its holdings in Equinix by 1.3% in the first quarter. Blue Trust Inc. now owns 931 shares of the financial services provider’s stock valued at $912,000 after acquiring an additional 12 shares during the last quarter. Cornerstone Planning Group LLC increased its position in Equinix by 30.8% during the 1st quarter. Cornerstone Planning Group LLC now owns 51 shares of the financial services provider’s stock valued at $54,000 after purchasing an additional 12 shares during the period. Finally, Cary Street Partners Investment Advisory LLC raised its holdings in Equinix by 2.7% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 498 shares of the financial services provider’s stock worth $382,000 after purchasing an additional 13 shares during the last quarter. 94.94% of the stock is owned by institutional investors.

Equinix Trading Down 2.7%

NASDAQ EQIX opened at $1,019.28 on Friday. The company has a quick ratio of 1.18, a current ratio of 1.13 and a debt-to-equity ratio of 1.44. Equinix, Inc. has a 52 week low of $720.62 and a 52 week high of $1,128.68. The business has a 50 day moving average price of $1,053.29 and a 200-day moving average price of $995.00. The company has a market cap of $100.53 billion, a price-to-earnings ratio of 65.63, a P/E/G ratio of 1.94 and a beta of 0.98.

Equinix (NASDAQ:EQIX) last issued its earnings results on Wednesday, April 29th. The financial services provider reported $10.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.30 by $6.49. Equinix had a return on equity of 10.76% and a net margin of 15.64%.The company had revenue of $2.44 billion for the quarter, compared to analysts’ expectations of $2.52 billion. During the same period last year, the business earned $9.67 EPS. Equinix’s quarterly revenue was up 9.8% compared to the same quarter last year. As a group, equities analysts expect that Equinix, Inc. will post 38.25 earnings per share for the current fiscal year.

Equinix Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Wednesday, August 19th will be paid a $5.16 dividend. This represents a $20.64 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Wednesday, August 19th. Equinix’s dividend payout ratio (DPR) is 132.90%.

Trending Headlines about Equinix

Here are the key news stories impacting Equinix this week:

• Positive Sentiment: Equinix reported second-quarter FFO of $11.78 per share, ahead of the $11.25 consensus estimate, supported by strong demand, record bookings and higher xScale fees. The company raised its full-year 2026 outlook and projected 11%–12% revenue growth in 2026, with $5 billion–$6 billion of capital expenditures to expand capacity for artificial-intelligence demand. Equinix Q2 AFFO Beat Estimates
• Positive Sentiment: Analysts remain constructive: Truist raised its price target to $1,220 and kept a Buy rating, while Cantor Fitzgerald lifted its target to $1,211 and maintained Overweight. TD Cowen also raised its target to $1,166 and reiterated Buy. Analyst Price Target Changes
• Positive Sentiment: Equinix declared a quarterly dividend of $5.16 per share, representing an annualized yield of approximately 2%, providing ongoing shareholder income.
• Neutral Sentiment: The company reportedly plans to issue at least $3 billion of U.S. investment-grade bonds. The financing could support its AI-related expansion, although it would add debt and interest obligations. Equinix Bond Sale Report
• Negative Sentiment: The main near-term catalyst is a softer third-quarter forecast, which overshadowed the earnings beat and improved full-year and long-term outlook. Investors appear focused on the possibility of slower immediate growth. Equinix Shares Fall on Soft Third-Quarter Forecast
• Negative Sentiment: Unusually heavy put-option activity—4,245 contracts versus average daily volume of 775—signals increased defensive or bearish positioning, though it does not necessarily represent company-specific fundamentals.

Insider Buying and Selling at Equinix

In other news, EVP Raouf Abdel sold 2,040 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $1,083.47, for a total transaction of $2,210,278.80. Following the completion of the sale, the executive vice president directly owned 5,728 shares of the company’s stock, valued at $6,206,116.16. The trade was a 26.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Christopher B. Paisley sold 125 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $1,060.29, for a total transaction of $132,536.25. Following the completion of the transaction, the director directly owned 17,557 shares in the company, valued at approximately $18,615,511.53. The trade was a 0.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 11,115 shares of company stock valued at $12,022,574 over the last three months. Corporate insiders own 0.27% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on EQIX shares. Zacks Research lowered shares of Equinix from a “strong-buy” rating to a “hold” rating in a research note on Friday, May 15th. Wells Fargo & Company upped their price target on shares of Equinix from $975.00 to $1,200.00 and gave the company an “overweight” rating in a research report on Tuesday, April 21st. Morgan Stanley lifted their price objective on Equinix from $1,075.00 to $1,250.00 and gave the stock an “overweight” rating in a research report on Monday, April 13th. Jefferies Financial Group restated a “buy” rating and set a $1,340.00 target price on shares of Equinix in a research report on Thursday. Finally, Citigroup lifted their target price on Equinix from $1,240.00 to $1,260.00 and gave the stock a “buy” rating in a report on Monday, June 29th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,192.38.

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.