EQIX Equinix, Inc. Common Stock REIT
XNAS
1014.16
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
EQIX
$1014.16
—
Key stats
$1014.16
- 52-Week Range
- $720.62 – $1128.68
- YTD
- +32.72%
- IV Rank (30D)
- 41.85
- Straddle Price
- $69.15
- P/C Vol Ratio
- 0.26
- Market Cap
- $102.6B
- Open
- $1037.51
- Day Range
- $1001.43 – $1039.16
- Volume
- 663,004
- Prev Close
- $1036.67
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 0.88 |
| Cost of Equity (CAPM) | 9.41% (VRP-adj) |
| WACC | 8.82% |
| Volatility Risk Premium | +34.4pp (IV − HV30) |
| Effective Tax Rate | 10.7% |
| Rev. Growth (YoY, DCF input) | +6.2% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-1.7B |
| Return on Equity (TTM) | 11.3% |
| Book / Price | 14.2% |
| Gross Margin (TTM) | 51.6% |
| FCF Margin (TTM) | -16.5% |
| Debt / Equity | 1.59 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $1023.65 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $1003.64 |
| Bollinger Width / SMA20 | 1.1% (drives anchor stability) |
| Net Debt | $20.8B |
| Market Cap | $103B |
Peers used for multiples: AMT, CCI, DLR, IRM, PLD, SBAC, SPG, WELL
60-Day Conviction
38%
20-Day Fair Value
≈ by Nov 30, 2026
$1014.94
α +0.1%
rank 27%
conviction
7%
40-Day Fair Value
≈ by Dec 29, 2026
$1019.96
α +0.6%
rank 27%
conviction
20%
60-Day Fair Value
≈ by Jan 27, 2027
$1002.15
α -1.1%
rank 27%
conviction
38%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $602.70 | 16% | |
| Peer P/E | $630.43 | 6% | median 35.6× · 8 peers |
| Peer EV/EBITDA | $800.83 | 6% | median 20.4× · 8 peers |
| Peer P/B | $503.95 | 6% | median 3.4× · 5 peers |
| Peer P/S | $1017.10 | 6% | median 9.4× · 8 peers |
| Market Anchor (SMA50) | $1023.65 | 40% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $1042.80 | 20% | 101 strikes · skew +0.60 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNAS
- Market Cap
- $102.6B
- Employees
- 13,716
- List Date
- 2000-08-11
- CIK
- 0001101239
- Headquarters
- Redwood City, CA
- Homepage
- https://www.equinix.com
Equinix is one of the leading providers of cloud- and carrier-neutral data centers, offering colocation and interconnection services to hyperscalers and businesses. Equinix operates 270 properties in 77 metropolitan areas across 36 countries, serving over 10,000 customers. About 70% of Equinix's revenue comes from renting physical space, which allows hyperscalers and other clients to store servers, data storage, and networking equipment. The other 30% of revenue is generated primarily through interconnection services (20%) and other managed services (10%).
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 6.84% | -13.30% | 11.41% | 2.38% | -3.24% | 7.44% | 1.92% |
| Feb | -14.32% | -0.78% | -6.75% | 5.02% | -1.13% | 20.22% | 0.38% |
| Mar | 4.83% | 4.34% | 6.67% | -8.35% | -10.46% | 1.46% | -0.25% |
| Apr | 6.31% | -5.76% | 1.99% | -11.12% | 5.36% | 8.72% | 0.92% |
| May | 3.61% | -2.18% | 3.26% | 9.73% | 3.11% | -1.57% | 2.66% |
| Jun | 8.54% | -3.24% | 4.07% | 0.68% | -10.67% | -0.80% | -0.24% |
| Jul | 2.85% | 4.56% | 3.39% | 4.02% | -1.28% | 0.34% | 2.31% |
| Aug | 2.99% | -5.34% | -2.95% | 2.86% | 1.87% | 1.48% | 0.15% |
| Sep | -9.06% | -12.93% | -6.59% | 6.67% | 1.51% | -1.56% | -3.66% |
| Oct | 6.05% | -2.15% | 2.38% | 2.84% | 9.31% | 0.14%* | 3.10% |
| Nov | -2.20% | 24.55% | 10.27% | 10.49% | -9.55% | -- | 6.71% |
| Dec | 5.28% | -6.18% | -2.31% | -2.27% | 4.48% | -- | -0.20% |
| Total | 20.67% | -21.11% | 25.55% | 22.63% | -12.34% | 39.64% | 12.51% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $1003.04
SMA 50: $1022.27
SMA 200: $1010.75
Current: $1013.70
EMA 12: $1000.16
EMA 26: $1006.07
MACD: -5.9133 | Signal: 4.8715
BEARISH
ADX (14): 21.81
WEAK TREND
+DI: 29.79
−DI: 26.10
Momentum Oscillators
RSI (14): 51.75
NEUTRAL
Stoch %K: 69.46
Stoch %D: 65.26
Williams %R: -39.84
Volume & Volatility
BB Upper: $1055.51
BB Lower: $950.57
NEUTRAL
OBV: -125,103
Vol SMA 20: 560,365
Vol ROC: -12.25%
ATR: $31.28
True Range: $37.73
HV 20: 30.5%
HV 30: 28.8%
HV 60: 26.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a consolidation phase, with the stock trading within a relatively tight range.
- Recent news headlines have been generally positive, but without any significant catalysts that could drive the price up or down.
Primary Risks:
- The stock's low volatility and beta relative to SPY indicate a lower risk profile, but also limited potential for significant gains.
- Options market sentiment is bearish, with a put/call volume ratio of 1.40, which may suggest some caution in the near term.
Investment Thesis: EQIX is a stable and relatively low-risk investment opportunity, suitable for investors seeking income or stability in their portfolios. However, the lack of significant catalysts or trends may limit its potential for capital appreciation.
Recent News Sentiment Impact: The positive news headlines have had a neutral impact on the stock price, as they have not triggered any significant moves.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): BEARISH
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- Upper: $1070.69 (Bollinger Bands)
- Middle: $1034.88 (SMA 20)
- Lower: $999.07 (Lower Bollinger Band)
Momentum Signals: RSI: 50.19 (neutral), suggesting a lack of significant momentum. MACD signal is bearish, indicating a potential decline in the stock price. Bollinger Bands are neutral, with no clear signs of breakout or mean reversion.
Volume Analysis: Volume SMA 20: 586087.85 On-Balance Volume (OBV): 4215058.51 Volume Rate of Change: -39.01%
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headlines on AI infrastructure market size and Berkshire Hathaway's cash pile.
- Neutral news headlines on REIT ETFs and real estate sector performance.
Sentiment Assessment: Aggregate sentiment is NEUTRAL, with some positive and neutral themes emerging from recent news.
Catalyst Identification: No significant upcoming catalysts or events that could drive the stock price.
Market Narrative: The market narrative suggests a stable and relatively low-risk investment environment, with EQIX being a suitable option for investors seeking stability or income.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 0.44 (vs SPY) - indicating low volatility
- Alpha: 0.23 - suggesting slightly above-average returns
- Correlation: 0.24 - showing limited correlation with the broader market
- Stock Volatility: 0.24 - indicating low volatility
Options Market Signals: IV Rank: 15.2% (Low) - shows if volatility is historically high/low Current IV: 49.3% - relatively high, suggesting some uncertainty or fear. Expected Move: $77.45 (42 DTE), 7-DTE: $41.60 - indicating a potential range-bound environment.
Market Context & Positioning
Market Performance: Sector performance is generally positive, with real estate and technology sectors outperforming the broader market.
Institutional Activity: Volume patterns suggest institutional interest in EQIX, but it's not a significant catalyst for the stock price.
Correlation Analysis: EQIX has a limited correlation with the broader market, suggesting some independence from market trends.
Relative Valuation: EQIX is positioned within its trading range, with no clear signs of overvaluation or undervaluation.
Key Levels & Action Items
Critical Price Levels:
- Upper: $1070.69 (Bollinger Bands)
- Middle: $1034.88 (SMA 20)
- Lower: $999.07 (Lower Bollinger Band)
Breakout/Breakdown Levels: No clear signs of a breakout or breakdown, but the stock's low volatility and beta suggest limited potential for significant price movements.
Time-Sensitive Catalysts: No significant upcoming catalysts or events that could drive the stock price.
Risk Management: Stop-loss levels should be set around $999.07 (Lower Bollinger Band) to limit potential losses in case of a decline. Position sizing considerations should take into account the stock's low volatility and beta.
Generated
News
All EQIX news →
Record bookings and upward guidance signal strong AI and enterprise demand momentum.
Amazon, CoreWeave, and Equinix will all profit from the AI boom.
Earnings History
18 of 24 under expected move
Avg Expected Move
6.46%
Avg Actual Move
4.19%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-10 | After-Close | 3.90% | 4.43% | 1.14x | Exceeded |
| 2021-04-28 | After-Close | 5.41% | 0.18% | 0.03x | Within |
| 2021-07-28 | After-Close | 4.91% | 5.97% | 1.22x | Exceeded |
| 2021-11-03 | After-Close | 4.83% | 4.09% | 0.85x | Within |
| 2022-02-16 | After-Close | 5.00% | 2.68% | 0.54x | Within |
| 2022-04-27 | After-Close | 7.59% | 5.37% | 0.71x | Within |
| 2022-07-27 | After-Close | 8.02% | 9.06% | 1.13x | Exceeded |
| 2022-11-02 | After-Close | 8.91% | 6.57% | 0.74x | Within |
| 2023-02-15 | After-Close | 3.53% | 0.70% | 0.20x | Within |
| 2023-05-03 | After-Close | 5.67% | 4.55% | 0.80x | Within |
| 2023-08-02 | After-Close | 4.92% | 5.74% | 1.17x | Exceeded |
| 2023-10-25 | After-Close | 7.64% | 5.46% | 0.71x | Within |
| 2024-02-14 | After-Close | 4.51% | 5.06% | 1.12x | Exceeded |
| 2024-05-08 | After-Close | 11.74% | 11.51% | 0.98x | Within |
| 2024-08-07 | After-Close | 6.38% | 3.74% | 0.59x | Within |
| 2024-10-30 | After-Close | 7.06% | 0.24% | 0.03x | Within |
| 2025-02-12 | After-Close | 6.06% | 1.30% | 0.21x | Within |
| 2025-04-30 | After-Close | 5.95% | 0.14% | 0.02x | Within |
| 2025-07-30 | After-Close | 5.95% | 1.49% | 0.25x | Within |
| 2025-10-29 | After-Close | 6.98% | 4.44% | 0.64x | Within |
| 2026-02-11 | After-Close | 5.80% | 10.41% | 1.79x | Exceeded |
| 2026-04-29 | After-Close | 6.07% | 0.57% | 0.09x | Within |
| 2026-07-29 | After-Close | 9.75% | 3.92% | 0.40x | Within |
| 2026-10-28 | After-Close | 8.57% | 2.88% | 0.34x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
EQIX Options Activity & IV Rank
EQIX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 34.1%
7-DTE IV: 35.5%
Expected Move: $69.15
7-DTE Move: $69.15
Days to Exp: 21 (2026-11-20)
Options Flow
Call Volume: 672
Put Volume: 174
P/C Volume: 0.259
BULLISH
Call OI: 2,398
Put OI: 4,781
P/C OI: 1.994
Total OI: 7,179
ATM Options Pricing
ATM Call: $35.75
ATM Put: $33.40
Call %: 3.5%
Put %: 3.3%
Chain Summary
Chain Volume: 5,929
Chain OI: 18,907
Last Updated: 10/30/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 7th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
7%
vs own history
GEX tilt
-0.52
OI-weighted, today
Vanna tilt
+0.86
δ-sensitivity to IV
Charm tilt
-0.82
δ-decay vs time
Vanna tilt +0.86: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.82: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 82 ATM contracts, 11k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)86.4HighOct 30
IV Rank (30 DTE)41.9MediumOct 30
Straddle Price (30 DTE)$69.15Oct 30
Beta Analysis
Risk Metrics
Beta: 0.5947
Alpha: 16.12%
Correlation: 0.2974
R-Squared: 8.8%
Stock Volatility: 25.6%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own EQIX
8 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Coatue Management Hedge fund Philippe Laffont | $1.33B | #14 of 66 | +16.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $328.7M | #31 of 1945 | -41.0% | 13F | |
| Elliott Investment Management Activist Paul Singer | $156.4M | #12 of 17 | 0.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $154.5M | #264 of 6285 | -59.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $125.6M | #94 of 4729 | +1.1% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $57.1M | #553 of 3716 | -49.3% | 13F | |
| Duquesne Family Office Family office Stanley Druckenmiller | $19.2M | #51 of 86 | new | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $10.4M | #328 of 997 | -59.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
EQIX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 98,880,250 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
24 filers$343.13M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $108.93M | 31.75% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $59.10M | 17.22% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $49.31M | 14.37% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $33.07M | 9.64% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $23.56M | 6.87% | 2026-06-30 |
| 6 | Allianz Asset Management GmbH | $13.55M | 3.95% | 2026-06-30 |
| 7 | D. E. Shaw & Co., Inc. Custodian | $11.57M | 3.37% | 2026-06-30 |
| 8 | Squarepoint Ops LLC | $7.82M | 2.28% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $5.52M | 1.61% | 2026-06-30 |
| 10 | UBS Group AG Custodian | $5.52M | 1.61% | 2026-06-30 |
| 11 | Balyasny Asset Management L.P. | $5.42M | 1.58% | 2026-06-30 |
| 12 | BNP Paribas Financial Markets Custodian | $4.90M | 1.43% | 2026-06-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $2.29M | 0.67% | 2026-06-30 |
| 14 | Walleye Trading LLC | $2.29M | 0.67% | 2026-06-30 |
| 15 | Parallax Volatility Advisers, L.P. | $2.08M | 0.61% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $1.88M | 0.55% | 2026-06-30 |
| 17 | PEAK6 LLC | $1.46M | 0.43% | 2026-06-30 |
| 18 | Cubist Systematic Strategies, LLC | $1.41M | 0.41% | 2025-09-30 |
| 19 | Simplex Trading, LLC Custodian | $1.15M | 0.33% | 2026-06-30 |
| 20 | Goldman Sachs Group Inc Custodian | $1.04M | 0.30% | 2026-06-30 |
| 21 | CAPSTONE INVESTMENT ADVISORS, LLC | $625.43K | 0.18% | 2026-06-30 |
| 22 | STG SECURITIES, LLC | $312.72K | 0.09% | 2026-06-30 |
| 23 | Tidal Investments LLC | $208.48K | 0.06% | 2026-06-30 |
| 24 | Walleye Capital LLC | $104.24K | 0.03% | 2026-06-30 |
22 filers$1.05B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | NOMURA HOLDINGS INC | $526.41M | 50.00% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $167.93M | 15.95% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $94.13M | 8.94% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $67.34M | 6.40% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $35.75M | 3.40% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $35.33M | 3.36% | 2025-09-30 |
| 7 | Allianz Asset Management GmbH | $26.27M | 2.50% | 2026-06-30 |
| 8 | Walleye Trading LLC | $20.74M | 1.97% | 2026-06-30 |
| 9 | Goldman Sachs Group Inc Custodian | $18.03M | 1.71% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $18.03M | 1.71% | 2026-06-30 |
| 11 | GROUP ONE TRADING LLC Custodian | $8.34M | 0.79% | 2026-06-30 |
| 12 | D. E. Shaw & Co., Inc. Custodian | $7.30M | 0.69% | 2026-06-30 |
| 13 | Parallax Volatility Advisers, L.P. | $7.30M | 0.69% | 2026-06-30 |
| 14 | UBS Group AG Custodian | $6.46M | 0.61% | 2026-06-30 |
| 15 | Millennium Management LLC Custodian | $5.11M | 0.49% | 2026-06-30 |
| 16 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.88M | 0.18% | 2026-06-30 |
| 17 | BNP Paribas Financial Markets Custodian | $1.56M | 0.15% | 2026-06-30 |
| 18 | Squarepoint Ops LLC | $1.36M | 0.13% | 2026-06-30 |
| 19 | PEAK6 LLC | $1.25M | 0.12% | 2026-06-30 |
| 20 | Banco BTG Pactual S.A. | $938.15K | 0.09% | 2026-06-30 |
| 21 | Qube Research & Technologies Ltd | $729.67K | 0.07% | 2026-06-30 |
| 22 | Cubist Systematic Strategies, LLC | $548.27K | 0.05% | 2025-09-30 |
EQIX Insider Trading (Form 4)
Latest: 2026-09-08Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | Michael Shane Paladin | Chief Customer & Rev Officer | Sell (S) | −307 | $1035.01 | -$317.7K | EDGAR |
| 2026-09-03 | Michael Shane Paladin | Chief Customer & Rev Officer | Mixed | +307 | $1015.71 | -$206.2K | EDGAR |
| 2026-08-20 | Kurt Pletcher | Chief Legal Officer | Sell (S) | −135 | $1075.50 | -$145.2K | EDGAR |
| 2026-08-18 | Christopher B Paisley | Director | Sell (S) | −125 | $1103.58 | -$137.9K | EDGAR |
| 2026-08-03 | Christopher B Paisley | Director | Sell (S) | −4,000 | $1019.28 | -$4.08M | EDGAR |
| 2026-06-08 | Brandi Galvin Morandi | Chief People Officer | Sell (S) | −3,726 | $1076.36 | -$4.01M | EDGAR |
| 2026-06-03 | Adaire Fox-Martin | CEO and President | Mixed | +2,710 | $1057.11 | -$3.10M | EDGAR |
| 2026-06-03 | Raouf Abdel | EVP, Global Operations | Mixed | +205 | $1060.38 | -$167.8K | EDGAR |
| 2026-06-03 | Jonathan Lin | Chief Business Officer | Mixed | +122 | $1060.41 | -$159.3K | EDGAR |
| 2026-06-03 | Kurt Pletcher | Chief Legal Officer | Mixed | +102 | $1060.25 | -$84.0K | EDGAR |
| 2026-05-26 | Raouf Abdel | EVP, Global Operations | Sell (S) | −2,040 | $1083.47 | -$2.21M | EDGAR |
| 2026-05-21 | Fidelma Russo | Director | Exer (M) | +302 | — | EDGAR | |
| 2026-05-21 | Christopher B Paisley | Director | Exer (M) | +302 | — | EDGAR | |
| 2026-05-21 | Thomas S Olinger | Director | Exer (M) | +302 | — | EDGAR | |
| 2026-05-21 | Yanbing Li | Director | Exer (M) | +255 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
EQIX Insider Holdings
18 insiders · @ $1013.70
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Gary Hromadko | Director | 142,687 | $144.64M | -$29.28M | 35 | 2026-05-21 |
| 2 | Keith D Taylor | Chief Financial Officer | 27,347 | $27.72M | -$118.49M | 175 | 2026-03-13 |
| 3 | Adaire Fox-Martin | CEO and President | 23,178 | $23.50M | -$23.19M | 19 | 2026-06-03 |
| 4 | Jonathan Lin | Chief Business Officer | 10,940 | $11.09M | -$13.16M | 34 | 2026-06-03 |
| 5 | Charles J Meyers | Director | 8,958 | $9.08M | -$172.85M | 114 | 2026-05-07 |
| 6 | Simon Miller | Chief Accounting Officer | 7,614 | $7.72M | -$8.54M | 33 | 2026-03-13 |
| 7 | Brandi Galvin Morandi | Chief People Officer | 6,132 | $6.22M | -$58.77M | 68 | 2026-06-08 |
| 8 | Raouf Abdel | EVP, Global Operations | 5,934 | $6.02M | -$11.22M | 19 | 2026-06-03 |
| 9 | Kurt Pletcher | Chief Legal Officer | 4,076 | $4.13M | -$4.41M | 18 | 2026-08-20 |
| 10 | Nanci Caldwell | Director | 3,388 | $3.43M | -$538.6K | 15 | 2026-05-14 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
EQIX Board & Officers
As of SEC filings through Sep 8, 2026Directors 10
- Christopher B Paisley · since Jul 19, 2007
- Gary Hromadko · listed since Mar 2008
- Nanci Caldwell · since Dec 15, 2015
- Sandra L Rivera · since Oct 7, 2019
- Adaire Fox-Martin · since Jan 5, 2020
- Fidelma Russo · since Jun 9, 2022
- Thomas S Olinger · since Jan 18, 2023
- Charles J Meyers · listed since Jan 2025
- Yanbing Li · since Aug 12, 2025
- Rebecca J Kujawa · since Nov 3, 2025
Officers 8
- Adaire Fox-Martin · CEO and President · listed since Jun 2024
- Olivier Leonetti · Chief Financial Officer · since Mar 16, 2026
- Simon Miller · Chief Accounting Officer · since Nov 12, 2018
- Kurt Pletcher · Chief Legal Officer · since Sep 26, 2024
- Brandi Galvin Morandi · Chief People Officer · listed since Jan 2025
- Jonathan Lin · Chief Business Officer · listed since Jan 2025
- Michael Shane Paladin · Chief Customer & Rev Officer · since Jul 7, 2025
- Raouf Abdel · EVP, Global Operations · since Sep 26, 2024
Changes in the last 10 years (39)
| Mar 16, 2026 | Olivier Leonetti became Chief Financial Officer |
| Feb 16, 2026 | The company announced the departure of Michael Earl Campbell as Chief Sales Officer in an SEC filing |
| Dec 2, 2025 | The company announced the departure of Keith D Taylor as Chief Financial Officer in an SEC filing |
| Nov 3, 2025 | Rebecca J Kujawa became a director |
| Aug 12, 2025 | Yanbing Li became a director |
| Jul 7, 2025 | Michael Shane Paladin became Chief Customer & Rev Officer |
| Mar 25, 2025 | The company announced the departure of Jeetendra I Patel from the board in an SEC filing |
| Jan 17, 2025 | Jonathan Lin listed as Chief Business Officer (previously EVP, GM, Data Center Services) in SEC filings |
| Jan 17, 2025 | Charles J Meyers first listed as a director in an SEC filing |
| Jan 17, 2025 | Brandi Galvin Morandi listed as Chief People Officer (previously Chief Legal and HR Officer) in SEC filings |
| Sep 26, 2024 | Raouf Abdel became EVP, Global Operations |
| Sep 26, 2024 | Kurt Pletcher became Chief Legal Officer |
| Sep 10, 2024 | The company announced the departure of Scott Crenshaw as EVP, GM Digital Services in an SEC filing |
| Jun 4, 2024 | Adaire Fox-Martin first listed as CEO and President in an SEC filing |
| Mar 22, 2024 | Meredith Williamson became Chief Customer & Rev Officer |
| Mar 7, 2024 | The company announced the departure of Peter Van Camp as Executive Chairman in an SEC filing |
| Mar 7, 2024 | The company announced the departure of Peter Van Camp as Executive Chair in an SEC filing |
| Mar 7, 2024 | The company announced the departure of Peter Van Camp as Exec Chair & Acting CEO in an SEC filing |
| Mar 7, 2024 | The company announced the departure of Charles J Meyers as CEO and President in an SEC filing |
| May 17, 2023 | The company announced the departure of Karl Strohmeyer as Chief Customer & Rev Officer in an SEC filing |
| May 8, 2023 | The company announced the departure of Ron Guerrier from the board in an SEC filing |
| Jan 18, 2023 | Thomas S Olinger became a director |
| Jan 16, 2023 | The company announced the departure of Irving F Lyons III from the board in an SEC filing |
| Aug 1, 2022 | Scott Crenshaw became EVP, GM Digital Services |
| Jun 9, 2022 | Jeetendra I Patel became a director |
| Jun 9, 2022 | Fidelma Russo became a director |
| Dec 29, 2021 | Jonathan Lin became EVP, GM, Data Center Services |
| Sep 11, 2021 | Ron Guerrier became a director |
| Jan 20, 2021 | Peter Van Camp first listed as Executive Chairman in an SEC filing |
| Jan 5, 2020 | Adaire Fox-Martin became a director |
| Nov 4, 2019 | Sara Baack listed as Chief Product Officer (previously Chief Marketing Officer) in SEC filings |
| Oct 7, 2019 | Sandra L Rivera became a director |
| Aug 29, 2019 | Karl Strohmeyer listed as Chief Customer & Rev Officer (previously President, Americas) in SEC filings |
| Apr 12, 2019 | Brandi Galvin Morandi became Chief Legal and HR Officer |
| Nov 12, 2018 | Simon Miller became Chief Accounting Officer |
| Sep 13, 2018 | Charles J Meyers listed as CEO and President (previously President, SSI) in SEC filings |
| Mar 1, 2018 | Peter Van Camp first listed as Exec Chair & Acting CEO in an SEC filing |
| Jan 18, 2018 | Charles J Meyers listed as President, SSI (previously Chief Operating Officer) in SEC filings |
| Jan 19, 2017 | Eric Schwartz listed as President, Equinix EMEA (previously President, Equinix Europe) in SEC filings |
Not reported recently (10)
- Meredith Williamson · Last reported as Chief Customer & Rev Officer in an SEC filing dated Sep 5, 2024
- Peter Van Camp · Last reported as a director in an SEC filing dated May 23, 2024
- Sara Baack · Last reported as Chief Product Officer in an SEC filing dated Sep 3, 2021
- Thomas A Bartlett · Last reported as a director in an SEC filing dated Jun 22, 2021
- William K Luby · Last reported as a director in an SEC filing dated Jun 22, 2020
- Scott Kriens · Last reported as a director in an SEC filing dated May 31, 2019
- Yau Tat Lee · Last reported as President - Asia Pacific in an SEC filing dated Mar 14, 2019
- Eric Schwartz · Last reported as President, Equinix EMEA in an SEC filing dated Feb 26, 2019
- Stephen M Smith · Last reported as CEO & President in an SEC filing dated Jan 18, 2018
- John L Hughes · Last reported as a director in an SEC filing dated Jun 9, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
EQIX Proposed Insider Sales (Form 144)
Latest: 2026-09-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $601K notice value
· 3 unique filers
· 67% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
SHANE PALADIN (1, $318K) · KURT E PLETCHER (1, $145K) · PAISLEY CHRISTOPHER B (1, $138K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-04 | SHANE PALADIN | Officer | 307 | $317.7K | 2026-09-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-08-20 | KURT E PLETCHER | Officer | 135 | $145.2K | 2026-08-20 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-18 | PAISLEY CHRISTOPHER B | Director | 125 | $137.9K | 2026-08-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-08 | THE MORANDI TRUST | Officer | 3,726 | $4.03M | 2026-06-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-05 | TAYLOR REVOCABLE TRUST | Former Affiliate | 1,000 | $1.09M | 2026-06-05 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-02 | ADAIRE FOX-MARTIN | Officer | 2,935 | $3.08M | 2026-06-02 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-02 | Pletcher Kurt | Officer | 79 | $83.8K | 2026-06-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-06-02 | Lin Jonathan | Officer | 123 | $130.4K | 2026-06-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-06-02 | Abdel Raouf | Officer | 158 | $167.5K | 2026-06-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-05-22 | RAOUF ABDEL | Officer | 2,040 | $2.21M | 2026-05-22 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-15
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-15 | 0001101239-26-000109 | EDGAR |
| 2026-05-11 | 0001101239-26-000095 | EDGAR |
| 2026-05-07 | 0001104659-26-057167 | EDGAR |
| 2026-04-29 | 0001101239-26-000089 | EDGAR |
| 2026-03-10 | 0001101239-26-000058 | EDGAR |
| 2026-03-05 | 0001104659-26-024144 | EDGAR |
| 2026-02-27 | 0001101239-26-000051 | EDGAR |
| 2026-02-18 | 0001101239-26-000039 | EDGAR |
| 2026-02-12 | 0001101239-26-000035 | EDGAR |
| 2026-02-11 | 0001101239-26-000030 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001101239-26-000091 | EDGAR |
| 2025-10-29 | 0001101239-25-000062 | EDGAR |
| 2025-07-30 | 0001101239-25-000029 | EDGAR |
| 2025-04-30 | 0001628280-25-021086 | EDGAR |
| 2024-10-30 | 0001628280-24-044355 | EDGAR |
| 2024-08-07 | 0001628280-24-035638 | EDGAR |
| 2024-05-08 | 0001628280-24-021647 | EDGAR |
| 2023-10-27 | 0001628280-23-035406 | EDGAR |
| 2023-08-04 | 0001628280-23-027511 | EDGAR |
| 2023-05-05 | 0001628280-23-016073 | EDGAR |
ETF Holders
333 ETFs hold EQIX
25 shown · $18.24B total exposure · 0.25% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VNQ Vanguard Real Estate ETF | Vanguard | 5.67% | $3.8B | — | 2026-09-30 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.14% | $3.2B | — | 2026-09-30 |
| 3 | VOO Vanguard S&P 500 ETF | Vanguard | 0.15% | $2.6B | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.15% | $1.4B | $870.0B | 2026-10-29 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.15% | $1.3B | $813.6B | 2026-10-29 |
| 6 | VUG Vanguard Morningstar Growth ETF | Vanguard | 0.29% | $1.1B | — | 2026-09-30 |
| 7 | XLRE State Street® Real Estate Select Sector SPDR® ETF | SPDR (State Street) | 6.87% | $558.7M | $8.1B | 2026-10-29 |
| 8 | SCHH Schwab U.S. REIT ETF | Nport | 4.88% | $487.5M | — | 2026-05-31 |
| 9 | DFAR Dimensional US Real Estate ETF | Dimensional | 5.38% | $454.6M | — | 2026-10-29 |
| 10 | JEPI JPMorgan Equity Premium Income ETF | JPMorgan | 0.92% | $420.8M | $46.2B | 2026-10-30 |
| 11 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.15% | $285.1M | $185.3B | 2026-10-29 |
| 12 | REET iShares Global REIT ETF | iShares (BlackRock) | 5.78% | $275.7M | $4.8B | 2026-10-29 |
| 13 | USRT iShares Core U.S. REIT ETF | iShares (BlackRock) | 6.25% | $268.6M | $4.3B | 2026-10-29 |
| 14 | DTCR Global X Data Center & Digital Infrastructure ETF | Global X | 13.13% | $249.6M | — | 2026-10-30 |
| 15 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.27% | $224.3M | $83.2B | 2026-10-29 |
| 16 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.37% | $224.2M | — | 2026-05-31 |
| 17 | DFGR Dimensional Global Real Estate ETF | Dimensional | 5.31% | $207.0M | $3.9B | 2026-10-29 |
| 18 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.19% | $195.8M | — | 2026-10-29 |
| 19 | IYR iShares U.S. Real Estate ETF | iShares (BlackRock) | 4.69% | $188.5M | $4.0B | 2026-10-29 |
| 20 | MGK Vanguard Morningstar Mega Cap Growth ETF | Vanguard | 0.52% | $181.1M | — | 2026-09-30 |
| 21 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.33% | $170.1M | $50.7B | 2026-10-29 |
| 22 | ICF iShares Select U.S. REIT ETF | iShares (BlackRock) | 8.18% | $161.7M | $2.0B | 2026-10-29 |
| 23 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.14% | $132.6M | $95.5B | 2026-10-29 |
| 24 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.33% | $130.4M | $39.2B | 2026-10-29 |
| 25 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.16% | $117.6M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
60.88
TTM Diluted EPS
$16.65
TTM Revenue
$10.06B
TTM Net Income
$1.65B
TTM Op. Cash Flow
$4.17B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $2.57B | $489.00M | $4.93 | $1.24B |
| Q2 '26 | 2026-06-30 | $2.62B | $479.00M | $4.83 | $1.07B |
| Q1 '26 | 2026-03-31 | $2.44B | $415.00M | $4.20 | $717.00M |
| Q4 '25 | 2025-12-31 | $2.42B | $265.00M | $2.69 | $1.14B |
| Q3 '25 | 2025-09-30 | $2.32B | $374.00M | $3.81 | $1.01B |
| Q2 '25 | 2025-06-30 | $2.26B | $368.00M | $3.75 | $944.00M |
| Q1 '25 | 2025-03-31 | $2.23B | $343.00M | $3.50 | $809.00M |
| Q4 '24 | 2024-12-31 | $2.26B | $-14.00M | $-0.19 | $981.00M |
| Q3 '24 | 2024-09-30 | $2.20B | $297.00M | $3.10 | $758.00M |
| Q2 '24 | 2024-06-30 | $2.16B | $301.00M | $3.16 | $912.00M |
| Q1 '24 | 2024-03-31 | $2.13B | $231.00M | $2.43 | $598.00M |
| Q4 '23 | 2023-12-31 | $2.11B | $227.00M | $2.40 | $999.00M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
65.27
P/B
6.95
P/S
10.19
EV/EBITDA
26.88
EV/Sales
12.19
ROE
10.7%
ROA
3.7%
Div Yield
1.96%
FCF Yield
3.95%
Debt/Equity
1.44
Current Ratio
—
Market Cap
$99.89B
as of 2026-10-30
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.62M
SI % of Float
1.65%
Days to Cover
3.71
Short Vol Ratio
50.4%
Free Float
98.42M
Float %
99.7%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-18