Krilogy Financial LLC Makes New $3.04 Million Investment in Equinix, Inc. $EQIX

Krilogy Financial LLC acquired a new stake in shares of Equinix, Inc. (NASDAQ:EQIX) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,692 shares of the financial services provider’s stock, valued at approximately $3,035,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new stake in Equinix during the 2nd quarter valued at $892,431,000. Vanguard Group Inc. increased its position in 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 acquiring an additional 222,221 shares during the last quarter. State Street Corp increased its position in Equinix by 3.7% during the second quarter. State Street Corp now owns 6,249,780 shares of the financial services provider’s stock valued at $4,971,512,000 after acquiring an additional 220,981 shares during the last quarter. ABN AMRO Bank N.V. purchased a new stake in shares of Equinix in the second quarter valued at $172,581,000. Finally, Nordea Investment Management AB lifted its holdings in shares of Equinix by 44.7% in the 2nd quarter. Nordea Investment Management AB now owns 450,693 shares of the financial services provider’s stock worth $352,212,000 after acquiring an additional 139,170 shares during the last quarter. Hedge funds and other institutional investors own 94.94% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Keith D. Taylor sold 2,051 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $804.17, for a total transaction of $1,649,352.67. Following the transaction, the chief financial officer directly owned 26,373 shares in the company, valued at approximately $21,208,375.41. This trade represents a 7.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jonathan Lin sold 888 shares of Equinix stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $801.78, for a total transaction of $711,980.64. Following the transaction, the insider directly owned 9,390 shares in the company, valued at approximately $7,528,714.20. The trade was a 8.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 19,490 shares of company stock worth $15,281,999. 0.27% of the stock is owned by corporate insiders.

Key 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

Analysts Set New Price Targets

EQIX has been the topic of several analyst reports. Scotiabank cut their price target on shares of Equinix from $965.00 to $959.00 and set a “sector outperform” rating on the stock in a report on Wednesday, January 14th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equinix in a report on Thursday, January 22nd. JPMorgan Chase & Co. boosted their price objective on Equinix from $940.00 to $950.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Citigroup reaffirmed a “buy” rating on shares of Equinix in a research report on Thursday. Finally, BMO Capital Markets upgraded Equinix from a “market perform” rating to an “outperform” rating and set a $900.00 target price for the company in a research report on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Equinix presently has an average rating of “Moderate Buy” and a consensus price target of $959.64.

Equinix Trading Up 1.3%

Shares of NASDAQ EQIX opened at $867.52 on Thursday. The company has a quick ratio of 1.62, a current ratio of 1.62 and a debt-to-equity ratio of 1.32. The business has a fifty day simple moving average of $783.75 and a two-hundred day simple moving average of $787.35. The firm has a market cap of $85.18 billion, a PE ratio of 79.44, a price-to-earnings-growth ratio of 1.33 and a beta of 1.06. Equinix, Inc. has a twelve month low of $701.41 and a twelve month high of $953.41.

Equinix (NASDAQ:EQIX) last posted its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $9.08 by ($0.17). The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. Equinix had a return on equity of 7.70% and a net margin of 11.82%.Equinix’s quarterly revenue was up 7.0% compared to the same quarter last year. During the same period in the previous year, the company posted $7.92 EPS. Analysts expect that Equinix, Inc. will post 33.1 earnings per share for the current fiscal year.

Equinix Increases Dividend

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

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.